Trust & Will
PrivateLast Round
Series C
Extension
Apr 22, 2025
Total Funding Raised
$86.62M
Momentum
Top 50%
of companies Caplight tracks
Company Overview
Trust & Will is a fintech company that offers an online estate planning platform designed to simplify, expedite, and secure the process of creating an estate plan.
Sector
FinTech
Verticals
Legal Tech, Wealth Management, Personal Finance, HR
Business Model
B2C
Customer Profile
Usage-Based SaaS, Subscription SaaS
AI Layer
Application
Keywords
Historical Pricing
Historical view of private secondary pricing and transaction trends.
Trust & Will Comparables
Compare Trust & Will with similar companies based on industry and business-model similarity.
| Company | Similarity | Market Cap |
|---|---|---|
| Gentreo | 83% | |
| Wealth.com | 82% | |
| FreeWill | 79% |
Trust & Will Funding Rounds
Historical fundraising activity
| Round | Date | Amount Raised | Valuation | Investors | Sources |
|---|---|---|---|---|---|
| Series C Extension | Apr 22, 2025 | ||||
| Series C | Mar 11, 2025 | ||||
| Strategic | Feb 23, 2023 | ||||
| Series B Extension | Jan 10, 2022 | ||||
| Series B | Nov 17, 2020 | ||||
Series A | Dec 17, 2019 |
Key People
Founding team and executive leadership
Trust & Will Investors
Notable investors and investment history
| Investor | Rounds |
|---|---|
| Link Ventures | Series A, Series B |
| Erie Strategic Ventures | Series C |
| SEI Ventures | Strategic |
| Walket Capital | Seed |
| UBS Group AG | Series C |
| AARP | Series B |
| Jackson Square Ventures | Series B |
Market signals
Structured signals derived from secondary market and firmographic data.
- Apr 28, 2026
Bill Parker appointed as the new CTO.
- Apr 1, 2026
Company has achieved or is undertaking SOC II compliance.
Recent news
Latest coverage and updates
- hiresAug 27, 2026
Trust & Will hired Wangerin as Chief Financial Officer on Aug 1st '24.
Trust & Will 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.
Request accessFrequently Asked Questions
Common questions about Trust & Will's valuation, stock price, and market status.
Is Trust and Will a public or private company?
Trust and Will is a private company.
What is the current stock price of Trust and Will?
Trust and Will is a private company with no public stock price. No recent secondary market data is available.
How much is Trust and Will worth (valuation)?
Valuation information for Trust and Will is not publicly available.
Can I buy Trust and Will stock?
Trust and Will 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 Trust and Will's last funding round?
Trust and Will's most recent funding round was Series C Extension on April 22, 2025.
Who are the main investors in Trust and Will?
Key investors in Trust and Will include Link Ventures, Jackson Square Ventures, Revolution LLC, Next Level Ventures, Moderne Ventures.
Will Trust and Will IPO soon?
No public IPO plans have been announced for Trust and Will.
How can I track Trust and Will secondary market activity?
Caplight tracks bids, offers, and trades for private companies. Visit https://www.caplight.com to monitor Trust and Will's secondary market activity and sign up for updates.