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OneDigitalTrust

OneDigitalTrust

Private
McLean, VirginiaFinTechhttps://onedigitaltrust.com/

Last Round

Seed

Nov 10, 2021

Company Overview

OneDigitalTrust is an EstateTech company that provides a white-label, digital estate and inheritance planning platform for financial institutions, credit unions, and advisory firms.

Sector

FinTech

Verticals

Wealth Management, Legal Tech, Document Management, Vertical SaaS

Business Model

B2B2C

Customer Profile

Subscription SaaS, Revenue Share

AI Layer

Non-AI

Keywords

estate planning platformwhite-label SaaSdigital estate planningestate techdocument creation enginewealth management softwareB2B2Csecure document vaultprobate trackingasset management toolslegal techwill and trust softwaredigital vaultfintech infrastructureonline will maker

Historical Pricing

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Caplight Momentum Score

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OneDigitalTrust Comparables

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OneDigitalTrust comparables — related companies by embedding similarity
CompanySimilarityMarket Cap
Legal Karma
93%
Trust & Will
80%
Wealth.com
78%

OneDigitalTrust Funding Rounds

Historical fundraising activity

Data table
RoundDateAmount RaisedValuationInvestorsSources
SeedNov 10, 2021

Key People

Founding team and executive leadership

Rakesh Mehta

Co-Founder & Chief Product Officer

Founding Team

Sonny Kapoor

Co-Founder & CEO

Founding Team

Darin Rogers

Chief Technology Officer

Executive Team

OneDigitalTrust Investors

Notable investors and investment history

OneDigitalTrust investors
InvestorRounds
RTP Capital AssociatesSeed
VentureSouthSeed

OneDigitalTrust Filings

SEC and related filings with document metadata.

Data table
TypedDateAmount OfferedAmount SoldFillingPagesDownload
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OneDigitalTrust Filings

SEC and related filings with document metadata.

Frequently Asked Questions

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

Firmographic Details

HeadquartersMcLean, Virginia
Employee Range8
Year FoundedN/A
Last FundingNov 10, 2021

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