About Bequest Finance
Bequest Finance is a Technology company based in San Francisco (United States) founded in 2022 by Robert Muresan and Anna Mouland. Software platform streamlining estate administration for professionals. It operates on a SaaS and B2B model. Bequest Finance has raised $2.75 million across 1 funding round from investors including Nyca Partners. Its chief executive, as recorded, is Anna Mouland. Bequest Finance offers products and services including Probate Automation, Fiduciary Accounting, and Digital Vault. Its focus areas include FinTech, Investment Tech, Financial Databases and Private Company Data. Its legal entity is Bequest Finance Inc. Its competitors include Voltacircuit.com, Webacy and Dynasty; 2 of its 3 listed competitors have raised funding.
Company details
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.
- Headquarters San Francisco, United States
- Founders Robert Muresan, Anna Mouland
- SectorsTechnology
- Email••••••••
- Website bequest.finance
- Social LinkedIn X
- Legal Name Bequest Finance Inc.
- Total Equity Funding$2.75M (USD)
in 1 rounds
- Latest Funding Round$2.75M (USD), Seed
Jun 2023
- Investors
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.
- Total Funding $2.75M
- Total Rounds 1
- Last Round Seed — $2.75M
- First Round $2.75M
(Jun 2023)
- Investors Count 1
All 1 funding rounds of Bequest Finance with amounts and investors; the two latest post-money valuations are shown, the rest are part of the premium plan.
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
|---|---|---|---|---|---|
| Jun 2023 | $2.75M | Seed | – | Nyca Partners | – |
1 investors in total: 1 institutional.
Investors in Bequest Finance
Bequest Finance has secured backing from 1 investor, including venture fund investors. Prominent investors backing the company include Nyca Partners.
| Investor | Description | Founded Year | Domain | Location |
|---|---|---|---|---|
Tech focused early stage VC firm investing in the US | nyca.com | New York, United States |
Investor details for Bequest Finance
The complete investor list, round-by-round participation and investor portfolios require an active premium plan.
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People of Bequest Finance
2 people are tracked at Bequest Finance (2 in leadership).
| Name | Role | Group |
|---|---|---|
Robert Muresan | Co-Founder, CTO | Leadership |
Anna Mouland | Co-Founder, CEO | Leadership |
Complete people profiles for Bequest Finance
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Timeline of Bequest Finance
2 dated milestones of Bequest Finance across 1 years, from founding to its latest funding, stage changes and deals.
- Founded Bequest Finance is founded.
- Funding First funding round of $2.8M.
Competitors of Bequest Finance
Bequest Finance has 3 listed competitors in our database, 2 of them funded. They include Voltacircuit.com, Webacy and Dynasty.
| Company Name | Domain | Founded | HQ Location | Total funding | Employees | Description |
|---|---|---|---|---|---|---|
| voltacircuit.com | 2023 | United States | $4.1M | Custody of digital assets is managed via a specialized platform. | ||
| webacy.com | 2021 | San Francisco, United States | $4M | Online platform for users to protect crypto assets | ||
| getdynasty.com | 2022 | San Jose, United States | Online living trusts for digital assets are facilitated and managed. |
Detailed competitors of Bequest Finance
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- Full competitor set
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Top companies in Investment & Financial Technology
3 companies that operate in the same segment as Bequest Finance (Investment & Financial Technology) in United States, ranked by their profile score on The Company Check.
| Company | Description | Founded | Location | Total funding | Revenue | Employees |
|---|---|---|---|---|---|---|
Commission-free trading and investment services are provided by Robinhood. | 2013 | Menlo Park, California, United States | USD 5.58 B | USD 2.98 B | 4,841 | |
Financial data and investment advisory tools are offered online. | 1984 | Chicago, Illinois, United States | USD 91 M | USD 351.25 K | 6 | |
App-based platform for spare change investment | 2012 | Irvine, California, United States | USD 587.84 M | 602 |
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Related news about 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 CEO of Bequest Finance, as recorded in our data. 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. The company's 1st funding round was a Seed of $2.75M, raised on Jun 2023.
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 Dynasty.
Bequest Finance offers Probate Automation, Fiduciary Accounting, and Digital Vault.
Bequest Finance has 1 investor. Key investors include Nyca Partners.
Bequest Finance operates through Bequest Finance Inc..