Trust & Will
Lending & Account OpeningEstate Planning
About
Estate-planning fintech that credit unions can embed as a member benefit and advisory add-on.
Headquarters
San Diego, California, USA
Founded
2017
Deployment
Cloud SaaS / partner embed
Pricing
Referral / revenue share
Target Asset Size
$100M-$10B
Website
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Lending & Account Opening
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Subcategories
Account OriginationAuto RefinanceCommercial / Consumer LendingConsumer & Mortgage OriginationConsumer LendingCredit DecisioningCredit Score / PrequalificationDeposit & Loan OriginationDigital Lending StorefrontEmbedded BNPLEstate PlanningHome Equity LendingLending Marketplace / AILoan ParticipationLoan ServicingLOS / Account OpeningLOS / Indirect LendingMortgage TechnologyRenovation LendingSmall Business Lending
