About Bequest Finance
Bequest Finance is a company based in San Francisco (United States) founded in 2022 by Robert Muresan and Anna Mouland. It operates as a SaaS, and B2B. Bequest Finance has raised $2.75 million across 1 funding round from investors including Nyca Partners. Bequest Finance offers products and services including Probate Automation, Fiduciary Accounting, and Digital Vault. Bequest Finance operates in a competitive market with competitors including Hyperithm, Voltacircuit.com, Forteus, Webacy and Dynasty, among others.
- Headquarter San Francisco, United States
- Founders Robert Muresan, Anna Mouland
-
Sectors
Technology
-
Email
***********
-
Phone
*********
-
Website
*********
-
Social
*********
- Legal Name Bequest Finance Inc.
-
Annual Revenue
-
Net Profit
-
EBITDA
-
Total Equity Funding
$2.75 M (USD)
in 1 rounds
-
Latest Funding Round
$2.75 M (USD), Seed
Jun 21, 2023
- Investors
-
Employee Count
Employee Count
Unlock complete access to The Company Check
Get unrestricted viewing across everything we track — from companies and brands to investors, funding rounds, acquisitions, financials, and more.
- Unlimited viewing on all profiles Companies, investors, financials, funding, acquisitions & directors
- Full access to every database India & global coverage, advanced filters and rich profile details
- Always-on access from your team account Single premium plan for everything you see on the portal
Products & Services of Bequest Finance
Bequest Finance offers a comprehensive portfolio of products and services, including Probate Automation, Fiduciary Accounting, and Digital Vault. The company's diverse product and service offerings are designed to meet the evolving needs of its customers, address market demands, and provide comprehensive solutions that drive value creation and customer satisfaction across various segments and use cases.
Automates probate documents and processes for efficiency.
Manages fiduciary accounting with AI for accurate reporting.
Securely organizes digital assets for estate administration.
Funding Insights of Bequest Finance
Bequest Finance has successfully raised a total of $2.75M through 1 strategic funding round. The most recent funding activity was a Seed round of $2.75 million completed in June 2023. This substantial capital infusion reflects strong investor confidence in the company's business model, growth potential, and market opportunities. The funding enables strategic expansion, product development, market penetration, and operational scaling to drive long-term value creation and competitive advantage.
- Total Funding Total Funding
- Total Rounds 1
- Last Round Seed — $2.8M
-
First Round
First Round
(21 Jun 2023)
- Investors Count 1
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
|---|---|---|---|---|---|
| Jun, 2023 | Amount | Seed - Bequest Finance | Valuation | Nyca Partners |
|
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
|---|---|---|---|---|---|
| Jul, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
|
| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
|
| Jan, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
|
| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
Investors in Bequest Finance
Bequest Finance has secured backing from 1 investor, including venture fund investors. Prominent investors backing the company include Nyca Partners. This diverse investor base provides strategic capital, industry expertise, and valuable network connections that support the company's growth initiatives, market expansion, and long-term value creation.
| Investor | Description | Founded Year | Domain | Location |
|---|---|---|---|---|
|
Tech focused early stage VC firm investing in the US
|
Founded Year | Domain | Location |
| Investor | Description | Founded Year | Domain | Location |
|---|---|---|---|---|
|
Single family office of Amitabh Bachchan, founder of Amitabh Bachchan Corporation or AB CORP
|
Founded Year | Domain | Location | |
|
Startup ecosystems are ignited through strategic investments by Signite Partners.
|
Founded Year | Domain | Location | |
|
Venture capital is directed toward companies in multiple sectors.
|
Founded Year | Domain | Location | |
|
Venture capital is invested in cybersecurity, fintech, and AI startups.
|
Founded Year | Domain | Location |
Investments & Acquisitions by Bequest Finance
| Company Name | Description | Domain | Location | Founded Year | Amount |
|---|---|---|---|---|---|
|
Bionic investment advisor platform
|
2016 | ||||
|
Fine Asian gourmet food is offered by an internet-first restaurant.
|
2016 | ||||
|
Physical e-commerce kiosks are deployed for rural purchases in Indonesia.
|
2014 | ||||
|
Fine Asian gourmet food is offered by an internet-first restaurant.
|
2016 |
Financial Statements - Bequest Finance
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
|---|---|---|---|---|---|
| Jul, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
|
| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
|
| Jan, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
|
| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
Bequest Finance Comparisons
Competitors of Bequest Finance
Bequest Finance operates in a dynamic and competitive business environment, facing competition from various established players and emerging companies in the market. The competitive landscape includes prominent companies such as Hyperithm, Voltacircuit.com, Forteus, Webacy and Dynasty, among others. This competitive environment drives innovation, market differentiation, and strategic positioning as companies strive to capture market share and deliver value to their customers. Understanding the competitive dynamics is crucial for assessing market positioning, identifying growth opportunities, and navigating the challenges inherent in a competitive marketplace.
| Company Name | Domain | Founded year | HQ Location | Description |
|---|---|---|---|---|
| domain | founded_year | HQ Location |
Hyperithm is recognized as a premier digital asset manager.
|
|
| domain | founded_year | HQ Location |
Custody of digital assets is managed via a specialized platform.
|
|
| domain | founded_year | HQ Location |
Institutional digital asset investment strategies are provided for institutions.
|
|
| domain | founded_year | HQ Location |
Online platform for users to protect crypto assets
|
|
| domain | founded_year | HQ Location |
Online living trusts for digital assets are facilitated and managed.
|
| Company Name | Domain | Founded year | HQ Location | Description |
|---|---|---|---|---|
| domain | founded_year | HQ Location |
Multiple services are booked via an app-based platform.
|
|
| domain | founded_year | HQ Location |
On-demand services are booked through an app-based platform.
|
|
| domain | founded_year | HQ Location |
App based platform offering on demand delivery and ride-hailing services
|
|
| domain | founded_year | HQ Location |
Operates an on-demand hyperlocal delivery app for food and groceries.
|
Latest news on Bequest Finance
Frequently Asked Questions about Bequest Finance
When was Bequest Finance founded?
Bequest Finance was founded in 2022 and raised its 1st funding round 1 year after it was founded.
Where is Bequest Finance located?
Bequest Finance is headquartered in San Francisco, United States. It is registered at San Francisco, California, United States.
Who is the current CEO of Bequest Finance?
Anna Mouland is the current CEO of Bequest Finance. They have also founded this company.
Is Bequest Finance a funded company?
Bequest Finance is a funded company, having raised a total of $2.75M across 1 funding round to date. The company's 1st funding round was a Seed of $2.75M, raised on Jun 21, 2023.
What does Bequest Finance do?
Bequest provides end-to-end solutions for fiduciary processes, including probate automation, fiduciary accounting, and digital vaults. It uses AI to eliminate redundant tasks like data entry and document preparation, helping lawyers and accountants manage estates smoothly. Based in Denver, the company serves professionals in estate planning and administration, focusing on compliance and efficiency.
Who are the top competitors of Bequest Finance?
Bequest Finance's top competitors include Voltacircuit.com, Webacy and Forteus.
What products or services does Bequest Finance offer?
Bequest Finance offers Probate Automation, Fiduciary Accounting, and Digital Vault.
Who are Bequest Finance's investors?
Bequest Finance has 1 investor. Key investors include Nyca Partners.