Giving Everyone Personalized Aging Choices

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Security Type
Non-Voting Equity
Education, Technology
Min Investment
Guilford, CT
Expected Close Date
October 11, 2022
Target Raise
No. Investors
Security Price
Number of Employees
Short Term Debt
Cost of Goods
Long Term Debt
Net Income

Company Description

The mission of LifestyleCX is to provide everyone with personalized aging choices. Our vision is to be the largest and most trusted unbiased data-driven platform for aging education and services. LifestyleCX, Inc. dba AgingChoices is a website that educates and connects consumers to aging services and subscription-based software for aging service providers to help capture qualified prospective customers.


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$249+ Investment
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$5,000+ Investment
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$10,000+ Investment
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Management Team / Advisory Board Bios

Brandon Compagna

SVP Product Development

Brandon Compagna is SVP of Product for LifestyleCX. He has over 20 years of experience as an entrepreneur, technology professional, and B2B product innovator. Brandon has exceptional product marketing and project management skills. He holds both MBA & BS in Management degrees from Bentley University. Brandon is passionate about solving problems and creating new products. 
Outside of work, he loves to play with his kids and Bernese Mountain Dog, travel to Walt Disney World and Maine, and garden.

Brad Bertsche

Senior Full Stack Software Engineer

Brad has over 12 years of professional full-stack web development experience. He has worked on a number of projects over the years in various languages including PHP, Python, Go, and JavaScript. He is able to take a design and bring it to life. Prior to LifestyleCX, he ran his own web development consulting business.
Outside of work he enjoys weight lifting, music, art, and video games.

Peggy Wilcox

Director of Customer Success

Peggy has over 35 years of experience in customer service and account management. Her strengths include consumer satisfaction and being a corporate support manager. She is able to bring innovative solutions and flexibility to her roles. With over 12 years of experience in the leisure marine industry, Peggy generated over $1M in additional annual revenue through her strong interpersonal skills and relationships between the manufacturers and their customers. She is able to shift gears quickly and adapt to new systems and industries with a willingness to learn and support her team. 
Peggy enjoys travel, the outdoors, being creative, and spending time with family and friends.

Bob Kramer

Formal Advisor to LifestyleCX

Co-Founder & Strategic Advisor National Investment Center for Seniors Housing and Care ( Founder & Fellow - Nexus Insights (
Bob is broadly recognized as one of senior living’s most influential and high-profile thought leaders. With over 35 years of industry leadership, he has earned the reputation of “agent provocateur” in the seniors housing and care industry and aging services field. He has been described as an ice-cutter and scout in identifying industries and trends that will disrupt the future of seniors housing, aging services, and aging more broadly.

Robert Nolan

Formal Advisor to LifestyleCX

Robert is the founding partner of Halyard Capital and a current senior advisor to Brown Brothers Harriman, Connecticut Innovations, and MissionOG. He has over 25 years of experience in private equity, investment banking, and venture capital. Robert spun Halyard Capital out of BMO Merchant Banking and continued as the firm's Managing Partner until late 2018. He presently sits on the Board of Directors for Point Pickup Technologies, a last-mile logistics, and Curacity, a travel technology firm based in New York City.  
Robert previously represented Halyard Capital on the Boards of Jun Group, Engauge Marketing, LLC; Women’s Marketing, Inc., Practice Insight, American Consolidated Media, Inflow, North Dakota Holdings, and TRANZACT.
Amount Raised : $1,811
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Security Description

Non-voting stock is stock that provides the shareholder very little or no vote on corporate matters.

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