Legacy & Succession Competitors and Similar CompaniesClear all

Legacy & Succession's competitors and similar companies include Wealthcare, Act Wealth, Arapaho Asset Management and KLO.

	Legacy & Succession Legacy & Succession (formerly known as Legacy Planning Partners) is a financial consulting agency.	Wealthcare Wealthcare is a provider of financial advisory services.	Act Wealth Act Wealth is a financial services company.	Arapaho Asset Management Arapaho Asset Management (AAM) is a financial advisory firm.	KLO KLO is a company that provides financial services.
Founding Date	Founding Date 2009	Founding Date 2001	Founding Date 2010	Founding Date 2005	Founding Date 2013
Type	Type Private	Type Private	Type Private	Type Private	Type Private
Tags	Tags Financial Services financial management investment management life insurance tax	Tags Financial Services financial management investment management life insurance tax	Tags Financial Services financial management investment management life insurance tax	Tags Financial Services financial management investment management life insurance tax	Tags Financial Services financial management investment management life insurance tax
Locations	Locations Oklahoma City, US HQ Tulsa, US	Locations Bury, GB HQ	Locations Allen, US HQ Raleigh, US	Locations Centennial, US HQ	Locations Warwick, GB HQ Birmingham, GB London, GB
Employees	Employees 10	Employees 9	Employees 5	Employees 10	Employees 21