The Credit Karma of generational wealth.
Legacy Buddy owns the household relationship upstream of estate, insurance, and wealth decisions through a score-led platform.
Wealth is built unadvised, underprotected, and often transferred inefficiently.
Families know they need to act, but confusion, low urgency, and a fragmented market delay action.
A simple, score-led platform that makes the wealth journey visible, actionable, measurable, and easy to manage.
A free score creates awareness, urgency, and a clear starting point.
A household system of record across goals, docs, readiness, and milestones.
Advice-neutral next steps and the right professional when complexity rises.
The largest wealth transfer in history is colliding with a mobile-first generation that has no starting point.
Our low-friction, score-led funnel is already proving that younger households engage when estate planning is reframed as generational wealth.
Free to the household. Monetized when the user is ready to act.
Like Credit Karma, Legacy Buddy makes a difficult category visible and actionable through one score.
The value comes from owning trust upstream before legal, insurance, and wealth providers engage.
Consumers get clarity first. Revenue happens later through software, review, and professional routing.
The wedge is a score-led household relationship that starts before provider search begins.
The score turns an avoided category into a personal insight.
Recommendations and milestones show what is missing and what to do next.
Legacy Lens™ keeps the household relationship alive as value and complexity grow.
Legacy Buddy captures the next middle-affluent client earlier with verified intake data.
This is where family formation, homeownership, first wills, first trusts, and rising-net-worth behavior begin.
Plaid, property, documents, milestones, and behavior create better context than generic form-fill leads.
Professionals see rising-value households before formal provider lock-in.
One funnel. Multiple revenue layers.
Legacy Buddy monetizes as trust and household signal deepen.
$29–$49/yr plans
$39–$699 one-time docs
$250 flat Smart Review
Up to $1,700 Legacy Counsel service charge
$35–$800 lead / routing economics depending on fit, timing, and value
What looks simple on the front end is hard to build underneath.
Legacy Buddy converts regulations, verification, data integrations, and workflow infrastructure into a clean consumer experience.
Advice-neutrality, UPL guardrails, referral rules, accessibility, audit trails, and marketing claims.
Privacy program, MFA, SOC2-style controls, breach response, GLBA, CAN-SPAM, and consent controls.
Plaid, Zillow, DocuSign, RBAC, trained AI, bar verification, CFP verification, and marketplace compliance.
The moat is scoring, compliance, data, trust, and switching costs.
The score makes an avoided category visible and repeatable.
50-state logic, guardrails, verification, privacy, and marketplace structure.
Plaid, docs, milestones, and behavior build a richer household graph.
LQ™ drives repeat engagement. Legacy Lens™ raises switching costs.
We enter before trigger events and before advisor lock-in.
Others serve a step. Legacy Buddy owns the ongoing household journey.
Built across distribution, product, legal, partnerships, and operations to win a regulated category.
Raising $1.5M to scale the upstream platform for generational wealth.
Scale score-led customer acquisition and keep proving the hook.
Deepen Legacy Lens™, vault, milestones, and review layers that make the product habit-forming.
Strengthen verified intake, partnerships, and routing infrastructure.
SAFE primary. Convertible note available. $75K minimum.
Why this deck matters in one place.
Legacy Buddy is building the upstream household platform for generational wealth — the score-led system that creates awareness, organizes the household through Legacy Lens™, and routes action when the timing is right.
Families know they need to act, but confusion, low urgency, and a fragmented market delay action until value is already being lost.
The free score turns an avoided category into a personal insight and creates the relationship before providers enter.
Legacy Lens™ becomes the system of record across goals, documents, milestones, and verified intake data.
Low-friction acquisition is already working: 2,368 signups in 10 days at $1.39 CAC with strong 25–44 performance and 90% mobile traffic.
One household can monetize across subscriptions, documents, Smart Review, legal engagement, and professional routing.
$124T of wealth transfer is underway and no trusted platform owns the readiness layer before provider search begins.
Verified intake data from Plaid, property, documents, milestones, and behavior creates better fit, timing, and context than generic form-fill leads.
Scoring, compliance, data, trust, timing, and switching costs reinforce each other as the household profile deepens.
The $1.5M round scales acquisition, deepens Legacy Lens™, and expands the partner infrastructure behind verified routing.