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Trust & Will Stock (TRWI)
Trust & Will is the leading digital estate planning and probate platform.
About Trust & Will Stock
Founded
2017
Headquarters
San Diego, CA, US
Industries
Software, Financial Services, Professional Services
Trust & Will Press Mentions
Stay in the know about the latest news on Trust & Will
Trust & Will Secures Over $25M In Series C To Expand The Nation's Leading Estate Planning Platform
financialit • Mar 14, 2025
Trust & Will: Over $25 Million (Series C) Raised For Expanding Estate Planning Platform
pulse2 • Mar 14, 2025
Digital estate planning platform Trust & Will secures $25m+ in Series C funding
fintech • Mar 14, 2025
Trust & Will Raises Over $25M Series C
citybiz • Mar 13, 2025
Online estate planning firm Trust & Will raises $25 million in funding round that includes Northwestern Mutual, UBS
cnbc • Mar 12, 2025
Trust & Will Management
Leadership team at Trust & Will
Co-Founder & CEO
Cody Barbo
COO & Co-Founder
Daniel Goldstein
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Trading Trust & Will Stock
How to invest in Trust & Will stock?
Accredited investors can buy pre-IPO stock in companies like Trust & Will through EquityZen funds. These investments are made available by existing Trust & Will shareholders who sell their shares on our platform. Typically, these are early employees who need to fund a life event – house, education, etc. Accredited investors are then offered the opportunity to invest in this stock through a fund, like those used by hedge funds serving large investors. While not without risk, investing in private companies can help investors reach goals of portfolio diversification, access to potential growth and high potential return. Learn more about our Guided Investment process here.
How to sell Trust & Will stock?
Shareholders can sell their Trust & Will stock through EquityZen's private company marketplace. EquityZen's network includes over 350K accredited investors interested in buying private company stock. Learn more about the easy and guided Shareholder process here.
If I invest, how do I exit my investment?
There are two ways to exit your private company investment on EquityZen's marketplace. The first is if the company has an exit event like an IPO, merger or acquisition. In that case, we will distribute the shares and/or cash to you directly. The second way is through an Express Deal on EquityZen, if eligible. An Express Deal allows you to sell your allocation of private shares in a given private company to another investor on EquityZen's marketplace. More information on Express Deals can be found here and exit information can be found here.
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Since 2013, the EquityZen marketplace has made it easy to buy and sell shares in private companies. EquityZen brings together investors and shareholders, providing liquidity to early shareholders and private market access to accredited investors. With low investment minimums through our funds and with more than 45K private placements completed across 450+ companies, EquityZen leads the way in delivering "Private Markets for the Public."
