LegacyShield
Ponte Vedra Beach, US · Founded 2014 · 1 known investors
LegacyShield is a digital platform for insurance advisors and financial professionals to communicate with clients, store and share policies and documents, and monitor client activity. It supports automated document sharing tied to life events and integrates with tools such as SmartOffice, Outstand, Estate Guru, and Plaid.
Founders & leadership
MB
Michael BabikianExecutive
DP
Daniel PiersonExecutive
Investors · 1
Reported raises · per SEC filings
Form D private placements$2.5M disclosed across 1 round · 2017
▶$2.5MraisedJul 2017 · 1 investors · InsuranceRule 506(b)
▶$2.5MraisedJul 2017 · 1 investors · Insurance
Rule 506(b)Officers, directors & promoters on the filing
- Michael BabikianExecutive Officer
- Daniel PiersonExecutive Officer
- Neil B MorganbesserPromoter
- Amount sold
- $2.5M
- Sales commissions
- $125K
- Proceeds to insiders
- $125K
- Placement agents
- Globalist Capital, LLC
- First sale
- Jun 2017
- Incorporated
- Limited Liability Company, Florida, 2014
- Federal exemptions
- 04, 06b
Source: SEC EDGAR Form D. Amounts as filed; amended filings shown once at their latest values.
Frequently asked questions
- What does LegacyShield do?
- LegacyShield is a digital platform for insurance advisors and financial professionals to communicate with clients, store and share policies and documents, and monitor client activity. It supports automated document sharing tied to life events and integrates with tools such as SmartOffice, Outstand, Estate Guru, and Plaid.
- Who are LegacyShield's investors?
- LegacyShield's investors include FINTOP Capital.
- How much funding has LegacyShield raised?
- LegacyShield has disclosed $2.5M raised across 1 round.
- Where is LegacyShield headquartered?
- LegacyShield is headquartered in Ponte Vedra Beach, US.