FreeWill
PrivateLast Round
Series B
Mar 2, 2022
Total Funding Raised
$30M
Momentum
Top 5%
of companies Caplight tracks
Company Overview
FreeWill operates in Enterprise Software and is based in New York City, New York. Its latest recorded funding round was a Series B round in March 2022.
FreeWill is a legal tech company that provides free, user-friendly online tools for estate planning and facilitates tax-advantaged charitable donations for individuals and nonprofit organizations.
Sector
Enterprise Software
Verticals
Legal Tech, Vertical SaaS, Wealth Management, NLP & Conversational AI, Workflow Automation
Business Model
B2B
Customer Profile
Subscription SaaS
AI Layer
Application
Historical Pricing
Historical view of private secondary pricing and transaction trends.
FreeWill Comparables
Compare FreeWill with similar companies based on industry and business-model similarity.
| Company | Similarity | Market Cap |
|---|---|---|
| Giving Docs | 87% | |
| LifeLegacy | 83% | |
| Trust and Will | 78% |
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FreeWill Funding Rounds
Historical fundraising activity
| Round | Date | Amount Raised | Valuation | Investors | Sources |
|---|---|---|---|---|---|
| Series B | Mar 2, 2022 | ||||
| Series A | Sep 1, 2020 |
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Key People
Founding team and executive leadership
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FreeWill Investors
Notable investors and investment history
| Investor | Rounds |
|---|---|
| ICONIQ Growth | Series B, Series A |
| Highland Capital Partners | Series A, Series B |
| Pear VC | Early Funding, Series A, Series B |
| Dorm Room Fund | Early Funding |
| QED Investors | Series A, Series B |
| Bain Capital, LP | Series B |
| Ulu Ventures | Series A, Series B |
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Market signals
Structured signals derived from secondary market and firmographic data.
- Jul 4, 2026
Added Wcugiftplan from the Education sector
- Apr 18, 2026
Grew from 5 to over 200 employees since 2017.
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FreeWill Filings
Explore SEC and related filing metadata, where available.
| Type | Date | Amount Offered | Amount Sold | Filing | Pages | Download |
|---|
Filing documents are not displayed on this public page. Request access to learn about available coverage.
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Frequently Asked Questions
Common questions about FreeWill's valuation, stock price, and market status.
Is FreeWill a public or private company?
FreeWill is a private company.
What is the current stock price of FreeWill?
FreeWill is a private company, so its shares have no public market price. Caplight tracks FreeWill's secondary market activity and provides MarketPrice™ estimates of its share price to Caplight users.
How much is FreeWill worth (valuation)?
Valuation information for FreeWill is not publicly available.
Can I buy FreeWill stock?
FreeWill shares may be available on secondary markets subject to transfer restrictions. Caplight facilitates secondary market transactions for accredited investors.
When was FreeWill's last funding round?
FreeWill's most recent funding round was Series B on March 2, 2022.
Who are the main investors in FreeWill?
Key investors in FreeWill include ICONIQ Growth, Bain Capital, LP.
Will FreeWill IPO soon?
No public IPO plans have been announced for FreeWill.
How can I track FreeWill secondary market activity?
Caplight tracks bids, offers, and trades in FreeWill's shares on secondary markets.