About MyAdvocate
MyAdvocate is a Professional & Legal Services company based in Boston (United States) founded in 1996, and was acquired by Origin in October 2023. Platform offering will planning software. MyAdvocate offers products and services including Spending Tracking, Automated Index Investing, Cash Account, and Estate Planning. Its focus areas include Enterprise Applications, Legal Tech, Legacy Planning and Will Planning. Its legal entity is Blend Financial Inc. DBA Origin Financial. Its competitors include FreeWill, Trust and Will and Vanilla; 3 of its 3 listed competitors have raised funding.
Company details
MyAdvocate platform offering will planning software, focusing on enterprise applications, developing legal technology, legacy planning, and will planning. It serves clients with dedicated solutions, emphasizing quality, innovation, and sustainable growth in its core markets. It continues to evolve, meeting industry challenges with strategic approaches.
- Headquarters Boston, United States
- Stage Acquired
- SectorsProfessional & Legal Services
- Website myadvocate.com
- Social LinkedIn YouTube
- Acquired by Origin (Oct 2023)
- Legal Name Blend Financial Inc. Dba Origin Financial
- Investors
- Acquired byOrigin
(Oct 2023)
Products & Services of MyAdvocate
MyAdvocate offers a comprehensive portfolio of products and services, including Spending Tracking, Automated Index Investing, Cash Account, and Estate Planning.
Tool to monitor transactions and provide insights on spending habits.
Platform for fee-free index portfolios to grow user investments.
Account offering high-yield rates for cash management and growth.
Service to create wills and trusts for asset protection and distribution.
Apps and channels of MyAdvocate
its YouTube channel Origin Financial has 402 subscribers and 19 videos.
Videos from MyAdvocate
The most watched videos on MyAdvocate's YouTube channel, Origin Financial (402 subscribers). Click a video to play it here.
More on Origin Financial.
Investors in MyAdvocate
MyAdvocate has secured backing from 1 investor. Prominent investors backing the company include Origin Financial.
| Investor | Description | Founded Year | Domain | Location |
|---|---|---|---|---|
Origin Financial is operated as an AI-driven financial platform. | 2019 | useorigin.com | San Francisco, United States |
Investor details for MyAdvocate
The complete investor list, round-by-round participation and investor portfolios require an active premium plan.
- Complete investor list
- Round participation
- Investor portfolios
- Co-investor network
Verified entity values are shown only after access is granted.
People of MyAdvocate
1 people are tracked at MyAdvocate (1 in leadership).
| Name | Role | Group |
|---|---|---|
Rudy Wolfs | CEO | Leadership |
Complete people profiles for MyAdvocate
Full employee and board profiles, team structure, tenure and professional contact details require an active premium plan.
- Full employee list
- Team structure
- Board tenure
- Professional contacts
Verified entity values are shown only after access is granted.
Timeline of MyAdvocate
2 dated milestones of MyAdvocate across 27 years, from founding to its latest funding, stage changes and deals.
- Founded MyAdvocate is founded.
- Exit Acquired by Origin.
Competitors of MyAdvocate
MyAdvocate has 3 listed competitors in our database, 3 of them funded. They include FreeWill, Trust and Will and Vanilla.
| Company Name | Domain | Founded | HQ Location | Total funding | Employees | Description |
|---|---|---|---|---|---|---|
| freewill.com | 1998 | New York, United States | $30M | Online legal will management solutions are provided for non-profits. | ||
| trustandwill.com | 2017 | San Diego, United States | $69.01M | 87 | Legal will planning solutions are provided through a cloud-based platform. | |
| justvanilla.com | 2019 | Los Angeles, United States | $84.26M | Solutions for estate planning are provided to investment advisors. |
Detailed competitors of MyAdvocate
The full competitor set, operating metrics and side-by-side benchmarks require an active premium plan.
- Full competitor set
- Operating metrics
- Benchmarks
- Competitive positioning
Verified entity values are shown only after access is granted.
Top companies in Legal Tech
3 companies that operate in the same segment as MyAdvocate (Legal Tech) in United States, ranked by their profile score on The Company Check.
| Company | Description | Founded | Location | Total funding | Revenue | Employees |
|---|---|---|---|---|---|---|
AI-powered legal research assistance is provided to law firms. | 2022 | San Francisco, California, United States | USD 1.82 B | 1,840 | ||
Cloud and AI-based electronic signatures and contract management are provided. | 2003 | San Francisco, California, United States | USD 520 M | USD 3.22 B | 6,840 | |
Contract lifecycle management software is developed using AI-powered intelligence. | 2016 | San Carlos, California, United States | USD 154.69 M |
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
Related news about Myadvocate
Complete news archive for MyAdvocate
Full article history, source details, and older brand coverage require an active premium plan.
- Full article archive
- Source and publication date
- Older coverage
- Brand-specific news history
Verified entity values are shown only after access is granted.
Frequently Asked Questions about MyAdvocate
MyAdvocate was founded in 1996.
MyAdvocate is headquartered in Boston, United States. It is registered at Boston, Massachusetts, United States.
MyAdvocate platform offering will planning software, focusing on enterprise applications, developing legal technology, legacy planning, and will planning. It serves clients with dedicated solutions, emphasizing quality, innovation, and sustainable growth in its core markets. It continues to evolve, meeting industry challenges with strategic approaches.
MyAdvocate's top competitors include FreeWill, Trust and Will and Vanilla.
MyAdvocate offers Spending Tracking, Automated Index Investing, Cash Account, and Estate Planning.
MyAdvocate has 1 investor. Key investors include Origin Financial.
MyAdvocate operates through Blend Financial Inc. Dba Origin Financial.
Yes. MyAdvocate was acquired by Origin in October 2023.