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LifeGoal Investments
AddedFeb 16, 2024
UpdatedJun 18, 2026
LifeGoal Investments

LifeGoal Investments

Operating

LifeGoal Investments: A New York-based fintech firm providing premier investment services since 2021.

Location
Saratoga Springs, NY, US
Founded
2021
Firm
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Fundraising
Employees
Website

LifeGoal Investments is a New York-based fintech company offering a range of investment services. Founded in 2021, the firm focuses on personal investment management, financial planning, and institutional asset management. LifeGoal Wealth Advisors LLC, their registered investment adviser entity, provides independent financial advice to clients.

The company emphasizes transparency and competitive fees in their service offerings. While specific portfolio companies are not mentioned, LifeGoal Investments aims to deliver tailored financial solutions to individual and institutional clients. Their approach combines personal attention with institutional-level asset management expertise.

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LifeGoal Investments - Classification

Also Known As
  • Lifegoal Investments, LLC
NAICS
  • 520000Finance and Insurance
SIC
  • 6000Depository Institutions
Show 10 more industry codes
NAICS
  • 523000Securities, Commodity Contracts, and Other Financial Investments and Related Activities
  • 523900Other Financial Investment Activities
  • 523990All Other Financial Investment Activities
  • 523999Miscellaneous Financial Investment Activities
SIC
  • 6200Security And Commodity Brokers, Dealers, Exchanges, And Services
  • 6700Holding And Other Investment Offices
  • 6280Services Allied With The Exchange Of Securities Or Commodities
  • 6720Investment Offices
  • 6282Investment Advice
  • 6722Management Investment Offices, Open-end