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.
In 2022, LifeYield revenue run rate hit $2.1M in revenue.
LifeYield hit $2.1M in revenue in 2021
LifeYield launched in 2008 with $0 revenue
LifeYield Funding History
Why are so many SaaS founders taking money from Founderpath.com instead of VC`s?
LifeYield raised a of $2.6M
LifeYield has 33 total employees and 5 sales reps that carry a quota.
Total team size
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.
General management, leadership, client relationship management, product development, business operations, strategy, investment technology and platform innovation.