Lifeworks Advisors is a modern independent registered investment advisor (RIA) and technology firm that is solving the biggest challenges advisors face today. We are backed by one of the wealth management industry’s most successful and well-known executives, Marty Bicknell, and his team of industry leaders.
Our team sits at the intersection of one of the oldest and most outdated industries (Wealth Management) and the future of financial technology (FinTech). We are pushing the boundaries of wealth management, disrupting outdated business models, and delivering personalized solutions to advisory practices and individual clients through our software platform.
We are building a digital ecosystem on a common data model that connects a seamless and intuitive client experience across all segments of the wealth management process with the back office operations of clearing, custody, compliance, and account management.
Our software leverages machine learning, natural language processing, and native cloud technology to solve many of the biggest challenges advisors and clients face today in the wealth management space.
We are delivering The Future of Advice®, today.
Lifeworks Advisors, LLC (“Lifeworks Advisors”) is a Registered Investment Advisor (“RIA”).
Company Details
- Employees
- 40
- Founded
- -
- Address
- 4095 Park East Ct Se,
- Phone
- (616) 200-6512
- su****@****ors.com
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- lifeworksadvisors.com
- Keywords
- FinTech, Wealth Management, Financial Advice.
- HQ
- Kentwood, Michigan
Lifeworks Advisors Questions
Lifeworks Advisors's helpline number is (616) 200-6512
Lifeworks Advisors's website is lifeworksadvisors.com
Lifeworks Advisors's LinkedIn profile is https://www.linkedin.com/company/lifeworksadvisors
Lifeworks Advisors has
40 employees.
View email and phone details for 40
employees at Lifeworks Advisors.
Lifeworks Advisors's industry is
Financial Services
Lifeworks Advisors's top competitors are
Financial Planning Association | Central Michigan University,
Future Proof,
Restrepo Wealth,
Vega Minds | Ai For Advisors,
Npf Investment Advisors,
Wealth.com,
Aimvest Technologies,
Mutual Group,
Lifeworks,
Grand Wealth Management.
Lifeworks Advisors's support email address is support@lifeworksadvisors.com
Lifeworks Advisors's categories are Financial Services
Lifeworks Advisors's founding year is 2016
