Trust and Will
PrivateLast Round
Series C
Extension
Apr 22, 2025
Total Funding Raised
$52.5M
Company Overview
Trust & Will is a fintech company that offers an online estate planning platform designed to simplify, expedite, and secure the process of creating an estate plan.
Sector
Consumer & Commerce
Verticals
Legal Tech, Personal Finance, Wealth Management, Vertical SaaS, E-commerce
Business Model
B2C
Customer Profile
Subscription SaaS, Services & Consulting
AI Layer
Non-AI
Keywords
Historical Pricing
Historical view of private secondary pricing and transaction trends.
Trust and Will Comps
Public and private peers based on sector, stage, and business model.
Trust and Will Funding Rounds
Historical fundraising activity
| Round | Date | Amount Raised | Valuation | Investors | Sources |
|---|---|---|---|---|---|
| Series C Extension | Apr 22, 2025 | ||||
| Series C | Mar 11, 2025 | ||||
| Series B | Nov 17, 2020 | ||||
| Series A | Dec 17, 2019 | ||||
| Seed | Jan 1, 2019 |
Key People
Founding team and executive leadership
Trust and Will Investors
Notable investors and investment history
| Investor | Rounds |
|---|---|
| Link Ventures | Series A, Series B |
| Erie Strategic Ventures | Series C |
| Curql Fund | Series C Extension |
| UBS Group AG | Series C |
| AARP | Series B |
| Jackson Square Ventures | Series B |
| Actium Partners | Series B |
Market signals
Structured signals derived from secondary market and firmographic data.
- Apr 28, 2026
Bill Parker appointed as the new CTO.
- Apr 1, 2026
Company has achieved or is undertaking SOC II compliance.
Trust and Will 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 Trust and Will's valuation, stock price, and market status.
