LifeYield
Boston, Massachusetts, United States
How LifeYield hit $2.7M revenue with a 33 person team in 2023.
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.
2008
Founded
$2.7M
2023 Revenue
13.6%
YOY
$2.6M
Funding
LifeYield Revenue
In 2023, LifeYield revenue run rate hit $2.7M in revenue.
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2023
LifeYield hit $2.7M in revenue in 2023
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2021
LifeYield hit $2.1M in revenue in 2021
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2008
LifeYield launched in 2008 with $0 revenue
LifeYield Funding History
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2017
LifeYield raised a of in June, 2017
| FUNDING DATE | ROUND | AMOUNT | VALUATION |
|---|---|---|---|
| June, 30 2017 |
Team
LifeYield has 33 total employees and 5 sales reps that carry a quota. an engineering team of 8 and a marketing team of 2.
| DISTRIBUTION | QTY |
|---|---|
| Total team size | 33 |
| Engineer | 8 (24%) |
| Sales | 5 (15%) |
| Marketing | 2 (6%) |
Founder / CEO
Mark Hoffman
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.
Q&A
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What's your age?
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Favorite online tool?
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Favorite book?
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Favorite CEO?
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Advice for 20 year old self
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Customers
Churn
LifeYield Executives
| Name | Position | Working Email | Personal Email |
|---|---|---|---|
| Mark Hoffman | CEO | [email protected] | - |
LifeYield Employees
| Name | Position | Working Email | Personal Email |
|---|---|---|---|
| Mark Hoffman | CEO | [email protected] | - |
Frequently Asked Questions about LifeYield
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When was LifeYield founded?
LifeYield was founded in 2008.
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How much revenue does LifeYield generate?
LifeYield generates $2.7M in revenue.
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Who is the CEO of LifeYield
The CEO of LifeYield is Mark Hoffman.
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How much funding does LifeYield have?
LifeYield raised $2.6M.
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How many employees does LifeYield have?
LifeYield has 33 employees.
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Where is LifeYield headquarters?
LifeYield is headquartered at Boston, Massachusetts, United States
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