Legatum Financial

Finance · Connecticut, United States · 1-10 Employees

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Overview

Headquarters

100 Northfield Dr Ste 200, Windsor, Conn...

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Jan
Feb
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Jun
ZI Rank
1
1
1
1
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1

About Legatum Financial

Legatum Financial, LLC is a wealth management firm based in Windsor, CT, that emphasizes an educational approach to help clients make informed financial decisions. The company focuses on creating strong and prosperous legacies for families through intentional planning and wealth management strategies. Their services cater to a diverse clientele, including physicians, business owners, professionals, women, and executives. Legatum Financial aims to be a trusted partner in defining and building the desired legacy for their clients and their families.Explore more
Legatum Financial's Social MediaPopular SearchesLegatum FinancialLegatum Financial LLCSIC Code 62,628NAICS Code 52,523Show more

Legatum Financial Org Chart

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SD
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Financial Services

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Compare insights from companies similar to Legatum Financial, focusing on performance, financial data, growth rates, and unique benchmarks to identify key industry trends and opportunities.

Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Legatum Financial

<$5M
1-10
Private
-
2022
SD
Sofia DumanskyFinancial Services
$7.6M
11-50
Private
-
2002
DT
Diane TinneyGeneral Manager
<$5M
1-10
Private
-
2018
FJ
Frank JolleyCo-Chief Investment Officer
<$5M
1-10
Private
-
-
N/A
<$5M
1-10
Private
-
-
JB
Jessica BalamClient Relationship Manager
<$5M
1-10
Private
-
2011
RC
Rebecca ChaparroDirector, Operations
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Legatum Financial is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

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

Legatum Financial Tech Stack

A closer look at the technologies used by Legatum Financial

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Frequently Asked Questions Regarding Legatum Financial

What is Legatum Financial's official website?
Legatum Financial's official website is www.legatumfinancial.com
What is Legatum Financial's Revenue?
Legatum Financial's revenue is <$5 Million
What is Legatum Financial's SIC code?
Legatum Financial's SIC: 62,628
What is Legatum Financial's NAICS code?
Legatum Financial's NAICS: 52,523
How many employees does Legatum Financial have?
Legatum Financial has 1-10 employees
What industry does Legatum Financial belong to?
Legatum Financial is in the industry of: Finance, Securities Trading
What is Legatum Financial competition?
Legatum Financial top competitors include: Balam Wealth Management, Dowd Financial Group, Cpwealth.net, Appaloosa Wealth Management
What technology does Legatum Financial use?
Some of the popular technologies that Legatum Financial uses are: MailChimp, YouTube, Vimeo, Calendly
What does Legatum Financial do?

Legatum Financial, LLC is a wealth management firm based in Windsor, CT, that emphasizes an educational approach to help clients make informed financial decisions. The company focuses on creating strong and prosperous legacies for families through intentional planning and wealth management strategies. Their services cater to a diverse clientele, in... cluding physicians, business owners, professionals, women, and executives. Legatum Financial aims to be a trusted partner in defining and building the desired legacy for their clients and their families.Read More

What are Legatum Financial social media links?
Legatum Financial Linkedin page
Is Legatum Financial a public company?
Legatum Financial is private company therefore does not currently have an official ticker symbol
See more information about Legatum Financial

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