Trustate
Tampa, US · Founded 2020 · Delaware corporation · 3 known investors
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
LD
Leah Del PercioExecutive Officer
Investors · 3
Reported raises · per SEC filings
Form D private placements▶$1.8MraisedDec 2021 · 12 investors · Other TechnologyRule 506(b)
▶$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
Source: SEC EDGAR Form D. Amounts as filed; amended filings shown once at their latest values.