Legacy BuddyLegacy Buddy
The Credit Karma of generational wealth.
Raising $500K to scale the brand and activate revenue.
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Families know they should plan, but not where to begin.
Money, property, insurance, documents and digital assets sit across disconnected systems. Most families act only after a major life event.
Families cannot easily see what is complete, missing or outdated.
People are offered products before they know what to fix first.
Plans go stale as assets, beneficiaries and family circumstances change.
Credit Karma for generational wealth.
Credit Karma made credit visible and improvable. Legacy Buddy does the same for generational wealth.
Score. Connect. Improve. Route.
The LQ™ Score makes readiness visible. Plaid grounds the next step in current data. Simple needs stay in-platform; complex needs route to a professional.
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The score acquires the household. The platform monetizes intent.
Annual subscriptions for simple planning.
Qualified opportunities when ready.
Access to ready households.
Banks can distribute the platform and buy qualified opportunities.
We proved demand before the full brand launch.
Banks need the moment before the advisor conversation.
Early partnership signal from a top-three U.S. bank: institutions want a compliant consumer entry point that identifies planning need, captures household intent and routes qualified demand.
Legacy Buddy reaches households before they select an advisor, insurance product or estate-planning provider.
The LQ™ Score and connected data organize the need before the bank or advisor begins the conversation.
Banks gain a consumer-facing acquisition layer that can route ready households with context and permission.
A nationwide launch with measurable revenue potential.
The round funds consumer acquisition, national PR, professional supply and the proof points for larger financing.
Customers acquired
Illustrative $50K SAFE outcomes.
Illustrative $50K investment model using a $16M post-money cap and proposed 15% SAFE discount.
| Company outcome | No dilution | 45% future dilution | Approx. multiple |
|---|---|---|---|
| $100M | $312,500 | $171,875 | 3.4× |
| $250M | $781,250 | $429,688 | 8.6× |
| $500M | $1,562,500 | $859,375 | 17.2× |
| $1B | $3,125,000 | $1,718,750 | 34.4× |
| $2B | $6,250,000 | $3,437,500 | 68.8× |
Illustrative only. The $16M cap is a modeling assumption, not a guaranteed valuation. The SAFE includes a 15% discount. Actual ownership and returns will vary.
A focused launch round to reach the next stage of growth.
The $500K round funds consumer growth, professional activation and the proof points for larger financing.
See the Legacy Buddy experience.
Score and routing overview.