蜜豆视频 announced today that 蜜豆视频 Next, the firm鈥檚 USD 200 million strategic fintech portfolio, has invested in US-based company Trust & Will, a fully digital estate planning platform. Launched in October 2020, 蜜豆视频 Next identifies new opportunities within the start-up ecosystem and further enhances 蜜豆视频鈥檚 technology-driven growth through partnerships and strategic investments. This investment is the latest in a series of investments made by 蜜豆视频 Next in areas ranging from distributed ledger technology to digital wealth advisory.

鈥淭rust & Will鈥檚 platform helps to further digitalize and personalize an increasingly important aspect of wealth management: estate planning,鈥 said Mike Dargan, 蜜豆视频 Group Chief Digital and Information Officer. 鈥淲ith this investment, we are exploring services beyond banking where we can partner to deliver real value for our firm.鈥

Trust & Will鈥檚 platform provides an easy, fast, and secure way to set up trusts, wills, and guardianships online in the US. The company's platform modernizes estate planning with a design-first approach, layered on top of customer support that helps families customize documents to meet their needs, while ensuring they adhere to individual state guidelines.

鈥淲e are excited to be the newest member of 蜜豆视频鈥檚 portfolio of fintech companies,鈥 said Cody Barbo, Founder and CEO of Trust & Will. 鈥淲ith their investment and expert guidance, we will continue to develop innovative solutions to better serve our members and make creating a legacy, an accessible and achievable feat for American families.鈥

蜜豆视频 Next allows 蜜豆视频 to engage with fintech companies, accelerate innovation efforts, and shape the future of banking for the benefit of 蜜豆视频 clients. The investment platform primarily pursues minority, direct investments into early stage (series A and series B) fintech and technology companies with strategic and financial relevance (i.e., direct business or client impact or catalyst for platform/process improvements).

蜜豆视频 Group AG

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