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Trustate

Trustate

Private
Tampa, FloridaEnterprise Softwarehttps://www.trustate.com/

Last Round

Seed

Dec 2, 2021

Total Funding Raised

$1.8M

Company Overview

Trustate is an estate technology company that provides a cloud-based platform for trust and estate planning, funding, and administration.

Sector

Enterprise Software

Verticals

Legal Tech, Wealth Management, Workflow Automation, Document Management

Business Model

B2B

Customer Profile

Subscription SaaS, Usage-Based SaaS

AI Layer

Application

Keywords

estate administrationlegal techprobate softwareestate planningworkflow automationfiduciary accountingwealth management softwaredocument draftingasset discoverytrust settlementlegal practice managementSaaSlegal opsestate tech

Historical Pricing

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Caplight Momentum Score

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Trustate Comparables

Compare Trustate with similar companies based on industry and business-model similarity.

Trustate comparables — related companies by embedding similarity
CompanySimilarityMarket Cap
Yourefolio
83%
EstateWorks Systems LLC
83%
Lawyers With Purpose, LLC
80%

Trustate Funding Rounds

Historical fundraising activity

Data table
RoundDateAmount RaisedValuationInvestorsSources
SeedDec 2, 2021

Key People

Founding team and executive leadership

Tara Faquir -

CO-Founder and COO at Trustate

Founding Team

TEP Leah Del Percio

President and CEO

Executive Team

Trustate Investors

Notable investors and investment history

Trustate investors
InvestorRounds
Red Bike CapitalSeed
GingerBread CapitalSeed
Embarc CollectiveSeed
Impression VenturesSeed

Market signals

Structured signals derived from secondary market and firmographic data.

  • Oct 16, 2025

    Grew 30% QoQ from 10 to 13 employees.

  • Dec 2, 2021

    $1.8M raised led by Impression Ventures.

Trustate Filings

SEC and related filings with document metadata.

Data table
TypedDateAmount OfferedAmount SoldFillingPagesDownload
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Trustate Filings

SEC and related filings with document metadata.

Frequently Asked Questions

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

Firmographic Details

HeadquartersTampa, Florida
Employee Range13
Year Founded2020
Last FundingDec 2, 2021

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