Legacy Private Trust
Finance · Wisconsin, United States · 11-50 Employees
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Overview
Headquarters
2 Neenah Ctr Fl 5, Neenah, Wisconsin, 54...Phone Number
(866) 811-1500Website
www.lptrust.comRevenue
$5.6 MillionIndustry
ZI Rank: 3
Signal Type
Jan
Feb
Mar
Apr
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Jun
ZI Rank
2
2
4
2
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3
About Legacy Private Trust
Legacy Private Trust Company specializes in providing comprehensive trust management services, including financial planning, estate planning, investment management, and tax planning. Founded in 2004, the company is dedicated to delivering personalized wealth management solutions while prioritizing client relationships and ethical standards. They serve a diverse clientele across the United States from their multiple office locations in Wisconsin. Legacy Private Trust is committed to helping clients navigate complex financial landscapes and achieve their long-term financial goals.Explore more
Legacy Private Trust Org Chart
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Revenue
Number of Employees
Type
Funding
Founded In
Legacy Private Trust
$5.6M
11-50
Private
<$5M
2004
YR
Yevgeniya RomanchenkoChief Financial Officer & Chief Investment Officer
Company Profile Activity
Activity Insights
Legacy Private Trust is experiencing very low activity levels compared to other companies in the Finance sector.
What does this means?
Legacy Private Trust is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Legacy Private Trust.
Legacy Private Trust financials insights
Gather financial insights about Legacy Private Trust, including details on funding rounds, investors, total funding, and acquisitions, to gain a comprehensive understanding of their financial strategy.
2020
Debt
$350K
Legacy Private Trust Tech Stack
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Legacy Private Trust Company specializes in providing comprehensive trust management services, including financial planning, estate planning, investment management, and tax planning. Founded in 2004, the company is dedicated to delivering personalized wealth management solutions while prioritizing client relationships and ethical standards. They se... Read More
