Legacy Foundry

Financial Services - , ,

Legacy Foundry Details

LegacyFoundry is a software platform for financial advisors, clients, and their families to talk about death and dying, estate planning, and legacy. With Legacy Foundry, you will:1. Build relationships with your clients and their family2. Create successful wealth transfer through family conversations3. Ensure your client's end of life wishes are communicated and metLegacy Foundry is a family-centric advisor engagement platform that helps each family member explore their attitudes about death, medical directives and wealth transfer at their own pace via engaging, guided tour experiences and literacy resources. Using a non-threatening approach, Legacy Foundry helps you identify when families are ready to talk and then facilitate these critical conversations without the awkwardness of going in blind.

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Employees: 5
HQ:
Location: , ,
Revenue:
Legacy Foundry Technologies
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Gmail

Marketing Automation

Hubspot

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Wordpress.com

Tag Management

Google Tag Manager

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Google Apps

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Google Analytics

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