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LifeYield

LifeYield
2008 FOUNDED
PRIVATE STATUS
21-30 EMPLOYEES
2ndary - Private LATEST DEAL TYPE
4 INVESTORS
Description

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.

Website
Formerly Known As
Lifestream Investments
Ownership Status
Privately Held (backing)
Financing Status
Venture Capital-Backed
Primary Industry
Financial Software
Other Industries
Business/Productivity Software
Other Financial Services
Primary Office
  • 175 Federal Street
  • 7th Floor
  • Boston, MA 02110
  • United States

+1 (617) 000-0000
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LifeYield Valuation and Funding

Deal Type Date Amount Raised to Date Post-Val Status Stage
3. Secondary Transaction - Private 17-Oct-2019 00.00 Completed Generating Revenue
2. Later Stage VC (Series F) 08-Dec-2016 00.00 00.00 Completed Generating Revenue
1. Early Stage VC 16-Dec-2008 Completed Startup
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LifeYield Investors (4)

Investor Name Investor Type Holding Investor Since Participating Rounds Board
Seat
Contact
Info
Allianz Life Ventures Corporate Venture Capital Minority 000 0000 000000 0
Vestigo Ventures Venture Capital Minority 000 0000 000000 0
Gibraltar Ventures Corporate Venture Capital Minority 000 0000 000000 0
SunTrust Banks Investment Bank Minority 000 0000 000000 0

LifeYield Executive Team (9)

Name Title Board
Seat
Contact
Info
Mark Hoffman Co-Founder, Chief Executive Officer & Chairman
Michael Benedek JD Co-Founder, President & Chief Financial Officer
Enis Simsek Chief Technology Officer
Thomas Prior Executive Vice President, Advisor Support
Martin Cowley Executive Vice President of Product Development

1 Former Executive

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LifeYield Board Members (6)

Name Representing Role Since Contact
Info
Ian Sheridan Vestigo Ventures Board Member 000 0000
Mark Casady Self Board Member 000 0000
Mark Hoffman LifeYield Co-Founder, Chief Executive Officer & Chairman 000 0000
Michael Benedek JD LifeYield Co-Founder, President & Chief Financial Officer 000 0000
Paul Samuelson Ph.D LifeYield Co-Founder, Chief Investment Officer & Board Member 000 0000

1 Former Board Member

You’re viewing 5 of 6 board members. Get the full list »