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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
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.
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 | - | - |
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.
| Question | Answer |
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| What's your age? | - |
| Favorite online tool? | - |
| Favorite book? | - |
| Favorite CEO? | - |
| Advice for 20 year old self | - |
We do not have customer count information for LifeYield yet.
LifeYield employs approximately 33 people as of 2026, including 5 sales reps that carry a quota.
LifeYield generates an estimated $3.1M in annual revenue.
LifeYield was founded by Mark Hoffman.
The CEO of LifeYield is Mark Hoffman.
LifeYield raised $2.6M across 1 round.
LifeYield has 33 employees.
LifeYield is headquartered in Boston, Massachusetts, United States.
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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2024 Revenue
$3.1M(Est.)
Funding
$2.6M
Team
33
Founded
2008
| 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 | |
| 2008 | Launched with $0 revenue |
| Year | Milestone | Source |
|---|---|---|
| 2024 | Reached 33 employees (October 2024) | |
| 2023 | Reached 33 employees (October 2023) | |
| 2022 | Reached 33 employees (October 2022) | |
| 2021 | Reached 31 employees (December 2021) | |
| 2021 | Reached 33 employees (April 2021) |
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