Insights

Strategic Acquisition The Legend Group's acquisition by Lincoln Investment in 2016 significantly expanded its advisor base by over 40%, indicating opportunities to offer scalable technology solutions and support services tailored to a growing financial advisory workforce.

Technology Adoption Lincoln Investment's recent adoption of advanced wealth management platforms like Pershing X and Wove suggests a focus on enhancing digital capabilities, which presents opportunities to promote integrated tech solutions and advisory tools.

Market Presence With an annual revenue estimated between $100 million and $250 million and a sizable team of 51-200 professionals, Lincoln Investment is positioned as a prominent mid-sized firm, making it a compelling target for premium financial technology and compliance solutions.

Industry Focus Lincoln Investment's active participation in events like World Elder Abuse Awareness Day highlights an emphasis on serving the aging population, creating potential for tailored financial products, elder care financial planning services, and educational resources.

Partner Network Recent collaborations with firms like ionlake and eMoney Advisor demonstrate a commitment to enhancing advisor capabilities through innovative communication tools and wealth management technology, signaling ongoing opportunities for integrated software and compliance solutions.

Legend Group Tech Stack

Legend Group uses 8 technology products and services including SunGard, OneDrive, Backbone.js, and more. Explore Legend Group's tech stack below.

  • SunGard
    Enterprise
  • OneDrive
    File Sharing
  • Backbone.js
    Javascript Frameworks
  • Underscore.js
    Javascript Libraries
  • DocuSign
    Miscellaneous
  • LinkedIn
    Online Community Software
  • GoTo Meeting
    Web Conferencing
  • GoTo Webinar
    Web Conferencing

Media & News

Legend Group's Email Address Formats

Legend Group uses at least 2 format(s):
Legend Group Email FormatsExamplePercentage
FLast@legendgroup.comJDoe@legendgroup.com
96%
Last@legendgroup.comDoe@legendgroup.com
3%
F.Last@legendgroup.comJ.Doe@legendgroup.com
1%
FLast@lincolninvestment.comJDoe@lincolninvestment.com
89%
First_Last@lincolninvestment.comJohn_Doe@lincolninvestment.com
7%
FirstLast@lincolninvestment.comJohnDoe@lincolninvestment.com
3%
First.Last@lincolninvestment.comJohn.Doe@lincolninvestment.com
1%

Frequently Asked Questions

Where is Legend Group's headquarters located?

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Legend Group's main headquarters is located at West Palm Beach, Florida United States. The company has employees across 4 continents, including North AmericaAsiaEurope.

What is Legend Group's official website and social media links?

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Legend Group's official website is lincolninvestment.com and has social profiles on LinkedIn.

What is Legend Group's SIC code NAICS code?

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Legend Group's SIC code is 6211 - Security Brokers, Dealers, and Flotation Companies NAICS code is 52 - Finance and Insurance.

How many employees does Legend Group have currently?

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As of April 2026, Legend Group has approximately 183 employees across 4 continents, including North AmericaAsiaEurope. Key team members include Vice President And General Counsel: B. C.Executive Assistant To COO & CIO: M. D.Owner: C. B.. Explore Legend Group's employee directory with LeadIQ.

What industry does Legend Group belong to?

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Legend Group operates in the Financial Services industry.

What technology does Legend Group use?

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Legend Group's tech stack includes SunGardOneDriveBackbone.jsUnderscore.jsDocuSignLinkedInGoTo MeetingGoTo Webinar.

What is Legend Group's email format?

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Legend Group's email format typically follows the pattern of FLast@legendgroup.com. Find more Legend Group email formats with LeadIQ.

When was Legend Group founded?

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Legend Group was founded in 1964.

Legend Group

Financial ServicesFlorida, United States51-200 Employees

The Legend Group was acquired by Lincoln Investment in 2017. As a full-service broker-dealer and registered investment adviser, Lincoln Investment knows that there are many destinations along your life’s journey that require financial security. We are committed to helping individuals and families achieve long-term financial well-being through the knowledgeable guidance of independent financial professionals and an extensive array of carefully selected investment choices. 

Visitors to this page must avoid posting reviews of their experiences with the advisor or its services as such testimonials are prohibited under state and securities laws and may not reflect the experience of all clients of the financial advisor. 

Advisory Services offered through Lincoln Investment or Capital Analysts, Registered Investment Advisers. Securities offered through Lincoln Investment, Broker Dealer, Member FINRA/SIPC. www.lincolninvestment.com 

We make no representation as to the completeness or accuracy of information provided at these sites. Nor are we liable for any information you receive from the use of these third-party site and you assume total responsibility for your use of the sites you are visiting.

Section iconCompany Overview

Headquarters
West Palm Beach, Florida United States
SIC Code
6211 - Security Brokers, Dealers, and Flotation Companies
NAICS Code
52 - Finance and Insurance
Founded
1964
Employees
51-200

Section iconFunding & Financials

  • $100M$250M

    Legend Group's revenue is estimated to be in the range of $100M$250M

Section iconFunding & Financials

  • $100M$250M

    Legend Group's revenue is estimated to be in the range of $100M$250M

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