Inheritly Overview
- Year Founded
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2025
- Status
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Private
- Employees
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5
- Latest Deal Type
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Early Stage VC
- Investors
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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
Website
www.inheritly.aiCorporate Office
- Care of Ark Venture Studio Ltd
- Via Raedan 71-75, Shelton Street, Covent Garden
- London WC2H 9JQ
- England, United Kingdom
Corporate Office
- Care of Ark Venture Studio Ltd
- Via Raedan 71-75, Shelton Street, Covent Garden
- London WC2H 9JQ
- England, United Kingdom
Inheritly Valuation & Funding
| Deal Type | Date | Amount | Raised to Date | Post-Val | Status | Stage |
|---|---|---|---|---|---|---|
| 1. Early Stage VC | 01-Nov-2025 | Completed | Generating Revenue |
Inheritly Signals
Inheritly Investors (1)
| Investor Name | Investor Type | Holding | Investor Since | Participating Rounds |
|---|---|---|---|---|
| Eagle Venture Fund | Venture Capital | Minority |
Inheritly FAQs
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When was Inheritly founded?
Inheritly was founded in 2025.
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Where is Inheritly headquartered?
Inheritly is headquartered in London, United Kingdom.
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What is the size of Inheritly?
Inheritly has 5 total employees.
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What industry is Inheritly in?
Inheritly’s primary industry is Financial Software.
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Is Inheritly a private or public company?
Inheritly is a Private company.
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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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