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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

Momentum

Top 50%

of companies Caplight tracks

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

Historical view of private secondary pricing and transaction trends.

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Caplight Momentum Score

Proprietary index based on bid/ask volume and sentiment.

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GetDynasty Comparables

Compare GetDynasty with similar companies based on industry and business-model similarity.

GetDynasty comparables — related companies by embedding similarity
CompanySimilarityMarket Cap
Valur
82%
Gentreo
77%
Trust & Will
76%

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

GetDynasty Investors

Notable investors and investment history

Market signals

Structured signals derived from secondary market and firmographic data.

  • Jun 19, 2026

    Monthly visitors increased 33% to 7.9K.

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

Common questions about GetDynasty's valuation, stock price, and market status.

Firmographic Details

HeadquartersSan Francisco, California
Employee Range39
Year Founded2022
Last FundingAug 24, 2024

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