Company
Life Style Plan
Financial services management platform
Listed on Gregslist since 2022 · Report a correction
About
LifeStyle Plan provides individuals with personal finance software and a service that pairs them with a certified finance manager. Users and their assigned manager connect accounts, organize spending and investments, and model how future events or financial decisions would affect their finances.
Leaders
Key facts
- Region
- North Dallas
- Dallas relationship
- Headquartered in Dallas
- Headquarters
- Plano, TX
- Employees
- Startup · 1–10 employees
- Founded
- 2017
- Vertical industry
- Financial Services
- Category
- ERP & Business Operations
- Funding type
- Bootstrapped
Frequently asked questions about Life Style Plan
Where is Life Style Plan headquartered?
Life Style Plan is headquartered in Plano, TX.
When was Life Style Plan founded?
Life Style Plan was founded in 2017.
Who founded Life Style Plan?
Life Style Plan was founded by Nader Yassa.
