LegacyShield

Digitally connecting advisors with clients to redefine client trust and relationships.

General Information
Company Name
LegacyShield
Founded Year
2015
Location (Offices)
United States +1
Founders / Decision Makers
Number of Employees
9
Industries
Finance, Financial Services, Fintech
Funding Stage
Series Unknown
Social Media

LegacyShield - Company Profile

LegacyShield, founded in 2015, is a **Finance**, **Financial Services**, and **Fintech** startup, which has attracted investment in a **Venture Round** at 01 March 2018 from **Fintop Capital**. The company's slogan, "Digitally connecting advisors with clients to redefine client trust and relationships," encapsulates its mission. LegacyShield addresses the challenges in the insurance industry, where traditional means of client engagement fall short. The company's technology empowers insurance agents and financial advisors to bridge the communication gap with clients through a secure, digital workspace. The platform, including the latest addition, **Link**, serves as a collaborative ecosystem enabling continuous connectivity, collaboration, and prospecting. The startup aims to revolutionize client relationships by ensuring advisors and clients can continuously address evolving needs, extending the relationship to family members and beneficiaries. This dynamic approach not only fosters stronger client-advisor bonds but also generates organic prospects through clients' networks. As professionals in the insurtech sector, LegacyShield is dedicated to offering innovative solutions to enhance advisor-client interactions, with a keen focus on leveraging advanced insights for business growth. The company's commitment to staying ahead of industry developments and challenging the status quo underlines its dedication to continuous improvement and evolution.

Taxonomy: Insurtech Solutions, Financial Advisor Tools, Client Connectivity, Communication Platform, Prospecting Tools, Client Engagement, Advisor Engagement, Insurance Technology, Digital Workspace, Life Insurance Technology, Storage Services

Funding Rounds & Investors of LegacyShield (2)

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Funding Stage Amount No. Investors Investors Date
Venture Round Unknown 1 01 Mar 2018
Venture Round $2.50M - 18 Jul 2017

Latest News of LegacyShield

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No recent news or press coverage available for LegacyShield.

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