Companies

Vestwell is the modern fintech engine powering savings and investment programs for small businesses and individuals. Vestwell provides underlying infrastructure to power workplace and individual savings programs for small businesses and savers.

Empathy is a support system mobile application that guides and supports families along the journey of loss.

A combination of best-in-class estate planning technology and human expertise to elevate the wealth management industry. Wealth.com is a digital estate planning platform for wealth management firms, utilizing advanced technology and advisory services.

RealPage is a provider of cloud-based software for managing multi-family real estate.

Making Estate Planning Simple for Financial Advisors. Vanilla offers an estate planning platform that enhances the experience for wealth management firms and their clients.

Modern estate planning to help every family leave their legacy. Trust & Will is a digital estate planning platform that offers legally valid estate planning documents that comply with state guidelines.

Remarkable access, diversification, liquidity, and estate planning for the world’s exceptional founders. Elevating private fund management

Redesigning death. Making digital wills

Visualize and manage trust & estate strategies on one platform. Luminary is a software company that develops an AI platform for wealth transfer and estate planning.

Life insurance, wills, and tools to organize your family’s finances. We believe every family deserves a secure financial future. That’s why we’re building Fabric – a smarter way for new parents to get insured. Life insurance has become too complicated and expensive, and we’re here to change that.

We build technology that empowers both donors and fundraisers to make the most meaningful donations of their lives. FreeWill offers philanthropy and estate planning tools for donors and fundraisers to donate simpler.

High Tech, Premium DIY Estate Planning Delivered Through Financial Services (B2B) Partners

Powering wealth across generations. Alix is a comprehensive estate settlement service that handles post-funeral tasks so families can focus on grieving. It provides expert-led assistance with insurance, government agencies, loans, taxes, and more.

CircleIt is a mobile platform developing communication software that enables the creation and storage of digital memories.

GoodTrust is a secure digital legacy platform for websites, social media, online accounts, and documents.

The best way to make your legal will online

Your partner through probate. Kings Court Trust provides estate administration services for families in the United Kingdom.

Estate Settlement is hard. We make it easier. EverSettled harnesses AI to help you close the estate in all 50 states. EverSettled provides software and tools to guide families through probate.