Lifeworks Advisors Revenue

Financial Services • Grand Rapids, Michigan, United States • 21-50 Employees

Lifeworks Advisors revenue & valuation

Annual revenue	$3,593,310
Revenue per employee	$86,000
Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues	$11,500,000
Total funding	$4,500,000

Key Contacts at Lifeworks Advisors

Ron Bullis

Chief Executive Officer

Kurt Van Dyken

Founder & Partner

Company overview

Headquarters	4095 Park East Ct SE, Suite C, Kentwood, Michigan 49546, US
Phone number	+16162006512
Website	lifeworksadvisors.com
NAICS	52
SIC	628
Keywords	Financial Advice, Wealth Management, Fintech
Founded	2016
Employees	21-50
Socials

Lifeworks Advisors Email Formats

Lifeworks Advisors uses 3 email formats. The most common is {first initial} (e.g., j@lifeworksadvisors.com), used 46.2% of the time.

Format	Example	Percentage
{first initial}	j@lifeworksadvisors.com	46.2%
{first name}	john@lifeworksadvisors.com	38.5%
{first name}.{last name}	john.doe@lifeworksadvisors.com	15.4%

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. 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 Our team sits at the intersection of one of the oldest and most outdated industries (Wealth Management) and the future of financial technology (FinTech). We are pushing the boundaries of wealth management, disrupting outdated business models, and delivering personalized solutions to advisory practices and individual clients through our software platform.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”).

Employees by Management Level

Total employees: 21-50

Seniority

Employees

Entry

Manager

Partner

Employees by Department

Lifeworks Advisors has 32 employees across 8 departments.

Departments

Number of employees

Funding Data

Explore Lifeworks Advisors's funding history, including investment rounds, total capital raised, and key backers.

Funding Date	Round	Amount	Link to Article
2022-02-01	1	$4,500,000

Funding Insights

$4,500,000

Total funding amount

$4,500,000

Most recent funding amount

Number of funding rounds

Lifeworks Advisors Tech Stack

Discover the technologies and tools that power Lifeworks Advisors's digital infrastructure, from frameworks to analytics platforms.

SiteGround

Hosting

HubSpot Cookie Policy Banner

Cookie compliance

Amazon SES

Site Kit

Analytics

jQuery UI

JavaScript libraries

Hello Elementor

WordPress themes

Elementor

Page builders

jQuery Migrate

JavaScript libraries

Twitter Emoji

Font scripts

jQuery

JavaScript libraries

HubSpot Analytics

Analytics

Apple iCloud Mail

Webmail

Frequently asked questions

Lifeworks Advisors is located in Grand Rapids, Michigan, US.

You can reach Lifeworks Advisors at +16162006512.

Lifeworks Advisors generates an estimated annual revenue of $3,593,310. This revenue figure reflects the company's market position and business performance in its industry.

Lifeworks Advisors has an estimated valuation of $11,500,000. This valuation is calculated based on industry-standard revenue multiples and reflects the company's growth potential and market positioning.

Lifeworks Advisors was founded in 2016, making it 10 years old. The company has established itself as a significant player in its industry over this time.

Lifeworks Advisors has approximately 21-50 employees. The company continues to grow its workforce to support its business operations and expansion.

Lifeworks Advisors has raised a total of $4,500,000 across 1 funding rounds. This investment has helped the company grow and expand its operations.

Key Contacts at Lifeworks Advisors

Ron Bullis

Chief Executive Officer

Kurt Van Dyken

Founder & Partner

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