GetDynasty
GetDynasty is a San Francisco-based trust company that builds and administers low-cost QSBS stacking trusts for US startup founders and early employees, using a Nevada directed trust structure and a self-serve platform to multiply Section 1202 capital gains exclusions.
- Company typePrivate
- Founded2022
- HeadquartersSan Francisco, United States
- Headcount11–50
- GTM typeB2C
- OfferingSoftware
What GetDynasty does
GetDynasty (legal entity Dynasty Labs Inc.) is a San Francisco-based, venture-backed trust company founded in 2022 that builds and administers QSBS (Qualified Small Business Stock) stacking trusts for US startup founders and early employees. Its core product, the QSBS Trust Package, leverages a Nevada Non-Grantor Directed Trust structure to multiply the Section 1202 capital gains exclusion from a baseline of $10M-$15M per beneficiary to a potential $40M-$60M+ at exit, priced as an annual subscription of $2,000 (pre-liquidity, up to four trusts) or $3,000 per trust (post-liquidity), with no setup fees. The platform combines a self-serve Trust Engine for trust creation, funding, and compliance, an AI Voice Agent trained on QSBS tax content for 24/7 customer support, a Digital Trust Vault for document management, and supporting products including Living Trusts, an Asset Protection Trust (waitlist), and a QSBS Planning Calculator.
The company is led by four co-founders who were the 1st sales hire, 1st product manager, 1st engineer, and 1st executive hire at Carta, collectively spending 20 years there as Carta scaled from zero to $300M+ in ARR. Trust administration is delivered through affiliated Dynasty Trust Company LLC, a licensed Nevada trust company. Go-to-market is a hybrid product-led/sales-led motion: self-serve platform for trust creation with phone-based sales assistance for complex planning, content marketing through QSBS University, a $500/$500 referral program, and channel partnerships with Carta (GTM), Evans Davis (legal, 48-state coverage), Sax (tax), and Hanson Bridgett LLP (regulatory commentary). The company has served 300+ founders and GPs and created 1,000+ stacking trusts since June 2025, with disclosed funding of approximately $6.5M across a 2022 seed ($2M), a 2024 round ($4.5M led by Alumni Ventures), and additional 2026 investor activity from Flatiron Labs and Gallery Ventures.
GetDynasty firmographics
Firmographics- Name
- GetDynasty
- Legal name
- Dynasty Labs Inc.
- Website
- https://getdynasty.com
- Company type
- Private
- Founded year
- 2022
- Operating status
- Operating
- Headcount range
- 11–50 employees
- Short description
- GetDynasty is a San Francisco-based trust company that builds and administers low-cost QSBS stacking trusts for US startup founders and early employees, using a Nevada directed trust structure and a self-serve platform to multiply Section 1202 capital gains exclusions.
- Ownership category
- akta.pro rank
GetDynasty industry classification
Industry- Product category
- Trust Administration Software
- NAICS
- Trusts, Estates, and Agency Accounts (52592), Funds, Trusts, and Other Financial Vehicles (525)
- SIC
- Finance Services (6199)
- akta.pro primary industry
- Directed Trust & Trust Advisory Services (FSAAANAK)
- akta.pro secondary industries
- Trust Administration & Fiduciary Accounting Services (FSAAANAF), Trust & Estate Tax Planning & Compliance (FSAEAKAE), Personal & Family Trust Services (FSAAANAA)
Keywords
Where GetDynasty is headquartered
LocationHeadquarters
- HQ city
- San Francisco
- HQ country
- United States
- HQ region
- North America
Offices2 records
Markets served
GetDynasty business model
Business model- GTM type
- B2C
- Offering type
- Software
- Cost components
- Personnel, Technology or R&D, Marketing or Sales, Operations, Others
Revenue model
- QSBS Trust Package Subscription: Annual subscription for trust setup, management, and compliance. Pre-Liquidity tier: $2,000/year for up to 4 trusts. Post-Liquidity tier: $3,000/year per trust. No setup fees, cancel anytime.
