Companies investing in Legacy Planning

A long‑term financial strategy, typically guided by a financial advisor, that organizes a person's assets to be transferred to heirs or beneficiaries after death.

List of companies that invest in Legacy Planning

CompanyCountryIndustryEmployeesRevenueTechnologies
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United States

Entertainment Providers

86k

$4.6B

Legacy Planning

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United Kingdom

Financial Services

194k

Legacy Planning

Country flag

United States

Financial Services

5.1k

$4.1B

Legacy Planning

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Switzerland

Accounting

10k

Legacy Planning

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Singapore

Banking

34k

$340M

Legacy Planning

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United States

Financial Services

1.4k

Legacy Planning

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United States

Financial Services

49k

$12B

Legacy Planning

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Canada

Financial Services

694

$122M

Legacy Planning

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United States

Financial Services

200k

$75B

Legacy Planning

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Singapore

Insurance

3.3k

Legacy Planning

Showing top companies out of 925 that invest in Legacy Planning. Get the full list on TheirStack.

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