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Category | Company |
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Founded | 2008 |
Sector | Business Services |
Lifeworks provides a complete, end-to-end, technology platform that seamlessly enables advisors to create their own scalable and winning client experience. Lifeworks Advisors is an innovation hub in the industry, where new ideas, new approaches, and new models of doing business are being created by an experienced, inter-disciplinary team of financial advisors, technologists, marketers, and business analysts. Lifeworks was founded in 2008 and is based in Grand Rapids, Michigan.
DEAL STATS | # |
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Overall | 2 of 2 |
Sector (Healthcare Services) | 1 of 1 |
Type (Add-on Acquisition) | 2 of 2 |
Country (Netherlands) | 1 of 1 |
Year (2021) | 2 of 2 |
DATE | TARGET | DEAL TYPE | VALUE |
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2021-05-04 |
Aimvest Technologies
New York, New York, United States Aimvest Technologies is a financial technology development company providing algorithmic allocation strategies to family offices and independent RIAs. Aimvest Technologies is based in New York City. |
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