Common Trust
PrivateLast Round
Series A
Oct 1, 2024
Total Funding Raised
$10.6M
Momentum
Top 5%
of companies Caplight tracks
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
Investment Platforms, Wealth Management, Legal Tech
Business Model
B2B
Customer Profile
Services & Consulting
AI Layer
Non-AI
Keywords
Historical Pricing
Historical view of private secondary pricing and transaction trends.
Common Trust Comparables
Compare Common Trust with similar companies based on industry and business-model similarity.
| Company | Similarity | Market Cap |
|---|---|---|
| Teamshares | 77% | |
| Oneteam | 72% | |
| Zolidar | 70% | |
Common Trust Funding Rounds
Historical fundraising activity
| Round | Date | Amount Raised | Valuation | Investors | Sources |
|---|---|---|---|---|---|
| Series A | Oct 1, 2024 | ||||
| Seed | Sep 11, 2023 |
Common Trust Investors
Notable investors and investment history
| Investor | Rounds |
|---|---|
| High Alpha | Series A |
| Gallery Ventures | Seed |
| Crossbeam Venture Partners | Seed |
| Schmidt Futures | Seed |
| FJ Labs | Series A |
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.