LegacyShield
Ponte Vedra Beach, US · Founded 2014 · 1 known investors
Find your way into LegacyShield
37 people in our graph share verified history with the LegacyShield team — schools, employers, funds. One of them is your warm intro.
Kyle Frederickunlockedknows Michael Babikian · together at Transamerica (overlapped)
×8knows the team · via University of Southern California - Marshall School of Business
×2knows the team · via LegacyShield
knows the team · via Transamerica
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 BabikianinFounder & 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 · 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.