Legal Tech Startup: Trust & Will

Spotlight on: Trust & Will

Description
Developer of an online estate planning platform designed to provide an easy, fast and secure way to set up an estate plan online. The company's platform modernizes estate planning with a design-first approach, layered on top of customer support to help people throughout the process, making estate planning simple, affordable and accessible for clients, enabling clients to provide families with a better way to plan for the future.

Most Recent Financing Status (As of October 2023)
The company raised $15 million of venture funding from Northwestern Mutual Future Ventures, Touchdown Ventures, Aramex Ventues and SEI Ventures (US) on December 4, 2023. American Express Ventures, Forecast Labs, Affinius Capital and Second Alpha Partners also participated in the round. The funds will be used to scale operations and further integrate with leading financial institutions.

Founder and Chairman: Cody Barbo, [email protected]

HQ Location: 2840 Fifth Avenue San Diego CA 92103

Employees: 107 (as of February 2024)

Total Raised: $50.46M (as of December 2023)

Growth Rate: 0.63% Weekly Growth (95th percentile)

Size Multiple: 14.0X Median (92nd percentile)

Institutional Investor:

• Affinius Capital
• American Express Ventures
• Aramex Ventures
• Forecast Labs
• Northwestern Mutual Future Ventures
• Second Alpha Partners
• SEI Ventures (US)
• Touchdown Ventures

To learn more about Trust & Will, visit their website or follow them on Linkedin

Source: Pitchbook, February 2024