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LifeLegacy

LifeLegacy

Private
Los Angeles, CaliforniaFinTechhttps://lifelegacy.io

Last Round

Accelerator

Oct 13, 2022

Momentum

Top 10%

of companies Caplight tracks

Company Overview

LifeLegacy operates in FinTech and is based in Los Angeles, California. Its latest recorded funding round was an Accelerator round in October 2022.

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

Historical Pricing

Historical view of private secondary pricing and transaction trends.

Pricing history

Caplight clients see full MarketPrice™ history and secondary transactions.

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Caplight Momentum Score

Proprietary index based on bid/ask volume and sentiment.

Momentum history

Caplight clients track how buyer interest and sentiment change over time.

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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%
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LifeLegacy Funding Rounds

Historical fundraising activity

Data table
RoundDateAmount RaisedValuationInvestorsSources
AcceleratorOct 13, 2022
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Key People

Founding team and executive leadership

Spencer Cassidy

Co-Founder & CEO

Founding Team

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LifeLegacy Investors

Notable investors and investment history

LifeLegacy investors
InvestorRounds
InsurTech NYAccelerator

Market signals

Structured signals derived from secondary market and firmographic data.

  • Sep 11, 2026

    Monthly visitors grew 202% MoM, reaching 12K.

  • Apr 15, 2026

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

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LifeLegacy Filings

Explore SEC and related filing metadata, where available.

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, so its shares have no public market price. Caplight tracks LifeLegacy's secondary market activity and provides MarketPrice™ estimates of its share price 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.

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 in LifeLegacy's shares on secondary markets.

Firmographic Details

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

Institutional Data Access

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