# ClearEstate Technologies

Startup profile on Capital Atlas: https://capitalatlas.ai/startups/clearestate-technologies

- Industry: Financial Services
- Headquarters: Montreal, Canada
- Website: www.clearestate.com
- Total disclosed funding: $15M
- Latest round: Series A (Feb 3, 2022)
- Investors on record: 5

## About

ClearEstate Technologies Inc. specializes in online estate planning and settlement services, aimed at streamlining the probate process for executors and estate planners, while providing user-friendly tools and professional guidance.Founded in 2020 in Montreal, Canada, ClearEstate Technologies Inc. provides online solutions for estate planning and settlement. The company's founders are Alexandre Gauthier and Pascal Brisset, who have a history of entrepreneurship. ClearEstate has completed 2 deals, with its most recent being a Series A funding round on February 3, 2022, during which the company raised CAD 16.8 million led by OMERS Ventures, along with participation from Diagram Ventures, NAVentures, Torstar Corporation, and Triangle Capital Corporation. In June 2025, ClearEstate Technologies Inc. raised an undisclosed amount of venture funding from new investor Canada Life. The total amount raised to date is CAD 16.8 million.ClearEstate Technologies Inc. offers a comprehensive suite of online estate planning and settlement services designed to simplify the probate process for executors and estate planners. Their core product is a user-friendly online platform that includes tools like a step-by-step probate checklist and access to specialized guidance from estate professionals. This platform aims to streamline the estate settlement process, assisting both executors and family members in navigating the often complex and time-consuming tasks associated with settling an estate. ClearEstate’s services cater to individual consumers and families primarily in the United States and Canada, focusing on providing transparent, compassionate, and tailored solutions during challenging times. The company also offers executorship services, allowing families to appoint neutral third-party professionals, which further alleviates personal liability and reduces the emotional burden on family members.ClearEstate generates revenue through service fees associated with its estate planning and settlement offerings. The company’s transactions typically occur on a direct-to-consumer basis, where clients access the online platform to utilize services such as the probate checklist and personalized guidance from estate specialists. The pricing structure is designed to provide clear and upfront costs, ensuring clients understand the financial implications of utilizing the platform and its associated services. This structure helps in managing expectations while ensuring that clients receive the support necessary to navigate estate matters effectively, tailored to meet the needs of executors, family members, and individuals planning their estates.In February 2022, ClearEstate Technologies Inc. raised CAD 16.8 million in Series A funding, which will be utilized to increase its headcount across the United States and Canada, particularly in engineering, development, web sales, marketing, and estate teams. The company has plans for future product expansions, aimed at enhancing its online platform. Specific details regarding upcoming product releases and targeted geographic expansion have not been disclosed. However, the infusion of capital is expected to facilitate growth initiatives, allowing ClearEstate to enhance its service offerings and expand its market reach. The company will use the funding to expand access to digital estate planning services and integrate its platform into financial advisor and workplace benefit channels.

## Funding rounds

- Series A, Feb 3, 2022, $13M — Triangle Capital Corporation, Torstar Corporation, OMERS Ventures, Diagram, NAVentures
- Seed, Jun 16, 2021, $2.1M — Triangle Capital Corporation, Torstar Corporation, Diagram, NAVentures

## Investors

- Triangle Capital Corporation (https://capitalatlas.ai/funds/triangle-capital-corporation) — Seed, Series A
- Torstar Corporation — Seed, Series A
- Diagram (https://capitalatlas.ai/funds/diagram) — Seed, Series A
- NAVentures (https://capitalatlas.ai/funds/naventures) — Seed, Series A
- OMERS Ventures (https://capitalatlas.ai/funds/omers-ventures) — Series A