Legacy Bank and Trust

Springfield, United States Founded: 1907 • Age: 119 yrs Acquired By Southern Bancorp
Commercial banking services are provided to businesses and individuals.

About Legacy Bank and Trust

Legacy Bank and Trust is a company based in Springfield (United States) founded in 1907 was acquired by Southern Bancorp in June 2025.. Legacy Bank and Trust has completed 2 acquisitions, including Crain Mortgage Group and First National Bank of Clinton. Legacy Bank and Trust offers products and services including Personal Checking, Business Loans, Personal Savings, Cash Management, and Retirement Accounts. Legacy Bank and Trust operates in a competitive market with competitors including Truist, First Republic Bank, Investec, UniCredit and Equity Bank, among others.

  • Headquarter Springfield, United States
  • Sectors
    Financial Services
  • Phone
    *********
  • Website
    *********
  • Social
    *********
  • Legal Name Legacy Bank & Trust Company
Operational Areas
Financial Services → Banking & Financial Institutions
Key Metrics
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Products & Services of Legacy Bank and Trust

Legacy Bank and Trust offers a comprehensive portfolio of products and services, including Personal Checking, Business Loans, Personal Savings, Cash Management, and Retirement Accounts. The company's diverse product and service offerings are designed to meet the evolving needs of its customers, address market demands, and provide comprehensive solutions that drive value creation and customer satisfaction across various segments and use cases.

Primary

Account for everyday personal transactions and deposits

Financing options for business growth and operations

High-yield accounts for individual savings accumulation

Tools for efficient business fund handling and transfers

Accounts to support long-term personal retirement planning

Solutions for business payment processing and card services

People of Legacy Bank and Trust
Headcount 50-200
Employee Profiles 29
Employee Profiles
People
Misty Sutphen
Director Of Operations For Affordable Housing
People
Marjorie Boardman
Deposit Operations
People
Daniel Beard
Svp/commercial Loan Officer
People
Preston Whitworth
Avp, Commercial Loan Officer

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Funding Insights of Legacy Bank and Trust

Date Amount Transaction Name Valuation Lead Investors Investors
Jul, 2021 Amount Post-IPO - Grab Valuation

investors

Feb, 2021 Amount Post-IPO - Grab Valuation

investors

Jan, 2021 Amount Post-IPO - Grab Valuation

investors

Feb, 2021 Amount Post-IPO - Grab Valuation

investors

Investors in Legacy Bank and Trust

Legacy Bank and Trust has secured backing from 1 investor, including institutional investors. Prominent investors backing the company include Southern Bancorp. This diverse investor base provides strategic capital, industry expertise, and valuable network connections that support the company's growth initiatives, market expansion, and long-term value creation.

All
Institutional
Investor Description Founded Year Domain Location
Commercial banking services are provided across the United States.
Founded Year Domain Location
Investor Description Founded Year Domain Location
Single family office of Amitabh Bachchan, founder of Amitabh Bachchan Corporation or AB CORP
Founded Year Domain Location
Startup ecosystems are ignited through strategic investments by Signite Partners.
Founded Year Domain Location
Venture capital is directed toward companies in multiple sectors.
Founded Year Domain Location
Venture capital is invested in cybersecurity, fintech, and AI startups.
Founded Year Domain Location

Investments & Acquisitions by Legacy Bank and Trust

Legacy Bank and Trust has strategically engaged in corporate development activities, having acquired 2 companies. Notable acquisitions include Crain Mortgage Group and First National Bank of Clinton. These strategic investments and acquisitions demonstrate the company's commitment to growth through portfolio expansion, market consolidation, technology integration, and strategic partnerships that enhance competitive positioning and drive long-term value creation.

Investments
Company Name Description Domain Location Founded Year Amount
Bionic investment advisor platform
2016
Fine Asian gourmet food is offered by an internet-first restaurant.
2016
Physical e-commerce kiosks are deployed for rural purchases in Indonesia.
2014
Fine Asian gourmet food is offered by an internet-first restaurant.
2016
Acquisitions
Company Name Description Domain Location Founded Year Amount
Provider of mortgage guarantee services
2009
Commercial banking services are provided to clients in Clinton.
1945
Company Name Description Domain Location Founded Year Amount
OVO is recognized as a smart digital payment application.
2017
Bionic investment advisor platform
2016
Physical e-commerce kiosks are deployed for rural purchases in Indonesia.
2014
Physical e-commerce kiosks are deployed for rural purchases in Indonesia.
2014

Financial Statements - Legacy Bank and Trust

Tata Steel revenue growth over time
Tata Steel profit and loss trends over time
Date Amount Transaction Name Valuation Lead Investors Investors
Jul, 2021 Amount Post-IPO - Grab Valuation

investors

Feb, 2021 Amount Post-IPO - Grab Valuation

investors

Jan, 2021 Amount Post-IPO - Grab Valuation

investors

Feb, 2021 Amount Post-IPO - Grab Valuation

investors

Legacy Bank And Trust Comparisons

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Competitors of Legacy Bank and Trust

Legacy Bank and Trust operates in a dynamic and competitive business environment, facing competition from various established players and emerging companies in the market. The competitive landscape includes prominent companies such as Truist, First Republic Bank, Investec, UniCredit and Equity Bank, among others. This competitive environment drives innovation, market differentiation, and strategic positioning as companies strive to capture market share and deliver value to their customers. Understanding the competitive dynamics is crucial for assessing market positioning, identifying growth opportunities, and navigating the challenges inherent in a competitive marketplace.

Company Name Domain Founded year HQ Location Description
domain founded_year HQ Location
Wealth advisory and banking services are offered to clients.
domain founded_year HQ Location
Commercial bank
domain founded_year HQ Location
Global banking, investment, and wealth management services are offered worldwide.
domain founded_year HQ Location
Commercial bank
domain founded_year HQ Location
Commercial banking services are provided to businesses and individuals.
domain founded_year HQ Location
Regional bank
Company Name Domain Founded year HQ Location Description
domain founded_year HQ Location
Multiple services are booked via an app-based platform.
domain founded_year HQ Location
On-demand services are booked through an app-based platform.
domain founded_year HQ Location
App based platform offering on demand delivery and ride-hailing services
domain founded_year HQ Location
Operates an on-demand hyperlocal delivery app for food and groceries.

Latest news on Legacy Bank And Trust

Frequently Asked Questions about Legacy Bank and Trust

When was Legacy Bank and Trust founded?

Legacy Bank and Trust was founded in 1907.

Where is Legacy Bank and Trust located?

Legacy Bank and Trust is headquartered in Springfield, United States.

Who is the current CEO of Legacy Bank and Trust?

John Everett is the current CEO of Legacy Bank and Trust.

What does Legacy Bank and Trust do?

Legacy Bank and Trust was established in 1907 in Springfield, United States, as a commercial bank. Deposits, loans, and trust management are handled for corporate and personal clients. Operations center on regional financial needs, with oversight by CEO and President John Everett. The institution maintains its online presence through legacybankandtrust.com, supporting standard banking functions in the local economy.

Who are the top competitors of Legacy Bank and Trust?

Legacy Bank and Trust's top competitors include Truist, Investec and Citi.

What products or services does Legacy Bank and Trust offer?

Legacy Bank and Trust offers Personal Checking, Business Loans, Personal Savings, Cash Management, and 2 more products and services.

How many acquisitions has Legacy Bank and Trust made?

Legacy Bank and Trust has made 2 acquisitions, including Crain Mortgage Group, and First National Bank of Clinton.

Who are Legacy Bank and Trust's investors?

Legacy Bank and Trust has 1 investor. Key investors include Southern Bancorp.

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