Lifewise

Finance · Minnesota, United States · 1-10 Employees

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Overview

Headquarters

3800 American Blvd W Ste 1000, Minneapol...

Phone Number

(952) 563-6901

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
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ZI Rank
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About Lifewise

Backed by BerganKDV, a Minneapolis-based firm serving clients since 1945, Lifewise delivers the perfect blend of old and new. It's structured yet flexible. Innovative yet old school. The solution believes in providing superior technology, but not at the expense of sacrificing client interactions. Lifewise offers the ideal middle ground between powerful technology and expert human guidance. The in-house team of countless Certified Financial Planners (CFP®s), Certified Public Accountants (CPAs) and Chartered Financial Analysts (CFAs) is the real power behind Lifewise, and the reason Lifewise works.Explore more
Lifewise's Social MediaPopular SearchesLifewiseLifewise AdvisorsSIC Code 62,628NAICS Code 52,523Show more

Lifewise Org Chart

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Activity Insights

Lifewise is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Lifewise is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Lifewise.

Lifewise Tech Stack

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Frequently Asked Questions Regarding Lifewise

What is Lifewise's official website?
Lifewise's official website is www.lifewiseadvisors.com
What is Lifewise's Revenue?
Lifewise's revenue is <$5 Million
What is Lifewise's SIC code?
Lifewise's SIC: 62,628
What is Lifewise's NAICS code?
Lifewise's NAICS: 52,523
How many employees does Lifewise have?
Lifewise has 1-10 employees
What industry does Lifewise belong to?
Lifewise is in the industry of: Finance, Securities Trading
What technology does Lifewise use?
Some of the popular technologies that Lifewise uses are: Barracuda Networks, Google Cloud Web Serving, Google Cloud Platform, DigiCert
How do I contact Lifewise?
Lifewise contact info: Phone number: (952) 563-6901 Website: www.lifewiseadvisors.com
What does Lifewise do?

Backed by BerganKDV, a Minneapolis-based firm serving clients since 1945, Lifewise delivers the perfect blend of old and new. It's structured yet flexible. Innovative yet old school. The solution believes in providing superior technology, but not at the expense of sacrificing client interactions. Lifewise offers the ideal middle ground between powe... rful technology and expert human guidance. The in-house team of countless Certified Financial Planners (CFP®s), Certified Public Accountants (CPAs) and Chartered Financial Analysts (CFAs) is the real power behind Lifewise, and the reason Lifewise works.Read More

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

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