Inheritly Overview

  • Year Founded
  • 2025

Year Founded

  • Status
  • Private

  • Employees
  • 5

Employees

  • Latest Deal Type
  • Early Stage VC

  • Investors
  • 1

Inheritly General Information

Description

Developer of a digital estate and legacy planning platform designed to help advisers identify gaps in clients' plans, educate them on consequences, and facilitate proactive planning. The company's platform offers automated client assessments, Legacy Preparedness Scoring, co-branded reporting, and compliance-focused data management, enabling UK financial advisers to enhance client engagement, address planning gaps, and generate new advisory opportunities.

Contact Information

Ownership Status
Privately Held (backing)
Financing Status
Venture Capital-Backed
Corporate Office
  • Care of Ark Venture Studio Ltd
  • Via Raedan 71-75, Shelton Street, Covent Garden
  • London WC2H 9JQ
  • England, United Kingdom
Primary Industry
Financial Software
Vertical(s)
Corporate Office
  • Care of Ark Venture Studio Ltd
  • Via Raedan 71-75, Shelton Street, Covent Garden
  • London WC2H 9JQ
  • England, United Kingdom

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Inheritly Valuation & Funding

Deal Type Date Amount Raised to Date Post-Val Status Stage
1. Early Stage VC 01-Nov-2025 Completed Generating Revenue
To view Inheritly’s complete valuation and funding history, request access »

Inheritly Signals

Growth Rate

Weekly
Growth
Weekly Growth

Size Multiple

Median
Size Multiple

Key Data Points

Similarweb Unique Visitors

Majestic Referring Domains

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Inheritly Investors (1)

Investor Name Investor Type Holding Investor Since Participating Rounds
Eagle Venture Fund Venture Capital Minority
To view Inheritly’s complete investors history, request access »

Inheritly FAQs

  • When was Inheritly founded?

    Inheritly was founded in 2025.

  • Where is Inheritly headquartered?

    Inheritly is headquartered in London, United Kingdom.

  • What is the size of Inheritly?

    Inheritly has 5 total employees.

  • What industry is Inheritly in?

    Inheritly’s primary industry is Financial Software.

  • Is Inheritly a private or public company?

    Inheritly is a Private company.

  • What is Inheritly’s current revenue?

    The current revenue for Inheritly is .

  • Who are Inheritly’s investors?

    Eagle Venture Fund has invested in Inheritly.

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