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ClearEstate

ClearEstate

Private

Last Round

Series A

Feb 3, 2022

Total Funding Raised

$16.59M

Company Overview

ClearEstate operates in FinTech and is based in Montreal. Its latest recorded funding round was a Series A round in February 2022.

ClearEstate is a legal tech company that provides a digital platform and professional services for estate planning and settlement.

Sector

FinTech

Verticals

Legal Tech, Wealth Management, Accounting & Expense

Business Model

B2C

Customer Profile

Services & Consulting, Subscription SaaS

AI Layer

Application

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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ClearEstate Comparables

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

ClearEstate comparables — related companies by embedding similarity
CompanySimilarityMarket Cap
Alix
89%
Atticus
88%
EverSettled
78%
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ClearEstate Funding Rounds

Historical fundraising activity

Data table
RoundDateAmount RaisedValuationInvestorsSources
Series AFeb 3, 2022
SeedJun 16, 2021
SeedOct 1, 2020
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Key People

Founding team and executive leadership

Pascal Brisset

Co-Founder CTO

Founding Team

Jean-Philippe Daunais

Chief Product Officer

Executive Team

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ClearEstate Investors

Notable investors and investment history

ClearEstate investors
InvestorRounds
NAventuresSeed, Series A
DiagramSeries A, Seed
OMERS VenturesSeries A

Market signals

Structured signals derived from secondary market and firmographic data.

  • Dec 26, 2025

    Partnered with Cain Lamarre for technical expertise in Québec.

  • Feb 3, 2022

    $13.25M round led by OMERS Ventures

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ClearEstate Filings

Explore SEC and related filing metadata, where available.

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

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Frequently Asked Questions

Common questions about ClearEstate's valuation, stock price, and market status.

Is ClearEstate a public or private company?

ClearEstate is a private company.

What is the current stock price of ClearEstate?

ClearEstate is a private company, so its shares have no public market price. Caplight tracks ClearEstate's secondary market activity and provides MarketPrice™ estimates of its share price to Caplight users.

How much is ClearEstate worth (valuation)?

Valuation information for ClearEstate is not publicly available.

Can I buy ClearEstate stock?

ClearEstate shares may be available on secondary markets subject to transfer restrictions. Caplight facilitates secondary market transactions for accredited investors.

When was ClearEstate's last funding round?

ClearEstate's most recent funding round was Series A on February 3, 2022.

Who are the main investors in ClearEstate?

Key investors in ClearEstate include Diagram, OMERS Ventures.

Will ClearEstate IPO soon?

No public IPO plans have been announced for ClearEstate.

How can I track ClearEstate secondary market activity?

Caplight tracks bids, offers, and trades in ClearEstate's shares on secondary markets.

Firmographic Details

HeadquartersMontreal
Employee Range72
Year Founded2020
Last FundingFeb 3, 2022

Institutional Data Access

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