LifeYield
2024 Revenue
$3.1M(Est.)
Funding
$2.6M
Team
33
Founded
2008
LifeYield Revenue & Funding (2024)
LifeYield generated an estimated $3.1M in annual revenue in 2024. Source: GetLatka estimate
Provider of a tax-smart portfolio software intended for tax-aware overview of an entire portfolio. The company's software improves an individual's financial health and increases assets and income by coordinating all accounts in a smart way for all household portfolios and also by maximizing social security benefits, enabling clients to minimize taxes and maximize investor returns and income.
Last updated
LifeYield Revenue
In 2024, LifeYield's revenue reached $3.1M. The company previously reported $2.7M in 2023. Since its launch in 2008, LifeYield has shown consistent revenue growth.
| Year | Milestone | Source |
|---|---|---|
| 2024 | LifeYield Hit $3.1m revenue in October 2024 | Estimated |
| 2023 | LifeYield Hit $2.7m revenue in October 2023 | Estimated |
| 2021 | LifeYield Hit $2.1m revenue in April 2021 | Not recorded |
| 2008 | Launched with $0 revenue |
LifeYield Valuation, Funding Rounds
LifeYield has not publicly disclosed its valuation. The company has raised $2.6M in total funding to date.
LifeYield has raised $2.6M in total funding across 1 round, with its most recent round in 2017.
| Year | Round | Amount | Valuation | % Sold | Source |
|---|---|---|---|---|---|
| 2017 | Funding round | $2.6M | - | - | Not recorded |
Founder / CEO
Mark Hoffman
CEO
Over 25 years of experience as an executive at public organizations including State Street, Fiserv and Colonial Management and founder of three successful and innovative financial technology firms in LifeYield, Upstream Technologies and Lattice Trading. Specialties: General management, leadership, client relationship management, product development, business operations, strategy, investment technology and platform innovation.
LifeYield Employees & Team Size
LifeYield employs approximately 33 people as of 2026, including 5 sales reps that carry a quota.
| Year | Milestone | Source |
|---|---|---|
| 2024 | Reached 33 employees (October 2024) | Not recorded |
| 2023 | Reached 33 employees (October 2023) | Not recorded |
| 2022 | Reached 33 employees (October 2022) | Not recorded |
| 2021 | Reached 31 employees (December 2021) | Not recorded |
| 2021 | Reached 33 employees (April 2021) | Not recorded |
Frequently Asked Questions about LifeYield
What is LifeYield's revenue?
As of 2024, LifeYield generated an estimated $3.1M in annual revenue.
Who founded LifeYield?
LifeYield was founded by Mark Hoffman.
When was LifeYield founded?
LifeYield was founded in 2008.
Who is the CEO of LifeYield?
The CEO of LifeYield is Mark Hoffman.
How much funding does LifeYield have?
LifeYield raised $2.6M across 1 round.
How many employees does LifeYield have?
As of 2024, LifeYield had 33 employees.
Where is LifeYield headquartered?
LifeYield is headquartered in Boston, Massachusetts, United States.
Data and Sources
All figures on this page are taken directly from interviews or are estimates from public sources and proprietary models. Not financial advice. Read full disclaimer.
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