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GetDynasty

GetDynasty

Private
San Francisco, CaliforniaFinTechhttps://www.getdynasty.com/

Last Round

Seed

Aug 24, 2024

Est. Valuation

$25M

Total Funding Raised

$10M

Company Overview

GetDynasty is a legal services company that provides a digital platform for creating, funding, and managing trusts, with a focus on QSBS trust stacking for tax optimization and living trusts for asset protection.

Sector

FinTech

Verticals

Legal Tech, Wealth Management, Workflow Automation

Business Model

B2B

Customer Profile

Subscription SaaS, Services & Consulting

AI Layer

Application

Keywords

estate planningtrust administrationQSBSqualified small business stocktrust stackinglegal techliving trusttax strategywealth managementasset protectionlegal automationstartup equitywill and trustrobo-trustdigital estate

Historical Pricing

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GetDynasty Comps

Public and private peers based on sector, stage, and business model.

GetDynasty comps — public and private peers by sector, stage, and business model
CompanyStatusEst. ValuationRev Multiple
OpenAIPrivate$86.0B~40x
CoherePrivate$5.0B--
Competitor 1Public$XX.XBXXx
Competitor 2Public$XX.XBXXx

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GetDynasty Funding Rounds

Historical fundraising activity

Data table
RoundDateAmount RaisedValuationInvestorsSources
SeedAug 24, 2024
SeedJan 31, 2024

Key People

Founding team and executive leadership

Alessandro Chesser

CEO

Executive Team

David Kim

Chief Operating Officer

Executive Team

GetDynasty Investors

Notable investors and investment history

GetDynasty Filings

SEC and related filings with document metadata.

Data table
TypedDateAmount OfferedAmount SoldFillingPagesDownload
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GetDynasty Filings

SEC and related filings with document metadata.

Frequently Asked Questions

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Firmographic Details

HeadquartersSan Francisco, California
Employee Range40
Year Founded2022
Last FundingAug 24, 2024

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