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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Current Employees Featured
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
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Today, I've been officially REJECTED over 200 times for Financial Planning or Investment Management engagements over the past 5+ years. ? ? ?… Exciting news! ? After thoughtful …See details»
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LifeWorks
Having trouble logging in? Check out our Help Center or Accessibility Tips. Use your credentials to log in on your mobile. We use essential cookies to make this website work and non …See details»
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