Life Style Plan

Financial Software · Massachusetts, United States · 1-10 Employees

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Overview

Headquarters

27 Monument Sq, Charlestown, Massachuset...

Revenue

<$5 Million

Industry

Financial Software Finance Software Lending & Brokerage
ZI Rank: 1
Signal Type
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ZI Rank
1
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About Life Style Plan

LifeStyle Plan is a personal financial management service that connects individuals with certified personal finance managers and offers an innovative platform to manage all aspects of personal finances. The service aims to alleviate financial stress for individuals and employers by providing expert-driven insights and comprehensive financial management tools. LifeStyle Plan serves individuals, employers, and finance professionals, helping users achieve financial health and improve overall well-being. By simplifying financial management, LifeStyle Plan empowers users to focus on their lives while their finances are expertly handled.Explore more
Life Style Plan's Social MediaPopular SearchesLife Style PlanLife Style Plan-ZoomLifeStyle PlanLifeStylePlanLifestyle Planning International LtdSIC Code 62,628NAICS Code 52,523Show more

Life Style Plan Org Chart

NY
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Founder & Chief Executive Officer

PhoneEmail
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Chief Customer Officer

PhoneEmail

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Life Style Plan

<$5M
1-10
Private
-
1980
NY
Nader YassaFounder & CEO
$6.7M
1-10
Private
-
1988
Alan Cutler, Chief Executive Officer & Chief Information Officer at First Financial Advisors
Alan CutlerCEO & Chief Information Officer
<$5M
11-50
Private
<$5M
2008
LH
Larry HarveyFounder & CEO
<$5M
1-10
Private
<$5M
2005
N/A
<$5M
1-10
Private
-
2009
RW
Robert WasselManaging Partner and Chief Investment Officer
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Company Profile Activity

i

Among all Software companies

Low Activity

High Activity

Activity Insights

Life Style Plan is experiencing very low activity levels compared to other companies in the Software sector.

What does this means?

Life Style Plan is drawing exceptional interest within the Software industry, suggesting notable developments or strong market momentum, learn more about Life Style Plan.

Life Style Plan Tech Stack

A closer look at the technologies used by Life Style Plan

Top Financial Software Companies

Frequently Asked Questions Regarding Life Style Plan

What is Life Style Plan's official website?
Life Style Plan's official website is www.lifestyleplan.com
What is Life Style Plan's Revenue?
Life Style Plan's revenue is <$5 Million
What is Life Style Plan's SIC code?
Life Style Plan's SIC: 62,628
What is Life Style Plan's NAICS code?
Life Style Plan's NAICS: 52,523
How many employees does Life Style Plan have?
Life Style Plan has 1-10 employees
What industry does Life Style Plan belong to?
Life Style Plan is in the industry of: Financial Software, Finance, Software
What is Life Style Plan competition?
Life Style Plan top competitors include: First Financial Advisors, Sierra Pacific Financial Advisors, Investment Services Group, HFG Wealth Management
What technology does Life Style Plan use?
Some of the popular technologies that Life Style Plan uses are: WooCommerce, WordPress.org, PHP, Eploy
What does Life Style Plan do?

LifeStyle Plan is a personal financial management service that connects individuals with certified personal finance managers and offers an innovative platform to manage all aspects of personal finances. The service aims to alleviate financial stress for individuals and employers by providing expert-driven insights and comprehensive financial manage... ment tools. LifeStyle Plan serves individuals, employers, and finance professionals, helping users achieve financial health and improve overall well-being. By simplifying financial management, LifeStyle Plan empowers users to focus on their lives while their finances are expertly handled.Read More

What are Life Style Plan social media links?
Life Style Plan Linkedin page Life Style Plan Twitter page Life Style Plan Facebook page
Is Life Style Plan a public company?
Life Style Plan is private company therefore does not currently have an official ticker symbol
See more information about Life Style Plan

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