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Willport Trust

Operating

WILLPORT Holdings, Inc.

Fintech · Las Vegas, NV

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Powered by AI and blockchain, WILLPORTtrust (currently in development) will help you create, manage, and deliver your estate plan and trust with confidence. It will streamline an antiquated process using easy-to-fill forms, delivering your money directly and electronically to beneficiaries—accompanied by your voice or video message—ensuring your legacy lasts for generations.

Post-money valuation ⓘ
$20.1M
As of Oct 2025 · from Reg CF Offering (2025) · pre-money + amount raised, not a traded price
Total raised
$161,754
Across 1 round since 2025
Latest share price
$2.65
Reg CF Offering (2025) offering price

Financials

FY2022–FY2025 · from SEC filings · hover any figure for its source
$5K
−$714K
2022
$7K
−$1.2M
2023
$270K
−$1.2M
2024
$346K
−$608K
2025
RevenueNet income — beside revenue when positive, below the line when a loss
Metric
FY2022
FY2023
FY2024
FY2025
Income statement
Revenue
$5,204
$6,908
$270,408
$346,356
Cost of goods sold
$4,946
$5,740
$5,740
$722
Gross margin
5%
17%
98%
100%
Net income
-$714,268
-$1,212,563
-$1,212,563
-$607,746
Taxes paid
$0
$0
$0
$0
Balance sheet
Cash
$7,172
$66,752
$66,752
$6,021
Accounts receivable
$50,025
$262
$0
$262
Total assets
$2,007,550
$1,916,046
$1,916,046
$2,229,866
Short-term debt
$198,090
$341,595
$341,595
$465,439
Long-term debt
$2,738,128
$580,641
$0
$625,869
Total liabilities
$2,936,218
$922,236
$341,595
$1,091,308
Other
Headcount
—
2
—
2

Figures as reported by the issuer in the filing shown on hover. Each year’s pill shows the assurance level of its filed statements — audited, reviewed (CPA review, less than an audit), or unaudited; no pill means the filing didn’t state one. Headcount is the filing’s point-in-time count, not a year-end average. Manually corrected figures are marked “Corrected”.

Valuation over rounds

Post-money = pre-money + amount raised · caps marked
$20.1M
post-money
Reg CF Offering (2025)

A dashed amber step is a SAFE/note valuation cap — a conversion ceiling agreed for that instrument, not a priced valuation of the company. Steps are not comparable across bases.

Fundraising history

Reg CF Offering (2025)ClosedReg CF · Preferred Equity · via STARTENGINE PRIMARY LLC
Raised $161.8K / $1.2MInvestors 39Post-money $20.1M

Team

4 people
Doris Hagans Schwartz
Founder, Chief Executive Officer, Principal Accounting Officer, and Director

Doris is a Chief Executive Officer with a track record in international Mergers and Acquisitions and the banking sector. Her entrepreneurial spirit is backed by comprehensive expertise in Finance, Banking, Strategic Partnerships, M&A, and Private Equity. Motivated by her personal experiences caring for her aging mother, Doris identified the necessity to modernize the inheritance trust process. This realization propelled her to assemble a team of leading legal, financial, and technology professionals, driving innovation in trust deployment and legacy transmission for future generations.

Edward R. James, III
Contract Strategic Financial Advisor

Edward R. James, III is a financial executive with over 25 years of experience in transforming financial operations across SaaS, FinTech, PropTech, and professional services. He has led initiatives that resulted in over $4 billion in capital raises, strategic mergers, and business scaling, focusing on public, private, and private equity-backed companies. Currently, he is a Contract Strategic Financial Advisor at WILLPORT, dedicating about 20 hours per month to financial forecasting, modeling, and planning. He is being considered for a full-time CFO role as needs evolve. Edward holds an MBA in Finance from Cumberland University and a BSBA from Mississippi College, known for his strategic vision and operational excellence in dynamic business environments.

Judith Stertzer Paulino
Board Secretary

Judith serves as Board Secretary and has over 20 years working in the financial industry with an emphasis in human resources, project management and administration. Judi has been with WILLPORT since implementation and has a passion on how this platform can improve the way we keep family and friends united.

Matthew Douglas Blattmachr
Director

Matthew has over 17 years of experience in the trust, estate, and fiduciary, with expertise in trust administration, private foundations, and estate planning structures.

Names and titles as disclosed on SEC Form C, StartEngine. Bios and photos come from the platform campaign page and may be out of date.

Reg CF annual-report compliance

Not requiredFewer than 300 holders of record

Filed 1 of 2 annual reports (FY2024–FY2025)

39 investors
holder-count proxy

Reg CF issuers must file a Form C-AR each year until a Rule 202(b) termination trigger is met.

SEC filings

  • Form C-ARApr 15, 20260002059368-26-000002
    EDGAR
  • Form C/AJul 25, 20250001665160-25-001322
    EDGAR
  • Form C/AJun 20, 20250001665160-25-001226
    EDGAR
  • Form C/AMay 29, 20250001665160-25-001159
    EDGAR
  • Form C-UMay 9, 20250001665160-25-001042
    EDGAR
  • Form C/AApr 24, 20250001665160-25-000756
    EDGAR
  • Form C-UApr 18, 20250001665160-25-000722
    EDGAR
  • Form CMar 17, 20250001665160-25-000419
    EDGAR
Source: SEC EDGARCIK 0002059368NVShare price $2.65Last synced Aug 17, 2026

About this data. Figures are compiled from public sources — SEC EDGAR filings (Form C, C-AR, 1-A, 1-K) and funding-platform pages — and may be delayed, incomplete, or restated by the issuer. Financial statements are as reported by the issuer; each year is labeled with its assurance level (audited / reviewed / unaudited). A valuation cap is the conversion ceiling of a SAFE or convertible note, not an agreed company valuation; post-money figures are computed as pre-money plus amount raised and are not a traded price. Crowdonomics is not a broker-dealer, funding portal, or investment adviser; nothing here is investment advice or an offer to sell securities. Verify all figures against the linked EDGAR filings.