Advisors (CFP / CFA)
Ready-to-act customers from real intake forms, Plaid-verified when they connect their accounts, each arriving with their LQ™ Score and goals. Connect with more through the marketplace whenever you want.
Your Best Clients Are Already on Legacy Buddy.
31,000+ families are planning their finances and building toward their goals here. Every one arrives knowing their LQ™ Score, with verified financials and exactly what they need, so when you meet a potential customer you already understand them. There is no other place like it. Get early access to the network launching in 2026.
Who this is for.
Every potential customer comes with their LQ™ Score and their own inputs. Never a cold name on a list.
Estate Attorneys
Smart Review ($200 per review) and Legacy Counsel consultations, built exclusively for attorneys. Clients arrive already scored and prepared.
Insurance Professionals
Reach the families our Protection pillar flags as underinsured, each with their LQ™ Score already in hand. Find more through the marketplace whenever you need.
Why Legacy Buddy
The only place your future customers are already measured.
Legacy Buddy is the single place to meet customers across every life stage and wealth level, each one already scored, verified, and ready to talk. No other platform gives you this much insight before the first conversation.
- Ready-to-act customers from real intake forms, never cold lists
- Plaid-verified financials when the customer connects their accounts
- Every customer arrives with their LQ™ Score and their own inputs, never a stranger
- A marketplace to connect with more qualified customers whenever you want
- Verified platform: SOC 2-aligned and AES-256 encrypted
How the marketplace works.
01
Apply and get verified
Submit your application and credentials. We verify before approval.
02
Set up your profile
Build your profile and set your preferences for the kinds of clients you want.
03
Meet ready customers
Get LQ™-matched introductions from real intake forms, and browse the marketplace for more, the moment we go live.
Simple professional plans.
Full pricing available at launch.
Free
$0
Verified profile and your first qualified customers
Listed
$79/mo
Priority customer matching and marketplace access. Full details coming soon.
Early Application
Apply to join the network.
Applications are reviewed individually, and credential verification is required before approval. Tell us about your practice and we'll be in touch as we open the network ahead of the 2026 launch.
Application received.
Thank you. We'll review your application and reach out at your email once credential verification opens ahead of launch.
Attorney exclusion: Attorneys access Legacy Buddy exclusively through Smart Review and Legacy Counsel,
not the customer marketplace. Legacy Buddy provides document creation tools, not legal advice.