GetDynasty
PrivateLast Round
Seed
Jan 31, 2024
Est. Valuation
$25M
Total Funding Raised
$5M
Momentum
Top 25%
of companies Caplight tracks
Company Overview
GetDynasty operates in FinTech and is based in San Francisco, California. Its latest recorded funding round was a Seed round in January 2024.
GetDynasty is a legal services company that provides a digital platform for creating, funding, and managing trusts, with a focus on QSBS trust stacking for tax optimization and living trusts for asset protection.
Sector
FinTech
Verticals
Legal Tech, Wealth Management, Workflow Automation
Business Model
B2B
Customer Profile
Subscription SaaS, Services & Consulting
AI Layer
Application
Historical Pricing
Historical view of private secondary pricing and transaction trends.
GetDynasty Comparables
Compare GetDynasty with similar companies based on industry and business-model similarity.
| Company | Similarity | Market Cap |
|---|---|---|
| Valur | 82% | |
| Gentreo | 77% | |
| Trust & Will | 76% |
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GetDynasty Funding Rounds
Historical fundraising activity
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Key People
Founding team and executive leadership
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GetDynasty Investors
Notable investors and investment history
| Investor | Rounds |
|---|---|
| Palm Drive Capital | Seed |
| Original Capital | Seed |
| Trust Fund | Seed |
| Gallery Ventures | Seed |
| Crossbeam Venture Partners | Seed |
| 1121.vc | Seed |
| K5 Global | Seed |
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Market signals
Structured signals derived from secondary market and firmographic data.
- Aug 21, 2026
Monthly visitors grew 47% MoM, reaching 11.6K.
- Jun 19, 2026
Monthly visitors increased 33% to 7.9K.
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Recent news
Latest coverage and updates
- partners_withAug 10, 2026
In California on Aug 10th '26, GetDynasty and Carta, Inc. announce an exclusive partnership that lets customers form and fund QSBS-eligible trusts through a digital workflow at preferred pricing, with Carta, Inc. providing valuation and tax tools and GetDynasty handling trust formation, share-transfer documentation, and ongoing administration.
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GetDynasty 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 GetDynasty's valuation, stock price, and market status.
Is GetDynasty a public or private company?
GetDynasty is a private company.
What is the current stock price of GetDynasty?
GetDynasty is a private company, so its shares have no public market price. Caplight tracks GetDynasty's secondary market activity and provides MarketPrice™ estimates of its share price to Caplight users.
How much is GetDynasty worth (valuation)?
GetDynasty's valuation is estimated at $25.0M based on funding round data.
Can I buy GetDynasty stock?
GetDynasty shares may be available on secondary markets subject to transfer restrictions. Caplight facilitates secondary market transactions for accredited investors.
When was GetDynasty's last funding round?
GetDynasty's most recent funding round was Seed on January 31, 2024.
Who are the main investors in GetDynasty?
Key investors in GetDynasty include Palm Drive Capital.
Will GetDynasty IPO soon?
No public IPO plans have been announced for GetDynasty.
How can I track GetDynasty secondary market activity?
Caplight tracks bids, offers, and trades in GetDynasty's shares on secondary markets.