Legacy Concierge (Equity)

Funding Details
Awarder
StartEngine
Date Award
June 01, 2022
Vertical
Digital After Life
Funding URL
View Funding Page
Premoney Valuation
$1,000,000
Valuation
$6,500,000

Company Info
Founding Year
2022
Traction
The company has developed a substantial suite of software and protocols to document assets, close accounts, and retrieve personal online memories. With a focus on the top 5% of estates, Legacy Concierge targets an addressable market of over $1 billion per year.
Organizations Involved
StartEngine Capital, LLC
Founders
Betsy Ehrenberg, Damon Altomare, Andrew A. Levy
Company Description
Legacy Concierge specializes in protecting wealth after a person passes away by cataloging, locating, and securing assets using proprietary systems and software. Their services save time and money for heirs and executors by addressing identity theft, loss, and asset abandonment issues. The company aims to fill the void in providing valuable services for high net worth individuals and families during challenging times.
Market
Estate Planning
Location
Santa Fe, NM, US
Coinvestors
StartEngine Capital, LLC

Links
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