Krilogy
You're Ready. With Krilogy, your financial vision comes to life with enhanced clarity and focus on what matters most.
76 employees · est. 2009 · Creve Coeur, United States
Krilogy is the older company (2009 vs 2016); Krilogy is the larger of the two.
Side-by-Side Comparison
| Metric | Krilogy | Lifeworks Advisors |
|---|---|---|
| Founded | ||
| Founded | 2009 older | 2016 |
| Headquarters | ||
| Headquarters | Creve Coeur, United States | Kentwood, United States |
| Employees | ||
| Employees | 76 larger | 34 |
| Industry | ||
| Industry | Financial Services | 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 | Financial Planning, Wealth Management, Investment Advisory, Fiduciary, Retirement Planning, Estate Planning, Financial Advisors, Financial Relationship, Wealth Planning, Independent Firm, Financial Education, Trustworthy Advisors | 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 | krilogy.com | lifeworksadvisors.com |
About Krilogy
Krilogy is a United States-based financial services startup founded in 2009. The company's slogan "You're Ready" reflects its commitment to helping clients achieve financial clarity and focus. Krilogy positions itself as a trusted partner, emphasizing the importance of values in guiding the client-a...
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 Krilogy 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 Krilogy and Lifeworks Advisors — by email.
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Compiled from the BounceWatch company index. We last looked at Krilogy on 15 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.