Key facts
- Notable investors include 500 Global, K5 Global.
- Status: Privately Held (backing).
Investors
2- ·The complete investor list — 2 names
- ·Watchlist + deal alerts for Herbie
- ·The full record, as it builds
Funding rounds
No funding rounds for Herbie are on record yet — either the company hasn't raised institutional capital, or the raise hasn't surfaced in our sources.
About Herbie
Operator of digital estate planning platform intended for organizing and managing personal, financial, and legal affairs. The company's platform offers guided document creation including Wills, Trusts, and Power of Attorney, personalization based on user inputs, collaborative planning features for families and advisors, ongoing access for updates, and centralized asset tracking, enabling individuals and families to structure, maintain, and adapt their estate plans with clarity and continuity.
- Sector
- Consumer Products and Services (B2C)
- HQ
- Atlanta, GA, United States
- Founded
- 2025
- Employees
- 4
- Website
- herbieplan.com/
- Ownership
- Privately Held (backing)
Herbie doesn't have a composite mark yet — a PA Mark is published once enough pricing inputs exist (trade prints, fund marks, round prices). The rest of the record below builds toward it.
Recorded secondary trades
No secondary trades in Herbie shares have been recorded yet. When a print lands — third-party, direct report, or platform — it appears here with structure, source, and price.
Institutional fund marks
No SEC-registered fund has reported a fair-value mark on Herbie in its N-PORT filings yet. We sweep new filings monthly.