Xcout IntelPeak Legacy Partners LLC
Peak Legacy Partners LLC provides legacy and financial planning services for business owners to help them secure their families' futures and protect their wealth. The company utilizes a multi-step process to design customized plans that address goals, risk management, and long-term financial prosperity.
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Peak Legacy Partners LLC at a glance
Peak Legacy Partners LLC is a financial services company headquartered in United States. Its most recent funding round raised $23.4M in July 2021. Xcout tracks 1 named person at Peak Legacy Partners LLC, including Josh Meyer (Legacy Advocate).
Peak Legacy Partners LLC leadership
- Josh MeyerLegacy Advocate
Peak Legacy Partners LLC funding rounds
Every round on record:
| Date | Round | Amount | Investors |
|---|---|---|---|
| SEC Form D filing | $23.4M | — |
Who invested in each round, lead investors, valuations and the co-investor graph — open the full funding history →
Peak Legacy Partners LLC competitors
A few of Peak Legacy Partners LLC's closest competitors — see the full list of competitors and alternatives →
Pathway Partners Wealth Advisors, LLC is a registered investment adviser that provides financial planning, investment management, and business consulting services. The firm serves individuals, families, and business owners to help them achieve their financial goals through a structured multi-stage advisory process.
Edge Rock Partners LLC is an independent wealth management firm that provides financial planning and advisory services to individuals, families, and business owners. The company offers custom portfolio management, tax planning, income design, legacy planning, and private investment access.
FAM Legacy Solutions LLC provides comprehensive financial planning, investment management, estate planning, life insurance, and tax planning services. The firm serves individuals, families, and professionals by creating personalized financial strategies to help them manage wealth, fund long-term goals, and build lasting legacies.
Lifeline Legacy Financial Group provides education-first financial planning services that protect income, coordinate strategy, and build generational legacy for families and business owners.
Infinite Wealth Planning, LLC provides comprehensive financial planning and wealth management services to professionals, business owners, and retirees. The company offers specialized guidance in lifestyle planning, investment management, tax strategy, estate planning, and insurance evaluation.
Quantum Leap Capital provides independent financial planning, investment management, and tax planning services for individuals and business owners. The firm helps clients manage their wealth, evaluate insurance needs, and develop tax-efficient retirement income strategies.
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More on Peak Legacy Partners LLC in Xcout Intel
- 1 named person with titles, LinkedIn and board committees
- 1 funding round with the investors in each, and who they co-invest with
- The full competitor set, tracking, exports and API access