ClearEstate

Montreal, Canada Founded: 2020 • Age: 6 yrs
Platform offering estate planning services for funerals homes
Annual revenue - Latest available
Total funding $16.6M 3 rounds
Employees - Tracked headcount
Investors 7 Known backers
Products 3 Services tracked
Competitors - Brand Intelligence

About ClearEstate

ClearEstate is a company based in Montreal (Canada) founded in 2020. ClearEstate has raised $16.63 million across 3 funding rounds from investors including National Bank of Canada, Torstar and Anthem Partners. ClearEstate offers products and services including Estate Planning Platform, Online Wills, and Probate Services.

  • Headquarter Montreal, Canada
  • Sectors
    Real Estate & Construction
  • Email
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  • Phone
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  • Website
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  • Social
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  • Legal Name Clearestate Technologies Inc
Operational Areas
Real Estate & Construction → Property Technology (PropTech) Unlock Sub-Sector Unlock Segment
Key Metrics
  • Annual Revenue
    Not available
  • Net Profit
    Not available
  • EBITDA
    Not available
  • Total Equity Funding
    $16.63 M (USD)

    in 3 rounds

  • Latest Funding Round
    $13.25 M (USD), Series A

    Feb 03, 2022

  • Investors
  • Employee Count
    Not available
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Products & Services of ClearEstate

ClearEstate offers a comprehensive portfolio of products and services, including Estate Planning Platform, Online Wills, and Probate Services.

Product name locked
Category locked
Primary

Online platform for creating and managing estate plans.

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Service for drafting and editing legal wills digitally.

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Guidance for handling estate probate and taxes.

People of ClearEstate

Headcount 50-200
Employee Profiles 77
Board Members and Advisors 8
Employee Profiles
People
Simon DuBois
Senior Director, Finance
People
Davide Pisanu
CEO, Co-Founder
People
Bernardo Bressane
Chief Operations & Experience Officer
People
Pascal Brisset
CTO, Co-Founder

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Board Members and Advisors
people
Philip Walker
Board Director, Independent

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Funding Insights of ClearEstate

ClearEstate has successfully raised a total of $16.63M across 3 strategic funding rounds. The most recent funding activity was a Series A round of $13.25 million completed in February 2022. 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 ClearEstate

ClearEstate has secured backing from 7 investors, including venture fund and institutional investors. Prominent investors backing the company include National Bank of Canada, Torstar and Anthem Partners.

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Venture Fund
Institutional
Investor Description Founded Year Domain Location
Early-stage technology-driven companies are targeted for venture capital investments.
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Early-stage investments in insurance, financial services, and healthcare are targeted.
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Investor details for ClearEstate

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  • Investor domains
  • Investor locations
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Investments & Acquisitions by ClearEstate

Investments
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Investment portfolio details for ClearEstate

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  • Transaction dates
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Financial Statements - ClearEstate

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Detailed financials for ClearEstate

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  • Profit trends
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Clearestate Comparisons

ClearEstate Primary company
Description
Platform offering estate planning services for funerals home...
Location
Montreal, Canada
Founded Year
2020
Annual Revenue
Not available
Net Profit
Not available
EBITDA
Not available
Employees
Not available
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Peer comparison for ClearEstate

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Competitors of ClearEstate

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Detailed competitors of ClearEstate

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Latest news on Clearestate

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Complete news archive for ClearEstate

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Frequently Asked Questions about ClearEstate

ClearEstate was founded in 2020.

ClearEstate is headquartered in Montreal, Canada. It is registered at Montreal, Quebec, Canada.

Davide Pisanu is the current CEO of ClearEstate.

ClearEstate is a funded company, having raised a total of $16.63M across 3 funding rounds to date.

ClearEstate was founded in 2020 in Montreal, Canada, within the estate planning and funeral services sector. A platform is operated to deliver services to funeral homes, including personalized estate plans, guidance, applications, and links to financial institutions for managing loved ones estates. Assistance with estate settlement processes and aftercare solutions is also provided through these operations.

ClearEstate offers Estate Planning Platform, Online Wills, and Probate Services.

ClearEstate has 7 investors. Key investors include National Bank of Canada, Torstar, Anthem Partners, Triangle Capital, and OMERS Ventures.

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