LIFEYIELD
LifeYield is a software company that helps forward-thinking financial firms, advisors, and investors make more and keep more money. LifeYield's software takes a comprehensive view of investors' assets and provides simple tools to help improve their financial health. The company does so through the LifeYield Advantage Suite™ of asset optimizing software programs including Portfolio Advantage, Social Security Advantage, and Income Advantage. Based in Boston and founded by acclaimed finance, technology, and industry experts, LifeYield is passionate about helping people live the retirement of their dreams.
LIFEYIELD
Industry:
Enterprise Software Financial Services FinTech Insurance Software Wealth Management
Founded:
2008-01-01
Address:
Boston, Massachusetts, United States
Country:
United States
Website Url:
http://www.lifeyield.com
Total Employee:
11+
Status:
Active
Contact:
617-502-5660
Total Funding:
2.6 M USD
Technology used in webpage:
Viewport Meta IPhone / Mobile Compatible SPF SSL By Default Google Font API LetsEncrypt Apple Mobile Web Clips Icon Google Tag Manager WordPress Domain Not Resolving
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Current Advisors List
Current Employees Featured
Founder
Investors List
Vestigo Ventures
Vestigo Ventures investment in Venture Round - LifeYield
Allianz Life Ventures
Allianz Life Ventures investment in Venture Round - LifeYield
Vestigo Ventures
Vestigo Ventures investment in Venture Round - LifeYield
Official Site Inspections
http://www.lifeyield.com Semrush global rank: 1.12 M Semrush visits lastest month: 28.98 K
- Host name: 141.193.213.10
- IP address: 141.193.213.10
- Location: United States
- Latitude: 37.751
- Longitude: -97.822
- Timezone: America/Chicago
More informations about "LifeYield"
Home - LifeYield
Founded in 2008, LifeYield helps firms, investors, and advisors increase tax efficiency, leading to improved financial outcomes.See details»
Management Team - LifeYield
Michael co-founded LifeYield with longtime collaborators Mark Hoffman and Paul R. Samuelson out of a belief that the future of financial advice needed a comprehensive, tax-smart, …See details»
About LifeYield
LifeYield is where leaders from the largest financial services firms in the world turn for technology solutions that implement and coordinate tax-efficient investing, and tax-smart retirement …See details»
LifeYield - Crunchbase Company Profile & Funding
LifeYield is a software company that helps forward-thinking financial firms, advisors, and investors make more and keep more money. LifeYield's software takes a comprehensive view of …See details»
LifeYield - Overview, News & Similar companies | ZoomInfo.com
LifeYield contact info: Phone number: (617) 502-5660 Website: www.lifeyield.com What does LifeYield do? LifeYield is the wealth tech leader in powering comprehensive asset-and-income …See details»
LifeYield Company Profile - Office Locations, Competitors, …
LifeYield has 5 employees at their 1 location. See insights on LifeYield including office locations, competitors, revenue, financials, executives, subsidiaries and more at Craft.See details»
LifeYield
Learn how to maximize filing strategies and financial benefits for clients as they approach retirement. Solutions for asset location, tax-smart withdrawals, and retirement income …See details»
Contact Us - LifeYield
Open a support ticket here. Email our support team directly here. There are two ways to get support.See details»
LifeYield Helped Advisors Create $11B of Potential ... - Business Wire
Jan 20, 2021 · LifeYield, the financial services leader in smart-householding, helps advisors maximize retirement income for clients.See details»
Enterprises - LifeYield
Sign up to receive exclusive monthly wealthtech insights and interviews from our Chief Growth Officer, Jack Sharry. SIGN UP NOW. Book a Demo. Pricing. Login. Search. Enterprises. …See details»
LifeYield Surpasses $1 Trillion in Assets on Platform, Providing Tax ...
Jan 22, 2020 · LifeYield, creators of the Taxficient Score ®, enables financial advisors to deliver tax-smart, household-level portfolio solutions. The LifeYield Advantage Suite ® provides a …See details»
LifeYield Helped Advisors Create $2.9B of Potential Retirement …
Apr 20, 2021 · Using LifeYield’s software to optimize the timing of Social Security benefits, advisors have added a cumulative $ 2.9 billion in potential retirement wealth to investors’ …See details»
LifeYield Launches Retirement Income Sourcing, Improves Investor ...
Apr 4, 2022 · LifeYield is the wealth tech leader in powering comprehensive asset-and-income platforms for advisors and firms to maximize retirement income for clients from accumulation …See details»
Identifying the Need for Guaranteed Income
LifeYield can help you distribute more annuities. Annuities are a key piece of a client's retirement income when used intentionally. See how to use LifeYield to position your annuity in client …See details»
Resources - LifeYield
View the resources on the LifeYield website, including one-pages, case studies, video, webinars, and more. Any questions? Reach out to us.See details»
Quick Start Guide: Quick Proposal - LifeYield
LifeYield provides a simple way for advisors to engage prospects and clients with tools to illustrate the benefit of coordinating every investment account. The LifeYield Quick Proposal combines …See details»
Advisors Used LifeYield Social Security+ to Uncover $10 Billion in ...
Nov 30, 2021 · LifeYield is the wealthtech leader in powering unified managed household (UMH) platforms to help advisors and firms maximize retirement income for clients from accumulation …See details»
Quick Start Guide: LifeYield Income+
LifeYield Income+ provides multi-account withdrawal strategies through using the cost-basis and purchase date of each position, going all the way down to tax lot when available. LifeYield …See details»
Solutions - LifeYield
Sign up to receive exclusive monthly wealthtech insights and interviews from our Chief Growth Officer, Jack Sharry. SIGN UP NOW. Book a Demo. Pricing. Login. Search. Enterprises. …See details»
Quick Start Guide: LifeYield Portfolio+
LifeYield Portfolio+ analyzes all accounts in a household portfolio and measures the tax efficiency of all accounts, regardless of where they are held. This image guides you through a quick …See details»