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Epilogue

Epilogue

Private

Last Round

Crowdfunding

Dec 31, 2025

Est. Valuation

$21.2M

Total Funding Raised

$12.17M

Momentum

Top 50%

of companies Caplight tracks

Company Overview

Epilogue is a financial technology company that provides an online estate planning platform for financial advisors and individuals to generate wills and powers of attorney.

Sector

FinTech

Verticals

Wealth Management, Legal Tech, Data Visualization, NLP & Conversational AI, Vertical SaaS

Business Model

B2B

Customer Profile

Subscription SaaS

AI Layer

Application

Keywords

estate planningadvisor techwealth management softwaredocument analysislegal techAI document analysisestate planning softwarevertical SaaSdata visualizationestate planning toolsfintechAI copilot for advisorslegal document automationestate planning AIvibe coding

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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Track how buyer interest and sentiment changes over time.

Epilogue Comparables

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

Epilogue comparables — related companies by embedding similarity
CompanySimilarityMarket Cap
Willful
93%
FormalWill Inc.
92%
Luminary
88%

Epilogue Funding Rounds

Historical fundraising activity

Data table
RoundDateAmount RaisedValuationInvestorsSources
CrowdfundingDec 31, 2025
CrowdfundingMar 19, 2021

Key People

Founding team and executive leadership

Brad Browning

Co-Founder, CEO

Founding Team

Daniel Goldgut

Co-Founder & CEO

Founding Team

Adam F.

Chief Technology Officer, Lead Software Developer

Executive Team

Market signals

Structured signals derived from secondary market and firmographic data.

  • May 13, 2026

    Monthly visitors increased 44% MoM.

  • Apr 22, 2026

    Grew 21% QoQ, from 14 to 17 employees.

Epilogue Filings

SEC and related filings with document metadata.

Data table
TypedDateAmount OfferedAmount SoldFillingPagesDownload
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Epilogue Filings

SEC and related filings with document metadata.

Frequently Asked Questions

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

Firmographic Details

HeadquartersToronto
Employee Range16
Year Founded2019
Last FundingDec 31, 2025

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