Your financial clarity, inherited.
Connect every account, property, and investment in one place. Then make sure the right people know about it when it matters most. Invite only beta.
Map your entire net worth
Legacy connects to your existing accounts and shows you everything you own in one place.We only read.
Every asset class, in one view
Legacy supports connections to popular brokerages and bank accounts. Sync your holdings automatically. Whether it's cash, stocks or crypto, we cover it.
Detailed breakdown
29%
29%
18%
14%
10%
Where it's held
Robinhood
47% • $470K
Metamask wallet
23% • $230K
Coinbase
20% • $200K
Chase
10% • $100K
Understand the full picture.
See how your net worth is really doing, model big decisions before you make them, and turn it all into reports you can hand to family or your advisor.
Prepare for your estate handoff and get your beneficiaries on the same page.
Model beneficiaries, taxes and information-bundles whilst you are in control. When the handoff moment arrives, Legacy hands them the information they need to resume where you left off in your financial journey.
How Legacy works
From a complete picture to a confident plan.
Step 1
Aggregate everything
Connect your accounts and see your whole estate in one place. We support all major US brokerages, banks, crypto exchanges, and wallets.
Step 2
Understand performance
A window into your entire net worth. Plan scenarios, prepare prep sheets and share with your trusted ones and uncover ever-expanding insights into your finances.
Step 3
Plan the hand-off
Simulate inheritance and prepare your beneficiaries before its urgent and on your own terms
Complete coverage
Every asset class, in one calm view.
Connect with all popular brokerages, banks and institutions to keep your portfolio automatically in sync. No more tedious spreadsheets and files. Legacy does not touch your funds, trade or store your login details.
Property & real estate
Brokerage & equities
Retirement & pensions
Cash & deposits
Collectibles
Digital assets
Private holdings & trusts
Coming soon
Inheritance
Making sure your beneficiaries are on the same page.
Model beneficiaries, taxes and information-bundles. And when the handoff moment arrives, Legacy makes sure your loved ones are on the same page.
James Whitfield
Spouse : Eleanor
55%
Daughter : Mara
25%
Son : Theo
15%
Trust & charity
5%
Subscription Plans
Choose the subscription that fits your estate.
One flat monthly price, flexible around your needs.
Get Started
Free
What's included:
3 account connections maximum
Institutions and wallets holding cash, stocks, crypto. With manual position-tracking for business holdings, real estate and alternative asset classes.
Basic breakdown and insights
See where your money sits, at a glance
The essentials
Core
Beta-period special offer
What's included:
10 account connections maximum
Institutions and wallets holding cash, stocks, crypto. With manual position-tracking for business holdings, real estate and alternative asset classes.
Detailed insights and breakdown
Deeper trends across every connected account
Advisor prep-sheets
Ready-to-share summaries for your financial advisor
Simple inheritance planning
1 information bundle, 1 beneficiary
Coming soon
Inflection Club integration
Syncs with your Inflection Club membership
Coming soon
Everything: Unlimited
Complete
Beta-period special offer
Everything in Core, plus:
Unlimited account connections
Institutions and wallets holding cash, stocks, crypto. With manual position-tracking for business holdings, real estate and alternative asset classes.
Complex inheritance planning
Unlimited information bundles and beneficiaries
Coming soon
Most complete
Every plan includes:
Read-only aggregation
Bank-grade encryption
Cancel anytime
Questions & answers
Clear answers,
before you ask.
The essentials on custody, security and what Legacy does. Still curious?
Contact us
Legacy.io is a read-only net worth tracker and estate planner. It connects to your bank, brokerage, and crypto accounts to show your full financial picture in one place, and it never moves money or places trades.
Built for anyone who wants one view of net worth across scattered accounts, rather than logging into each bank, brokerage, or wallet separately.
Legacy.io is currently developing fuller features in inheritance, tax optimisation, and other tools for our users. As such, Legacy is offering $1 early access to the product for the first three months as a one-time promotion while these features are being built.
Legacy offers Free, Core, and Complete plans, with Core and Complete starting at $1 for the first three months during the beta period. See the full Plans Comparison for pricing and what's included in each.
