Krilogy logo

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

VS
Lifeworks Advisors logo

Lifeworks Advisors

The Future of Advice®

34 employees · est. 2016 · Kentwood, United States

Krilogy is the older company (2009 vs 2016); Krilogy is the larger of the two.

Side-by-Side Comparison

Krilogy Lifeworks Advisors
Founded
2009 older 2016
Headquarters
Creve Coeur, United States Kentwood, United States
Employees
76 larger 34
Industry
Financial Services Financial Services, Fintech, Marketing
Funding Stage
Not tracked yet Series Unknown
Total Funding
Not tracked yet $7.55M
Funding Rounds
Not tracked yet 3
Services
Not tracked yet Not tracked yet
Target Customers
Not tracked yet Not tracked yet
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
krilogy.com lifeworksadvisors.com
Krilogy logo

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...

Lifeworks Advisors logo

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.

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Funding, hiring, leadership and stack changes at Krilogy and Lifeworks Advisors — by email.

Frequently Asked Questions

Krilogy — You're Ready. With Krilogy, your financial vision comes to life with enhanced clarity and focus on what matters most.. Lifeworks Advisors — The Future of Advice®. Both companies operate in related markets but may differ in funding stage, team size, and product focus.
Krilogy has raised undisclosed funding while Lifeworks Advisors has raised $7.55M.
Krilogy and Lifeworks Advisors operate in overlapping markets and are frequently compared. Track both companies on Bounce Watch to monitor their growth signals in real time.

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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.

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