Beyondwill
Founded 2023 · 5 employees on LinkedIn · 1 known investors
BeyondWill is a platform for independent financial advisors that turns clients' estate plan data into ranked business opportunities, surfacing held-away assets, life events, and at-risk inheritances alongside suggested outreach. It also monitors existing estate plans for changes and prepares new wills and revocable trusts from attorney-approved, state-specific templates.
Investors · 1
Competitors · 10
by search overlap
Trust & Will36 shared keywordsTrust & Will is an online estate planning platform that guides customers through creating legally customized wills, trusts, and related documents. The service targets individuals and families seeking an affordable, accessible alternative to traditional legal services for estate planning.
FreeWill24 shared keywordsFreeWill provides a free online platform for creating legally valid estate plans and charitable giving tools. The service enables users to document their wishes and commit gifts to nonprofit organizations.
Interactive Strength Acquires Ergatta22 shared keywordsFidelity provides brokerage and investing services for individual retail investors, including commission-free online trading of US stocks and ETFs and fractional share purchases starting at $1. It positions itself as a personal finance and investment provider serving customers pursuing long-term financial goals.
SmartAsset21 shared keywordsFisher Investments is a global money management and financial advisory firm that provides portfolio management, financial planning, and retirement planning services primarily to high-net-worth individuals and institutional clients. The firm manages investments across equities, fixed income, and blended accounts using an active, forward-looking investment approach.
LegalZoom.com, Inc.18 shared keywordsThis is an educational article on the LegalZoom website explaining what a limited liability company (LLC) is, including its types, tax treatment, formation process, and legal considerations. LegalZoom provides online legal services to help small and mid-size businesses register and manage LLCs and other business structures.
Chase16 shared keywordsA wealth management and investing service (J.P. Morgan Wealth Management via Chase) offering self-directed brokerage accounts with commission-free online trades as well as one-on-one advisor services, financial planning tools, and retirement accounts. It serves individual retail investors ranging from beginners to experienced investors in the United States.
Avvo16 shared keywordsSeattle-based online legal marketplace with lawyer ratings, reviews and Q&A, acquired by Internet Brands in 2018.
Carefull Corporation13 shared keywordsCarefull provides a financial safety platform designed for families managing the financial complexities of aging, helping prevent fraud, scams, and financial mismanagement while enabling coordinated decision-making across family members and trusted financial institutions.
Vanguard13 shared keywordsVanguard offers investment products, savings and retirement tools, and personalized financial advice to help individuals build long-term wealth. It operates in the investment management and financial services industry.
Betterment Holdings, Inc.13 shared keywordsBetterment provides automated investment management and portfolio advisory services for individual investors, including retirement accounts and taxable accounts. The platform uses in-house experts to manage diversified portfolios across global markets with features like tax-loss harvesting and automatic rebalancing.
Companies competing with Beyondwill for the same Google search keywords, organic and paid, via search-intersection analysis.
Frequently asked questions
- What does Beyondwill do?
- BeyondWill is a platform for independent financial advisors that turns clients' estate plan data into ranked business opportunities, surfacing held-away assets, life events, and at-risk inheritances alongside suggested outreach. It also monitors existing estate plans for changes and prepares new wills and revocable trusts from attorney-approved, state-specific templates.
- Who are Beyondwill's investors?
- Beyondwill's investors include Keyhorse Capital.