85
56
Growth Score
-3 pts
Heat Score
-18 pts
Company Performance Metrics
Score
Trend
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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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Legacy Foundry is a family-centric advisor engagement platform that offers financial services to clients.
About the Company
LegacyFoundry is a software platform for financial advisors, clients, and their families to communicate about death and dying, estate planning, and legacy.
Legacy Foundry provides one solution to three of financial advisors' biggest challenges — acquiring more clients, retaining assets under management, and building a saleable business. With
the platform, advisors help clients and their families communicate about death, dying and money, ensuring end-of-life wishes and wealth transfer plans are communicated before it’s too late. Advisors use technology and psychology to transform client relationships into family relationships, bringing on the whole family as clients.
