Features
Investor CRM
Investor Database
Investor Updates
Pitch Deck Hosting
Custom Emails
Data Room
Startup Docs
Pricing
Blog
Log in
Sign up
Legacy Wealth Advisors
Québec City, Canada
Want to see more?
Is it you?
Update data
Investor info
Type
Registered Investment Advisors
Stage focus
Early stage VC
Industry focus
Finance
FinTech
Description
Legacy Wealth Advisors is a financial planning and investment management firm dedicated to helping clients achieve their long-term financial goals through personalized strategies and professional guidance.
Previous investments
Company
Amount
Round
Example example company Inc
1000000
Investor meetings
Company & Company
11000000
Series C funding
Example
524000
Seed round A
Show more
Connected people
Email visible after logging in
Example Example
example
[email protected]
Example Exampleexample
Notexample Examplenot
example example
[email protected]
Example Examplenotexample
example example
[email protected]
Example Example
example
[email protected]
Example Example
example
[email protected]
Show more
See other investors focused on
Finance
Other investors you may be interested in
FINRA
Kemp Financial Management
Kerlin Capital Group
Kingdom Capital Management
LSA Portfolio Analytics, LLC
Lowery Thomas, LLC
LKCM (Luther King Capital Management)
MainLine Investment Partners
Merit Financial Advisors
Minot Capital