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How LegacyTracker CEO Brenda Phelan grew LegacyTracker to $87.7K revenue with a 1 person team in 2024.

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.

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LegacyTracker Revenue

In 2024, LegacyTracker's revenue reached $87.7K. The company previously reported $69.3K in 2023. Since its launch in 2012, LegacyTracker has shown consistent revenue growth.

LegacyTracker Revenue GrowthReported revenue / ARR by year$0$20K$40K$60K$80K$100K2012201420162018202020222024$0$58K$69K$88KSource: GetLatka.com
YearMilestone
2024LegacyTracker Hit $87.7k revenue in October 2024
2023LegacyTracker Hit $69.3k revenue in October 2023
2021LegacyTracker Hit $57.8k revenue in April 2021
2012Launched with $0 revenue

LegacyTracker Valuation, Funding Rounds

LegacyTracker's most recent disclosed valuation is $263.2K.

LegacyTracker is a bootstrapped Other Collaboration Software startup. Founded in 2012, LegacyTracker has grown to $87.7K in revenue without raising any venture capital or outside funding.

As a self-funded Other Collaboration Software SaaS company, LegacyTracker has built its business with no outside investment.

LegacyTracker Capital Raised & ValuationCumulative capital raised and post-money valuation by roundCapital raised (cum.)Valuation$0$120122012 cumulative: $0 • 2012 Founded: $02012 Founded: $0 valuationSource: GetLatka.com
YearRoundAmountValuation% Sold

LegacyTracker Employees & Team Size

LegacyTracker employs approximately 1 people as of 2026.

LegacyTracker has 1 total employees in different roles and functions.

LegacyTracker Team GrowthReported headcount over time00111120122014201620182020202220240011Source: GetLatka.com
YearMilestone
2024Reached 1 employees (October 2024)
2023Reached 1 employees (October 2023)
2022Reached 1 employees (October 2022)
2021Reached 1 employees (December 2021)
2021Reached 1 employees (April 2021)

Founder / CEO

Brenda Phelan

Brenda Phelan is listed as Founder / CEO at LegacyTracker.

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Customers

We do not have customer count information for LegacyTracker yet.

Frequently Asked Questions about LegacyTracker

What is LegacyTracker's revenue?

LegacyTracker generates $87.7K in revenue.

Who founded LegacyTracker?

LegacyTracker was founded by Brenda Phelan.

Who is the CEO of LegacyTracker?

The CEO of LegacyTracker is Brenda Phelan.

How much funding does LegacyTracker have?

LegacyTracker raised $0.

How many employees does LegacyTracker have?

LegacyTracker has 1 employees.

Where is LegacyTracker headquarters?

LegacyTracker is headquartered in Galt, Ontario, Canada.

Compare LegacyTracker to the industry

LegacyTracker operates across multiple industries. Browse revenue, funding, and growth data for LegacyTracker in each sector below.

Source Attribution

Source: all data was collected from GetLatka company research and founder interviews. Revenue, funding, team, and customer figures are presented as company-reported or GetLatka-estimated metrics where the profile data identifies them that way.

Company data last updated .