Who founded One Digital Trust?

One Digital Trust was founded by Sonny Kapoor, Doug Trott, Richard Granat in 2018.

Who are One Digital Trust's investors?

One Digital Trust's investors include Portfolia.

How much funding has One Digital Trust raised?

One Digital Trust has disclosed $1.1M raised across 1 round.

Where is One Digital Trust headquartered?

One Digital Trust is headquartered in Mclean, US.

One Digital Trust

Mclean, US · Founded 2018 · Delaware corporation · 1 known investors

OneDigitalTrust provides a white-label digital estate-planning platform that lets financial institutions offer will and trust creation tools branded as their own to their customers and employees (B2B2C). It serves the financial services industry, including credit unions and banks, with an emphasis on affordable, updatable estate and inheritance planning.

Fintech LegalTech SaaS

Founders & leadership

One Digital Trust was founded in 2018 by Sonny Kapoor, Doug Trott, and Richard Granat.

Sonny Kapoorin 𝕏CEO & CoFounder

Doug TrottCo-Founder & CEO

Richard GranatCo-Founder & Product

Rocky Mehtain 𝕏Named on SEC filing

Investors · 1

PortfoliaSan Mateo · $10K

Reported raises · per SEC filings

Form D private placements

$1.1M disclosed across 1 round · 2021

▶$1.1MraisedAug 2021 · 12 investors · Other Technology

Rule 506(b)

Officers, directors & promoters on the filing

Sonny KapoorExecutive Officer, Director
Rocky MehtaExecutive Officer, Director

Offering amount: $2M
Amount sold: $1.1M
First sale: Jul 2021
Incorporated: Corporation, Delaware, 2018
Federal exemptions: 06b

Full filing on SEC EDGAR ↗

Source: SEC EDGAR Form D. Amounts as filed; amended filings shown once at their latest values.

Competitors · 4

by search overlap

SmartAsset16 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.

Alignable11 shared keywords

GoodTrust Digital legacy platform11 shared keywordsGoodTrust is an online estate planning platform that lets individuals create wills, trusts, and directives through a guided fill-in-the-blank process, with documents drafted by estate-planning attorneys. It also offers a Digital Vault to store and share important documents and manage digital assets and online accounts.

Vanilla Technologies Inc.10 shared keywordsVanilla provides software that automates and simplifies estate planning, letting financial advisors, planners, and attorneys deliver estate strategies to clients at scale. It serves the wealth management industry as a fintech platform.

Companies competing with One Digital Trust for the same Google search keywords, organic and paid, via search-intersection analysis.

Frequently asked questions

What does One Digital Trust do?: OneDigitalTrust provides a white-label digital estate-planning platform that lets financial institutions offer will and trust creation tools branded as their own to their customers and employees (B2B2C). It serves the financial services industry, including credit unions and banks, with an emphasis on affordable, updatable estate and inheritance planning.
Who founded One Digital Trust?: One Digital Trust was founded by Sonny Kapoor, Doug Trott, Richard Granat in 2018.
Who are One Digital Trust's investors?: One Digital Trust's investors include Portfolia.
How much funding has One Digital Trust raised?: One Digital Trust has disclosed $1.1M raised across 1 round.
Where is One Digital Trust headquartered?: One Digital Trust is headquartered in Mclean, US.