LifeYield
Transformative software company that helps forward-thinking financial firms, advisors, and investors make and keep more money.
| Date | Investors | Amount | Round |
|---|---|---|---|
| investor | €0.0 | round | |
| investor | €0.0 | round | |
* | N/A | Acquisition | |
| Total Funding | 000k | ||
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LifeYield LLC (www.lifeyield.com), creators of the Taxficient Score®, is the industry leader in facilitating tax-smart, risk-smart household portfolio management solutions to help financial advisors quantify and improve investor outcomes. LifeYield’s Advantage Suite enables advisors to provide a comprehensive, tax-aware overview of an entire portfolio with easy-to-use tools that suggest an optimal implementation plan to help investors make and keep more money while increasing the likelihood of achieving retirement goals. LifeYield connects: financial planning, account aggregation and investment proposal tools, brokerage holdings, advisory programs and insurance products to optimize after-tax returns, maximize retirement income and support household-level goals-based wealth management strategies.
Based in Boston and founded by finance and technology industry leaders, LifeYield offers digitally-enhanced advice software to support today’s advisors and clients in an increasingly complex world.
For more information, please visit www.lifeyield.com.