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Legacy Planning Logo
Legacy Planning CB Rank
1707148
Heat Score
49
Legacy Planning provides co-active coaching and holistic legacy planning services.
Founded
obfuscation
Private Beverly Hills, California, United States1-10 www.angelinacarleton.com
Advice
Consulting
Training
Overview

Legacy Planning
Heat Score
49

Growth Score
pts
in past quarter
Heat Score 49
-11 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
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Recent Milestones
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 Planning

CB Rank
1707148
Legacy Planning provides co-active coaching and holistic legacy planning services.
Founded
obfuscation
Private Beverly Hills, California, United States1-10 www.angelinacarleton.com
Advice
Consulting
Training

Key People

Details

Legal Name Legacy Planning
Operating Status Active
Company Type For Profit
Founders  Angelina Carleton
Phone Number +1 310 433 1051
Contact Email info@angelinacarleton.com
Predictions & Insights

Growth Prediction

See this Growth Prediction

Products & Services

Personalized Legacy Coaching
One-on-one coaching sessions that help affluent individuals and entrepreneurs define and design a holistic legacy aligned with their values and life goals.
Legacy Planning Online Course
A self-paced online course designed to guide individuals through defining their values and creating a holistic legacy plan from any location.

Unlock More with Crunchbase Pro
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  • Preview private company insights and predictions
Financials
Market Intelligence
People
View Profiles & Contacts
Headcount 1-10 Employee Profiles 1 Contacts 7

Employee Profiles

News
Technology
View Tech Report

IT Spend

$428.1KThis year, Legacy Planning is projected to spend $428.1K on IT, according to Aberdeen.

Active Website Tech Count

3Legacy Planning is actively using 3 technologies for its website, according to BuiltWith. These include Common Crawl, CommonCrawl Top 50m, and  Euro.
Sub-Organizations
Frequently Asked Questions

Where is Legacy Planning's headquarters? Legacy Planning is located in Beverly Hills, California, United States.Who are Legacy Planning's competitors? Alternatives and possible competitors to Legacy Planning may include Merrill Lynch, UBS Wealth Management, and  Rbc Wealth Management.
Who We Are
What We Do
Helpful Links
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