GuideVine (Acquired by Avantax, part of Blucora, Inc. (NASDAQ: BCOR)
GuideVine helps firms organically grow clients through conversion-focused technology and services.
3 employees · est. 2013 · New York, United States
Legacy Private Trust Company
A single business focus: to build and preserve your wealth with intelligence, compassion, and personalized service.
42 employees · est. 2004 · Neenah, United States
Legacy Private Trust Company is the older company (2013 vs 2004); Legacy Private Trust Company is the larger of the two.
Side-by-Side Comparison
| Metric | GuideVine (Acquired by Avantax, part of Blucora, Inc. (NASDAQ: BCOR) | Legacy Private Trust Company |
|---|---|---|
| Founded | ||
| Founded | 2013 | 2004 older |
| Headquarters | ||
| Headquarters | New York, United States | Neenah, United States |
| Employees | ||
| Employees | 3 | 42 larger |
| Industry | ||
| Industry | Enterprise Software, Financial Services, Fintech | Financial Services |
| Funding Stage | ||
| Funding Stage | Seed | Not tracked yet |
| Total Funding | ||
| Total Funding | Not tracked yet | Not tracked yet |
| Funding Rounds | ||
| Funding Rounds | 1 | Not tracked yet |
| Services | ||
| Services | Not tracked yet | Not tracked yet |
| Target Customers | ||
| Target Customers | Not tracked yet | Not tracked yet |
| Taxonomy | ||
| Taxonomy | Financial Technology, Client Conversion, Enterprise SaaS, Digital Matching Platform, AI Chatbot, Prospect Engagement, Marketing ROI Optimization, Wealth Management, Insurance Technology, Tax Advisory, Client Acquisition, Boutique RIA Exposure, Prospect Experience Enhancement | Wealth Management, Financial Planning, Investment Management, Trust Services, Estate Planning, Tax Planning, Retirement Planning, Fiduciary, Independent Advisory, Wealth Preservation, Client Relationship Management, Sophisticated Services, Legacy Building, Integrity |
| Website | ||
| Website | guidevine.com | lptrust.com |
About GuideVine (Acquired by Avantax, part of Blucora, Inc. (NASDAQ: BCOR)
GuideVine, acquired by Avantax and part of Blucora, Inc. (NASDAQ: BCOR), is positioned at the intersection of Enterprise Software and Financial Services. Founded in 2013 and headquartered in the United States, the company has carved a niche in the Fintech, Insurance, SaaS, Marketing, and Wealth Mana...
About Legacy Private Trust Company
Legacy Private Trust Company is a premier wealth advisory firm with a singular focus on building and preserving wealth through intelligence, compassion, and personalized service. Established in 2004 and headquartered in Neenah, WI, the company manages almost 2 billion dollars in assets and operates...
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Related Comparisons
Compiled from the BounceWatch company index. We last looked at GuideVine (Acquired by Avantax, part of Blucora, Inc. (NASDAQ: BCOR) on 5 Aug 2025, and Legacy Private Trust Company on 12 Sep 2024. Where a field is blank here, it means we have not recorded it — not that the answer is zero. How we source and date this.
