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Willful

Willful

Private

Last Round

VC Round

Oct 1, 2023

Est. Valuation

$6M

Total Funding Raised

$2.51M

Momentum

Top 25%

of companies Caplight tracks

Company Overview

Willful is a Canadian online estate planning platform that enables users to create legally-binding wills and power of attorney documents.

Sector

FinTech

Verticals

Legal Tech, Personal Finance, Wealth Management

Business Model

B2C

Customer Profile

Usage-Based SaaS, Subscription SaaS

AI Layer

Application

Keywords

estate planningonline willlegal techpower of attorneywill kitdigital estate planningdocument generationSaaS platformwealth managementB2B2Cfintechlegal servicesDIY legal

Historical Pricing

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Caplight Momentum Score

Proprietary index based on bid/ask volume and sentiment.

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Willful Comparables

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

Willful comparables — related companies by embedding similarity
CompanySimilarityMarket Cap
Epilogue Wills
90%
Safewill
82%
FormalWill Inc.
82%

Willful Funding Rounds

Historical fundraising activity

Data table
RoundDateAmount RaisedValuationInvestorsSources
VC RoundOct 1, 2023
SeedDec 2, 2021
SeedJun 1, 2020
AcceleratorMay 17, 2019

Key People

Founding team and executive leadership

Erin Bury

CEO Co-founder

Founding Team

Kevin Oulds

Co-Founder Head Of Research Innovation, Founder And CEO

Founding Team

Julia Wilkie

Chief Operating Officer

Executive Team

Willful Investors

Notable investors and investment history

Willful investors
InvestorRounds
Conconi Growth PartnersSeed
JANT VenturesSeed
FounderFuelAccelerator
Real VenturesSeed, Accelerator
Baycrest HospitalVC Round
York AngelsSeed
TacticoSeed, VC Round

Market signals

Structured signals derived from secondary market and firmographic data.

  • Mar 1, 2026

    Partnerships announced with Scotiabank and CIBC.

  • Mar 1, 2026

    Helped over 350,000 Canadian families since 2017.

Willful Filings

Explore SEC and related filing metadata, where available.

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

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Frequently Asked Questions

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

Is Willful a public or private company?

Willful is a private company.

What is the current stock price of Willful?

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

How much is Willful worth (valuation)?

Valuation information for Willful is not publicly available.

Can I buy Willful stock?

Willful 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 Willful's last funding round?

Willful's most recent funding round was Seed on October 1, 2023.

Who are the main investors in Willful?

Key investors in Willful include Tactico.

Will Willful IPO soon?

No public IPO plans have been announced for Willful.

How can I track Willful secondary market activity?

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

Firmographic Details

HeadquartersToronto
Employee Range25
Year Founded2017
Last FundingOct 1, 2023

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