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§ Private Profile · Montréal, QC, Canada
SaaS platform for estate planning and settlement, offering end-to-end guidance and professional services for executors and families.
ClearEstate is a Montreal, Quebec-based financial technology company that provides a software-as-a-service platform designed to streamline estate planning and settlement processes for executors. The platform assists individuals and families in navigating probate complexities through integrated task management tools, end-to-end guidance, and direct professional services across the United States and Canada. To support its ongoing North American expansion and remote recruitment efforts across major markets, the enterprise has secured multiple rounds of venture capital funding, highlighted by a $13.25 million Series A in 2022 and a $2.5 million seed extension in 2021. ClearEstate is backed by a syndicate of institutional investors that includes OMERS Ventures, Diagram Ventures, and the National Bank of Canada, while also maintaining strategic commercial partnerships with organizations like Anthem Partners. The company was officially founded in 2020 by co-founders Davide Pisanu and Alexandre Gauthier.
ClearEstate has raised $15.0M across 2 funding rounds.
ClearEstate has raised $15.0M in total across 2 funding rounds.
ClearEstate is a Montreal-based technology company that provides an intuitive online platform combined with professional estate specialists to handle end-to-end estate planning and settlement. It serves executors, individuals planning their estates, and families navigating probate, taxes, wills, and asset distribution, solving the problem of complex, stressful, and costly traditional estate processes by digitizing them for transparency, affordability, and empathy.[1][2][4] The company saves users time (hundreds of hours), money (thousands in estate value), and emotional burden through features like online wills, probate guidance, executor services, and personalized strategies, with strong growth including a $13.25 million Series A round led by OMERS Ventures to fuel Canadian expansion and U.S. market entry.[3]
ClearEstate was founded in 2020 amid the COVID-19 pandemic by co-founders Alexandre Brisset (Co-Founder & CTO, Silicon Valley veteran and former SVP at TapClicks) and Davide Pisanu (CEO, expert in law, international affairs, operations, and M&A), initially conceptualized with backing from Diagram Ventures, a launchpad for fintech and insurtech startups.[1][2] The idea emerged to modernize estate settlement—a fragmented, paperwork-heavy process—starting as a platform designed in early 2020 to digitize it securely with human support, prompted by pandemic-driven awareness of end-of-life planning gaps.[2] Early traction included a robust seed round, key partnerships (e.g., with California's Anthem Partners), and rapid platform development emphasizing simple UI, empathy, and consistency during grief, setting the stage for broader rollout by late 2021 in Canada and 2022 in the U.S.[2][3]
ClearEstate stands out in the estate tech space through these key strengths:
ClearEstate rides the fintech and insurtech wave digitizing legacy processes in financial services, particularly end-of-life planning accelerated by the pandemic, amid aging populations and rising demand for accessible estate tools in North America.[1][2] Timing is ideal with market forces like regulatory pushes for efficiency, partnerships in banking/insurance, and VC interest from funds like OMERS Ventures (CAD$2B AUM) and Diagram, positioning it to disrupt a $10B+ probate industry fragmented by lawyers and manual workflows.[1][3] It influences the ecosystem by setting standards for empathetic proptech/fintech hybrids, expanding access (e.g., to most Canadians by 2021, major U.S. markets post-Series A), and fostering integrations that normalize digital estate management.[2][3][4]
ClearEstate is poised for scaled U.S. dominance post-2022 launches, leveraging its $13.25M Series A for product enhancements like advanced AI probate tools and deeper sector partnerships amid trends in personalized fintech and aging demographics.[3] Expect influence growth through ecosystem plays—expanding "ClearEstate Cares," neutral executor networks, and cross-border features—shaping a more humane, efficient estate industry. As the one-stop digitizer of a painful rite of passage, it preserves legacies while capturing a massive, underserved market.
ClearEstate has raised $15.0M in total across 2 funding rounds.
ClearEstate's investors include OMERS Ventures, Diagram Ventures, NAventures, Torstar, Triangle Capital, Anthem Partners, Andrew Clark.
ClearEstate has raised $15.0M across 2 funding rounds. Most recently, it raised $13.0M Series A in February 2022.
| Date | Round | Lead Investors | Other Investors | Status |
|---|---|---|---|---|
| Feb 1, 2022 | $13M Series A | OMERS Ventures | Diagram Ventures, Naventures, Torstar, Triangle Capital | Announced |
| Jun 21, 2021 | $2M Seed Plus | — | Anthem Partners, Diagram Ventures, Naventures, Torstar, Andrew Clark | Announced |