LegacyTracker
Galt, Ontario, Canada
How LegacyTracker hit $69.3K revenue with a 1 person team in 2023.
LegacyTracker is a web-based personal financial and estate organizing software that helps individuals and families bring all of their important information and documents together in a simple, central, accessible, and secure location. Simplify, safeguard, and share important financial, estate, and legal information for success. As a white label or co-branded solution, Legacy Tracker offers organizations a meaningful way to create more valued (and profitable) relationships with clients/account holders/members or even employees. The core mission of Legacy Tracker is to reduce the financial risk to individuals and families who are losing track of their financial assets (Estimated to be $4-$6 billion in Canada/$585 billion in the USA). Unclaimed financial assets take a variety of forms including unclaimed bank accounts, savings bonds, insurance policies, stock certificates, pensions, RESP's, dividends etc. But, Legacy Tracker will also help facilitate important family discussions that many families have put off.
2012
Founded
$69.3K
2023 Revenue
10%
YOY
$0
Funding
LegacyTracker Revenue
In 2023, LegacyTracker revenue run rate hit $69.3K in revenue.
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2023
LegacyTracker hit $69.3K in revenue in 2023
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2021
LegacyTracker hit $57.8K in revenue in 2021
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2012
LegacyTracker launched in 2012 with $0 revenue
LegacyTracker Funding History
No funding has been reported for LegacyTracker yet.
Team
LegacyTracker has 1 total employees.
DISTRIBUTION | QTY |
---|---|
Total team size | 1 |
Founder / CEO
Brenda Phelan
Q&A
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What's your age?
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Advice for 20 year old self
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Customers
Churn
LegacyTracker Executives
Name | Position | Working Email | Personal Email |
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Brenda Phelan | CEO | [email protected] | - |
LegacyTracker Employees
Name | Position | Working Email | Personal Email |
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Brenda Phelan | CEO | [email protected] | - |
Frequently Asked Questions about LegacyTracker
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When was LegacyTracker founded?
LegacyTracker was founded in 2012.
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How much revenue does LegacyTracker generate?
LegacyTracker generates $69.3K in revenue.
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Who is the CEO of LegacyTracker
The CEO of LegacyTracker is Brenda Phelan.
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How much funding does LegacyTracker have?
LegacyTracker raised $0.
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How many employees does LegacyTracker have?
LegacyTracker has 1 employees.
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Where is LegacyTracker headquarters?
LegacyTracker is headquartered at Galt, Ontario, Canada
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