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Trucendent

Trucendent

Private

Last 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.

Pricing history

Caplight clients see full MarketPrice™ history and secondary transactions.

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Caplight Momentum Score

Proprietary index based on bid/ask volume and sentiment.

Momentum history

Caplight clients track how buyer interest and sentiment change over time.

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Trucendent Comparables

Compare Trucendent with similar companies based on industry and business-model similarity.

Trucendent comparables — related companies by embedding similarity
CompanySimilarityMarket Cap
EncorEstate Plans
87%
NetLaw
85%
Wealth.com
85%
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Trucendent Funding Rounds

Historical fundraising activity

Data table
RoundDateAmount RaisedValuationInvestorsSources
StrategicFeb 25, 2021
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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

Explore SEC and related filing metadata, where available.

Trucendent filings preview — column headings only; records require access
TypeDateAmount OfferedAmount SoldFilingPagesDownload

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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.

Firmographic Details

HeadquartersBerwyn, Pennsylvania
Year Founded2020
Last FundingFeb 25, 2021

Institutional Data Access

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