ClearEstate provides a platform for executors and planners to streamline tasks and professional services related to estate planning and settlement. The company was founded in 2020 by CPO Alexandre Gauthier and CEO Davide Pisanu and is based in Montreal, with offices in Ontario, California and Texas. ClearEstate raised US$13.25M in a Series A equity round led by OMERS Ventures. Other participants in the round include Diagram Ventures, Torstar, Triangle Capital and NAVentures (the venture arm of the National Bank of Canada). The company said it will use the funds to expand throughout Canada and into the four largest US markets. The startup is described in the article as now being supported by some of Canada’s most credible investors. ClearEstate is a digital-first estate settlement platform that guides estate executors through the probate process. The product aims to demystify executor responsibilities and streamline estate settlement for North American users. The company raised C$2.5M in a seed extension to fund platform launch and geographic expansion. ClearEstate intends to use the proceeds to launch the platform and expand its business reach across the United States and Canada. The company is led by co-founder and CEO Davide Pisanu. Investors in the round include Anthem Partners, Torstar Corporation, Triangle Capital Corporation, NAventures and Diagram Ventures.

Total raised

$15M

Funding rounds

2

Latest round

Series A

Latest activity

Feb 2022