Legacy Foundry

Legacy Foundry is a startup founded in 2019, operating in the Financial Services, Fintech, and Wealth Management industries. The company's slogan, "Help your clients and their families start the critical dialogue about death, dying, and wealth transfer," captures its essence. Legacy Foundry offers a software platform designed for financial advisors, clients, and their families to initiate conversations about death, estate planning, and legacy. This platform aims to assist in building stronger relationships with clients and their families, ensuring successful wealth transfer, and facilitating communication of end-of-life desires. The company employs a family-centric approach, enabling each family member to explore their attitudes about death, medical directives, and wealth transfer at their own pace through engaging, guided tour experiences and literacy resources. Legacy Foundry's offering helps financial advisors identify the readiness of families to engage in discussions about critical matters and removes the potential awkwardness from these conversations. Although the headquarter location and specific investment details are not provided, the company's commitment to facilitating essential and sensitive discussions in the realm of wealth management and legacy planning positions it as an innovative player in the evolving landscape of financial services technology.