Legacy Wealth Partners

Finance · Florida, United States · 51-200 Employees

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Overview

Headquarters

4830 W Kennedy Blvd Ste 800, Tampa, Flor...

Phone Number

(813) 286-2280

Revenue

$20.2 Million

Industry

Finance Insurance Securities Trading
ZI Rank: 1
Signal Type
Mar
Apr
May
Jun
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Aug
ZI Rank
2
1
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About Legacy Wealth Partners

Legacy Wealth Partners is a financial services company that specializes in providing investment advice, retirement advice, and insurance advice among other financial topics. They are based in Tampa, Florida.Explore more
Legacy Wealth Partners's Social MediaPopular SearchesLegacy Wealth Partners IncLevin Financial Group IncLevin Financial Planning LLCLevin Financial GroupLevin Financial Partners LLCSIC Code 62,628NAICS Code 52,523Show more

Legacy Wealth Partners Org Chart

ML
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President & Chief Executive Officer

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KM
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Manager, Business and Chief Financial Officer

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MD
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Director, Financial Planning

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Legacy Wealth Partners

$20.2M
51-200
Private
<$5M
2016
ML
Michael LevinPresident & CEO
$17.8M
51-200
Private
-
2011
$10.4M
11-50
Private
-
-
N/A
$9.9M
51-200
Private
-
2007
N/A
<$5M
11-50
Private
-
1991
MC
Michael ClearyChief Operating Officer
<$5M
11-50
Private
-
2010
LA
Lidia AmodeiChief Investment Officer
<$5M
11-50
Private
-
2014
MS
Maylot SterlinaChief Marketing Officer
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Legacy Wealth Partners is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Legacy Wealth Partners is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Legacy Wealth Partners.

Legacy Wealth Partners financials insights

Gather financial insights about Legacy Wealth Partners, including details on funding rounds, investors, total funding, and acquisitions, to gain a comprehensive understanding of their financial strategy.

2020

Debt

$150K

See All Legacy Wealth Partners's Financials Insights

Legacy Wealth Partners Tech Stack

A closer look at the technologies used by Legacy Wealth Partners

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Frequently Asked Questions Regarding Legacy Wealth Partners

What is Legacy Wealth Partners's official website?
Legacy Wealth Partners's official website is www.thelegacywealthpartners.com
What is Legacy Wealth Partners's Revenue?
Legacy Wealth Partners's revenue is $20.2 Million
What is Legacy Wealth Partners's SIC code?
Legacy Wealth Partners's SIC: 62,628
What is Legacy Wealth Partners's NAICS code?
Legacy Wealth Partners's NAICS: 52,523
How many employees does Legacy Wealth Partners have?
Legacy Wealth Partners has 51-200 employees
What industry does Legacy Wealth Partners belong to?
Legacy Wealth Partners is in the industry of: Finance, Insurance, Securities Trading
What is Legacy Wealth Partners competition?
Legacy Wealth Partners top competitors include: Attleboro Wealth Management, Thoroughbred Advisors, Next Level Financial Partners, The Affinity Group
What companies has Legacy Wealth Partners acquired?
Legacy Wealth Partners has acquired the companies: Levin Financial Group
What technology does Legacy Wealth Partners use?
Some of the popular technologies that Legacy Wealth Partners uses are: Cloudflare Website Optimization, Google Universal Analytics, Datadog, Google Font API
Who is the CFO of Legacy Wealth Partners?
Legacy Wealth Partners's CFO is Katie Malaney
How do I contact Legacy Wealth Partners?
Legacy Wealth Partners contact info: Phone number: (813) 286-2280 Website: www.thelegacywealthpartners.com
What does Legacy Wealth Partners do?

Legacy Wealth Partners is a financial services company that specializes in providing investment advice, retirement advice, and insurance advice among other financial topics. They are based in Tampa, Florida.... Read More

What are Legacy Wealth Partners social media links?
Legacy Wealth Partners Linkedin page Legacy Wealth Partners Twitter page Legacy Wealth Partners Facebook page
Is Legacy Wealth Partners a public company?
Legacy Wealth Partners is private company therefore does not currently have an official ticker symbol
See more information about Legacy Wealth Partners

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