Trucendent
PrivateLast Round
Strategic
Feb 25, 2021
Company Overview
Trucendent operates in FinTech and is based in Berwyn, Pennsylvania. Its latest recorded funding round was a Strategic round in February 2021.
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
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% |
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Trucendent Funding Rounds
Historical fundraising activity
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Market signals
Structured signals derived from secondary market and firmographic data.
- Feb 25, 2021
Raised a strategic round led by Envestnet.
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Trucendent Filings
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| Type | Date | Amount Offered | Amount Sold | Filing | Pages | Download |
|---|
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Frequently 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, so its shares have no public market price. Caplight tracks Trucendent's secondary market activity and provides MarketPrice™ estimates of its share price to Caplight users.
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.
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 in Trucendent's shares on secondary markets.