Investor deck
Legacy Buddy
Build wealth that lasts.
34K users$1M raiseBank partnership
The Credit Karma for family wealth.
One score. Right-fit next steps.
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What we are / who we serve
Private-server AI for estate + wealth readiness.
What
LQ™ Score + Lens.
Track and improve family wealth.Who
46M households.
Middle-affluent Americans.AI + Plaid
Now possible.
Verified assets plus guided next steps.Enterprise
Large institutions.
Banks, advisors, and platforms.Sources: Cerulli; Plaid.
Problem / why now
Boomers are the last generation to plan offline. Everyone after expects AI + mobile.
66%no financial advisor
~100Mneed more life insurance
76%no will
$84Twealth transfer
Modern wealth is real estate, crypto, digital assets, accounts, and insurance.
Families need a mobile starting point.
Sources: Cerulli; Northwestern Mutual; LIMRA / Life Happens; Caring.com; Pew Research.
Solution + wedge
Reframe estate planning as generational wealth.
The LQ™ Score makes wealth visible and as easy to track, improve, and act on as a credit score.
38
LQ™ / 100
Needs attention
See what is missing.
Gamify
Gaps close or surface, score rises or falls.
Segment
HNW client or simple estate.
Route
Simple docs or professional advisor.
Why we win
We created the upstream consumer entry point.
Free start
Score + Lens.
Before the advisor relationship.Verified intent
AI finds gaps.
Insurance, estate, advisor needs.Downstream value
Prepared households.
Higher-value routing.Traction
34K users in the first 80 days.
$1.19reported CAC
~27xgross revenue-to-CAC
6%millionaire customers
14%$500K+ net worth
Year 1 gross revenue
$12–$57 / household
Logic
Low CAC, high intent.
Business model
One household. Multiple revenue paths.
Consumer ARR
$29–$99/yr
Lead sales
$50–$900
AUM share
20%
Data/API
SaaS/API
Advisor, insurance, attorney today.
Real estate, mortgage, retail banking next.
Sources: Trust & Will; Plaid.
Strategic partnership
Morgan Stanley unlocks recurring AUM revenue.
20%share of AUM fees
16K+advisors nationwide
$100MARR at 100K households
Source: Morgan Stanley Professional Alliance Group partner documentation. ARR assumes 100K households × $500K avg AUM × 1% advisory fee × 20% share.
Product flow
Consumer + enterprise wealth / estate AI.
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Technology
Always-on wealth AI with exportable context.
Private LLM
Estate + wealth AI.
Data API
Pull household context.
AI prompt
Context-aware handoff.
Source: Plaid documentation.
Market + ARR
A $200M+ ARR path to a $2B+ outcome.
TAM46M middle-affluent households need a modern wealth starting point
$52Bannual estate planning / legal / lead-gen spend opportunity
SAM~5M unadvised households with $500K+ investable assets
SOM100K households = $50B routed AUM = $100M AUM ARR
$100MAUM ARR path
$102M5-year consumer + pro subscription ARR path
Upsidelead revenue across advisors, insurance, legal, mortgage, real estate, banking
Sources: Cerulli; Trust & Will; IBISWorld; Morgan Stanley. Subscription ARR uses 1.5M consumers × $49/yr and 30K pros × $79/mo.
Competition / moat
Others solve pieces. We own the front door.
Alternatives
Wealth.comadvisor infrastructure
Trust & Will / LegalZoomdocuments
SmartAsset / Zoelead gen
Generic AIno verified household graph
Legacy Buddy
Score + Lensswitching costs
Plaid + AIverified data
ComplianceUPL aware, SOC 2 ready
Routingbank-ready demand
Sources: Wealth.com; Trust & Will; LegalZoom; SmartAsset; Zoe; Plaid.
Team
Built from experience. Built for scale.
Jay Correia
CEO & Co-Founder
Harvard. Growth + partnerships.
Leslie Todd
COO & Co-Founder
Attorney. Compliance ops.
Abijith
CTO
Former Equifax. AI + data.
Griffin Clark
CMO
Former advisor. Growth.
Charlie Pascal
Legal Counsel
Legal counsel.
Legal representation
Represented by Sheehan and Phinney and SEC counsel Mangum and Associates.
Strategic outcome
Major financial institution acquisition or IPO.
E*TRADE
$13B.
Morgan Stanley bought direct-to-consumer distribution.Credit Karma
$7.1B.
Intuit bought the free score habit.Legacy Buddy
Front door.
Wealth readiness for HNW + retail households.Outcome depends on how fast we capture the category.
Sources: Morgan Stanley E*TRADE releases; Intuit Credit Karma release.
Raise / launch
$1M funds national launch to Series A readiness.
Use of funds
Paid media + PR50%
Product + Plaid25%
Team / growth15%
Legal / compliance10%
Series A path
Gain 350K+ users.
PR: Forbes / Today Show targets. Profitability and cash-flow positive by next quarter.Jay Correia · jay@legacybuddy.com · 508-558-1477
Note: PR placements are targets, not commitments.