Arizona based estate planning platform raised $65m in Series B funding led by Charles Schwab.
San Diego based digital estate planning company raised $25m in Series C funding led by Moderne Ventures.
San Diego based estate planning platform raised $25m in Series C funding led by Moderne Ventures.
Phoenix based company that helps financial advisers create and optimize estate plans for their clients raised $30m in Series A funding...
San Diego based estate-planning tech maker raised $15m in new funding led by Amex Ventures.
San Diego based estate planning platform raised $15m in Series B funding led by Jackson Square Ventures.
New York-based online estate and legacy planning service Everplans has raised a $6.4 million Series A, led by Mousse Partners with...