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Common Trust

Common Trust

Private
San Francisco, CaliforniaFinTechhttps://www.common-trust.com/

Last Round

Series A

Oct 1, 2024

Total Funding Raised

$10.6M

Momentum

Top 5%

of companies Caplight tracks

Company Overview

Common Trust is a financial services company that provides a platform to assist business owners in executing competitive exit plans that prioritize their values and legacy while ensuring a profitable transition.

Sector

FinTech

Verticals

Investment Platforms, Wealth Management, Legal Tech

Business Model

B2B

Customer Profile

Services & Consulting

AI Layer

Non-AI

Keywords

employee ownership trustEOTsuccession planningexit strategyemployee-owned businessbusiness transitionshared ownershiptransition financingexit planningsteward ownershipsmall business exitemployee stock ownershipESOP alternativebusiness successioncorporate governance

Historical Pricing

Historical view of private secondary pricing and transaction trends.

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Caplight Momentum Score

Proprietary index based on bid/ask volume and sentiment.

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Common Trust Comparables

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Common Trust comparables — related companies by embedding similarity
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Teamshares
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70%

Common Trust Funding Rounds

Historical fundraising activity

Data table
RoundDateAmount RaisedValuationInvestorsSources
Series AOct 1, 2024
SeedSep 11, 2023

Key People

Founding team and executive leadership

Zoe Schlag

Co-Founder & CEO

Founding Team

Common Trust Investors

Notable investors and investment history

Common Trust investors
InvestorRounds
High AlphaSeries A
Gallery VenturesSeed
Crossbeam Venture PartnersSeed
Schmidt FuturesSeed
FJ LabsSeries A

Market signals

Structured signals derived from secondary market and firmographic data.

  • Aug 20, 2026

    Monthly visitors increased 33% MoM, reaching 4.1K.

  • Apr 29, 2026

    Acquired MDF profiles manufacturer Universal Wood Products (UWP).

Common Trust Filings

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Common Trust filings preview — column headings only; records require access
TypeDateAmount OfferedAmount SoldFilingPagesDownload

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Frequently Asked Questions

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

Is Common Trust a public or private company?

Common Trust is a private company.

What is the current stock price of Common Trust?

Common Trust is a private company with no public stock price. No recent secondary market data is available.

How much is Common Trust worth (valuation)?

Valuation information for Common Trust is not publicly available.

Can I buy Common Trust stock?

Common Trust shares may be available on secondary markets subject to transfer restrictions. Caplight facilitates secondary market transactions for accredited investors. Visit https://www.caplight.com to learn more.

When was Common Trust's last funding round?

Common Trust's most recent funding round was Seed on September 11, 2023.

Who are the main investors in Common Trust?

Key investors in Common Trust include Crossbeam Venture Partners.

Will Common Trust IPO soon?

No public IPO plans have been announced for Common Trust.

How can I track Common Trust secondary market activity?

Caplight tracks bids, offers, and trades for private companies. Visit https://www.caplight.com to monitor Common Trust's secondary market activity and sign up for updates.

Firmographic Details

HeadquartersSan Francisco, California
Employee Range14
Year Founded2022
Last FundingOct 1, 2024

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