Insights

Growth Opportunity Estate Guru shows a mid-sized operation with ambition across Europe, signaling a receptive market for partnerships with regional financial institutions and advisory networks to scale adoption of its estate planning platform.

Expansion Momentum Recent leadership shift and multiple expansion milestones (new timeline feature, Seedrs campaign, geographic growth) indicate readiness for additional co-marketing, channel partnerships, and investment-driven collaborations to accelerate market penetration.

Technology Edge Evidence of a fintech-like tech stack and attorney-embedded workflow suggests value to professional networks seeking compliant, scalable estate planning solutions; potential upsell with integration partners (CRM, document management, e-signature).

Financing Leverage Revenue footprint and Seedrs-backed expansion imply opportunities to pitch institutional lenders, banks, and wealth managers as distribution or co-financing channels to broaden loan-backed estate planning services.

Network Synergy Thick advisor network and cross-country growth present at-scale opportunities for partner-led go-to-market, referral programs, and educational collaborations to drive advisor adoption and client acquisition.

Similar companies to Estate Guru

Estate Guru Tech Stack

Estate Guru uses 8 technology products and services including Google Ads, Twitter Ads, Hotjar, and more. Explore Estate Guru's tech stack below.

Media & News

Estate Guru's Email Address Formats

Estate Guru uses at least 3 email formats:
Estate Guru Email FormatsExamplePercentage
First@estateguru.comJohn@estateguru.com
86%
FirstLast@estateguru.comJohnDoe@estateguru.com
9%
FLast@estateguru.comJDoe@estateguru.com
5%

Frequently Asked Questions

What is Estate Guru's phone number?

Minus sign iconPlus sign icon
You can contact Estate Guru's main corporate office by phone at . For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Estate Guru's official website and social media links?

Minus sign iconPlus sign icon
Estate Guru's official website is estateguru.com and has social profiles on LinkedIn.

How much revenue does Estate Guru generate?

Minus sign iconPlus sign icon
As of August 2026, Estate Guru's annual revenue is estimated to be $25M - $50M.

What is Estate Guru's NAICS code?

Minus sign iconPlus sign icon
Estate Guru's NAICS code is 52 - Finance and Insurance.

How many employees does Estate Guru have currently?

Minus sign iconPlus sign icon
As of August 2026, Estate Guru has approximately 44 employees across 2 continents, including North America and Asia. Key team members include Founder And Chief Executive Officer: S. H., Product Manager: T. M. and Principal: B. M. Explore Estate Guru's employee directory with LeadIQ.

What industry does Estate Guru belong to?

Minus sign iconPlus sign icon
Estate Guru operates in the Financial Services industry.

What technology does Estate Guru use?

Minus sign iconPlus sign icon
Estate Guru's tech stack includes Google Ads, Twitter Ads, Hotjar, Pendo, Salesforce, 6sense, Webflow and Stripe.

What is Estate Guru's email format?

Minus sign iconPlus sign icon
Estate Guru's email format typically follows the pattern of First@estateguru.com. Find more Estate Guru email formats with LeadIQ.

When was Estate Guru founded?

Minus sign iconPlus sign icon
Estate Guru was founded in 2014.
Estate Guru logo

Estate Guru

Financial ServicesUtah, United States11-50 Employees

Estate Guru provides attorney-embedded estate planning software for advisors and professionals who offer estate planning services, including institutions and attorneys. The company operates a nationwide network of attorneys who create, review, and approve documents for every estate plan. It is based in Provo, Utah, at 410 South University Avenue, 84601, United States. Thousands of advisors use the platform to deliver tailored estate plans, connect with the next generation of clients, and streamline the planning process through a unified, legally sound solution. The organization employs between 11 and 50 people.

Section iconCompany Overview

Phone number
NAICS Code
52 - Finance and Insurance
Founded
2014
Employees
11-50

Section iconFunding & Financials

  • $25M - $50M

    Estate Guru's revenue is estimated to be in the range of $25M - $50M

Ready to create more pipeline?

Get a demo and discover why thousands of SDR and Sales teams trust
LeadIQ to help them build pipeline confidently.

© LeadIQ, Inc. All rights reserved.