Insights

Holistic Approach Target their holistic financial planning philosophy to align with clients’ values and life goals, offering services that expand sustainable and impact investing capabilities to differentiate from product-centric models.

Growth Potential With revenue in the 10M–25M range and a lean team, there is potential to introduce scalable advisory platforms, client onboarding automation, and compliance controls to support growth without compromising service quality.

Tech Enablement Leverage and expand their current tech stack (digital marketing, CRM, and site performance tools) to improve lead generation, client engagement, and data-driven advisory workflows.

Partnership Fit Prosperity Capital Advisors is already used for execution; position complementary services, co-branded education, and performance reporting enhancements to deepen the relationship and cross-sell capabilities.

Compliance & Scale Highlight solutions that simplify regulatory compliance, RIA operations, and client reporting for a growing practice, enabling scalable service delivery while maintaining fiduciary standards.

Lifetime Advisors Group Tech Stack

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

  • LinkedIn Ads
    Advertising
  • Hotjar
    Analytics
  • Section.io
    Content Delivery Network
  • FMG Suite
    Content Marketing
  • Google Fonts API
    Font Scripts
  • Microsoft Office
    Office Suites
  • HSTS
    Security
  • Facebook
    Widgets

Lifetime Advisors Group's Email Address Formats

Lifetime Advisors Group uses at least 1 format(s):
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 August 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 August 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 AdsHotjarSection.ioFMG SuiteGoogle Fonts APIMicrosoft OfficeHSTSFacebook.

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

Section iconFunding & Financials

  • $10M - $25M

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

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