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Lifeworks Advisors

14 people · 0 jobs
‌

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

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Ron Bullis
Chief Executive Officer
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Alex Mathé-Cathala
Partner & Chief Investment Officer
Rob Allen
Chief Technology Officer & Partner
Henry Morley, PMP
Director of Strategic Partnerships
Lan Nguyen
Lead Creative Designer

Teams

This company has no teams yet

Offices

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