Skip to main content
Caplight Logo









Last Round

Series A

Feb 3, 2022

Total Funding Raised

$16.59M

Company Overview

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

Sector

FinTech

Verticals

Wealth Management, Legal Tech, Compliance, Accounting & Expense

Business Model

B2C

Customer Profile

Services & Consulting, Subscription SaaS

AI Layer

Application

Keywords

estate settlementprobateestate administrationdeath techexecutor servicesestate planningestate tax filingasset distributionestate management softwareprobate helplegal techSaaSestate inventory

Historical Pricing

Historical view of private secondary pricing and transaction trends.

Unlock Pricing Charts

Sign up to view complete historical pricing and secondary transactions.

Caplight Momentum Score

Proprietary index based on bid/ask volume and sentiment.

View Momentum History

Track how buyer interest and sentiment changes over time.

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%

ClearEstate Funding Rounds

Historical fundraising activity

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

Key People

Founding team and executive leadership

Pascal Brisset

Co-Founder CTO

Founding Team

Jean-Philippe Daunais

Chief Product Officer

Executive Team

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

ClearEstate Filings

Explore SEC and related filing metadata, where available.

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

Filing documents are not displayed on this public page. Request access to learn about available coverage.

Request access

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 with no public stock price. No recent secondary market data is available.

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. Visit https://www.caplight.com to learn more.

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 for private companies. Visit https://www.caplight.com to monitor ClearEstate's secondary market activity and sign up for updates.

Firmographic Details

HeadquartersMontreal
Employee Range74
Year Founded2020
Last FundingFeb 3, 2022

Institutional Data Access

Join leading institutional investors using Caplight to access private market data, discover pricing, and execute secondary block trades.

Requires verified institutional or accredited status.

See something wrong or outdated?