LIFEWORKS ADVISORS
Lifeworks' financial advisor platform provides tools and templates to support a scalable, fee-based, subscription model for financial planning and wealth management, including automated digital onboarding, in-app document signatures, ACH and credit card processing, investment account management, performance reporting, automated billing and two-factor authentication using either Apple ID or Google’s technology. The platform also has a native mobile application for both the Android and iOS opera... ting systems, including automated digital onboarding, in-app document signatures, ACH and credit card processing, investment account management, performance reporting, automated billing and two-factor authentication using either Apple ID or Google’s technology. The platform also has a native mobile application for both the Android and iOS operating systems.
LIFEWORKS ADVISORS
Industry:
Digital Marketing Financial Services FinTech Wealth Management
Founded:
2017-08-01
Address:
Grand Rapids, Michigan, United States
Country:
United States
Website Url:
http://www.lifeworksadvisors.com
Total Employee:
11+
Status:
Active
Contact:
(616) 200-6512
Email Addresses:
[email protected]
Total Funding:
7.55 M USD
Technology used in webpage:
Viewport Meta IPhone / Mobile Compatible SPF SSL By Default Google Font API Apple Mobile Web Clips Icon Google Tag Manager Euro Amazon IPv6
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Founder
Acquisitions List
| Date | Company | Article | Price |
|---|---|---|---|
| 2021-05-04 | Aimvest Technologies | Aimvest Technologies acquired by Lifeworks Advisors | N/A |
Investors List
Marty Bicknell
Marty Bicknell investment in Seed Round - Lifeworks Advisors
Official Site Inspections
http://www.lifeworksadvisors.com Semrush global rank: 5.76 M Semrush visits lastest month: 1.45 K
- Host name: 118.76.208.35.bc.googleusercontent.com
- IP address: 35.208.76.118
- Location: Mountain View United States
- Latitude: 37.4043
- Longitude: -122.0748
- Metro Code: 807
- Timezone: America/Los_Angeles
- Postal: 94043
