In the News

ScratchWorks Invests $5M in 3 Wealthtech Startups

As the race to stay on the forefront of technology continues, ScratchWorks, the industry’s wealthtech accelerator, recently launched Season 3 of its “Shark Tank” style competition in a new virtual format…read more here

 

RIABiz.com: How a disillusioned Northwestern Mutual breakaway broker turned his RIA software nightmare into a potential dream investment for Marty Bicknell

Ron Bullis is an accidental fintech entrepreneur whose do-it-yourself RIA software took on a life of its own. The 39-year-old created his own little B2C robo-advisor that collects $400,000 annually in subscription fees but a $1.8 million investment from the Mariner CEO will morph it for B2B RIA use….read more here

 

CityWire: Lifeworks Advisors Receives Strategic Investment from Mariner Wealth Advisors’ CEO Marty Bicknell

The Grand Rapids, Michigan-based RIA and advisor technology platform is now valued at $15m as Marty Bicknell takes a 12% stake…..read more here

 

WealthManagement.com

Lifeworks and ReAllocate received a combined $5 million from the financial advisors and judges in the annual competition, modeled after CNBC’s Shark Tank…read more here

 

WealthManagement.com

Many advisors will relate to Ron Bullis and the Lifeworks origin story. He departed the advisor force of a major insurance company after a decade to start his own RIA, Lifeworks Advisors, in 2016. He and his co-founder soon discovered the patchwork that is advisor technology, one silo after another, applications that—despite APIs connecting them—failed to form a cohesive, seamless whole. They found both the client and advisor experience “disconnected.”….read more here

 

Scratch.Works

ScratchWorks is a FinTech accelerator that connects innovative tech companies with wealth management luminaries to advance the digital transformation of the financial services industry. Lifeworks was selected as a finalist….watch here

 

WealthTech Club

Lifeworks Advisors, a fast-growing independent RIA firm, announced the launch of a complete and unified financial advisor technology platform intentionally designed from the ground up to provide all of the financial planning, onboarding and digital marketing components needed to build a sustainable and fast-growing, fee-based financial planning practice...read more here

 

PR Release

Lifeworks Advisors’ advisor solution consists of an, “all-in-one” technology system that includes contact and client management, financial planning, reporting, compliance and digital client engagement tools deeply integrated into custody, trading, and clearing to provide a truly differentiated advisor and client experience….read more here