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LifeLegacy

LifeLegacy

Private
Los Angeles, CaliforniaFinTechhttps://lifelegacy.io/

Last Round

Accelerator

Oct 13, 2022

Company Overview

LifeLegacy is an online estate planning company that provides a platform for individuals to create wills, powers of attorney, and healthcare directives, while also offering tools for nonprofits to manage planned giving programs.

Sector

FinTech

Verticals

Legal Tech, Wealth Management, Vertical SaaS, Personal Finance

Business Model

B2B2C

Customer Profile

Subscription SaaS, Services & Consulting

AI Layer

Application

Keywords

estate planningplanned givingonline willwill builderlegacy givinglegal techdigital estatenonprofit softwaredonor managementfundraising softwarevertical SaaSB2B2Cphilanthropy techcharitable bequestdigital asset bequest

Historical Pricing

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Caplight Momentum Score

Proprietary index based on bid/ask volume and sentiment.

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LifeLegacy Comparables

Compare LifeLegacy with similar companies based on industry and business-model similarity.

LifeLegacy comparables — related companies by embedding similarity
CompanySimilarityMarket Cap
Giving Docs
91%
FreeWill
87%
GoodTrust
79%

LifeLegacy Funding Rounds

Historical fundraising activity

Data table
RoundDateAmount RaisedValuationInvestorsSources
AcceleratorOct 13, 2022

Key People

Founding team and executive leadership

Spencer Cassidy

Co-Founder & CEO

Founding Team

LifeLegacy Investors

Notable investors and investment history

LifeLegacy investors
InvestorRounds
InsurTech NYAccelerator

Market signals

Structured signals derived from secondary market and firmographic data.

  • Apr 15, 2026

    Monthly visitors increased 219% from 3.1K to 10K.

  • Jan 7, 2026

    Monthly visitors increased 35% MoM.

LifeLegacy Filings

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LifeLegacy filings preview — column headings only; records require access
TypeDateAmount OfferedAmount SoldFilingPagesDownload

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Frequently Asked Questions

Common questions about LifeLegacy's valuation, stock price, and market status.

Is LifeLegacy a public or private company?

LifeLegacy is a private company.

What is the current stock price of LifeLegacy?

LifeLegacy is a private company with no public stock price. Caplight tracks LifeLegacy's secondary market activity and provides MarketPrice estimates to Caplight users.

How much is LifeLegacy worth (valuation)?

Valuation information for LifeLegacy is not publicly available.

Can I buy LifeLegacy stock?

LifeLegacy shares may be available on secondary markets subject to transfer restrictions. Caplight facilitates secondary market transactions for accredited investors. Visit https://www.caplight.com to learn more.

When was LifeLegacy's last funding round?

LifeLegacy's most recent funding round was Accelerator on October 13, 2022.

Who are the main investors in LifeLegacy?

Key investors in LifeLegacy include InsurTech NY.

Will LifeLegacy IPO soon?

No public IPO plans have been announced for LifeLegacy.

How can I track LifeLegacy secondary market activity?

Caplight tracks bids, offers, and trades for private companies. Visit https://www.caplight.com to monitor LifeLegacy's secondary market activity and sign up for updates.

Firmographic Details

HeadquartersLos Angeles, California
Employee Range6
Year Founded2020
Last FundingOct 13, 2022

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