Lifestage Financial

Financial Services • • 1-10 Employees

Company overview

Headquarters	XX
Website	lifestagefinancial.com
NAICS	52
Keywords	Private Wealth Management, Private Equity, M&A, Private Credit, Organization Transformation, Human Capital Strategy, Post Merger Integration, Value Chain Assessment, Total Rewards Strategy, Financial And Risk Management, 401K Life Health Insurance, Bpr Hr Accounting Finance, Fractional Ceo Coo Cfo Chro Network, Workforce (W2'S And 1099'S) Benefits
Founded	2023
Employees	1-10

Key Contact at Lifestage Financial

Minh Nle

Co-Founder, Managing Partner

Lifestage Financial Email Formats

Lifestage Financial uses 1 email format. The most common is {first name} (e.g., john@lifestagefinancial.com), used 100% of the time.

Format	Example	Percentage
{first name}	john@lifestagefinancial.com	100%

About Lifestage Financial

Building wealth made accessible to everyone, by providing complimentary access to strategies tailored to your unique "Lifestage," assisting in your path to financial freedom. Lifestage provides a team of experts dedicated to guiding you every step of the way on your wealth-building journey. Our Family Office Kit provides a powerful suite of strategies modeled after those used by successful families and businesses. Our mission is clear: "Financial Freedom Access for All." For individuals, our Kit is designed to help create legacy wealth, aligned with your current financial situation. For businesses, the Family Office Kit is elevated by offering premium total workforce benefits, including 401(k) plans, total rewards packages, tax-mitigation strategies, insurance solutions, and more. Recognizing the essential role of contract workers, we’ve pioneered an industry-first comprehensive contractor benefits plan backed by the largest group captive insurance plan available in the U.S. Beyond our innovative workforce benefit offerings, we excel as Complex Program Managers, addressing challenges through a partner-centric ecosystem approach. Our extensive partner network includes fractional CEOs, CFOs, CHROs, management consultants, CPA firms, legal experts, and system integrators. This collective expertise allows us to create innovative revenue-sharing partnerships that align seamlessly with your business goals.

Lifestage Financial revenue & valuation

Annual revenue	$342,220
Revenue per employee	$86,000
Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues	$1,100,000
Total funding	No funding

Employees by Management Level

Total employees: 1-10

Seniority

Employees

Founder/Owner

Employees by Department

Lifestage Financial has 1 employees across 1 departments.

Departments

Number of employees

Funding Data

Lifestage Financial has never raised funding before.

Frequently asked questions

Lifestage Financial is located in XX.

Lifestage Financial was founded in 2023, making it 3 years old. The company has established itself as a significant player in its industry over this time.

Lifestage Financial has approximately 1-10 employees. The company continues to grow its workforce to support its business operations and expansion.

Key Contact at Lifestage Financial

Minh Nle

Co-Founder, Managing Partner

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