Inheritly
PrivateLast Round
Pre Seed
Nov 1, 2025
Momentum
Top 50%
of companies Caplight tracks
Company Overview
Inheritly is a financial software company that provides a digital estate and legacy planning platform for financial advisers and their clients.
Sector
FinTech
Verticals
Legal Tech, Wealth Management, Personal Finance, NLP & Conversational AI
Business Model
B2B
Customer Profile
Subscription SaaS
AI Layer
Application
Keywords
Historical Pricing
Historical view of private secondary pricing and transaction trends.
Inheritly Comparables
Compare Inheritly with similar companies based on industry and business-model similarity.
Inheritly Funding Rounds
Historical fundraising activity
| Round | Date | Amount Raised | Valuation | Investors | Sources |
|---|---|---|---|---|---|
| Pre Seed | Nov 1, 2025 |
Inheritly Investors
Notable investors and investment history
| Investor | Rounds |
|---|---|
| ARK Venture Studio | Pre Seed |
| Strategic Angels | Pre Seed |
| Eagle Venture Fund | Pre Seed |
Market signals
Structured signals derived from secondary market and firmographic data.
- Nov 1, 2025
Raised Pre Seed from Eagle Venture Fund, ARK Venture Studio, and Strategic Angels.
Inheritly Filings
Explore SEC and related filing metadata, where available.
| Type | Date | Amount Offered | Amount Sold | Filing | Pages | Download |
|---|
Filing documents are not displayed on this public page. Request access to learn about available coverage.
Request accessFrequently Asked Questions
Common questions about Inheritly's valuation, stock price, and market status.
Is Inheritly a public or private company?
Inheritly is a private company.
What is the current stock price of Inheritly?
Inheritly is a private company with no public stock price. Caplight tracks Inheritly's secondary market activity and provides MarketPrice™ estimates to Caplight users.
How much is Inheritly worth (valuation)?
Valuation information for Inheritly is not publicly available.
Can I buy Inheritly stock?
Inheritly shares may be available on secondary markets subject to transfer restrictions. Caplight facilitates secondary market transactions for accredited investors. Visit https://www.caplight.com to learn more.
When was Inheritly's last funding round?
Inheritly's most recent funding round was Pre Seed on November 1, 2025.
Who are the main investors in Inheritly?
Key investors in Inheritly include ARK Venture Studio, Strategic Angels, Eagle Venture Fund.
Will Inheritly IPO soon?
No public IPO plans have been announced for Inheritly.
How can I track Inheritly secondary market activity?
Caplight tracks bids, offers, and trades for private companies. Visit https://www.caplight.com to monitor Inheritly's secondary market activity and sign up for updates.