Company Performance Metrics
- Ron Bullis: CEO & Founder
- Alex Mathé-Cathala: Chief Investment Officer & PartnerPast Role: Lifeworks Advisors, VP of Investment Strategy
Lifeworks' financial advisor platform provides tools and templates to support a scalable, fee-based, subscription model for financial planning and wealth management, including automated digital onboarding, in-app document signatures, ACH and credit card processing, investment account management, performance reporting, automated billing and
two-factor authentication using either Apple ID or Google’s technology. The platform also has a native mobile application for both the Android and iOS operating systems, including automated digital onboarding, in-app document signatures, ACH and credit card processing, investment account management, performance reporting, automated billing and two-factor authentication using either Apple ID or Google’s technology. The platform also has a native mobile application for both the Android and iOS operating systems.
