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§ Private Profile · 310 South Main Street Suite 1125, Salt Lake City, UT 84111
Find and move money after a death
Sunset has raised $2.5M across 2 funding rounds.
Key people at Sunset.
Sunset was founded in 2024 by Stephen Walter (Founder) and Kaela Worthen (Founder).
Sunset has raised $2.5M in total across 2 funding rounds.
Sunset can track down bank accounts, retirement accounts, investment accounts, property and more for families after losing a loved one. Sunset will close those accounts and move the money into a Sunset estate account to manage.
Sunset has raised $2.5M across 2 funding rounds. Most recently, it raised $500K Seed in December 2024.
| Date | Round | Lead Investors | Other Investors | Status |
|---|---|---|---|---|
| Dec 1, 2024 | $500K Seed | — | Y Combinator | Announced |
| Jan 1, 2024 | $2M Seed | — | Jenny Fielding, Scott Hartley, Everywhere Ventures (The Fund) | Announced |
Sunset was founded in 2024 by Stephen Walter (Founder) and Kaela Worthen (Founder).
Sunset has raised $2.5M in total across 2 funding rounds.
Sunset's investors include Y Combinator, Jenny Fielding, Scott Hartley, Everywhere Ventures (The Fund).
Sunset Financial Services is a full-service broker-dealer and financial services firm primarily focused on mortgage brokering, refinancing, and car loan financing. It serves a broad clientele ranging from first-time homebuyers to seasoned real estate investors, providing tailored loan structures and ongoing financial advice to optimize clients' financial outcomes. The firm emphasizes speed, efficiency, and expert problem-solving in loan processes, aiming to simplify complex financial decisions for its customers. With approximately $2.4 billion in client assets and a network of 268 registered representatives across 48 states, Sunset Financial Services operates at scale within the financial services sector[1][3][6].
For an investment firm context, Sunset Financial Group, LLC specializes in customized equipment leasing and financing solutions for small and medium-sized businesses, focusing on aggressive financing options to support business growth and operational needs[2][4].
Sunset Financial Services was founded to provide expert mortgage and refinancing solutions, leveraging deep industry knowledge to help clients navigate complex loan processes. The firm has grown to serve a wide geographic area with a large team of registered representatives. Its evolution includes expanding services beyond mortgages into car loans and other financing products, reflecting responsiveness to client needs and market trends[1][3].
Sunset Financial Group, LLC, as a related entity, emerged to address the financing needs of small and medium businesses, offering equipment leasing and financing with a customer-centric approach. The company has built a reputation for simplifying financing approvals and funding, supporting business clients in acquiring necessary equipment efficiently[2][4].
While Sunset Financial Services and Sunset Financial Group operate primarily in financial services and equipment financing rather than technology per se, they are part of broader trends in fintech and financial accessibility. Their focus on streamlining loan processes and offering customized financing solutions aligns with market demands for faster, more transparent, and client-centered financial services. The timing is favorable due to increasing demand for homeownership financing, refinancing amid fluctuating interest rates, and business equipment financing as companies adapt to evolving operational needs. By leveraging technology to enhance customer experience and operational efficiency, these firms contribute to the modernization of financial services ecosystems[1][3][4].
Sunset Financial Services is likely to continue expanding its product offerings and geographic reach, leveraging its expertise to capture more market share in mortgage and auto financing. Trends such as digital mortgage platforms, AI-driven loan underwriting, and personalized financial advisory services will shape its future trajectory. Sunset Financial Group is positioned to grow alongside small and medium businesses by offering flexible financing solutions that support business agility and growth. Both entities may increasingly integrate fintech innovations to enhance speed, transparency, and customer engagement, strengthening their influence in the financial services sector.
Their ongoing commitment to client-centric service and operational efficiency will be key to sustaining growth and relevance in a competitive market, tying back to their mission of simplifying and optimizing financial solutions for diverse client needs[1][2][3][4].
Key people at Sunset.
