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.
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"Lifeworks Advisors — Funding & Investors." VCBacked, January 1, 2022, https://www.vcbacked.co/company/lifeworks-advisors. Accessed September 30, 2026.
VCBacked. (2022). Lifeworks Advisors — Funding & Investors. Retrieved September 30, 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=September 30, 2026}}Profile data sourced and verified per the VCbacked methodology · Last funding round dated