Legacy South Overview

  • Founded
  • 1996
Founded
  • Status
  • Acquired/​Merged
  • Latest Deal Type
  • M&A
  • Financing Rounds
  • 1

Legacy South General Information

Description

Provider of wealth management services. The company provides affluent clients with a range of personalized wealth management services, including investment management, estate settlement and multigenerational wealth transfer.

Contact Information

Ownership Status
Acquired/Merged
Financing Status
Corporate Backed or Acquired
Primary Industry
Asset Management
Acquirer
Primary Office
  • 3350 Riverwood Parkway South East
  • Atlanta, GA 30339
  • United States
Want detailed data on 3M+ companies?

What you see here scratches the surface

Request a free trial
Want to dig into this profile?

We’ll help you find what you need

Learn more

Legacy South Valuation & Funding

Deal Type Date Amount Valuation/
EBITDA
Post-Val Status Debt

This information is available in the PitchBook Platform. To explore Legacy South‘s full profile, request access.

Request a free trial

Legacy South Executive Team (3)

Name Title Board Seat Contact Info
John Oglesby Co-Founding Principal
John Viani Co-Founding Principal
Phillip Larkins Co-Founding Principal
To view Legacy South’s complete executive team members history, request access »