NEW YORK, October 24, 2024 – CB Insights today named Trust & Will to its seventh annual Fintech 100, showcasing the 100 most promising private fintech companies in the world.
“The 2024 Fintech 100 winners are high-momentum companies shaping the future of financial services,” said Laura Kennedy, Principal Analyst at CB Insights. “Unsurprisingly, this year’s cohort is deploying AI across a wide variety of solutions. But they’re also diverse in their reach in emerging and developing economies, and focus on everything from fraud prevention to financial inclusion.”
“We are honored to be recognized by CB Insights for our innovation in estate planning,” said Cody Barbo, CEO of Trust & Will. “Our mission has always been to make estate planning simple, affordable, and accessible for every family, and this recognition underscores the impact we’re having. By leveraging technology, we’ve removed the barriers that have historically made estate planning a daunting and expensive process.”
The list primarily includes early- and mid-stage startups driving innovation across fintech. Our research team picked winning companies based on CB Insights datasets, including deal activity, industry partnerships, team strength, investor strength, employee headcount, and proprietary Commercial Maturity and Mosaic scores. We also dug into Analyst Briefings submitted directly to us by startups.
Trust & Will, founded in 2017, has pioneered a modern approach to estate planning, helping more than 500,000 families protect their legacies. With its user-friendly platform, the company has democratized access to essential legal documents such as wills, trusts, and guardianships, while setting a new industry standard for customer service. Trust & Will’s innovative approach has earned partnerships with financial institutions, insurance providers, and fintech leaders, making it the go-to platform for future-focused estate planning.
Quick facts on the 2024 Fintech 100:
The 100 winners include 13 wealth management companies, 11 in embedded finance, and 10 in insurance.
The 2024 cohort is deploying AI across a wide variety of use cases and features a notable number of solutions driving financial inclusion and accessibility.
$7.1B in equity funding raised over time, including more than $2B in 2024 so far (as of 10/17/2024).
Nearly 50% are early-stage companies (primarily seed/angel or Series A).
51 companies from outside the United States, across 22 countries on 5 continents. This includes 17 companies from 11 emerging and developing economies.
850+ business relationships since 2022, including with industry leaders like Mastercard, State Street, and Flipkart.
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