Lifewise
Finance · Minnesota, United States · 1-10 Employees
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Overview
Headquarters
3800 American Blvd W Ste 1000, Minneapol...Phone Number
(952) 563-6901Website
www.lifewiseadvisors.comRevenue
<$5 MillionIndustry
ZI Rank: 1
Signal Type
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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 Org Chart
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Lifewise is experiencing very low activity levels compared to other companies in the Finance sector.
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Lifewise Tech Stack
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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... Read More
