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Legacy Wealth Partners

6400 S Fiddlers Green Circle Ste 350,
Englewood, 80111-5067, CO,
United States

https://www.lwp-llc.com/

1 720-552-8198

Banking and Financial Services

Legacy Wealth Partners Technographics

Legacy Wealth Partners Software Purchases and Digital Transformation Initiatives

Discover the latest software purchases and digital transformation initiatives being undertaken by Legacy Wealth Partners and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 10 Legacy Wealth Partners employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.

During our research, we have identified that Legacy Wealth Partners has purchased the following applications: Microsoft 365 for Collaboration in 2019, DocuSign eSignature for Digital Signing in 2022, Hotjar for Customer Experience in 2019 and the related IT decision-makers and key stakeholders.

Our database provides customer insight and contextual information on which enterprise applications and software systems Legacy Wealth Partners is running and its propensity to invest more and deepen its relationship with Microsoft , DocuSign , Contentsquare or identify new suppliers as part of their overall Digital and IT transformation projects to stay competitive, fend off threats from disruptive forces, or comply with internal mandates to improve overall enterprise efficiency.

We have been analyzing Legacy Wealth Partners revenues, which have grown to $1.0 million in 2024, plus its IT budget and roadmap, cloud software purchases, aggregating massive amounts of data points that form the basis of our forecast assumptions for Legacy Wealth Partners intention to invest in emerging technologies such as AI, Machine Learning, IoT, Blockchain, Autonomous Database or in cloud-based ERP, HCM, CRM, EPM, Procurement or Treasury applications.

Legacy Wealth Partners Data, Technology Stack, and Enterprise Applications

Collaboration

Vendor	Previous System	Application	Category	Market	VAR/SI	When	Live	Insight
Microsoft	Legacy	Microsoft 365	Collaboration	Collaboration	n/a	2019	2019

Content Management

Vendor	Previous System	Application	Category	Market	VAR/SI	When	Live	Insight
DocuSign	Legacy	DocuSign eSignature	Digital Signing	Content Management	n/a	2022	2022

CRM

Vendor	Previous System	Application	Category	Market	VAR/SI	When	Live	Insight
Contentsquare	Legacy	Hotjar	Customer Experience	CRM	n/a	2019	2019
			Marketing Analytics	CRM		2017	2017
			Marketing Analytics	CRM		2017	2017
			Marketing Analytics	CRM		2022	2022
			Marketing Automation	CRM		2017	2017
			Marketing Automation	CRM		2020	2020
			Tag Management	CRM		2020	2020
			Tag Management	CRM		2022	2022
			Tag Management	CRM		2022	2022

ITSM

Vendor	Previous System	Application	Category	Market	VAR/SI	When	Live	Insight
			Application Performance Management	ITSM		2018	2018
			Application Performance Management	ITSM		2020	2020
			Application Performance Management	ITSM		2020	2020
			Application Performance Management	ITSM		2024	2024

Investment Management

Vendor	Previous System	Application	Category	Market	VAR/SI	When	Live	Insight
			Portfolio and Investment Management	Investment Management		2022	2022
			Portfolio and Investment Performance and Planning	Investment Management		2018	2018

PaaS

Vendor	Previous System	Application	Category	Market	VAR/SI	When	Live	Insight
			Apps Development	PaaS		2016	2016
			Transactional Email	PaaS		2023	2023

IaaS

Vendor	Previous System	Application	Category	Market	VAR/SI	When	Live	Insight
			Application Hosting and Computing Services	IaaS		2021	2021
			Application Hosting and Computing Services	IaaS		2021	2021
			Application Hosting and Computing Services	IaaS		2021	2021
			Application Hosting and Computing Services	IaaS		2021	2021
			Cloud Storage	IaaS		2020	2020
			Content Delivery Network	IaaS		2020	2020
			Content Delivery Network	IaaS		2019	2019
			Content Delivery Network	IaaS		2025	2025
			Content Delivery Network	IaaS		2020	2020

CyberSecurity

Vendor	Previous System	Application	Category	Market	VAR/SI	When	Live	Insight
			DDoS Protection	CyberSecurity		2015	2015
			Secure Email Gateways (SEGs)	CyberSecurity		2015	2015
			Secure Sockets Layer (SSL)	CyberSecurity		2020	2020
			Web Application Firewalls (WAF), Phishing Protection	CyberSecurity		2025	2025

IT Decision Makers and Key Stakeholders at Legacy Wealth Partners

First Name	Last Name	Title	Function	Department	Email	Phone
No data found

Show All Contacts

Apps Being Evaluated by Legacy Wealth Partners Executives

Date	Company	Status	Vendor	Product	Category	Market
No data found

FAQ - APPS RUN THE WORLD Legacy Wealth Partners Technographics

Legacy Wealth Partners is a Banking and Financial Services organization based in United States, with around 10 employees and annual revenues of $1.0 million.

Legacy Wealth Partners operates a diverse technology stack with applications such as Microsoft 365, DocuSign eSignature and Hotjar, covering areas like Collaboration, Digital Signing and Customer Experience.

Legacy Wealth Partners has invested in cloud applications and AI-driven platforms to optimize efficiency and growth, collaborating with vendors such as Microsoft, DocuSign and Contentsquare.

Legacy Wealth Partners recently adopted applications including Cloudflare CDN in 2025, Cloudflare Bot Management in 2025 and Datadog APM in 2024, highlighting its ongoing modernization strategy.

APPS RUN THE WORLD maintains an up-to-date database of Legacy Wealth Partners’s key decision makers and IT executives, available to Premium subscribers.

Our research team continuously updates Legacy Wealth Partners’s profile with verified software purchases, vendor relationships, and digital initiatives identified from public and proprietary sources.

Subscribe to APPS RUN THE WORLD to access the complete Legacy Wealth Partners technographics profile, including detailed breakdowns by category, vendor, and IT decision makers.