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Legacy Trust Logo
Legacy Trust CB Rank
1299267
Heat Score
49
Legacy Trust offers financial solutions including investment management, wealth planning, payroll, tax planning and trustee services.
Founded
obfuscation
Private Grand Rapids, Michigan, United States11-50 www.legacygr.com/
Financial Services
Impact Investing
Retirement
Risk Management
Wealth Management
Overview

Legacy Trust
Heat Score
49

Growth Score
pts
in past quarter
Heat Score 49
-7 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
Learn More >
Recent Milestones
Raised Funding Round
Jan 1, 1970
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Raised Funding Round
Jan 1, 1970
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Raised Funding Round
Jan 1, 1970
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See more interactive data and historical milestones on desktop for the best experience

About Legacy Trust

CB Rank
1299267
Legacy Trust offers financial solutions including investment management, wealth planning, payroll, tax planning and trustee services.
Founded
obfuscation
Private Grand Rapids, Michigan, United States11-50 www.legacygr.com/
Financial Services
Impact Investing
Retirement
Risk Management
Wealth Management

Details

Operating Status Active
Company Type For Profit
Phone Number +1-616-454-2852
Contact Email info@legacygr.com
Predictions & Insights

Growth Prediction

See this Growth Prediction

Products & Services

Investment Management
Constructs long-term asset allocation plans and builds diversified portfolios by investing in global businesses based on client goals.
Trustee Services
Manages wealth and estate assets to protect family legacies, coordinating with legal and financial advisors to minimize taxes and fees.

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  • Preview private company insights and predictions
Financials
Market Intelligence
People
View Profiles & Contacts
Headcount 11-50 Contacts 34
News
Technology
View Tech Report

Monthly Web Visits

64

IT Spend

$151.3KThis year, Legacy Trust is projected to spend $151.3K on IT, according to Aberdeen.

Interest Signals

TopicSurge Score
Nashville, Tennessee Logo
Nashville, Tennessee
96
iPhone Logo
iPhone
93
WPP Logo
WPP
90

Active Website Tech Count

29Legacy Trust is actively using 29 technologies for its website, according to BuiltWith. These include SSL by Default, CommonCrawl Top 50m, and  HSTS.
Sub-Organizations
Frequently Asked Questions

Where is Legacy Trust's headquarters? Legacy Trust is located in Grand Rapids, Michigan, United States.Who are Legacy Trust's competitors? Alternatives and possible competitors to Legacy Trust may include Bank of America, Wells Fargo, and  CIBC.
Who We Are
What We Do
Helpful Links
AI Content may contain mistakes and is not legal, financial or investment advice. Learn more.
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