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.

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