Startups
LifeYield LLC (www.lifeyield.com), creators of the Taxficient Score®, is the industry leader in facilitating tax-smart, risk-smart household portfolio management solutions to help financial advisors quantify and improve investor outcomes. LifeYield’s Advantage Suite enables advisors to provide a comprehensive, tax-aware overview of an entire portfolio with easy-to-use tools that suggest an optimal implementation plan to help investors make and keep more money while increasing the likelihood of achieving retirement goals. LifeYield connects: financial planning, account aggregation and investment proposal tools, brokerage holdings, advisory programs and insurance products to optimize after-tax returns, maximize retirement income and support household-level goals-based wealth management strategies. Based in Boston and founded by finance and technology industry leaders, LifeYield offers digitally-enhanced advice software to support today’s advisors and clients in an increasingly complex world. For more information, please visit www.lifeyield.com.
Overview
Location
United States, Massachusetts, Boston
Employees
11-50
Phone
617-502-5660
Total raised
$2.6M
Founded date
2008
Funding Rounds 1
| Date | Series | Amount | Investors |
| Sign up to see | Sign up to see | Sign up to see | Sign up to see |
Mentions in press and media 2
| Date | Title | Description |
| Sign up to see | Sign up to see | Sign up to see |
| Dec 8, 2016 | LifeYield Raises Funding from Vestigo Ventures | LifeYield, a Boston, MA-based provider of a software platform for financial firms, advisers and investors, raised a funding round of undisclosed amount. Vestigo Ventures made the investment. The company intends to use the funds to continue ... |
Reviews 0
FAQ about LifeYield
When was LifeYield founded?
LifeYield was founded in 2008.
How much funding has LifeYield raised?
LifeYield has raised $2.6M in total across 1 funding round.
What has the press written about LifeYield?
Parsers VC has collected 2 articles mentioning LifeYield, among them “LifeYield Raises Funding from Vestigo Ventures” (Dec 8, 2016).
Is LifeYield still active?
Yes, LifeYield is active; its latest activity on Parsers VC dates from Dec 8, 2016.