The consumer gateway into generational wealth planning.
Legacy Buddy is the free starting layer for families building, protecting, and passing on wealth. We capture users early, become the household system-of-record, and route them to the right professionals and products.
Free entry layer for families building, protecting, and passing on wealth.
Families have wealth tools — but no system.
Planning is fragmented across lawyers, advisors, insurance, and financial apps. No platform owns the household starting layer.
Planning is fragmented. No platform owns the household starting layer.
The wealth transfer is underway — and no one owns the readiness layer.
Legacy Buddy sits upstream of estate planning, insurance, fintech, banking, and advice — before downstream lock-in happens.
Legacy Buddy sits upstream — before downstream lock-in.
Credit Karma for generational wealth readiness.
Free score to acquire. System-of-record to retain. Routing to monetize.
Acquire with a score. Retain with a system-of-record. Monetize with routing.
A score, a system-of-record, a vault, and an execution layer.
Legacy Buddy turns wealth planning from a one-time event into a repeatable consumer workflow.
Legacy Buddy turns wealth planning from a one-time event into a repeatable consumer workflow.
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Free to start. Monetized on action.
Revenue starts when users upgrade into simple estate workflows, request Smart Review, or are routed to the right professional.
Monetized through upgrade, review, and routing.
Simple estates go to subscription. Complex estates go to lawyers. Everyone can be routed downstream.
DIY where possible. Attorney escalation where needed. Broader routing as users progress.
DIY where possible. Attorney escalation where needed.
When households choose to act, Legacy Buddy routes them to professionals.
This is where the platform becomes the consumer gateway into estate planning, insurance, and advice.
The gateway into estate planning, insurance, and advice.
Professionals get structured workflows, visibility, and lead flow.
Legacy Buddy is both a consumer product and workflow infrastructure for professionals serving these households.
Consumer product + workflow infrastructure for professionals.
Compliance risk exists in this category — and we are built around it.
Legacy Buddy is designed around advice-neutral flows, compliant routing, and optional human review.
Built around advice-neutral flows, compliant routing, and human review.
DIY chatbots do not give families the peace of mind they need for long-term wealth decisions.
Long-term wealth decisions need structure, continuity, compliant guidance, and optional human review. Legacy Buddy provides all four.
Chatbots answer questions. Legacy Buddy provides confidence.
Early signals of demand and a score-driven viral loop.
Early traction supports a score-led go-to-market motion. The score is easy to share, easy to compare, and naturally drives family conversations around readiness.
Early traction supports a score-led go-to-market motion.
Others serve documents, advice, or accounts. Legacy Buddy owns the starting layer.
Legal platforms focus on documents. Financial apps focus on accounts. Professional tools serve the advisor. Legacy Buddy captures the household before those decisions are made.
Others serve the transaction. Legacy Buddy owns the start.
Own the upstream layer and identify the next-gen high-value client early.
The first platform households rely on for generational wealth decisions becomes the gateway to downstream financial services. Legacy Buddy detects the next-gen high-value client before traditional providers do.
The first trusted platform becomes the downstream gateway.
Built for a regulated, high-trust category.
A large platform can be built from modest household adoption.
Long-term upside comes from household adoption, retention, and monetized action.
Upside comes from adoption, retention, and monetized action.
Raising $1.25M SAFE
Funds national launch, growth marketing, product development, and marketplace expansion.
Funds launch, growth, product, and marketplace expansion.