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Legacy Partners Logo
Legacy Partners CB Rank
2159916
Heat Score
49
Legacy Partners was founded in January 2003 to focus on middle market merger and acquisition advisory services.
Private New York, New York, United States1-10 www.Legacypartnersgroup.com
Advice
Financial Services
Market Research
Overview

Legacy Partners
Heat Score
49

Growth Score
pts
in past quarter
Heat Score 49
-12 pts
in past quarter

Company Performance Metrics

Score
Trend
AI Content may contain mistakes and is not legal, financial or investment advice.Learn more.
Growth Score - The measure of growth based on company activity, operational metrics, and investments
Growth Trend - The change in the growth score over the given time period
Heat Score - The measure of the market interest, media activity, and Crunchbase profile activity
Heat Trend - The change in the heat score over the given time period
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About Legacy Partners

CB Rank
2159916
Legacy Partners was founded in January 2003 to focus on middle market merger and acquisition advisory services.
Private New York, New York, United States1-10 www.Legacypartnersgroup.com
Advice
Financial Services
Market Research

Key People

Details

Operating Status Active
Company Type For Profit
Predictions & Insights

Growth Prediction

See this Growth Prediction

Products & Services

Holistic Integrated Retirement and Estate Planning
A coordinated service that integrates investments, taxes, estate plans, and insurance to optimize retirement and legacy outcomes.
Estate Planning Services
Legal and financial planning services including wills, trusts, power of attorney, and tax-efficient legacy strategies to manage asset transfer and protect heirs.

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Financials
Market Intelligence
People
View Profiles & Contacts
Headcount 1-10 Employee Profiles 1 Board Members and Advisors 1 Contacts 26

Employee Profiles

Board Members and Advisors

News

News and Press

News•Apr 14, 2018
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Access a complete feed of recent news and press, from product launches to leadership changes.
Technology
View Tech Report

Monthly Web Visits

10

IT Spend

$335.9KThis year, Legacy Partners is projected to spend $335.9K on IT, according to Aberdeen.

Active Website Tech Count

3Legacy Partners is actively using 3 technologies for its website, according to BuiltWith. These include CommonCrawl Top 50m and  WordPress 6.7.
Sub-Organizations
Frequently Asked Questions

Where is Legacy Partners's headquarters? Legacy Partners is located in New York, New York, United States.Who are Legacy Partners's competitors? Alternatives and possible competitors to Legacy Partners may include Strategic Advisory Partners, Coats Financial Planning, and  Schooner Financial Associates.
Who We Are
What We Do
Helpful Links
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