GetDynasty

GetDynasty

Private

Last Round

Seed

Aug 24, 2024

Total Funding Raised

$5M

Momentum Score

50 /100

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, RegTech, Personal Finance

Business Model

B2C

Customer Profile

Subscription SaaS, Services & Consulting, Freemium

AI Layer

Non-AI

Keywords

QSBS trustsQSBS stackingQSBSSection 1202 exclusionliving truststrust administrationstartup equity taxonline estate planningcapital gains tax optimizationfounder tax planningprobate avoidanceasset protection trustnon-grantor trustlegal tech platformtrust tax preparation

Historical Pricing

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Caplight Momentum Score

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GetDynasty Comps

Public and private peers based on 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

RoundDateAmount RaisedValuationInvestorsSources
SeedAug 24, 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.

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

Headquarters
Employee Range35
Year Founded2022
Last FundingAug 24, 2024

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