Kentwood, United States
Lifeworks Advisors is a modern independent registered investment advisor (RIA) and technology firm that is solving the biggest challenges advisors face today. Backed by one of the wealth management industry’s most successful and well-known executives, Marty Bicknell, and his team of industry leaders, Lifeworks Advisors sits at the intersection of one of the oldest and most outdated industries (Wealth Management) and the future of financial technology (FinTech).
The company is disrupting outdated business models and delivering personalized solutions to advisory practices and individual clients through its software platform. By building a digital ecosystem on a common data model, Lifeworks Advisors aims to connect 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.
Lifeworks Advisors 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, delivering what they term The Future of Advice®.
Founded in 2016, Lifeworks Advisors operates within the industries of Financial Services, Fintech, Marketing, and Wealth Management. Their latest investment was a $4.50M Venture Round investment at 01 January 2022.
Lifeworks Advisors, LLC (“Lifeworks Advisors”) is a Registered Investment Advisor (“RIA”).
