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LifeYield

LifeYield Summary

Company Summary

Overview
LifeYield is a technology company that provides enterprise software solutions for the financial industry. It offers LifeYield Social Security+, a tool that delivers filing strategy and layers of income for retirement situations; LifeYield Tax Harvesting, software that scans taxable and non-taxable accounts to identify harvest gains; LifeYield Multi-Account Rebalancing, a household-level rebalancing engine for tax-optimize accounts and holdings within a household, etc. The company offers social security optimization, tax harvesting, asset location, decumulation, and other services.
Type
Private
Status
Active
Founded
2008
HQ
Boston, MA, US | view all locations
Website
https://www.lifeyield.com
Cybersecurity rating
Sectors

Key People

  • Mark W. Hoffman

    Mark W. Hoffman, Chairman, CEO and Co-Founder

  • Michael Benedek

    Michael Benedek, President, CFO and Co-Founder, Director

  • Enis Simsek

    Enis Simsek, Chief Technology Officer

  • Jack Sharry

    Jack Sharry, EVP, Chief Growth Officer

Operating MetricsView all

Solutions

10

Aug, 2023

Trademarks (US)

12

Aug, 2023

LocationsView all

1 location detected

  • Boston, MA HQ

    United States

    175 Federal Street, 7th Floor

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