Trucendent
PrivateLast Round
Strategic
Feb 25, 2021
Company Overview
Trucendent is a financial technology company that provides an integrated platform for estate planning, trust transfers, and wealth management services for financial advisors.
Sector
FinTech
Verticals
Wealth Management, Legal Tech, Workflow Automation
Business Model
B2B2C
Customer Profile
Subscription SaaS, Services & Consulting
AI Layer
Non-AI
Keywords
Historical Pricing
Historical view of private secondary pricing and transaction trends.
Trucendent Comparables
Compare Trucendent with similar companies based on industry and business-model similarity.
| Company | Similarity | Market Cap |
|---|---|---|
| EncorEstate Plans | 87% | |
| NetLaw | 85% | |
| Wealth.com | 85% |
Trucendent Funding Rounds
Historical fundraising activity
| Round | Date | Amount Raised | Valuation | Investors | Sources |
|---|---|---|---|---|---|
| Strategic | Feb 25, 2021 |
Market signals
Structured signals derived from secondary market and firmographic data.
- Feb 25, 2021
Raised a strategic round led by Envestnet.
Trucendent Filings
Explore SEC and related filing metadata, where available.
| Type | Date | Amount Offered | Amount Sold | Filing | Pages | Download |
|---|
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Request accessFrequently Asked Questions
Common questions about Trucendent's valuation, stock price, and market status.
Is Trucendent a public or private company?
Trucendent is a private company.
What is the current stock price of Trucendent?
Trucendent is a private company with no public stock price. No recent secondary market data is available.
How much is Trucendent worth (valuation)?
Valuation information for Trucendent is not publicly available.
Can I buy Trucendent stock?
Trucendent shares may be available on secondary markets subject to transfer restrictions. Caplight facilitates secondary market transactions for accredited investors. Visit https://www.caplight.com to learn more.
When was Trucendent's last funding round?
Trucendent's most recent funding round was Strategic on February 25, 2021.
Who are the main investors in Trucendent?
Investor information for Trucendent is not publicly disclosed.
Will Trucendent IPO soon?
No public IPO plans have been announced for Trucendent.
How can I track Trucendent secondary market activity?
Caplight tracks bids, offers, and trades for private companies. Visit https://www.caplight.com to monitor Trucendent's secondary market activity and sign up for updates.