Legacy Wealth Management | Investor profile | Foundersuite

Investor info

Type

Registered Investment Advisors

Stage focus

Seed Round

Description

Legacy Wealth Management provides financial planning and investment management services, offering personalized strategies to help clients achieve their long-term financial goals. Their services include retirement planning, tax strategies, and wealth preservation.

Previous investments

Company
Amount
Round

Example example company Inc
1000000
Investor meetings
Company & Company
11000000
Series C funding
Example
524000
Seed round A

Connected people

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