The big idea

Legacy Buddy

The Credit Karma of generational wealth.
AI that turns wealth and estate planning from someday into today.

28k+ usersFirst 70 days$1.19 CACRaising $2.5M Seed

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The problem

Wealth moved online.
Protection did not.

68%

of households lack an estate plan as $84T transfers.

Fragmented

Money, property, insurance, and crypto live apart.

Delayed

Families know they need a plan—not where to start.

Inevitable

Boomers are the last offline-planning generation.

The solution

One score starts everything.

Make readiness visible, actionable, and ongoing.

LQ™ / 100

Needs attention

ScoreSee the gaps.

ConnectVerify context.

ImproveTake the next action.

RouteRoute complex needs.

Product flow

Score. Route. Improve.

LQ™ makes readiness visible. Plaid verifies the context.

View Score Flow

The Credit Karma loop

Score it. Fix it. Keep it current.

Credit Karma made credit visible. Legacy Buddy does the same for generational wealth.

1ScoreCuriosity starts.

2ConnectGaps create urgency.

3VerifyAPIs verify context.

4ImproveActions raise LQ™.

5Monitor + routeLife changes reopen gaps.

Curiosity starts with LQ™.A credit-score habit for wealth readiness.

Traction

28,000 users in 70 days.

The wedge is working.

28k+users · 70 days

$1.19CAC

6%verified millionaires

$195krevenue pipeline

Top-tier bank interestBank discussions validate acquisition, data, and routing demand.

Business model

Multi-sided economics.

Monetize the decision, not the document. ARR and fees now; data, API, and enterprise upside later.

Revenue now

Current revenue

Subscriptions$29 / $49 / $99 annually

Verified routing$90–$900 per introduction

Professional networkRecurring ARR

Revenue upside

Long-term upside

EnterpriseWhite-label distribution

Data + APIPermissioned intelligence

AUM participationLong-term AUM upside

View Professional Flow

Moat / Competition

Point solutions are limited.
Our data compounds.

The market today

LegalZoom / Trust & WillDocuments

SmartAsset / ZoeLead generation

Wealth.comAdvisor infrastructure

Generic AIAnswers without context

Legacy Buddy compounds

LQ™ Score + user graphHabit loop + lock-in

Private-server AIControlled infrastructure

Compliance moatCross-industry guardrails

Bank-grade securitySecurity + encryption

The household graph

The household context AI lacks.

One current record across wealth, legal, insurance, property, and life events.

Portable household graphAlways current.
Always ready.Permissioned by the user

ConnectPlaid + third-party APIs

MonitorLife + asset changes

ActClose gaps. Improve LQ™.

ExportBring context to any AI

One prompt-ready household record for any advisor or AI.

Market opportunity

The middle-affluent have no default entry point.

46M

Americans underserved across an $800B+ estate, insurance, and AUM opportunity.

$52BEstate planning + lead-gen

$768BInsurance + AUM expansion

Why banks care

Banks own products. We own intent.

Acquire early. Verify context. Route intent.

Validation: Active partnership and distribution discussions with top-tier banks.

Upstream

Before the advisor. Before the decision.

Verified

Verified context improves conversion.

Distribution

A new funnel and readiness layer.

Strategic

Partner, distribute, invest, or acquire.

The team

Built for acquisition, compliance, and data.

The exact mix this category requires.

Jay Correia

Co-founder · CEO

Providence College + Harvard. Acquisition + category strategy.

Leslie Todd

Co-founder · COO

Attorney + 30 years of operations.

Abijith Chenthamarakshan

CTO

Platform builder; ex-Equifax.

The raise

$2.5M to own the starting point.

Scale demand, supply, and infrastructure.

Capital unlocks

Scale proven acquisition
Onboard 3,000+ professionals
Deepen AI, Plaid + compliance
Reach $3–4M ARR

Use of funds

27.5% Marketing / GTM
24% Team / Growth
22.4% Working Capital
19.7% Engineering + Infrastructure
6.4% IP / Legal

Book a Meeting Score Flow Pro Flow Video Overview Open Data Room

Jay Correia
jay@legacybuddy.com · 508-558-1477 · LinkedIn

The default starting point for generational wealth.