AdvisorOp
The Ultimate RIA platform. Take control of your processing. Manage and scale your business.
2 employees · est. 2017 · Chicago, United States
Lifeworks Advisors is the older company (2017 vs 2016); Lifeworks Advisors is the larger of the two.
Side-by-Side Comparison
| Metric | AdvisorOp | Lifeworks Advisors |
|---|---|---|
| Founded | ||
| Founded | 2017 | 2016 older |
| Headquarters | ||
| Headquarters | Chicago, United States | Kentwood, United States |
| Employees | ||
| Employees | 2 | 34 larger |
| Industry | ||
| Industry | Analytics, CRM and Sales | Financial Services, Fintech, Marketing |
| Funding Stage | ||
| Funding Stage | Not tracked yet | Series Unknown |
| Total Funding | ||
| Total Funding | Not tracked yet | $7.55M |
| Funding Rounds | ||
| Funding Rounds | Not tracked yet | 3 |
| Services | ||
| Services | Not tracked yet | Not tracked yet |
| Target Customers | ||
| Target Customers | Not tracked yet | Not tracked yet |
| Taxonomy | ||
| Taxonomy | RIA Platform, Business Process Management, Financial Advisors, Enterprise Solutions, Paperless Processing, CRM Integration, Document Management, Investment Management, Billing Support, Desktop And Mobile Access, Reporting, E-signature, Financial Advisor Software, RIA Software | Registered Investment Advisor, Wealth Management, Financial Technology, RIA Platform, Digital Ecosystem, Natural Language Processing, Cloud Technology, Financial Planning, Mobile Application, Automated Onboarding, ACH And Credit Card Processing, Performance Reporting, Billing Automation, Two-Factor Authentication |
| Website | ||
| Website | advisorop.com | lifeworksadvisors.com |
About AdvisorOp
AdvisorOp is a business process management software for financial advisors that provides a comprehensive platform for advisors, client service teams, and clients. The technology is designed to streamline and scale business operations by connecting to a variety of essential systems, including CRMs su...
About Lifeworks Advisors
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...
We will tell you when either one moves
BounceWatch watches AdvisorOp and Lifeworks Advisors for new funding, fast hiring, new executives and a change of software vendor. When one happens, we email you the same day.
Funding, hiring, leadership and stack changes at AdvisorOp and Lifeworks Advisors — by email.
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Compiled from the BounceWatch company index. We last looked at AdvisorOp on 14 Sep 2024, and Lifeworks Advisors on 20 Dec 2024. Where a field is blank here, it means we have not recorded it — not that the answer is zero. How we source and date this.