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Trustate

Trustate

Private
Tampa, FloridaEnterprise Softwarehttps://www.trustate.com/

Last Round

Seed

Dec 2, 2021

Total Funding Raised

$1.8M

Company Overview

Trustate is an estate technology company that provides a cloud-based platform for trust and estate planning, funding, and administration.

Sector

Enterprise Software

Verticals

Legal Tech, Wealth Management, Workflow Automation, Document Management

Business Model

B2B

Customer Profile

Subscription SaaS, Usage-Based SaaS

AI Layer

Application

Keywords

estate administrationlegal techprobate softwareestate planningworkflow automationfiduciary accountingwealth management softwaredocument draftingasset discoverytrust settlementlegal practice managementSaaSlegal opsestate tech

Historical Pricing

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Caplight Momentum Score

Proprietary index based on bid/ask volume and sentiment.

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Trustate Comparables

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

Trustate comparables — related companies by embedding similarity
CompanySimilarityMarket Cap
Yourefolio
83%
EstateWorks Systems LLC
83%
Lawyers With Purpose, LLC
80%

Trustate Funding Rounds

Historical fundraising activity

Data table
RoundDateAmount RaisedValuationInvestorsSources
SeedDec 2, 2021

Key People

Founding team and executive leadership

Tara Faquir -

CO-Founder and COO at Trustate

Founding Team

TEP Leah Del Percio

President and CEO

Executive Team

Trustate Investors

Notable investors and investment history

Trustate investors
InvestorRounds
Red Bike CapitalSeed
GingerBread CapitalSeed
Embarc CollectiveSeed
Impression VenturesSeed

Market signals

Structured signals derived from secondary market and firmographic data.

  • Oct 16, 2025

    Grew 30% QoQ from 10 to 13 employees.

  • Dec 2, 2021

    $1.8M raised led by Impression Ventures.

Trustate Filings

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

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Frequently Asked Questions

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

Is Trustate a public or private company?

Trustate is a private company.

What is the current stock price of Trustate?

Trustate is a private company with no public stock price. No recent secondary market data is available.

How much is Trustate worth (valuation)?

Valuation information for Trustate is not publicly available.

Can I buy Trustate stock?

Trustate 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 Trustate's last funding round?

Trustate's most recent funding round was Seed on December 2, 2021.

Who are the main investors in Trustate?

Key investors in Trustate include Impression Ventures.

Will Trustate IPO soon?

No public IPO plans have been announced for Trustate.

How can I track Trustate secondary market activity?

Caplight tracks bids, offers, and trades for private companies. Visit https://www.caplight.com to monitor Trustate's secondary market activity and sign up for updates.

Firmographic Details

HeadquartersTampa, Florida
Employee Range13
Year Founded2020
Last FundingDec 2, 2021

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