Life Style Plan

Financial services management platform

Founded in 2017, Life Style Plan is a Startup Practice Management software company that provides financial services management platform to Financial Services companies.

This SaaS has a Local HQ located in Plano, and the company employs 1-10 employees who are led by Nader Yassa.

For more information, you can visit https://lifestyleplan.com/.

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All Software Companies on Gregslist Dallas-Fort Worth
Nader Yassa - CEO and Founder, Dr. Brandy Baxter - Personal Financial Manager
1-10 employees
Self-funded
Plano
2017
B2B SaaS
Financial Services
Practice Management
Startup
lifestyleplan.com
https://www.linkedin.com/company/lifestyleplan/about/

Plano, TX
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