Hi there and welcome to Funded, where we spotlight the early-stage bets on the future of tech.
This week’s issue looks at a category most fintech founders avoid: what happens after the wealth is built.
Houston-based Paige has raised a $2.5 million round led by 22nd State Banking Company to help families organize their financial lives before a crisis forces the issue.
The company offers a digital legacy planning platform that allows users to create a will, securely store important documents and passwords, organize critical financial information, and preserve personal messages for loved ones. Rather than positioning itself as a standalone consumer product, Paige is being distributed through financial institutions, giving banks a way to offer legacy planning services to customers and small businesses.
The new funding will be used to expand automation across the platform, build AI-driven onboarding and self-service tools, and grow the company’s sales and customer success teams. The goal is to make implementation easier for financial institution partners while improving the experience for end users.
Founder and CEO Emily Cisek launched Paige after seeing firsthand how difficult it can be for families to navigate the loss of a loved one without the right information in place.
“Too many families are left trying to piece together important information during some of the hardest moments of their lives,” said Cisek. “This investment allows us to accelerate the next phase of growth for Paige by improving the product and expanding support for our members, our financial institution partners and the communities they serve.”
Legacy planning rarely generates the buzz of payments, lending, or AI infrastructure, but it sits at the intersection of financial wellness, family preparedness, and wealth transfer. Paige is betting that the institutions consumers already trust with their finances will also become the distribution channel for helping them plan what comes next.
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This article was drafted with the help of generative AI using company-submitted details, then manually edited and carefully reviewed by a human editor before publication.
