Lifeworks advisor provides tools and templates to support a scalable, fee-based, subscription model for financial planning.
Lifeworks Advisors has raised $4.5M in total funding. The most recent round was Venture - Series Unknown. The last funding was announced in January 2022.
Lifeworks Advisors's investors include Marty Bicknell.
Lifeworks Advisors is headquartered in Grand Rapids, United States.
Lifeworks advisor provides tools and templates to support a scalable, fee-based, subscription model for financial planning.
Lifeworks Advisors is at the Venture - Series Unknown stage.
Free to use in articles, research, and reference works. Stable URL — will not change. Data on this page last updated .
"Lifeworks Advisors — Funding & Investors." VCBacked, January 1, 2022, https://www.vcbacked.co/company/lifeworks-advisors. Accessed November 13, 2026.
VCBacked. (2022). Lifeworks Advisors — Funding & Investors. Retrieved November 13, 2026, from https://www.vcbacked.co/company/lifeworks-advisors
{{cite web |title=Lifeworks Advisors — Funding & Investors |url=https://www.vcbacked.co/company/lifeworks-advisors |website=VCBacked |access-date=November 13, 2026}}Profile data sourced and verified per the VCbacked methodology · Last funding round dated
Work at Lifeworks Advisors? Request a listing update