About Trustate
Trustate is a Real Estate & Construction company based in New York (United States) founded in 2020 by Leah Del Percio and Tara Faquir. Cloud-based estate planning software is provided for asset management. It operates in the Real Estate & Construction and Technology sectors. Trustate has raised $1.8 million across 1 funding round from investors including Impression Ventures, GingerBread Capital and Red Bike Capital. Its chief executive, as recorded, is Leah Del Percio. Trustate offers products and services including Estate Planning Docs, Trust Funding, Probate and Trust Administration, and Asset and Liability Searches. Its focus areas include Real Estate and Construction Tech, Real Estate IT, Diversified and FinTech. Its competitors include HomeSpotter, MoxiWorks and Equator; 2 of its 3 listed competitors have raised funding.
Company details
Trustate was founded in 2020 in New York, United States, as a provider of cloud-based software for estate planning. Tools such as ToolKit, Estate Administration, and Digital Vault are offered to handle asset collection, expense tracking, record keeping, and account closure. Subscription-based pricing is enabled for user access, supporting operations in the legal and financial technology sector.
- Headquarters New York, United States
- Founders Leah Del Percio, Tara Faquir
- SectorsReal Estate & ConstructionTechnology
- Email••••••••
- Phone•••• ••••
- Website trustate.com
- Social LinkedIn X Facebook Instagram
- Total Equity Funding$1.8M (USD)
in 1 rounds
- Latest Funding Round$1.8M (USD), Seed
Dec 2021
- InvestorsImpression Ventures
& 2 more
Products & Services of Trustate
Trustate offers a comprehensive portfolio of products and services, including Estate Planning Docs, Trust Funding, Probate and Trust Administration, and Asset and Liability Searches.
Software for creating estate planning documents quickly and accurately.
Platform for automating trust funding and account transfers.
Tools for managing post-death tasks and estate administration.
System for identifying estate assets and liabilities efficiently.
Funding Insights of Trustate
Trustate has successfully raised a total of $1.8M through 1 strategic funding round. The most recent funding activity was a Seed round of $1.8 million completed in December 2021. 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 $1.8M
- Total Rounds 1
- Last Round Seed — $1.8M
- First Round $1.8M
(Dec 2021)
- Investors Count 3
All 1 funding rounds of Trustate 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 |
|---|---|---|---|---|---|
| Dec 2021 | $1.8M | Seed | – | Impression Ventures |
3 investors in total: 3 institutional.
Investors in Trustate
Trustate has secured backing from 3 investors, including venture fund investors. Prominent investors backing the company include Impression Ventures, GingerBread Capital and Red Bike Capital.
| Investor | Description | Founded Year | Domain | Location |
|---|---|---|---|---|
Investments are directed by Impression Ventures toward fintech startups. | impression.ventures | Toronto, Canada | ||
Capital is provided to women-led ventures in early stages. | gingerbreadcap.com | Menlo Park, United States | ||
| redbikecapital.com |
Investor details for Trustate
The complete investor list, round-by-round participation and investor portfolios require an active premium plan.
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- Round participation
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People of Trustate
5 people are tracked at Trustate (5 in leadership).
| Name | Role | Group |
|---|---|---|
Leah Del Percio | Co-Founder & CEO & President | Leadership |
Tara Faquir | CO-Founder & COO | Leadership |
Fernando Higuera | VP Of Technology & AI | Leadership |
Lindsay Wolk, MPA | Director, Social Media | Leadership |
Jenna Mendelsohn | Director of Client Engagement | Leadership |
Complete people profiles for Trustate
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Timeline of Trustate
2 dated milestones of Trustate across 1 years, from founding to its latest funding, stage changes and deals.
- Founded Trustate is founded.
- Funding First funding round of $1.8M.
Competitors of Trustate
Trustate has 3 listed competitors in our database, 2 of them funded. They include HomeSpotter, MoxiWorks and Equator.
| Company Name | Domain | Founded | HQ Location | Total funding | Employees | Description |
|---|---|---|---|---|---|---|
| homespotter.com | 2009 | Minneapolis, United States | $3.6M | 41 | Branded home search apps for real estate agents are developed. | |
| moxiworks.com | 2011 | Seattle, United States | 180 | CRM and marketing solutions are provided for real estate agents. | ||
| equator.com | 1990 | Los Angeles, United States | $40M | 275 | SaaS-enabled analytics solutions for residential properties are provided. |
Detailed competitors of Trustate
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- Full competitor set
- Operating metrics
- Benchmarks
- Competitive positioning
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Web traffic of Trustate
The website of Trustate (trustate.com) receives about 9K visits a month.
- Monthly visits9K
▲ 3.6% vs previous month
Websites whose visitors overlap most with Trustate. Affinity shows how closely the audiences match.
| Website | Domain | Audience affinity | Monthly visits | Global rank | Profile |
|---|---|---|---|---|---|
ameriestate.com | ameriestate.com | 100% | #4,581,032 | – | |
adaptdocs.com | adaptdocs.com | 86% | #779,525 | – | |
| lawmatics.com | 84% | 407.4K | #77,877 | View details | |
| estateably.com | 75% | #728,448 | View details | ||
wealthcounsel.com | wealthcounsel.com | 69% | #193,169 | – | |
| •••••••••• | ••••••.com | ••% | •.•M | #••••• | – |
| •••••••••• | ••••••.com | ••% | •.•M | #••••• | – |
All 7 similar websites and full traffic analytics for Trustate
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- 7 similar websites
- Audience overlap
- Engagement analytics
- Traffic by brand
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Top companies in Real Estate Technology Platforms
3 companies that operate in the same segment as Trustate (Real Estate Technology Platforms) in United States, ranked by their profile score on The Company Check.
| Company | Description | Founded | Location | Total funding | Revenue | Employees |
|---|---|---|---|---|---|---|
Residential properties are listed and searched through an app-based platform. | 2005 | Seattle, Washington, United States | USD 87 M | |||
Residential properties are resold via an app-based platform. | 2014 | San Francisco, California, United States | USD 1.35 B | USD 2.71 M | 1,426 | |
Residential real estate search engine | 2005 | San Francisco, California, United States | USD 32.8 M |
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Related news about Trustate
Complete news archive for Trustate
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Frequently Asked Questions about Trustate
Trustate was founded in 2020 and raised its 1st funding round 1 year after it was founded.
Trustate is headquartered in New York, United States. It is registered at New York, New York, United States.
Leah Del Percio is the CEO of Trustate, as recorded in our data. They have also founded this company.
Trustate is a funded company, having raised a total of $1.8M across 1 funding round to date. The company's 1st funding round was a Seed of $1.8M, raised on Dec 2021.
Trustate was founded in 2020 in New York, United States, as a provider of cloud-based software for estate planning. Tools such as ToolKit, Estate Administration, and Digital Vault are offered to handle asset collection, expense tracking, record keeping, and account closure. Subscription-based pricing is enabled for user access, supporting operations in the legal and financial technology sector.
Trustate's top competitors include HomeSpotter, Equator and MoxiWorks.
Trustate offers Estate Planning Docs, Trust Funding, Probate and Trust Administration, and Asset and Liability Searches.
Trustate has 3 investors. Key investors include Impression Ventures, GingerBread Capital, and Red Bike Capital.