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
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Sectors
Technology
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Email
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Phone
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Website
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Social
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- Legal Name Bequest Finance Inc.
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Annual Revenue
Not available
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Net Profit
Not available
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EBITDA
Not available
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Total Equity Funding
$2.75 M (USD)
in 1 rounds
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Latest Funding Round
$2.75 M (USD), Seed
Jun 21, 2023
- Investors
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Employee Count
Not available
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Products & Services of Bequest Finance
Bequest Finance offers a comprehensive portfolio of products and services, including Probate Automation, Fiduciary Accounting, and Digital Vault.
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.
Investors in Bequest Finance
Bequest Finance has secured backing from 1 investor, including venture fund investors. Prominent investors backing the company include Nyca Partners.
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Tech focused early stage VC firm investing in the US
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Investor details for Bequest Finance
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Investments & Acquisitions by Bequest Finance
Investment portfolio details for Bequest Finance
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Financial Statements - Bequest Finance
Detailed financials for Bequest Finance
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Bequest Finance Comparisons
Peer comparison for Bequest Finance
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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.
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Hyperithm is recognized as a premier digital asset manager.
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Custody of digital assets is managed via a specialized platform.
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Institutional digital asset investment strategies are provided for institutions.
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Online platform for users to protect crypto assets
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Online living trusts for digital assets are facilitated and managed.
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Detailed competitors of Bequest Finance
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Latest news on Bequest Finance
Complete news archive for Bequest Finance
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Frequently Asked Questions about Bequest Finance
Bequest Finance was founded in 2022 and raised its 1st funding round 1 year after it was founded.
Bequest Finance is headquartered in San Francisco, United States. It is registered at San Francisco, California, United States.
Anna Mouland is the current CEO of Bequest Finance. They have also founded this company.
Bequest Finance is a funded company, having raised a total of $2.75M across 1 funding round to date.
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.
Bequest Finance's top competitors include Voltacircuit.com, Webacy and Forteus.
Bequest Finance offers Probate Automation, Fiduciary Accounting, and Digital Vault.
Bequest Finance has 1 investor. Key investors include Nyca Partners.