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LegacyShield

Ponte Vedra Beach, US · Founded 2014 · 1 known investors

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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.

FintechInsurTechSaaS

Founders & leadership

MBMichael Babikian
Michael BabikianFounder & CEO2015–2020Michael Babikian has worked in life insurance, tax law, financial planning, and estate planning, with prior experience developing customized insurance and investment solutions, building marketing infrastructure for high-net-worth insurance distribution, and advising clients on tax matters and business transactions. He is Executive Officer of LegacyShield, a platform for financial professionals to manage client communications, policies, and documents.
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 · 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
Full filing on SEC EDGAR ↗

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.