Lifeworks advisor provides tools and templates to support a scalable, fee-based, subscription model for financial planning.
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 operating 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.
Announced Date | Round | Money Raised | Number of Investors | Lead Investors | Post Valuation | |
---|---|---|---|---|---|---|
Jan 1, 2022 | Series Unknown | $4.50M | — | — | — | Detail |
Oct 1, 2020 | Seed | $1.80M | 1 | — | — | Detail |
May 1, 2020 | Pre-seed | $1.25M | — | — | — | Detail |
Investor Name | Lead Investor | Funding Round |
---|---|---|
Marty Bicknell | — | Seed |
Lifeworks Advisors has acquired 1 organizations. Their most recent acquisition was Aimvest Technologies on May 4, 2021. They acquired Aimvest Technologies for 0.
Date
Company Name
|
Industry | Acquisition Type | Price | |
---|---|---|---|---|
May 4, 2021
Aimvest Technologies
|
Financial Services | acquisition | — | Detail |