Insights

Client-Centric Approach Legacy Wealth Partners emphasizes personalized financial guidance tailored to individual and business client needs, highlighting opportunities to upsell advanced financial planning and wealth management services to high-net-worth individuals and professionals seeking comprehensive solutions.

Niche Market Focus With a strong presence in Central Florida and a nationwide client base, the company offers a strategic entry point for financial technology providers and service firms aiming to target regional and federal markets with emphasis on wealth protection and estate planning tools.

Digital Engagement Tools Utilizing a variety of web-based tools such as Hotjar and Datadog, Legacy Wealth Partners demonstrates an investment in digital engagement and analytics, presenting opportunities to introduce advanced client engagement platforms, CRM integrations, or targeted marketing solutions.

Growth Potential Operating with a revenue range of 50 to 100 million dollars and a team size of up to 200 employees, the company is positioned for steady growth, making it a potential partner for scalable financial technology solutions, staff training platforms, or compliance systems.

Industry Alignment As part of the broader financial services landscape with competitors like Merrill Lynch and Morgan Stanley, there is scope to collaborate on innovative financial advisory tools, digital client onboarding, or regulatory compliance technologies to enhance competitive positioning.

Similar companies to Legacy Wealth Partners

Legacy Wealth Partners Tech Stack

Legacy Wealth Partners uses 8 technology products and services including Hotjar, FMG Suite, Awesomplete, and more. Explore Legacy Wealth Partners's tech stack below.

Hotjar
Analytics
FMG Suite
Content Marketing
Awesomplete
Javascript Libraries
FancyBox
Javascript Libraries
jQuery
Javascript Libraries
Datadog
Real User Monitoring
Site24x7
Real User Monitoring
AddThis
Widgets

Media & News

Legacy Wealth Partners's Email Address Formats

Legacy Wealth Partners uses at least 2 format(s):

Legacy Wealth Partners Email Formats	Example	Percentage
FirstLast@levinfinancialgroup.com	JohnDoe@levinfinancialgroup.com	56%
FLast@levinfinancialgroup.com	JDoe@levinfinancialgroup.com	25%
First@levinfinancialgroup.com	John@levinfinancialgroup.com	13%
First.Last@levinfinancialgroup.com	John.Doe@levinfinancialgroup.com	6%

Frequently Asked Questions

Where is Legacy Wealth Partners's headquarters located?

Legacy Wealth Partners's main headquarters is located at 4830 West Kennedy Boulevard. Suite 800 Tampa, Florida 33609 United States. The company has employees across 4 continents, including North AmericaAfricaAsia.

What is Legacy Wealth Partners's phone number?

You can contact Legacy Wealth Partners's main corporate office by phone at

+1-813-286-****

. For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Legacy Wealth Partners's official website and social media links?

Legacy Wealth Partners's official website is thelegacywealthpartners.com and has social profiles on LinkedIn.

What is Legacy Wealth Partners's NAICS code?

Legacy Wealth Partners's NAICS code is 52 - Finance and Insurance.

How many employees does Legacy Wealth Partners have currently?

As of April 2026, Legacy Wealth Partners has approximately 58 employees across 4 continents, including North AmericaAfricaAsia. Key team members include President & Ceo: M. J. L.Founder: H. F.Founder: H. L.. Explore Legacy Wealth Partners's employee directory with LeadIQ.

What industry does Legacy Wealth Partners belong to?

Legacy Wealth Partners operates in the Financial Services industry.

What technology does Legacy Wealth Partners use?

Legacy Wealth Partners's tech stack includes HotjarFMG SuiteAwesompleteFancyBoxjQueryDatadogSite24x7AddThis.

What is Legacy Wealth Partners's email format?

Legacy Wealth Partners's email format typically follows the pattern of FirstLast@levinfinancialgroup.com. Find more Legacy Wealth Partners email formats with LeadIQ.

Legacy Wealth Partners

Q: How many employees does Legacy Wealth Partners have currently?

Legacy Wealth Partners has approximately 58 employees.

Q: What technology does Legacy Wealth Partners use?

Legacy Wealth Partners's tech stack includes ScrollReveal, AddThis, Google Maps, Cloudflare CDN, HSTS.

Q: What is Legacy Wealth Partners's NAICS code?

Legacy Wealth Partners's NAICS code is 52 (Finance and Insurance).

Financial ServicesFlorida, United States51-200 Employees

At Legacy Wealth Partners, we provide you with guidance and expertise to help you make sound financial decisions that can help to protect your long-range future. First, we help you coordinate and centralize your financial world. Next, we help you organize your finances so they are easy to understand. And then we provide you with accurate, up-to-date information and solid recommendations on which you can base your decisions.

Based in Tampa, Legacy Wealth Partners assists thousands of clients throughout Central Florida as well as across the nation. Through protection and financial products, along with personal and business solutions, we help families, individuals, professionals and business owners better understand their unique situations.

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Disclosures: https://www.thelegacywealthpartners.com/licensing

Company Overview

Headquarters: 4830 West Kennedy Boulevard. Suite 800 Tampa, Florida 33609 United States
Phone number: +1-813-286-****
Website: thelegacywealthpartners.com
NAICS Code: 52 - Finance and Insurance
Employees: 51-200