Successions
Successions is an AI-native inheritance technology platform that helps individuals, families, and wealth professionals map, understand, and prepare estates for the coming $84 trillion wealth transfer. The platform's Inventory module provides a living, centralized view of an estate, while its Exit tool models after-tax proceeds for liquidity events like IPOs and M&A.
- Financial Technology
- Artificial Intelligence
- Software Only
- Education Technology
- Data & Analytics
Funding
Funding not disclosed
Founders
Founder details are not available yet.
Product
Problem
Over the next 25 years, more than half of the world's wealth will change hands, including $84 trillion in the U.S. alone. The current system for transmitting wealth is fragmented, slow, and inefficient, with 81% of assets under management at risk of churning due to unprepared heirs and significant estate value lost to taxes and fees without proper planning.
Solution
Successions is the first AI-native platform that helps entrepreneurs, families, and savers transmit not only wealth, but the values behind it. The platform starts with Inventory, a living view of an estate that lets users map what they own, keep it current as assets evolve, and create the foundation for succession, tax, and future planning. The platform also includes Successions Academy, a 1-5 day tailored retreat program for estate owners and heirs covering tax and succession fundamentals, investment stewardship, and legacy and values alignment. Additionally, Exit is an early-access tool that gives wealth managers and startup employees a clear, scenario-based picture of after-tax proceeds before any liquidity decision is made, while an upcoming product, Successions Tax, will be an AI agent for wealth managers and private banks to build efficient, personalized estate tax strategies at scale.
Target Audience
Primary customers are entrepreneurs, families, and savers preparing for wealth transfer, along with financial advisors, wealth managers, and private banks seeking to reduce NextGen client churn and retain assets under management.
Features
- Inventory module provides a living, centralized view of an estate with capabilities to map assets, keep information current as assets evolve, and prepare a foundation for succession and tax planning
- Exit tool models IPO, secondary sale, or M&A scenarios across different valuations and timing, surfacing federal and state tax, AMT exposure, and net proceeds
- Exit supports US-based equity holders with ISOs, NSOs, and RSUs for Series B through M&A events
- Successions Academy offers structured 1-5 day retreats for estate owners and heirs, covering tax fundamentals, trusts, gifting strategies, investment stewardship, and governance frameworks
- Successions Tax (coming September 2026): proprietary AI agent for wealth managers and private banks to build personalized estate tax strategies for HNWI clients at scale
- Enterprise-grade security infrastructure with TLS 1.2+ encryption in transit, AES-256 encryption at rest, role-based access controls, multi-factor authentication, audit logging, regular penetration testing, and documented incident response