Legacy Engagement Platform

Stealth

About

A B2B SaaS platform for financial advisors that digitizes values-based estate planning tools—including digital values card sorts, AI-guided legacy interviews, and family governance vaults—to help advisors engage heirs and retain assets through the 'Great Wealth Transfer.' Positioned as a lightweight, emotional engagement wedge between expensive legal estate platforms (Vanilla, Wealth.com) and archaic analog tools (physical card sorts, PDF workbooks).

This startup is in stealth mode

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