Lifeworks Advisors is a modern independent registered investment advisor (RIA) and technology firm that is solving the biggest challenges advisors face today. We are backed by one of the wealth management industry’s most successful and well-known executives, Marty Bicknell, and his team of industry leaders. Our team sits at the intersection of one of the oldest and most outdated industries (Wealth Management) and the future of financial technology (FinTech). We are pushing the boundaries of wealth management, disrupting outdated business models, and delivering personalized solutions to advisory practices and individual clients through our software platform. We are building a digital ecosystem on a common data model that connects 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. Our software 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. We are delivering The Future of Advice®, today. Lifeworks Advisors, LLC (“Lifeworks Advisors”) is a Registered Investment Advisor (“RIA”).
View Top Employees from Lifeworks AdvisorsWebsite | https://lifeworksadvisors.com/ |
Revenue | $5 million |
Employees | 27 (22 on RocketReach) |
Founded | 2016 |
Address | 4095 Park East Ct SE Suite C, Kentwood, Michigan 49546, US |
Phone | (616) 200-6512 |
Technologies |
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Industry | Financial Services, Finance General, Finance |
Competitors | Antarctica Advisors, Commencement Financial Planning LLC, Pillar Wealth Management, Sierra Pacific Financial Advisors, LLC, The Investment Counsel Company |
SIC | SIC Code 628 Companies, SIC Code 62 Companies |
NAICS | NAICS Code 5239 Companies, NAICS Code 52393 Companies, NAICS Code 52 Companies, NAICS Code 523 Companies |
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The Lifeworks Advisors annual revenue was $5 million in 2024.
Ron Bullis is the CEO of Lifeworks Advisors.
22 people are employed at Lifeworks Advisors.
Lifeworks Advisors is based in Kentwood, Michigan.
The NAICS codes for Lifeworks Advisors are [5239, 52393, 52, 523].
The SIC codes for Lifeworks Advisors are [628, 62].