LifeSite Partners with ParagonLabs, powered by SHRM

May 27, 2020By Team LifeSiteNews, Press Release
LifeSite and ParagonLabs partner to offer Digital Vaulting Solution to Members May 27, 2020 – (MOUNTAIN VIEW, CA, USA) – LifeSite announces its partnership with ParagonLabs, a division powered by SHRM (Society for Human Resource Management), to offer its collaborative digital safe deposit box to members and members’ companies. One of SHRM’s newest initiatives, ParagonLabs … Read More

LifeSite Named a 2020 WealthTech 100 Company

April 28, 2020By Team LifeSiteNews, Press Release
LifeSite recognized as a wealth tech visionary and innovator for the second consecutive year April 28, 2020 – (MOUNTAIN VIEW, CA, USA) – LifeSite announces that it has been selected as a 2020 “WealthTech 100″ company. LifeSite was also recognized in 2019, and is proud to be named in consecutive years among the world’s most … Read More

LifeSite Named a 2019 WealthTech 100 Company

April 9, 2019By Team LifeSiteNews, Press Release
LifeSite recognized among tech pioneers transforming global investment industry April 10, 2019 – (MOUNTAIN VIEW, CA, USA)- LifeSite announces that it has been selected as a 2019 “WealthTech 100″ company. LifeSite is proud to be named among the world’s most innovative providers of digital solutions having a lasting impact on the wealth and asset management … Read More

MassChallenge FinTech Announces 2019 Inaugural Cohort of Top FinTech Startups

December 17, 2018By Team LifeSitePress Release
December 17, 2018 (BOSTON) – MassChallenge, a global network of zero-equity startup accelerators, today announced the 21 startups that will join the 2019 MassChallenge FinTech inaugural program. “Our inaugural cohort represents trailblazing technologies that advance financial services, from AI-powered onboarding platforms to modern giving solutions,” said Devon Sherman, Program Director of MassChallenge FinTech. “We look … Read More

LifeSite Partners with Haven Life

August 16, 2018By Team LifeSitePress Release
LifeSite Featured in New Program Benefiting Life Insurance Customers While Living August 16, 2018 (MOUNTAIN VIEW, CA) – LifeSite announces its partnership with Haven Life Insurance Agency (Haven Life) to offer its collaborative digital safe deposit box as part of Haven Life Plus – a new offering benefitting life insurance customers while they are still … Read More

LifeSite Announces Agreement with Morningstar

June 11, 2018By Team LifeSitePress Release
LifeSite to Present at 2018 Annual Morningstar Investment Conference – “Engage with Clients in a Whole New Way” June 11, 2018 (MOUNTAIN VIEW, CA) – LifeSite, an award-winning technology company, has entered into an agreement with Morningstar to utilize Morningstar’s ByAllAccounts data aggregation service in order to help customers of the LifeSite Pro enterprise product … Read More

TiE Inflect 2018 announces LifeSite as a 2018 TiE50 Finalist

April 30, 2018By Team LifeSitePress Release
April 30, 2018 (MOUNTAIN VIEW, CA, USA) – LifeSite is excited to announce that it has been selected as a “2018 TiE50 Finalist” for the prestigious TiE50 Awards Program recognizing the world’s most innovative tech startups. This awards competition is part of TiE Inflect 2018, the world’s largest conference for tech entrepreneurs. “We are honored … Read More

Debut of LifeSite Pro Helps Advisors Collaborate with Clients

October 24, 2016By Team LifeSitePress Release
LifeSite Pro Enhances Client Engagement and Streamlines Information Exchange October 24, 2016 (MOUNTAIN VIEW, CA) – LifeSite is pleased to announce the introduction of LifeSite Pro, the collaborative digital vault which enhances client engagement while streamlining information exchange and document management, especially for financial service and insurance companies. Professional service businesses, such as wealth managers … Read More