Company
One Digital Trust
Private-label estate planning software and award-winning platform for financial institutions & advisory firms.
Also known as OneDigitalTrust
- Status
- Operatingas of 2026-09-17
- Business model
- B2B2C
- Headquarters
- McLean, Virginia, United States
- Customers
- financial institutions & advisory firms
Record updated 28 September 2026
About
Utilize the OneDigitalTrust platform to offer your customers an all-digital service designed to create & maintain a legally-valid inheritance plan, and spare their survivors the stress and expense of endless bureaucracy.
Funding snapshot
- Total raised
- $1.1MSEC form D sum, as of 2026-09-28Source (opens in a new tab)
- Latest round
- Round, $1.1M2021-07-23
Funding rounds
- Round, 2021
- $1.1M2021-07-23, SEC form D sold, 12 investors
Products
- Web
- OneDigitalTrust platform