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Arizona based estate planning platform raised $65m in Series B funding led by Charles Schwab.
"The latest funding round, which includes commitments from many repeat and first-time investors, will fund product development,...…
San Diego based digital estate planning company raised $25m in Series C funding led by Moderne Ventures.
"Financial advisors and institutions trust the brand for its simplicity and world-class experience. It’s become an essential tool for...…
San Diego based estate planning platform raised $25m in Series C funding led by Moderne Ventures.
“By combining technology with human compassion, we’re transforming how people protect and preserve their legacies.”
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.
"Trust & Will pledges to provide an 'easy and secure' way to create estate plans and settle estates online, with the ability to customize...…
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