Insights

Strategic Acquisition Probate Advance was acquired by Oasis Financial in 2021, indicating access to a larger customer base and potential cross-sell opportunities for inherited wealth funding and related financial services.

Scale & Growth As a rapidly expanding lender in the probate space with revenue in the tens of millions and a BBB A+ rating, there is a strong signal for scalable partnerships, co-marketing, and channel sales with complementary firms serving heirs and beneficiaries.

Prospective Clients Target heirs, beneficiaries, and probate professionals who experience lengthy probate timelines, offering fast funding options to unlock stalled inheritances and improve client outcomes.

Tech & Compliance Current tech stack includes advertising platforms, CRM/automation, and security training; reseller or integration opportunities with Doc/loan management tech, marketing automation, and BeS secure data practices could streamline onboarding for partners.

Market Positioning Leading provider in inheritance funding with potential for cross-sell to MoveDocs medical lien management tech users and related financial relief services, leveraging Oasis Financial affiliation for joint campaigns.

Similar companies to Probate Advance LLC

US Probate Leads
14$10M - $25M

Probate Advance LLC Tech Stack

Probate Advance LLC uses 8 technology products and services including Microsoft Advertising, Linkedin Insight Tag, Simpli.fi, and more. Explore Probate Advance LLC's tech stack below.

Microsoft Advertising
Advertising
Linkedin Insight Tag
Analytics
Simpli.fi
Demand Side Platforms
Mailchimp
Email
Microsoft 365
Email
WP Engine
Platform As A Service
KnowBe4
Security
Piwik PRO Core
Web Analytics

Media & News

Oasis Financial acquired Probate Advance on Jan 1st '21.
In 2021, Oasis Financial acquired Probate Advance, the largest provider of inheritance funding, and that same year, Oasis Financial joined forces with MoveDocs, a Nevada-based provider of medical lien management technology.
Feb 23, 2022 | www.businesswire.com

Probate Advance LLC's Email Address Formats

Probate Advance LLC uses at least 2 email formats:

Probate Advance LLC Email Formats	Example	Percentage
FLast@probateadvance.com	JDoe@probateadvance.com	54%
First@probateadvance.com	John@probateadvance.com	46%

Frequently Asked Questions

What is Probate Advance LLC's official website and social media links?

Probate Advance LLC's official website is probateadvance.com and has social profiles on LinkedIn.

How much revenue does Probate Advance LLC generate?

As of August 2026, Probate Advance LLC's annual revenue is estimated to be $25M - $50M.

What is Probate Advance LLC's NAICS code?

Probate Advance LLC's NAICS code is 52 - Finance and Insurance.

How many employees does Probate Advance LLC have currently?

As of August 2026, Probate Advance LLC has approximately 19 employees across 1 continents, including North America. Key team members include Executive Sales Director: W. J., Sales Manager: B. S. and Underwriter/Diligence Specialist: J. M. Explore Probate Advance LLC's employee directory with LeadIQ.

What industry does Probate Advance LLC belong to?

Probate Advance LLC operates in the Financial Services industry.

What technology does Probate Advance LLC use?

Probate Advance LLC's tech stack includes Microsoft Advertising, Linkedin Insight Tag, Simpli.fi, Mailchimp, Microsoft 365, WP Engine, KnowBe4 and Piwik PRO Core.

What is Probate Advance LLC's email format?

Probate Advance LLC's email format typically follows the pattern of FLast@probateadvance.com. Find more Probate Advance LLC email formats with LeadIQ.

When was Probate Advance LLC founded?

Probate Advance LLC was founded in 2018.

Probate Advance LLC

Q: How many employees does Probate Advance LLC have currently?

Probate Advance LLC has approximately 19 employees.

Q: What technology does Probate Advance LLC use?

Probate Advance LLC's tech stack includes Facebook, Google Analytics, Bootstrap, Simpli.fi, Cloudflare.

Q: What is Probate Advance LLC's NAICS code?

Probate Advance LLC's NAICS code is 52 (Finance and Insurance).

Financial ServicesNew York, United States11-50 Employees

Probate Advance LLC operates in the financial services sector, providing funding options to heirs and beneficiaries whose inheritance is tied up in probate. The goal is to deliver liquidity quickly for those navigating lengthy probate proceedings. The company is based in Rye Brook, New York, and operates as part of Libra Solutions.

As part of Libra Solutions, Probate Advance fits into an effort to streamline cumbersome processes and offer financial relief to those involved in probate and related matters. The business is characterized as a small to midsize operation. In 2021, Probate Advance was acquired by Oasis Financial.