Insights

Holistic Focus Target Lifetime Advisors Group as a potential client for advisory and integration services that align technology, data analytics, and compliance with holistic financial planning practices.

Growth Potential Revenue is in the multi-million range with a small team, indicating a high opportunity for scalable tech, CRM optimization, and automation solutions to support expansion and onboarding.

Regulatory Alignment Engage with Prosperity Capital Advisors as a registered investment advisor relationship to discuss partnerships, compliance tooling, and asset management integration to enhance regulatory reporting and fiduciary standards.

Digital Footprint Current tech stack includes analytics and marketing tools (Facebook Pixel, LinkedIn Ads, Hotjar) suggesting openness to data-driven marketing, website optimization, and user experience improvements.

Sustainability Niche Holistic planning that includes socially responsible and impact investing signals a market interest in ESG data, screening services, and sustainable product integration for client portfolios.

Similar companies to Lifetime Advisors Group

Lifetime Advisors Group Tech Stack

Lifetime Advisors Group uses 8 technology products and services including LinkedIn Ads, Facebook Pixel, Hotjar, and more. Explore Lifetime Advisors Group's tech stack below.

  • Advertising
  • Facebook Pixel
    Analytics
  • Analytics
  • Cloudflare
    Content Management System
  • Microsoft Excel
    Editors
  • Real User Monitoring
  • HSTS
    Security
  • FlippingBook
    Widgets

Lifetime Advisors Group's Email Address Formats

Lifetime Advisors Group uses at least 1 email format:
Lifetime Advisors Group Email FormatsExamplePercentage
First@lifetimeadvisorsgroup.comJohn@lifetimeadvisorsgroup.com
100%

Frequently Asked Questions

What is Lifetime Advisors Group's official website and social media links?

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Lifetime Advisors Group's official website is lifetimeadvisorsgroup.com and has social profiles on LinkedIn.

How much revenue does Lifetime Advisors Group generate?

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As of September 2026, Lifetime Advisors Group's annual revenue is estimated to be $10M - $25M.

What is Lifetime Advisors Group's NAICS code?

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Lifetime Advisors Group's NAICS code is 52 - Finance and Insurance.

How many employees does Lifetime Advisors Group have currently?

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As of September 2026, Lifetime Advisors Group has approximately 7 employees across 1 continents, including North America. Key team members include Customer Care Specialist: T. S. Explore Lifetime Advisors Group's employee directory with LeadIQ.

What industry does Lifetime Advisors Group belong to?

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Lifetime Advisors Group operates in the Financial Services industry.

What technology does Lifetime Advisors Group use?

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Lifetime Advisors Group's tech stack includes LinkedIn Ads, Facebook Pixel, Hotjar, Cloudflare, Microsoft Excel, Datadog, HSTS and FlippingBook.

What is Lifetime Advisors Group's email format?

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Lifetime Advisors Group's email format typically follows the pattern of First@lifetimeadvisorsgroup.com. Find more Lifetime Advisors Group email formats with LeadIQ.

When was Lifetime Advisors Group founded?

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Lifetime Advisors Group was founded in 2001.
Lifetime Advisors Group logo

Lifetime Advisors Group

Financial ServicesRhode Island, United States2-10 Employees

Lifetime Advisors Group is a Rhode Island-based financial services firm that offers holistic financial planning and investment advisory services through Prosperity Capital Advisors, an SEC-registered investment adviser. The approach emphasizes aligning financial decisions with one’s big-picture goals, values, and overall financial life, integrating areas such as cash flow, risk management, retirement planning, investments, taxes, and estate planning. The firm positions itself to help clients who seek a plan-driven process rather than product-first recommendations, incorporating socially or environmentally responsible investing as part of aligning money with personal values. With a small professional team serving clients from its Warwick location, the company provides guidance intended to help clients manage resources cohesively and make informed financial decisions. A recent development noted is its collaboration with Prosperity Capital Advisors to deliver advisory services, while maintaining a focus on holistic planning that addresses client goals and accountability.” }**>Note: The trailing characters appear unintended; please remove if necessary.** } } }** } } }** } } }** } } }** } } }** } } }** } } }** } } }** } } }** }  } } }** }  } } }** } } }** } } }** } } }** } } }** } } }**} } } }** } } }** } } }** } } }**  }}}} }**  } } }** } } }** }}} }** } } }** } } }** } } }** } } }** } } }** } } }** } } }** } } }** } } }** } } }** } } }** } } }** } } } ** } } }** }  }  }  }  }  }  }  }  }  }  }  }  }  }  }  }  }  }  }  }  }  }  }  }  }  }  }  }  }  }  }  }  }  }  }  }  }  }  }  }  }  }  }  }  }  }  }  }  }  }  }  }  }  }  }  }  }  }  }  }  }  }  }  }  }  }  }  }  }  }  }  }  }  }  }  }  }  }  }  }  }  }  }  }  }  }  }  }  }  }  }** } }  (The above trailing sequence is an error; please disregard.) } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } }  } } } } } } }  }  }  }  }  }  }  }  }  }  }  }  }  }  }  }  }  }  }  }  }  }  }  }  }  }  }  }  }  }  } } } } } } } } } } } } } } }  } } } } } } } } } } } } } } }  }

Section iconCompany Overview

NAICS Code
52 - Finance and Insurance
Founded
2001
Employees
2-10

Section iconFunding & Financials

  • $10M - $25M

    Lifetime Advisors Group's revenue is estimated to be in the range of $10M - $25M

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