Lifeworks Advisors

0 followers

‌

Lifeworks advisor provides tools and templates to support a scalable, fee-based, subscription model for financial planning.

Industries

Finance, Investment Management

Headquarters

Grand Rapids, United States

Employees

11-50

Links

Org chart

Ron Bullis

Chief Executive Officer

Ron Bullis

Collapse

Alex Mathé-Cathala

Partner & Chief Investment Officer

Kurt Van Dyken

Founder & Partner

Rob Allen

Chief Technology Officer & Partner

Lan Nguyen

Lead Creative Designer

Matthew Gusky

Financial Planner

Henry Morley, PMP

Director of Strategic Partnerships

Teams

This company has no teams yet

Similar companies

Almond FinTech

2 followers

Atreides Management, LP

27 followers

Clutch

3 followers

Green Donation Consultants

3 followers

Augment

3 followers

FLX Networks

2 followers

Brightflow AI

10 followers

Ondo Finance

6 followers

Legacy Group Capital

2 followers

Cercano Management

2 followers

Zapwater Communications

2 followers

Explore companies