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LifeLegacy

LifeLegacy

Private
Los Angeles, CaliforniaFinTechhttps://lifelegacy.io/

Last Round

Accelerator

Oct 13, 2022

Company Overview

LifeLegacy is an online estate planning company that provides a platform for individuals to create wills, powers of attorney, and healthcare directives, while also offering tools for nonprofits to manage planned giving programs.

Sector

FinTech

Verticals

Legal Tech, Wealth Management, Vertical SaaS, Personal Finance

Business Model

B2B2C

Customer Profile

Subscription SaaS, Services & Consulting

AI Layer

Application

Keywords

estate planningplanned givingonline willwill builderlegacy givinglegal techdigital estatenonprofit softwaredonor managementfundraising softwarevertical SaaSB2B2Cphilanthropy techcharitable bequestdigital asset bequest

Historical Pricing

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Caplight Momentum Score

Proprietary index based on bid/ask volume and sentiment.

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LifeLegacy Comparables

Compare LifeLegacy with similar companies based on industry and business-model similarity.

LifeLegacy comparables — related companies by embedding similarity
CompanySimilarityMarket Cap
Giving Docs
91%
FreeWill
87%
GoodTrust
79%

LifeLegacy Funding Rounds

Historical fundraising activity

Data table
RoundDateAmount RaisedValuationInvestorsSources
AcceleratorOct 13, 2022

Key People

Founding team and executive leadership

Spencer Cassidy

Co-Founder & CEO

Founding Team

LifeLegacy Investors

Notable investors and investment history

LifeLegacy investors
InvestorRounds
InsurTech NYAccelerator

Market signals

Structured signals derived from secondary market and firmographic data.

  • Feb 25, 2025

    Grew 45% QoQ from 11 to 16 employees.

  • Dec 11, 2024

    Grew 30% QoQ from 10 to 13 employees.

LifeLegacy Filings

SEC and related filings with document metadata.

Data table
TypedDateAmount OfferedAmount SoldFillingPagesDownload
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LifeLegacy Filings

SEC and related filings with document metadata.

Frequently Asked Questions

Common questions about LifeLegacy's valuation, stock price, and market status.

Firmographic Details

HeadquartersLos Angeles, California
Employee Range16
Year Founded2020
Last FundingOct 13, 2022

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