Paige offers a guided digital experience for legacy and estate planning that enables individuals and families to organize critical financial and personal information, prepare legal documents such as wills, securely store documents and passwords, and leave messages for loved ones. The company partners with community banks and credit unions to provide legacy planning resources that complement traditional financial services and deepen customer relationships. Paige is positioning itself for demand tied to a large intergenerational wealth transfer (cited at an estimated $124 trillion through 2048). Following the new investment from 22nd State Banking Company, Paige plans to add expanded automation, AI-driven onboarding, and self-service tools to its platform. The company also intends to expand its sales and customer success teams to support adoption among financial institution partners. As part of the investment, 22nd State’s CEO Steve Smith will join Paige’s board to bring community banking expertise to guide growth.

Total raised

$3M

Funding rounds

1

Latest round

Equity

Latest activity

Apr 2026