Lifeworks Advisors

company

About

Lifeworks advisor provides tools and templates to support a scalable, fee-based, subscription model for financial planning.

  • Grand Rapids,Michigan,United States
  • 11 - 50

Details

Last Funding Type
Series Unknown
Last Funding Money Raised
$4.50M
Industries
Digital Marketing,Financial Services,FinTech,Wealth Management
Founded date
Aug 1, 2017
Number Of Employee
11 - 50
Operating Status
Active
Legal Name
Lifeworks Advisors LLC

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.

Funding Rounds

Number of Funding Rounds
Total Funding Amount
3
$7.55M
Lifeworks Advisors has raised a total of $7.55M in funding over 2 rounds. Their latest funding was raised on Jan 1, 2022 from a Series Unknown round.
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

Investors

Number of Lead Investors
Number of Investors
1
Lifeworks Advisors is funded by 1 investors. Marty Bicknell are the most recent investors.
Investor Name Lead Investor Funding Round
Marty Bicknell Seed

Employee Profiles

Number of Employee Profiles
5
Lifeworks Advisors has 5 current employee profiles, including Executive Alex Mathé-Cathala
Executive
Executive
Executive
Executive

Acquisition

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
Financial Services acquisition Detail