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LegacyShield
AddedFeb 16, 2024
UpdatedJun 18, 2026
LegacyShield

LegacyShield

Seed

LegacyShield: A cutting-edge platform empowering financial services with a consumer-centric approach.

HQ
Ponte Vedra Beach, FL, US
Founded
2015
Overview
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Fundraising
Employees
Website

LegacyShield is a cutting-edge platform designed to empower financial services with a consumer-centric approach. The firm focuses on integrating state-of-the-art technology to assist financial service companies and advisors in managing their client interactions more effectively. LegacyShield provides tools for managing notifications, setting priorities, and maintaining open dialogues with clients, ensuring a seamless and collaborative experience.

Notable for its innovative approach, LegacyShield stands out by offering a comprehensive activity log that keeps advisors updated on client actions and changes. This feature enhances transparency and allows advisors to provide timely support. The platform's key partners and decision-makers are dedicated to leveraging technology to streamline financial services, although specific names and affiliations are not detailed. LegacyShield's investment philosophy centers on enhancing client-advisor relationships through advanced technological solutions.

LegacyShield - Quick Facts

When was LegacyShield founded?

LegacyShield was founded in 2015.

Where is LegacyShield's headquarters located?

LegacyShield's headquarters is located in Ponte Vedra Beach, FL, US.

How much has LegacyShield raised to-date?

As of Mar 1, 2018, LegacyShield has raised a total of $2.5M (USD).

How many employees does LegacyShield have?

LegacyShield has 15 employees as of Feb 5, 2024.

LegacyShield - Classification

NAICS
  • 520000Finance and Insurance
SIC
  • 6200Security And Commodity Brokers, Dealers, Exchanges, And Services
  • 6280Services Allied With The Exchange Of Securities Or Commodities
  • 6282Investment Advice
Show 7 more industry codes
NAICS
  • 522000Credit Intermediation and Related Activities
  • 522300Activities Related to Credit Intermediation
  • 522320Financial Transactions Processing, Reserve, and Clearinghouse Activities
SIC
  • 6000Depository Institutions
  • 8700Engineering, Accounting, Research, Management, And Related Services
  • 8740Management And Public Relations Services
  • 8742Management Consulting Services