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PC:TRU09

Trust & Will

San Diego, California 92101, UShttps://trustandwill.com/Asset Management

Trust & Will is a leading digital estate planning platform that provides accessible and comprehensive estate planning solutions. The company focuses on expanding access to estate planning services, particularly for credit union members across the nation.

Estimated Valuation

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$7.5$10$13Oct '24Jan '25Apr '25Jul '25Oct '25Jan '26Apr '26Jul '26Oct '26

Leadership & Board

Current Number of Employees
136
Current LinkedIn Followers
18,888

Latest Estimated Valuation

Estimated Valuation
―
Total Amount Raised
$30M
Total Funding Rounds
2
Latest Funding Amount
$5M
Latest Funding Round
Series C
Post-Money Valuation
―

Company Momentum Positive

Articles Published on TipRanks5
LinkedIn Trend+0.25% followers
Workforce Trend+0.0% employees

Trust & Will LinkedIn following is increasing, signaling rising market interest, while its workforce is growing, indicating business expansion.

Employee Trend

Trust & Will had 136 employees as of October 12, 2026. The number of employees increased by 0 (0.00%) week-over-week.

136Latest Employee Count
0(0.00%)Week-Over-Week Change
050100150200Jan 25, 2026Feb 02, 2026Feb 16, 2026Mar 02, 2026Mar 16, 2026Mar 30, 2026Apr 13, 2026May 04, 2026May 18, 2026Jun 01, 2026Jun 15, 2026Jun 29, 2026Jul 20, 2026Aug 03, 2026Aug 17, 2026Aug 31, 2026Sep 14, 2026Sep 28, 2026Oct 12, 2026

Social Trend

Trust & Will had 18,888 followers as of October 12, 2026. The number of followers increased by 47 (0.25%) week-over-week.

18,888Latest Followers Count
47(0.25%)Week-Over-Week Change
05,00010,00015,00020,000Jan 25, 2026Feb 02, 2026Feb 16, 2026Mar 02, 2026Mar 16, 2026Mar 30, 2026Apr 13, 2026May 04, 2026May 18, 2026Jun 01, 2026Jun 15, 2026Jun 29, 2026Jul 20, 2026Aug 03, 2026Aug 17, 2026Aug 31, 2026Sep 14, 2026Sep 28, 2026Oct 12, 2026

Funding Round

Funding DateFunding RoundAmount RaisedPost-Money Valuation
Apr 22, 2025Series C$4.50M―
Mar 11, 2025Series C$25.00M―

Investors

Investor NameFunding Round
CurqlSeries C
Moderne VenturesSeries C
Northwestern Mutual Future VenturesSeries C
UBS NextSeries C
Erie Strategic VenturesSeries C

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