One Digital Trust

OneDigitalTrust is a digital EstateTech platform that simplifies creation and ongoing management of wills, trusts, and estate plans through secure, user-friendly tools integrated into financial institutions and advisors’ offerings. It's affordable, comprehensive legacy planning accessible for individuals and families.

Investment Details

Portfolia Fund

Funding Round

Seed

Milestones

Funded in 2021

About the Founder

Sonny Kapoor

Sonny Kapoor had worked as a management consultant for financial institutions for many years previously. During an engagement to overhaul the strategy for a credit union-owned RIA (Retirement Investment Advisor), he proposed digital estate planning as a new, innovative offering with the potential to deepen family and financial wellness for members. The recommendation received much acceptance, but instead of building it themselves, the institution asked if he would build it so they could license it. And OneDigitalTrust was born.

Real Investors. Real Outcomes.

“I have learned so much about leadership, financial well-being, and the power of connection from the amazing community of women at Portfolia.”

Peggy Northrop

CEO of Watermark and Former Editor-in-Chief of More Magazine, Connecticut

“I love the concept of being able to invest and collaborate with others, mitigating my own risk by investing in a portfolio. It lets me see more deals in the pipeline.”

Chantell Preston

Healthcare Executive, Houston, TX

“I joined because I was excited that the model was more like a mutual fund and offered exposure to so many companies and opportunities to further learning.”

Namrita Kapur

Fellow, Yale School of Management, Boston, MA

“I have learned so much about leadership, financial well-being, and the power of connection from the amazing community of women at Portfolia.”

Peggy Northrop

CEO of Watermark and Former Editor-in-Chief of More Magazine, Connecticut

“I love the concept of being able to invest and collaborate with others, mitigating my own risk by investing in a portfolio. It lets me see more deals in the pipeline.”

Chantell Preston

Healthcare Executive, Houston, TX

“I joined because I was excited that the model was more like a mutual fund and offered exposure to so many companies and opportunities to further learning.”

Namrita Kapur

Fellow, Yale School of Management, Boston, MA

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