Trucendent
Financial Software · Pennsylvania, United States · 1-10 Employees
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Overview
Headquarters
1000 Chesterbrook Blvd Ste 135, Berwyn, ...Website
www.trucendent.comRevenue
<$5 MillionIndustry
ZI Rank: 1
Signal Type
Dec
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ZI Rank
1
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About Trucendent
Trucendent is a provider of estate planning software designed for financial advisors, focused on facilitating the identification of families who may need estate planning solutions. The platform offers a digital experience that allows families to express their wealth transfer goals while matching these with suitable trust types through an intelligent automation system. It promotes collaboration among estate planning attorneys, trustees, advisors, and families via a communication platform to ensure a cohesive experience. Trucendent aims to empower advisors by simplifying the estate planning process and enhancing client-family relationships.Explore more
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Revenue
Number of Employees
Type
Funding
Founded In
Trucendent
<$5M
1-10
Private
-
2020
N/A
Company Profile Activity
Activity Insights
Trucendent is experiencing very low activity levels compared to other companies in the Software sector.
What does this means?
Trucendent is drawing exceptional interest within the Software industry, suggesting notable developments or strong market momentum, learn more about Trucendent.
Trucendent Tech Stack
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Trucendent News & Media
Trucendent Continues Expansion as Advisor & Enterprise Demand Surge, Welcoming Sheri Perkins as Chief Strategy/Solutions Officer
BERWYN, Pa., Feb. 3, 2022 /PRNewswire/ -- Trucendent, a firm dedicated to improving estate planning for clients and advisors, has continued to grow in the wake of rising demand from financial advisors and enterprises, announcing that Sheri Perkins has joined the firm as Chief...
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Trucendent is a provider of estate planning software designed for financial advisors, focused on facilitating the identification of families who may need estate planning solutions. The platform offers a digital experience that allows families to express their wealth transfer goals while matching these with suitable trust types through an intelligen... Read More
