What it sells
Chartered Nevada trust company providing trust administration (QSBS, dynasty, SLAT, IDGT and other trusts) with named trust officers and one platform showing each step to families, attorneys and advisors.
Business model breakdown
Distribution: how it reaches customers
"Get in touch" / start a conversation; sold via attorneys and advisors.
Funding history and coverage
| Round date | Stage | Amount | Investors | Source |
|---|---|---|---|---|
| 2026-10-28 | — | $10M | — | news.google.com |
| 2026-10-28 | — | $10M | — | prnewswire.com |
Profiles summarize public reporting and company websites. Business-model notes are MaxBC's reading of that material, not confirmed facts; unknowns are left blank rather than guessed. Updated 2026-10-29.