Insights

Niche client focus Target enterprising clients seeking comprehensive financial strategies, estate planning, and transition planning. Position Sledge Legacy Partners as the specialized partner for wealth transition and proactive planning.

Integrated advisory model Leverage the collaboration between a registered investment adviser and licensed insurance and securities entities to offer holistic solutions. Use this as a selling point for bundled financial, insurance, and investment services.

national reach Highlight the national presence and Midwest to Southeast, Northeast to Southern California partnerships to pursue scale and cross-region opportunities, including multi-market client needs.

tech-enabled process Emphasize a process-driven approach supported by a modern tech stack (cloud, analytics, web presence) to deliver customized plans efficiently. Sell the ability to maintain planning control with actionable insight.

growth signals Revenue in the mid six-figures to mid-teens millions range indicates growth potential. Target mid-market to enterprise prospects that can benefit from scalable advisory, estate, and transition services.

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Sledge Legacy Partners Tech Stack

Sledge Legacy Partners uses 8 technology products and services including LinkedIn Ads, Calendly, Amazon Web Services, and more. Explore Sledge Legacy Partners's tech stack below.

Sledge Legacy Partners's Email Address Formats

Sledge Legacy Partners uses at least 4 email formats:
Sledge Legacy Partners Email FormatsExamplePercentage
First@sledgecompany.comJohn@sledgecompany.com
38%
First.Last@sledgecompany.comJohn.Doe@sledgecompany.com
25%
Last@sledgecompany.comDoe@sledgecompany.com
25%
FLast@sledgecompany.comJDoe@sledgecompany.com
12%

Frequently Asked Questions

What is Sledge Legacy Partners's phone number?

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You can contact Sledge Legacy Partners's main corporate office by phone at . 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 Sledge Legacy Partners's official website and social media links?

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Sledge Legacy Partners's official website is sledgelegacy.com and has social profiles on LinkedIn.

How much revenue does Sledge Legacy Partners generate?

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As of August 2026, Sledge Legacy Partners's annual revenue is estimated to be $10M - $25M.

What is Sledge Legacy Partners's SIC code and NAICS code?

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Sledge Legacy Partners's SIC code is 6411 - Insurance Agents, Brokers, and Service and NAICS code is 52 - Finance and Insurance.

How many employees does Sledge Legacy Partners have currently?

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As of August 2026, Sledge Legacy Partners has approximately 7 employees across 1 continents, including North America. Key team members include Partner: T. T., Vp, Planning: C. O. and Financial Planner: D. H. Explore Sledge Legacy Partners's employee directory with LeadIQ.

What industry does Sledge Legacy Partners belong to?

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Sledge Legacy Partners operates in the Financial Services industry.

What technology does Sledge Legacy Partners use?

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Sledge Legacy Partners's tech stack includes LinkedIn Ads, Calendly, Amazon Web Services, Amazon S3, OneTrust, SendGrid, Microsoft Azure and Google Analytics.

What is Sledge Legacy Partners's email format?

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Sledge Legacy Partners's email format typically follows the pattern of First@sledgecompany.com. Find more Sledge Legacy Partners email formats with LeadIQ.

When was Sledge Legacy Partners founded?

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Sledge Legacy Partners was founded in 2007.
Sledge Legacy Partners logo

Sledge Legacy Partners

Financial ServicesMississippi, United States2-10 Employees

Sledge & Company is a Jackson, Mississippi-based financial services firm that provides financial strategies, estate planning, and transition planning for enterprising clients. The firm emphasizes a process-driven approach that outlines sequential steps to craft a customized plan aligned with a client’s situation, aiming to give clients planning control and the ability to act with confidence. Its national reach is supported by partnerships spanning from the Midwest to the Southeast, the Northeast, and Southern California.

Investment advisory services are offered through Eagle Strategies LLC, a registered investment adviser, and securities products and services are provided through NYLIFE Securities LLC, with Sledge & Company not owned or operated by New York Life Insurance Company or its affiliates. Taylor Sledge is licensed as an agent with New York Life Insurance Company and is a registered representative of NYLIFE Securities LLC. The company notes that testimonials reflect individual experiences, and that neither Sledge & Company nor its affiliated entities provide tax, legal, or accounting advice.

Section iconCompany Overview

Phone number
SIC Code
6411 - Insurance Agents, Brokers, and Service
NAICS Code
52 - Finance and Insurance
Founded
2007
Employees
2-10

Section iconFunding & Financials

  • $10M - $25M

    Sledge Legacy Partners's revenue is estimated to be in the range of $10M - $25M

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