LifeYield

    OverviewSuggest Edit

    LifeYield, LLC is a technology solutions provider with a mission to provide financial advisors with the best actionable solutions available for managing a household's multiple taxable and tax-advantaged accounts. 
    TypePrivate
    Founded2008
    HQBoston, US
    Websitelifeyield.com
    Employee Ratings3.7

    Latest Updates

    Employees (est.) (May 2020)36

    Key People/Management at LifeYield

    Mark W. Hoffman

    Mark W. Hoffman

    Chairman, CEO and Co-Founder
    Michael Benedek

    Michael Benedek

    President, CFO and Co-Founder
    Enis Simsek

    Enis Simsek

    Chief Technology Officer
    Jack Sharry

    Jack Sharry

    EVP, Chief Marketing Officer
    Martin Cowley

    Martin Cowley

    EVP, Product Development
    Thomas Prior

    Thomas Prior

    EVP, Advisor Support
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    LifeYield Office Locations

    LifeYield has an office in Boston
    Boston, US (HQ)
    175 Federal St
    Show all (1)

    LifeYield Financials and Metrics

    Summary Metrics

    Founding Date

    2008

    Time since last funding

    3 years ago

    LifeYield investors

    Show all financial metrics

    LifeYield Online and Social Media Presence

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    LifeYield News and Updates

    LifeYield Surpasses $1 Trillion in Assets on Platform, Providing Tax-Smart Software to Over 90,000 Financial Advisors

    BOSTON, Jan. 22, 2020 /PRNewswire/ -- LifeYield LLC, the leading cloud-based solution that facilitates tax-smart, risk-smart management of an investor's entire household portfolio, announced today it has surpassed the $1 trillion mark in assets under administration, with over 90,000...

    LifeYield Brings Tax-Smart Optimization Tech to Orion

    BOSTON, Dec. 18, 2019 /PRNewswire/ -- LifeYield LLC, the leading cloud-based solution that facilitates tax-smart, risk-smart management of an investor's entire household portfolio, announced today a new integration with Orion Advisor Tech ("Orion"), a division of Orion Advisor Solutions...

    LifeYield Announces Integration with Schwab Advisor Services™

    BOSTON, Dec. 4, 2019 /PRNewswire/ -- LifeYield LLC, the leading cloud-based solution that facilitates tax-smart, risk-smart management of an investor's entire household portfolio, announced today a new integration with Schwab Advisor Services™, providing a single sign-on (SSO) solution...

    MMI/Barron's Names LifeYield "Solutions Provider of the Year"

    BOSTON, Oct. 17, 2019 /PRNewswire/ -- LifeYield LLC, the leading cloud-based solution that facilitates tax-smart, risk-smart management of an investor's entire household portfolio, announced today it has won the 2019 MMI/Barron's Industry Award for Solutions Provider of the Year, which...

    LifeYield launches Income Advantage

    LifeYield, LLC, the leading cloud-based solution that facilitates tax-smart, risk-smart management o...

    LifeYield Launches Income Advantage to Help Investors Create a Tax-Smart Retirement Paycheck®

    BOSTON, May 15, 2019 /PRNewswire/ -- LifeYield, LLC, the leading cloud-based solution that facilitates tax-smart, risk-smart management of an investor's entire household portfolio, announced today the release of Income Advantage, a first of its kind software tool offering advisors and...
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    LifeYield Blogs

    LifeYield Frequently Asked Questions

    • When was LifeYield founded?

      LifeYield was founded in 2008.

    • Who are LifeYield key executives?

      LifeYield's key executives are Mark W. Hoffman, Michael Benedek and Enis Simsek.

    • How many employees does LifeYield have?

      LifeYield has 36 employees.

    • Who are LifeYield competitors?

      Competitors of LifeYield include Nucleus Financial Group, Vela Trading Systems and Lendr.

    • Where is LifeYield headquarters?

      LifeYield headquarters is located at 175 Federal St, Boston.

    • Where are LifeYield offices?

      LifeYield has an office in Boston.

    • How many offices does LifeYield have?

      LifeYield has 1 office.