The big idea

Legacy Buddy

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

21k+ householdsFirst 60 days$1.19 CACRaising $2.5M Seed

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The problem

Modern wealth is everywhere.
Planning is nowhere.

68%

of households have no estate plan while $84T begins moving to the next generation.

Fragmented

Banking, real estate, retirement, insurance, and crypto live in separate systems.

Delayed

Families know they need a plan, but have no simple place to start.

Inevitable

Boomers are the last generation willing to plan offline.

The solution

One score creates the starting point.

We reframe estate planning as a generational wealth-building habit.

LQ™ / 100

Needs attention

ScoreSee the household’s gaps.

ConnectVerify and update financial context.

ImproveTake the next best action.

RouteMove complex needs to the right professional.

Product flow

Score. Connect. Improve. Route.

The LQ™ Score makes the journey visible, actionable, and improvable—easy to track and improve like a credit score. Plaid keeps every next step grounded in current household data.

Traction

21,000 households in 60 days.

The score is the wedge. The economics show it can scale.

21k+households · 60 days

$1.19CAC

26%$250k+ net worth

$195krevenue pipeline

Institutional signal: partnership strategy discussions with a top-tier global bank.

The business model

Monetize the decision—not the document.

Every household starts with the same score. Revenue expands as the household’s needs become clearer.

Revenue now

Direct economics

Subscriptions$29 / $49 / $99 annually

Professional routing$90–$900 per introduction

Professional networkRecurring subscriptions

Platform upside

Compounding economics

EnterpriseWhite-label distribution

Data + APIPermissioned household intelligence

AUM participationLong-term wealth economics

Moat / Competition

Others solve pieces.
We own the journey.

The market today

LegalZoom / Trust & WillDocuments

SmartAsset / ZoeLead generation

Wealth.comAdvisor infrastructure

Generic AIAnswers without household context

Legacy Buddy compounds

LQ™ ScoreHabit loop

Household graphSwitching costs

Decision-gate routingHigh-intent demand

Private AI + complianceInstitution-ready

Market opportunity

The market is large. The starting point is still open.

$800B

Estate first. Insurance and AUM next.

$52BEstate planning + lead-gen entry

$768BInsurance premiums + AUM expansion

Why we win

Banks own the products.
We own the starting point.

Schwab + Wealth.com validate demand. Like OpenTable and Priceline, we become the starting point—not another call or Google search.

Upstream advantage

We prepare the household before the advisor and before the product decision.

Advisor fit

Advisors want AUM—not to create estate plans.

Institutional value

Verified intake, routing, and distribution banks do not have today.

Strategic outcome

Partnership, white-label distribution, investment, or acquisition.

The team

Built across acquisition, law, and scoring.

The category requires consumer instinct, compliance depth, and data infrastructure.

Jay Correia

Co-founder · CEO

Providence College + Harvard. Acquisition, brand, and category strategy.

Leslie Todd

Co-founder · COO

Licensed attorney with 30+ years of operational experience.

Abijith Chenthamarakshan

CTO

Platform builder and former Equifax credit analyst.

The raise

Raising $2.5M to own the default starting point.

Scale household acquisition, professional supply, and the infrastructure that widens our lead.

Capital unlocks

Scale proven household acquisition
Onboard 3,000+ professionals
Deepen private AI, Plaid, and compliance infrastructure
Reach $3–4M ARR and Series A readiness

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 Video Overview Open Data Room

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

Legacy Buddy becomes the default consumer brand for generational wealth and estate planning — like Uber for rideshare and Zillow for home search.

Platform overview

See Legacy Buddy in action.

Score. Guidance. Routing.

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