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.
Move states → score falls. User is notified their will may no longer be valid.
Traction
34K users in the first 80 days.
$1.19reported CAC
6%millionaire customers
14%$500K+ net worth
52%no life insurance / advisor
Why acquisition is low
People are attracted to the free LQ™ Score.
The score creates the habit; the gaps create subscription and routing demand.The wedge is working. Now we need to scale it.
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
Seeking a strategic large-bank partner to unlock recurring AUM revenue.
20%target share of AUM fees
16K+potential advisor network
$100MARR path
100K households × $500K AUM × 1% fee × 20% share = $100M ARR
Illustrative ARR assumes 100K households × $500K avg AUM × 1% advisory fee × 20% share.
Product flow + technology
AI-ready household graph.
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Click image to expand
Context
Always-on household context.
Assets, family, docs, gaps.AI / API
Ready for banks + advisors.
Exportable prompt or API handoff.Source: Plaid documentation.
Market + ARR
Two revenue engines support a $2B+ outcome.
TAM46M middle-affluent households
SAM~5M unadvised households with $500K+ investable assets
SOM100K routed households
AUM ARR$100M100K households × $500K AUM × 1% advisory fee × 20% share
Subscription ARR$102M1.5M users × $49/yr = $74M + 30K pros × $79/mo = $28M
Sources: Cerulli; Trust & Will; IBISWorld.
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
Growth + partnerships.
Leslie Todd
COO & Co-Founder
Legal + compliance ops.
Abijith
CTO
AI + household graph.
Griffin Clark
CMO
Advisor growth.
Charlie Pascal
Legal Counsel
Legal counsel.
Legal
Sheehan & Phinney · corporate counsel. Mangum & Associates · SEC counsel.
Strategic outcome
Major financial institution acquisition or IPO.
E*TRADE
$13B.
Large institutions buy 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: E*TRADE transaction releases; Intuit Credit Karma release.
Raise / launch
$1M to fund national launch without over-raising.
Use of funds
Paid media + PR50%
Product + Plaid25%
Team / growth15%
Legal / compliance10%
Series A path
Gain 350K+ users. Become cash-flow positive.
Prove national acquisition, expand professional supply, convert bank channels, and reach Series A metrics.Jay Correia · jay@legacybuddy.com · 508-558-1477