Key facts
- Notable investors include Eagle Venture Fund.
- Status: Privately Held (backing).
Investors
1- ·The complete investor list — 1 names
- ·Watchlist + deal alerts for Inheritly
- ·The full record, as it builds
Funding rounds
No funding rounds for Inheritly are on record yet — either the company hasn't raised institutional capital, or the raise hasn't surfaced in our sources.
About Inheritly
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.
- Sector
- Information Technology
- HQ
- London, United Kingdom
- Founded
- 2025
- Employees
- 5
- Website
- inheritly.ai/
- Ownership
- Privately Held (backing)
Inheritly 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 Inheritly 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 Inheritly in its N-PORT filings yet. We sweep new filings monthly.