Livelife Capital Partners

What Livelife Capital Partners does

Livelife Capital Partners LLC is an SEC-registered investment advisory and wealth management firm headquartered in Southborough, Massachusetts. Founded in 2017, the firm is 100% employee-owned and operates a fee-only model in which revenue is generated primarily through investment advisory fees as a percentage of assets under management. It serves high-net-worth individuals across four personas — business owners, high-net-worth professionals, wealthy families, and athletes/artists — and operates on an open architecture model, meaning it selects external managers and strategies without proprietary product constraints or commission-based incentives.

The firm's service platform is built around three interconnected offerings: Investment Advisory Services (the core product providing personalized portfolio management), Wealth Management Services (holistic financial planning and legacy planning), and Family Office Services (an add-on module directed by a dedicated Director of Family Office Services for multi-generational households). There is no proprietary technology platform; the firm relies on third-party custodians and client portals — Schwab, Pershing (NetXInvestor), and BD Reporting — for account servicing, reporting, and consolidated views, which positions it as a high-touch, relationship-led advisory rather than a technology-led asset manager.

Go-to-market is sales-led and relationship-based, with marketing concentrated in direct client relationships and referral networks rather than broad digital channels. The firm claims brand credibility via six consecutive years of the Five Star Wealth Manager Award (2014–2019) in the Boston-area market, and its employee-ownership structure is positioned as a differentiator against institutionally-owned or commission-based competitors. No funding rounds, M&A activity, or disclosed revenue/AUM figures are available in the input data.

Name

Livelife Capital Partners

Legal name

LiveLife Capital Partners LLC

Website

https://livelifecapital.com

Company type

Private

Founded year

2017

Operating status

Operating

Headcount range

1–10 employees

Short description

Livelife Capital Partners is a 100% employee-owned, SEC-registered investment advisory and wealth management firm based in Southborough, MA, serving high-net-worth individuals (business owners, professionals, wealthy families, and athletes/artists) through fee-only, open-architecture advisory and dedicated family office services.

Ownership category

akta.pro rank

Product category

Wealth Management

NAICS

Portfolio Management and Investment Advice (523940)

SIC

Investment Advice (6282)

akta.pro primary industry

Estate & Legacy Planning Advisory (FSAEAAAG)

Keywords

• Investment advisory services
• Wealth management
• Portfolio management
• Family office services
• Financial planning

Headquarters

HQ city

Southborough

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2C

Offering type

Services

Cost components

Personnel, Operations, Technology or R&D, Marketing or Sales, Infrastructure

Revenue model

1. Investment Advisory Services: As an SEC-registered investment advisor, LiveLife Capital Partners generates revenue through investment advisory fees, typically charged as a percentage of assets under management (AUM). The firm operates on a fee-only basis without product commissions, aligned with their fiduciary duty to act in clients' best interests.

Go-to-market motion1 record

Distribution channels1 record

Marketing channels1 record

Core offering

LiveLife Capital Partners is an SEC-registered investment advisory firm that delivers personalized investment advisory, portfolio management, and wealth management services to high-net-worth individuals through an open architecture model. The firm provides comprehensive financial planning, legacy and wealth preservation strategies, and dedicated family office services for affluent families, business owners, professionals, athletes, and artists. Services are offered on a fee-only basis without product commissions, with revenue derived from advisory fees typically based on assets under management.

Product overview

LiveLife Capital Partners is an SEC-registered investment advisory and wealth management firm operating on a unified platform with three interconnected service components: Investment Advisory Services (core offering providing personalized portfolio management through an open architecture model), Wealth Management Services (holistic financial planning and legacy building), and Family Office Services (add-on service for high-net-worth families). The firm is 100% employee-owned and serves diverse clients including business owners, professionals, wealthy families, athletes, and artists. All services are provided with a commitment to putting client interests first in a truly open architecture framework.

Differentiator

Problem solved

Functional benefit

Products and services

• Investment Advisory Services Comprehensive investment advisory services providing personalized investment strategies and wealth management solutions for high-net-worth clients. Operates on an open architecture model enabling the firm to select any manager or strategy that best serves clients, rather than relying on proprietary products. Revenue is generated through fee-only advisory fees, typically based on assets under management.
• Wealth Management Services Holistic wealth management services focused on helping clients achieve personal and financial objectives. Includes portfolio management, financial planning, and legacy building for diverse clientele including business owners, professionals, wealthy families, athletes, and artists.
• Family Office Services Dedicated family office services directed by Georgia Giolekas, providing comprehensive wealth management for high-net-worth families, including multi-generational wealth transfer and legacy planning.

Segments4 records

Ideal customer profiles4 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration3 records

Scale indicators2 records

Recent moves5 records

Expansion highlights4 records

Direct peers

• Hightower Advisors: Wealth management firm offering investment advisory, financial planning, and family office services to HNW individuals, families, and institutions — comparable business model and service mix to LiveLife, with partner-owned advisor teams.
• Bessemer Trust: Private wealth management and investment advisory firm specializing in serving ultra-high-net-worth and HNW families with comprehensive wealth management, including family office-style services, legacy planning, and multi-generational wealth transfer — directly comparable to LiveLife's HNW and family office focus.
• Mariner Wealth Advisors: Independent, employee-owned RIA offering wealth advisory, financial planning, and family office services to HNW individuals and families — comparable to LiveLife's fee-only, employee-owned structure and comprehensive service model for HNW clients.
• Rockefeller Capital Management: Privately-held wealth management and investment advisory firm serving HNW and ultra-HNW individuals, families, and institutions with personalized advice and family office services — directly comparable in client focus and service offering to LiveLife.
• Fisher Investments: Large independent RIA serving HNW individuals and institutions with fee-based discretionary portfolio management — comparable as an SEC-registered, fee-only investment advisor serving HNW clients, though at much larger scale.
• Creative Planning: Large fee-only RIA offering wealth management, financial planning, and family office services nationally — comparable as a fee-only, fiduciary-aligned advisory firm serving HNW clients, though at substantially greater scale.
• Cambridge Investment Research: Independent broker-dealer and RIA supporting independent financial advisors with open architecture investment platforms — comparable to LiveLife in providing independent advisors with open-architecture access to investment managers and strategies.
• Focus Financial Partners: Partnership of independent, fiduciary wealth management firms serving HNW clients with comprehensive advisory and family office services — comparable in structure (independent advisory model serving HNW) and could be a potential roll-up acquirer or strategic peer for LiveLife.
• Commonwealth Financial Network: Independent broker-dealer and RIA supporting independent advisors with open architecture platforms and fee-based advisory services — comparable as an independent, advisor-focused wealth management platform with open architecture model.

Broad incumbents

• Edelman Financial Engines: Large independent RIA offering investment advisory, financial planning, and wealth management to a broad client base — comparable as a fee-only advisory firm, though at much larger scale and with broader retail/HNW client mix.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat4 records

Key risks5 records

Key highlights6 records

Customer concentration

Compliance2 records

Revenue estimate

Valuation estimate

Number of profiles

Profiles9 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Livelife Capital Partners