Tech Company Financing Transactions
Trust & Will Funding Round
Trust & Will, operating out of San Diego, secured $15 million from American Express Ventures, Northwestern Mutual Future Ventures and SEI Ventures.
Transaction Overview
Company Name
Announced On
2/23/2023
Transaction Type
Venture Equity
Amount
$15,000,000
Round
Undisclosed
Investors
American Express Ventures (Lead Investor) (Margaret Lim)
Proceeds Purpose
One startup out to help take the pain, and expense, out of the estate planning process by digitizing it is seeing demand for its services grow.
Company Information
Company Status
Private & Independent
Industry
Internet & IoT
Mailing Address
961 W Laurel St.
San Diego, CA 92101
USA
San Diego, CA 92101
USA
Phone
Website
Email Address
Overview
Hi, we're Trust & Will. We're making estate planning simple, affordable, & accessible with a design-first approach and amazing customer support. We have tens of thousands of happy customers using our complete suite of products nationwide. We're enabling every American to create a plan that fits their family, their life, and their legacy.
Profile
Social Media
Company News
Facebook
YouTube
Management Team
Title
Name
Email & Social
Chief Executive Officer
Cody Barbo
Browse more venture capital transactions:
Prev: 2/23/2023: Gridium venture capital transaction
Next: 2/23/2023: OnePulse venture capital transaction
Share this article
Where The Data Comes From
We do our best to document all VC transactions involving tech companies. VC investment data records reported here are derived from news reports and company announcements. The data comes to us via our partnership with VentureDeal.com, an affiliated venture.
Additional Resources for Entrepreneurs