Common Trust
PrivateLast Round
Seed
Sep 11, 2023
Total Funding Raised
$2.6M
Company Overview
Common Trust is a financial services company that provides a platform to assist business owners in executing competitive exit plans that prioritize their values and legacy while ensuring a profitable transition.
Sector
FinTech
Verticals
Lending & Credit, Investment Platforms, HR
Business Model
B2B
Customer Profile
Services & Consulting, Payment Processing Fee
AI Layer
Non-AI
Keywords
Historical Pricing
Historical view of private secondary pricing and transaction trends.
Common Trust Comps
Public and private peers based on sector, stage, and business model.
Common Trust Funding Rounds
Historical fundraising activity
| Round | Date | Amount Raised | Valuation | Investors | Sources |
|---|---|---|---|---|---|
| Seed | Sep 11, 2023 |
Common Trust Investors
Notable investors and investment history
| Investor | Rounds |
|---|---|
| Crossbeam Venture Partners | Seed |
| Schmidt Futures | Seed |
Market signals
Structured signals derived from secondary market and firmographic data.
- Apr 29, 2026
Acquired MDF profiles manufacturer Universal Wood Products (UWP).
- Jan 30, 2026
Added Consumer Direct, a fintech/credit services company, as a customer.
Common Trust Filings
SEC and related filings with document metadata.
| Typed | Date | Amount Offered | Amount Sold | Filling | Pages | Download |
|---|---|---|---|---|---|---|
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Frequently Asked Questions
Common questions about Common Trust's valuation, stock price, and market status.
