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About Ellie Life & Legacy

Ellie delivers the depth of relationships, emotional insights and integrated technology every life and legacy conversation deserves. The Problem: $84T is shifting hands. Yet most advisors serve only one decision-maker and fail to engage heirs. The result: 70–85% of heirs fire their parents’ advisors, retention drops to 58% with children, and trillions in AUM are lost. Families don’t leave over performance—they leave because, in crisis, no one can answer: What’s the plan? Who’s in charge? Is everything covered? The Solution: Ellie bridges the gap. We give families clarity and advisors visibility, unifying accounts, documents, and contacts into one secure platform. Real-time alerts flag life events, while AI-guided next steps enable trust-building conversations. Ellie turns wealth transfer from a moment of attrition into a moment of loyalty. Families need answers. Advisors need retention. Ellie connects the two, turning wealth transactions into legacy relationships. Build the bridge today for your family or institution! Contact us to join the waitlist or request more information: For Businesses: https://mailxto.com/rvt6f3qqyc For Clients: https://mailxto.com/xejh5itc1j For Investors: https://mailxto.com/csn8uiab5a

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