Willport Trust
OperatingWILLPORT Holdings, Inc.
Fintech · Las Vegas, NV
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.
Financials
FY2022–FY2025 · from SEC filings · hover any figure for its sourceFigures 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, as the filing’s own report or certification states it. A dashed pill marked * is inferred instead: the SEC minimum for an offering that size, which the issuer may have exceeded. No pill means we couldn’t tell. Headcount is the filing’s point-in-time count, not a year-end average. Manually corrected figures are marked “Corrected”.
Valuation over rounds
Pre-money — the valuation set before each round’s money came inBlue bars are the pre-money valuation the company stated for a priced round.
Cap table
Principal holders% as the filing states it, Apr 15, 2026
- Doris Hagans Schwartz5,886,265 Common Stock78.2%of company
Sold to the crowd
- Reg CF · Mar 202561,039 shares at $2.65$161.8K· 39 investors
From the company's SEC filings: share counts per class, each class's voting and conversion terms, and the holders of 20% or more that Form C requires (officers and 10%+ holders on Form 1-A). Filings name only large holders, so most owners — including crowd investors — are not listed, and a holder's percentage may be of its own class rather than of the whole company. Prices and crowd share counts are in today's share terms — adjusted for splits and conversions since they were sold. Hover a figure for its filing.
Fundraising history
Team
4 people
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 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 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.
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
Filed 1 of 2 annual reports (FY2024–FY2025)
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, 20260002059368-26-000002EDGAR
- Form C/AJul 25, 20250001665160-25-001322EDGAR
- Form C/AJun 20, 20250001665160-25-001226EDGAR
- Form C/AMay 29, 20250001665160-25-001159EDGAR
- Form C-UMay 9, 20250001665160-25-001042EDGAR
- Form C/AApr 24, 20250001665160-25-000756EDGAR
- Form C-UApr 18, 20250001665160-25-000722EDGAR
- Form CMar 17, 20250001665160-25-000419EDGAR
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.