Trustate
Tampa, US · Founded 2020 · Delaware corporation · 17 employees on LinkedIn · 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
Trustate was founded in 2020 by Leah Del Percio.
LD
Leah Del PercioFounder
Investors · 3
Reported raises · per SEC filings
Form D private placements$1.8M disclosed across 1 round · 2021
▶$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.
Competitors · 8
by search overlap
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In the news
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.