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New Legacy Group - About the company

New Legacy Group is an unfunded company based in New York City (United States), founded in 2007 by Joseph Weilgus. It operates as a Provider of investment management and financial services. New Legacy Group has not raised any funding yet. The company has 11032 active competitors, including 287 funded and 1020 that have exited. Its top competitors include companies like Fidelity Investments, S&P Global and FIS.

Company Details

Email ID
*****@newlegacy.com
Phone Number
+1 **********
Key Metrics
Founded Year
2007
Location
New York City, United States
Stage
Unfunded
Ranked
Employee Count
36 as on Aug 31, 2026
Investment & Acquisitions
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New Legacy Group's funding and investors

New Legacy Group has not raised any funding rounds yet.

New Legacy Group's founders and board of directors

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The founders of New Legacy Group is Joseph Weilgus. Joseph Weilgus is the CEO of New Legacy Group.
Here are the details of New Legacy Group's key team members:

New Legacy Group's employee count trend

New Legacy Group has 36 employees as of Aug 26. Here is New Legacy Group's employee count trend over the years:
Employee count trend for New Legacy Group
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New Legacy Group's Competitors and alternates

Top competitors of New Legacy Group include Fidelity Investments, S&P Global and FIS. Here is the list of Top 10 competitors of New Legacy Group, ranked by Tracxn score:
Rank
Company Details
Short Description
Total Funding
Investors
Tracxn Score
1st
Logo for Fidelity Investments
Fidelity Investments
1946, Boston (United States), Series F
Provider of brokerage accounts, retirement planning, wealth management, and trading platforms
$4.71B
81/100
2nd
Logo for S&P Global
S&P Global
1917, New York City (United States), Public
Provider of essential intelligence and market analysis for global finance
-
79/100
3rd
Logo for FIS
FIS
1968, Jacksonville (United States), Public
Provider of software suite for banks and financial institutions
-
78/100
4th
Logo for Investec
Investec
1974, London (United Kingdom), Acquired
Specialist bank and wealth manager serving private and institutional clients
-
77/100
5th
Logo for Morgan Stanley
Morgan Stanley
1935, New York City (United States), Public
Provider of wealth management, investment banking, sales, trading, and research services
-
75/100
6th
Logo for Goldman Sachs
Goldman Sachs
1869, New York City (United States), Public
Provider of investment banking asset management and financial advisory services
-
75/100
7th
Logo for Vanguard
Vanguard
1976, Malvern (United States), Series B
Diversified investment management firm
$31.7M
74/100
8th
Logo for Wells Fargo
Wells Fargo
1852, San Francisco (United States), Public
Provider of diverse financial services and online banking
-
73/100
9th
Logo for Apollo Global Management
Apollo Global Management
1990, New York City (United States), Public
Provider of asset management services for credit and equity markets
-
-
72/100
10th
Logo for Blackstone
Blackstone
1985, New York City (United States), Public
Diversified investment management firm
-
72/100
355th
Logo for New Legacy Group
New Legacy Group
2007, New York City (United States), Unfunded
Provider of investment management and financial services
-
-
44/100
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New Legacy Group's Investments and acquisitions

New Legacy Group has not made any acquisitions yet. New Legacy Group has made 10 investments.
Here is the list of latest three $investments:lockFilter this list
Date of Investment/Acquisition
Type
Company Name
Founded Year
Location
Jun 09, 2026
Investments
Los Angeles (United States)
Apr 28, 2026
Investments
2022
Goleta (United States)
Mar 10, 2026
Investments
2026
Paris (France)
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Reports related to New Legacy Group

Here is the latest report on New Legacy Group's sector:

News related to New Legacy Group

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Media has covered New Legacy Group for a total of 3 events in the last 1 year, 1 of them has been about company updates.
•
Urban Sky Raises $30M in Series B FundingFinSMEs•Feb 06, 2025•Urban Sky, Altos Ventures Management, New Legacy Group, Lerer Hippeau and 8 others
•
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