U.S. Estate Planners
About this raise
US Estate Planners (USEP) is here to help Americans with estate planning and insurance brokerage. They plan to launch a national estate planning, insurance brokerage, and records management firm, where they will utilize the help of Registered Estate Planners (REP) agents. USEP is in alliance with Iron Mountain (the world’s largest records management operation) and Baker Tilly (a top professional services firm). They are also in the process of establishing additional alliances with insurance and financial organizations, tax preparation firms, trade associations, and independent insurance agencies. With this campaign, they hope to launch this service -- and fill this societal need.
Investment Overview
Not Funded: $4,500
Deal Terms
Total Commitments
- Platform
- StartEngine
- Start Date
- 07/03/2018
- Close Date
- 09/03/2018
$10,000
$107,000
$100
Equity - Common
Growth Stage
RegCF
$100.00
$51,000,000
Company & Team
Company
- Year Founded
- 2018
- Industry
- Financial & Insurance Products & Services
- Tech Sector
- Distribution Model
- B2B
- Margin
- Capital Intensity
- Location
- Sheridan, Wyoming
- Company Website
-
Visit Website
Team
- Employees
- 2
Financials
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Company Funding & Growth
Funding history
| Close Date | Platform | Valuation | Total Raised | Security Type | Status | Reg Type |
|---|---|---|---|---|---|---|
| 09/03/2018 | StartEngine | $51,000,000 | $4,500 | Equity - Common | Not Funded | RegCF |
