Trust & Will
PrivateLast Round
Series C
Extension
Apr 22, 2025
Total Funding Raised
$86.62M
Momentum
Top 10%
of companies Caplight tracks
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
FinTech
Verticals
Legal Tech, Wealth Management, Personal Finance, HR
Business Model
B2B2C
Customer Profile
Usage-Based SaaS, Subscription SaaS
AI Layer
Application
Keywords
Historical Pricing
Historical view of private secondary pricing and transaction trends.
Trust & Will Comps
Public and private peers based on sector, stage, and business model.
| Company | Status | Est. Valuation | Rev Multiple |
|---|---|---|---|
| OpenAI | Private | $86.0B | ~40x |
| Cohere | Private | $5.0B | -- |
| Competitor 1 | Public | $XX.XB | XXx |
| Competitor 2 | Public | $XX.XB | XXx |
Trust & Will Funding Rounds
Historical fundraising activity
| Round | Date | Amount Raised | Valuation | Investors | Sources |
|---|---|---|---|---|---|
| Series C Extension | Apr 22, 2025 | ||||
| Series C | Mar 11, 2025 | ||||
| Strategic | Feb 23, 2023 | ||||
| Series B Extension | Jan 10, 2022 | ||||
| Series B | Nov 17, 2020 | ||||
Series A | Dec 17, 2019 |
Key People
Founding team and executive leadership
Trust & Will Investors
Notable investors and investment history
| Investor | Rounds |
|---|---|
| Link Ventures | Series A, Series B |
| Erie Strategic Ventures | Series C |
| SEI Ventures | Strategic |
| Walket Capital | Seed |
| UBS Group AG | Series C |
| AARP | Series B |
| Jackson Square Ventures | 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 & 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 & Will's valuation, stock price, and market status.