A Leading Provider of Fee-Based Financial Advisor (RIA) Data

Recently Released!!!
Date Published: April 20, 2023
Summary PowerPoint Deck: 42 Slides
Reference PowerPoint Deck: 42 Slides

Labworks was founded by Julie Cooling in 2005. Labworks is based in Charlotte, NC. Labworks is led by its CEO Julie Cooling. Labworks is privately owned. Its web sites can be found at &

This research addresses the key historical phases of Labworks, including:
  • Early Phase
  • Middle Phase
  • Recent Phase
Its profile includes the key statistics of the company.

Its profile includes detailed outlines of its core businesses, including:
  • RIA Database
  • RIA Channel

And its profile concludes with the highlights of its organizational structure & ownership.

Subscribe to this Tiburon Research

Member Access

Tiburon Members and individual research subscribers may click on any of the icons below to access any part of this research. The most widely utilized parts are the Key Findings (think factoids), Podcast Presentation, and Summary PowerPoint deck.

Table of Contents Summary
PowerPoint Deck
Key Findings Reference
PowerPoint Deck
Podcast Presentation Excel Data Sheet
Public Access

Please click on the Table of Contents icon below to see more details of this research.

Table of Contents

Media Access

Members of the media who would like further access to the components of this research may click on the icon below or send an email to Sarah Sage.

Media Access

Tiburon Research Subscriptions


If you are having difficulties subscribing to Tiburon research online please contact Sarah Sage at
SSage@TiburonAdvisors.Com or 415-789-2540.