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Legacy Planning

Legacy Planning

Financial Services1-10 Employees

Company overview

HeadquartersXX
Website
NAICS52
Employees1-10

Key Contact at Legacy Planning

Flag of US

David Grulich

Financial Advisor | Partner & Co-Founder at Legacy Planning

Legacy Planning Email Formats

Legacy Planning uses 1 email format. The most common is {first name} (e.g., john@planwithlegacy.com), used 100% of the time.

FormatExamplePercentage
{first name}
john@planwithlegacy.com
100%
$

Legacy Planning revenue & valuation

Annual revenue$427,775
Revenue per employee$86,000
Estimated valuation?$1,400,000
Total fundingNo funding

Employees by Management Level

Total employees: 1-10

Seniority

Employees

Founder/Owner

Funding Data

Legacy Planning has never raised funding before.

Frequently asked questions

Legacy Planning is located in XX.
Legacy Planning has approximately 1-10 employees. The company continues to grow its workforce to support its business operations and expansion.

4.8

40,000 users

top 50
high performer
most used
tier 1 accuracy

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