C
ClearEstate
ClearEstate | Helping Executors settle their loved ones estate
About ClearEstate
ClearEstate is a startup that helps people with estate planning and probate. They provide a range of services to help people manage their estate and ensure a smooth transfer of wealth. ClearEstate makes this process easier and more efficient by providing a free probate checklist, a calculator to determine estate administration tax, and one-on-one support from their experts. They also offer the full service of a professional executor, ensuring ultimate peace of mind for their customers. What sets ClearEstate apart from other businesses in the same industry is their commitment to providing personalized service to their customers. They have a team of experts to provide one-on-one support and ensure that all their customers' needs are met. They also provide a range of tools, such as a probate checklist and an estate administration tax calculator, to make the process easier and more efficient. ClearEstate makes a profit by charging a fee for their services. They provide a valuable service to their customers, helping them save time and money and providing peace of mind.
Source: Dealroom company dataKnowledge graph
More headlines
Funding history
Company financing events and reported valuations.
| Deal type | Date | Amount | Valuation | Investors | Source |
|---|---|---|---|---|---|
| EARLY VC✓Equity / VC | Jun 2025 | $0 | — | The Canada Life Assurance | ↗ |
| SERIES A✓Equity / VC | Feb 2022 | $13M | $53M | Diagram · Torstar · OMERS Ventures · NAventures | ↗ |
Growth signals
Latest recorded traffic for ClearEstate is 22K monthly website visits, down 12% over the last three months. ClearEstate's team grew 7.4% over the past year.
Similar companies
Company identity and context are open; selected comparison metrics preview what is available on the platform.
| Company | Headquarters | Status | Employees | Total funding | Valuation |
|---|---|---|---|---|---|
 EstateminAutomate your practice. Trust & Estates made easy. |
New York City, United States | Operational | 6 | $110K | — |
 Truck Drivers Union 147Legal |
Cleveland, United States | Operational | |||
 RssmLegal |
Cheyenne, United States | Operational | |||
 VerypdfPDF Tools, Document Process Software, Multimedia Applications and Development Packages - VeryPDF |
New York City, United States | Operational | |||
 Prosite Business SolutionsService Management Software | Technician Tracking | ProBusinessTools® Service Software | Request a risk-free Demo today! |
New Martinsville, United States | Operational | |||
 GLOBAL TECHNOLOGYLegal |
Warrington, United Kingdom | Operational | |||
 BanksinfoThe Banks Group - Home | BanksGroup |
Austin, United States | Operational | |||
 1394taLegal |
Bothell, United States | Operational |
Investments and acquisitions
Recent portfolio relationships for companies that also act as investors or acquirers.
Investors
From Dealroom's funding and investor records, grouped by the round each investor first entered.
Seed4 investors entered at this stage
NAventures
Triangle Capital Corporation
Torstar
Diagram
Series A3 investors entered at this stage
OMERS Ventures
Triangle Capital
The Canada Life Assurance
Other known investors1 additional known investor
Sagard Holdings
Source: Dealroom Talent Intelligence.
Global footprint
team presence
Market sentiment
An AI-synthesised read of the highest-engagement posts about ClearEstate on X, ranked by likes and reposts, corporate channels excluded.
Reading the room on X — pulling top posts and synthesizing themes…
Source: X recent search ranked by engagement (likes + retweets) · Synthesis by Claude · Cached for 1 hour
See ClearEstate’s full profile on Dealroom
Request a free trial to see the complete deal history, financials, people graph and growth signals.
Takes under a minute. Already use Dealroom? Log in.