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

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

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.

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

The Postage is a digital platform that secures critical information, estate plans, and digital assets in one place.

Retirement Plans Simplified. BidMoni is the developer of Fiduciary Shield which is an online platform to create retirement plan.

Leafplanner is a digital document and information-sharing platform for estates and family offices.

Legata offers an online platform run by lawyers and experts to help users with estate planning.

Estate planning for the cloud generation

Making estate planning and philanthropy accessible to over one hundred million middle-income Americans.

Tax Lien Investing for the Rest of Us. B2B Fin/LegalTech SaaS startup accelerating returns and recovery of delinquent real estate debt nationwide.

A Whole New Way To Prepare for Afterlife. Protect your family, and secure your legacy with AI powered afterlife agent. A Whole New Way To Prepare for Afterlife. The world’s first AI powered digital afterlife agent. Protect your family, and secure your legacy.

Online end-of-life planning. AfterSteps Digital Storage and Planning. Privacy, Security