Company profile

Lyfeguard

Client intelligence infrastructure for financial and legal services

Industry
Technology, Information and Internet
Employees
7
Headquarters
London, England
Founded
2021
LinkedIn followers
2,749
Office locations
2

Lyfeguard company summary

Lyfeguard is a company in the Technology, Information and Internet industry, headquartered in London, England, founded in 2021. On LinkedIn the company has around 7 employees and 2,749 followers. The company lists 2 office locations. Its listed specialties include Document Management, Client Information Management, Personal Information Management, Estate Planning, Digital Estate Planning.

What technology does Lyfeguard use?

No technologies detected yet. Warmrank rechecks company websites on a rolling basis.

About Lyfeguard

Lyfeguard is client intelligence infrastructure for professional firms that need a clearer view of their clients’ lives. We help wealth managers, independent financial advisers and private client law firms bring fragmented client information into one secure, structured environment. Financial, legal, medical, personal and household information is often scattered across emails, PDFs, portals, spreadsheets and online accounts. That creates friction for firms, risk for clients and an incomplete picture for advisers. Lyfeguard gives firms a secure client-facing platform where individuals and families can organise important life information, connect key data sources and share controlled access with the professionals who support them. For professional teams, this creates a richer client record, better context for advice, smoother onboarding and more meaningful client engagement. It also supports firms looking to improve operational efficiency, deepen relationships and deliver more joined-up service across life events. We work with wealth managers, IFAs, financial planners, private client solicitors and other trusted advisers to make client information easier to collect, understand and act on.

Specialties

Document ManagementClient Information ManagementPersonal Information ManagementEstate PlanningDigital Estate PlanningDigital LegacyWealth ManagementSecure Information SharingClient PortalsOpen FinanceIntergenerational Wealth TransferFinancial PlanningFinancial WellbeingPrivate Client ServicesPrivate Client LawSolicitorsTrusts and EstatesClient EngagementFinTechSoftware as a Service (SaaS)

Where is Lyfeguard located?

Lyfeguard lists 2 office locations.

London, England EC1V 2NX, GBHQ
128 City Road
London, England EC1V 2NX, GB
128 City Road

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Frequently asked questions about Lyfeguard

What does Lyfeguard do?

Lyfeguard is client intelligence infrastructure for professional firms that need a clearer view of their clients’ lives. We help wealth managers, independent financial advisers and private client law firms bring fragmented client information into one secure, structured environment. Financial, legal, medical, personal and household information is often scattered across emails, PDFs, portals, spreadsheets and online accounts. That creates friction for firms, risk for clients and an incomplete picture for advisers. Lyfeguard gives firms a secure client-facing platform where individuals and families can organise important life information, connect key data sources and share controlled access with the professionals who support them. For professional teams, this creates a richer client record, better context for advice, smoother onboarding and more meaningful client engagement. It also supports firms looking to improve operational efficiency, deepen relationships and deliver more joined-up service across life events. We work with wealth managers, IFAs, financial planners, private client solicitors and other trusted advisers to make client information easier to collect, understand and act on.

How many employees does Lyfeguard have?

Lyfeguard has around 7 employees on LinkedIn.

Where is Lyfeguard headquartered?

Lyfeguard is headquartered in London, England.

Where does Lyfeguard have offices?

Lyfeguard lists 2 office locations, including London, England EC1V 2NX, GB.

When was Lyfeguard founded?

Lyfeguard was founded in 2021.

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