LegacyShield

LegacyShield

Digitally connecting advisors with clients to redefine client trust and relationships.

Founded 2015

United States 9 employees Venture round Total: $2.50M Finance, Financial Services +1

LegacyShield, founded in 2015, is a **Finance**, **Financial Services**, and **Fintech** startup, which has attracted investment in a **Venture Round** at 01 March 2018 from **Fintop Capital**. The company's slogan, "Digitally connecting advisors with clients to redefine client trust and relationships," encapsulates its mission. LegacyShield addresses the challenges in the insurance industry, where traditional means of client engagement fall short. The company's technology empowers insurance agents and financial advisors to bridge the communication gap with clients through a secure, digital workspace. The platform, including the latest addition, **Link**, serves as a collaborative ecosystem enabling continuous connectivity, collaboration, and prospecting. The startup aims to revolutionize client relationships by ensuring advisors and clients can continuously address evolving needs, extending the relationship to family members and beneficiaries. This dynamic approach not only fosters stronger client-advisor bonds but also generates organic prospects through clients' networks. As professionals in the insurtech sector, LegacyShield is dedicated to offering innovative solutions to enhance advisor-client interactions, with a keen focus on leveraging advanced insights for business growth. The company's commitment to staying ahead of industry developments and challenging the status quo underlines its dedication to continuous improvement and evolution.

Funding Stage	Amount	Investors	Lead Investors	Date
Venture Round	Undisclosed	1	Fintop Capital	01 Mar 2018
Venture Round	$2.50M	-		18 Jul 2017

Funding Stage

Amount

Investors

Lead Investors

Date

Venture Round

Undisclosed

Fintop Capital

01 Mar 2018

Venture Round

$2.50M

18 Jul 2017

FAQ About LegacyShield

Digitally connecting advisors with clients to redefine client trust and relationships.

LegacyShield was founded in 2015.

LegacyShield is headquartered in United States.

LegacyShield operates in Finance, Financial Services and Fintech. Its work centres on Insurtech Solutions, Financial Advisor Tools, Client Connectivity and Communication Platform.

LegacyShield has approximately 9 employees.

LegacyShield has completed 2 funding rounds, raising a total of $2.50M. The latest funding stage is Venture round.

Top alternatives and competitors to LegacyShield include Covr Financial Technologies, Asset-Map, Anorak, Ethos, Livetopic - Asesor Financiero Online. These companies operate in related industries and serve comparable markets. You can compare them side by side on Bounce Watch.

LegacyShield and Covr Financial Technologies are both companies in similar industries. Compare their funding, team size, growth signals, and market position on Bounce Watch to see which one fits your needs.

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