/Companies

Trustate

Tampa, US · Founded 2020 · Delaware corporation · 17 employees on LinkedIn · 3 known investors

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Trustate offers a planning platform with a trust funding service that prepares and processes the documents needed to transfer assets into a trust, coordinating directly with financial institutions. It handles tasks such as gathering trust certificates and account statements, preparing forms, and completing the funding process with the relevant institutions.

Founders & leadership

Trustate was founded in 2020 by Leah Del Percio.

LDLeah Del Percio
Leah Del PercioFounder · President and CEO

Investors · 3

Reported raises · per SEC filings

Form D private placements

$1.8M disclosed across 1 round · 2021

▶$1.8MraisedDec 2021 · 12 investors · Other Technology
Rule 506(b)
Officers, directors & promoters on the filing
  • Leah Del PercioExecutive Officer
Amount sold
$1.8M
First sale
Nov 2021
Incorporated
Corporation, Delaware, 2020
Federal exemptions
06b
Full filing on SEC EDGAR ↗

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

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Companies working in the same space as Trustate.

Frequently asked questions

What does Trustate do?
Trustate offers a planning platform with a trust funding service that prepares and processes the documents needed to transfer assets into a trust, coordinating directly with financial institutions. It handles tasks such as gathering trust certificates and account statements, preparing forms, and completing the funding process with the relevant institutions.
Who founded Trustate?
Trustate was founded by Leah Del Percio in 2020.
Who are Trustate's investors?
Trustate's investors include Gingerbread Capital, Impression Ventures, Red Bike Capital.
How much funding has Trustate raised?
Trustate has disclosed $1.8M raised across 1 round.
Where is Trustate headquartered?
Trustate is headquartered in Tampa, US.