- Referral Credits: $500 credit toward future trustee fees for both referrer and referee when a new customer sets up a QSBS trust package
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Subscription | Annual | Pre-Liquidity QSBS Trust Package - $2,000/year |
| Subscription | Annual | Post-Liquidity Trust Management - $3,000/year per trust |
| One time/ perpetual license | Pay-as-you-go | Partner Add-on (Evans Davis) - Starting at $1,000 |
Go-to-market motion2 records
Distribution channels3 records
Marketing channels6 records
GetDynasty product offering
Product offeringCore offering
GetDynasty is an AI-driven trust company that sets up, funds, and maintains QSBS-eligible Nevada Non-Grantor Directed Trusts for startup founders and early employees. Through a digital self-serve platform, customers can stack multiple trusts to multiply Section 1202 capital gains exclusions from $10M–$15M to $40M–$60M+ per beneficiary at startup exit. The company also offers revocable Living Trusts and Asset Protection Trusts, with trust administration handled by an affiliated Dynasty Trust Company LLC.
Product overview
GetDynasty is a trust administration platform that primarily offers QSBS Trust Stacking services for startup founders and early employees. The core product is the QSBS Trust Package, which enables users to establish Nevada Non-Grantor Directed Trusts to multiply Section 1202 capital gains exclusions from $10M-$15M per beneficiary to $40M-$60M+ through trust stacking. The platform also offers Living Trusts for general estate planning (probate avoidance) and Asset Protection Trusts (currently on waitlist) for creditor protection. Supporting offerings include the QSBS Planning Calculator for modeling tax savings, QSBS University as a free 8-chapter educational course, and an AI Voice Agent for 24/7 phone-based QSBS guidance. The platform is complemented by a referral program offering $500 credits. All trust administration is provided through affiliated Dynasty Trust Company LLC, a licensed Nevada trust company.
Differentiator
Problem solved
Functional benefit
Products and services
- QSBS Trust Package Subscription-based QSBS trust creation, funding, and ongoing compliance service for startup founders and early employees, structured as a Nevada Non-Grantor Directed Trust to multiply Section 1202 capital gains exclusions and reduce federal and state capital gains taxes at startup exit.
- Living Trust Revocable living trust service for individual estate planning and probate avoidance, created and stored through the GetDynasty platform.
Quantifiable outcome
- Founders can capture $10M-$15M tax-free exclusion per beneficiary at exit, multiplied to $40M-$60M+ through QSBS trust stacking
- +2 more outcomes
Companies that use GetDynasty
Customer profileNamed customers5 records
Segments3 records
Ideal customer profiles3 records
GetDynasty technology and API
TechnologyTechnology focussed Yes
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Integration1 record
AI capability2 records
Feature4 records
GetDynasty partnerships and signals
Strategic signalPartnerships
Five partnerships are on record, tiered minor and core.
- CartaminorLeading equity management platform. Partnership includes investor backing from Henry Ward (CEO of Carta) and cross-promotional relationship. Carta is also an investor in GetDynasty.
- Evans DaviscoreLargest law firm in US with lawyers in 48 states. Add-on legal services package available starting at $1,000. Provides legal consultation and trust-related legal services for GetDynasty customers.
- SaxcoreTop 100 CPA firm focused on QSBS and founders. Provides accounting and tax preparation services for GetDynasty customers.
- Dynasty Trust Company LLCcoreDuly licensed Nevada trust company and affiliate of GetDynasty. Provides trust administration services with ultra-low cost structure. Founder-friendly licensing enables GetDynasty to offer affordable trust management.
- Hanson Bridgett LLPminorCo-authored May 2026 commentary on legitimate QSBS trust stacking with GetDynasty. Provides legal analysis of IRS enforcement targets and founder planning principles.
Scale indicators4 records
Recent moves6 records
Expansion highlights5 records
GetDynasty competitors and assessment
Company assessmentBroad incumbents
- LegalZoom: LegalZoom is a broad online legal services platform offering wills, trusts, business formation, and other legal documents. It competes with GetDynasty in providing low-cost online trust creation but as part of a much wider portfolio of legal products for consumers and small businesses.
- Rocket Lawyer: Rocket Lawyer is an online legal services platform offering document creation, legal advice, and attorney access through subscription. It overlaps with GetDynasty in providing affordable online legal and estate planning tools but operates across a much broader legal services category.
