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

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.

Online estate planning platform

Exizent is the industry platform for professionals involved with managing the bereavement process. It connects data and services used by legal services firms, institutions, and executors when someone passes away to make the journey for the bereaved an easier one. It’s an area untapped by technology until now. Exizent’s mission is to build a...

Chptr is a mobile-first memorialization platform to gather, share, and hold memories for a lost loved one’s life for generations to come.

Safekeep the thoughts and memories that define you with your personal AI. Secured by blockchain, your precious memories will be retained as an anchor to your past so you can focus on experiencing life and creating memories worth recalling.

Easy and affordable legacy and estate planning anyone can use. Paige stores some of the most important data and documents in your life.

Australia's leading online Will writing platform. With thousands of users, Safewill makes it easy & affordable to write a binding Will

emortal is a permanent, personal and private place for all your family’s important documents.

LastWish helps families securely plan their legacy by preserving messages, organizing documents, and providing directions for the future.

Closure is a online platform for completing subscriptions, contracts and accounts after a death

Trustate provides estate administration and trust funding automation to trusts and estates professionals.

Legapass provides digital currency and digital data back. Secure the transmission of your digital legacy with Legapass, the ultra-secure "offline" vault.