Legacy Capitals
Business Services · Pennsylvania, United States · 1-10 Employees
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Overview
Headquarters
4657 York Rd Unit 571, Buckingham, Penns...Phone Number
(609) 917-0161Website
www.legacycapitals.comRevenue
<$5 MillionIndustry
ZI Rank: 1
Signal Type
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ZI Rank
1
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About Legacy Capitals
Legacy Capitals is a premier provider of training, coaching, and consulting services focused on wealth and values transfer, family governance, legacy planning, and family philanthropy. They cater to financially successful families, family businesses, wealth advisors, family offices, and financial institutions. With over 20 years of experience, they offer tailored resources and expert guidance to help clients navigate the complexities of wealth management and intergenerational planning. Their mission is to facilitate a more human approach to family wealth transfer, ensuring that values align with financial legacies.Explore more
Legacy Capitals Org Chart
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Revenue
Number of Employees
Type
Funding
Founded In
$5M
11-50
Private
-
2000
SS
Steve SmallChief Compliance Officer & Registered Investment Advisor & Representative
Company Profile Activity
Activity Insights
Legacy Capitals is experiencing very low activity levels compared to other companies in the Business Services sector.
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Legacy Capitals is drawing exceptional interest within the Business Services industry, suggesting notable developments or strong market momentum, learn more about Legacy Capitals.
Legacy Capitals Tech Stack
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Legacy Capitals is a premier provider of training, coaching, and consulting services focused on wealth and values transfer, family governance, legacy planning, and family philanthropy. They cater to financially successful families, family businesses, wealth advisors, family offices, and financial institutions. With over 20 years of experience, they... Read More
