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Legacy Bridge Logo
Legacy Bridge CB Rank
911711
Heat Score
56
Legacy Bridge is a financial consultancy firm focusing on wealth management and investment advisory services.
Founded
obfuscation
Private West Des Moines, Iowa, United States1-10 www.legacybridgepfo.com
Advice
Consulting
Financial Services
Overview

Legacy Bridge
Heat Score
56

Growth Score
pts
in past quarter
Heat Score 56
-21 pts
in past quarter

Company Performance Metrics

Score
Trend
AI Content may contain mistakes and is not legal, financial or investment advice.Learn more.
Growth Score - The measure of growth based on company activity, operational metrics, and investments
Growth Trend - The change in the growth score over the given time period
Heat Score - The measure of the market interest, media activity, and Crunchbase profile activity
Heat Trend - The change in the heat score over the given time period
Learn More >
Recent Events
Raised Funding Round
Jan 1, 1970
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Raised Funding Round
Jan 1, 1970
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Raised Funding Round
Jan 1, 1970
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See more interactive data and historical milestones on desktop for the best experience

About Legacy Bridge

CB Rank
911711
Legacy Bridge is a financial consultancy firm focusing on wealth management and investment advisory services.
Founded
obfuscation
Private West Des Moines, Iowa, United States1-10 www.legacybridgepfo.com
Advice
Consulting
Financial Services

Key People

Details

Legal Name Legacy Bridge, LLC
Operating Status Active
Company Type For Profit
Founders  Michael T. Zuendel
Phone Number +1-515-421-4870
Contact Email tim.kadlec@legacybridgepfo.com
Predictions & Insights

Growth Prediction

See this Growth Prediction

Products & Services

Investment Advisory Services
Provides investment management and advisory services tailored to high-net-worth individuals and families, including discretionary and non-discretionary portfolio management.
Family Office Services
Offers comprehensive family office services that support wealth management and investment planning for families, including ongoing monitoring and periodic reviews.

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Financials
Market Intelligence
People
View Profiles & Contacts
Headcount 1-10 Employee Profiles 1 Contacts 4

Employee Profiles

News
Technology
View Tech Report

Monthly Web Visits

140
29.63%
 in past month

Active Website Tech Count

35Legacy Bridge is actively using 35 technologies for its website, according to BuiltWith. These include Apple Mobile Web Clips Icon, SPF, and  Google Tag Manager.
Sub-Organizations
Frequently Asked Questions

Where is Legacy Bridge's headquarters? Legacy Bridge is located in West Des Moines, Iowa, United States.Who are Legacy Bridge's competitors? Alternatives and possible competitors to Legacy Bridge may include Rockefeller Capital Management, Cresset, and  SVB Capital.
Who We Are
What We Do
Helpful Links
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