ProTrustee
PrivateLast Round
Grant
Dec 6, 2022
Total Funding Raised
$50,000
Company Overview
ProTrustee is a fintech company that provides cloud-native software for trust administration, compliance, and accounting for fiduciary professionals.
Sector
FinTech
Verticals
Wealth Management, Accounting & Expense, Compliance & Risk, Document Management, Workflow Automation
Business Model
B2B
Customer Profile
Subscription SaaS
AI Layer
Application
Keywords
Historical Pricing
Historical view of private secondary pricing and transaction trends.
ProTrustee Comparables
Compare ProTrustee with similar companies based on industry and business-model similarity.
| Company | Similarity | Market Cap |
|---|---|---|
| WealthHub Solutions | 86% | |
| Paradigm | 80% | |
| Cheetah | 75% | |
ProTrustee Funding Rounds
Historical fundraising activity
| Round | Date | Amount Raised | Valuation | Investors | Sources |
|---|---|---|---|---|---|
| Grant | Dec 6, 2022 |
Key People
Founding team and executive leadership
ProTrustee Investors
Notable investors and investment history
| Investor | Rounds |
|---|---|
| SCRA | Grant |
ProTrustee Filings
SEC and related filings with document metadata.
| Typed | Date | Amount Offered | Amount Sold | Filling | Pages | Download |
|---|---|---|---|---|---|---|
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Frequently Asked Questions
Common questions about ProTrustee's valuation, stock price, and market status.