- Northwestern Mutual: Northwestern Mutual is a large financial services company offering life insurance, wealth management, and trust services. It is comparable to GetDynasty through its trust administration offerings but serves a much broader high-net-worth client base with traditional (non-software-led) delivery.
- Fidelity Wealth Services: Fidelity offers trust services, estate planning, and wealth management as part of its broad financial services platform. It is comparable to GetDynasty through trust administration and estate planning capabilities but serves a much wider client base with traditional full-service delivery.
Direct peers
- Trust & Will: Trust & Will is a digital estate planning platform offering online wills, revocable living trusts, and related products through a self-serve SaaS model. It is the closest direct peer to GetDynasty in bringing trust services online, though it focuses on general consumer estate planning rather than the QSBS stacking niche.
- Vanilla: Vanilla is an estate planning software platform for financial advisors, providing digital wills, trusts, and related documents. It competes with GetDynasty in bringing estate planning online but targets advisor-led distribution rather than founder self-serve.
- FreeWill: FreeWill is an online estate planning platform that enables users to create wills and basic estate documents for free, monetizing through partner referrals to financial institutions. It overlaps with GetDynasty in democratizing access to estate planning, though its model relies on lead generation rather than trust administration.
- Cake: Cake is a digital end-of-life and estate planning platform offering wills, trusts, and related resources. It overlaps with GetDynasty in the self-serve trust creation space, although it focuses on consumer-facing estate planning rather than QSBS-specific tax optimization.
- Wealth.com: Wealth.com is an estate planning platform built for financial advisors to deliver plans, wills, and trusts to their clients. It competes with GetDynasty in the digital trust creation space, though its primary distribution is through RIAs and wealth managers rather than startup founders directly.
- Snug: Snug is an online platform for end-of-life planning including wills, trusts, and life insurance. It is comparable to GetDynasty as a self-serve digital trust and estate planning offering, although it focuses on general consumer estate planning rather than QSBS-specific strategies.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat6 records
Key risks5 records
Key highlights7 records
Customer concentration
GetDynasty social profiles
Digital presenceGetDynasty financial estimates
Financial estimateRevenue estimate
Valuation estimate
GetDynasty leadership team
Management profileNumber of profiles
Profiles4 records
GetDynasty subsidiaries and ownership
Company hierarchySubsidiaries1 record
GetDynasty funding detail
Funding detailFunding overview
Funding rounds4 records
Investors9 records
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
GetDynasty M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about GetDynasty
What does GetDynasty do?
GetDynasty is an AI-driven trust company that sets up, funds, and maintains QSBS-eligible Nevada Non-Grantor Directed Trusts for startup founders and early employees. Through a digital self-serve platform, customers can stack multiple trusts to multiply Section 1202 capital gains exclusions from $10M–$15M to $40M–$60M+ per beneficiary at startup exit. The company also offers revocable Living Trusts and Asset Protection Trusts, with trust administration handled by an affiliated Dynasty Trust Company LLC.
Is GetDynasty a public or private company?
GetDynasty is a private company. It is classified as venture growth investor backed and is currently operating.
When was GetDynasty founded?
GetDynasty was founded in 2022. It employs 11 to 50 people.
Where is GetDynasty based?
GetDynasty is headquartered in San Francisco, United States, in the North America region.
How does GetDynasty make money?
Two revenue lines are on record. QSBS Trust Package Subscription is the primary driver. The others are referral Credits.
Who are GetDynasty's main competitors?
Broad incumbents on record are LegalZoom, Rocket Lawyer, Northwestern Mutual and Fidelity Wealth Services. Direct peers are Trust & Will, Vanilla, FreeWill, Cake, Wealth.com and Snug.
Does GetDynasty have an API?
No public API is recorded for GetDynasty.
What industry is GetDynasty in?
GetDynasty's product category is Trust Administration Software. Its primary akta.pro industry code is FSAAANAK, Directed Trust & Trust Advisory Services, with a secondary code of FSAAANAF, Trust Administration & Fiduciary Accounting Services. Its NAICS code is 52592 and its SIC code is 6199.