LifeYield Overview
- Founded
-
2008
- Status
-
Private
- Employees
-
34
- Latest Deal Type
-
Debt - PPP
- Latest Deal Amount
-
$490K
- Investors
-
4
LifeYield General Information
Description
Developer of a tax-smart portfolio software designed to perform a 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.
Contact Information
Website
www.lifeyield.com
Formerly Known As
Lifestream Investments
Ownership Status
Privately Held (backing)
Financing Status
Venture Capital-Backed
Primary Industry
Financial Software
Other Industries
Other Financial Services
Business/Productivity Software
Primary Office
- 175 Federal Street
- 7th Floor
- Boston, MA 02110
- United States
+1 (617) 000-0000
LifeYield Timeline
LifeYield Valuation & Funding
| Deal Type | Date | Amount | Raised to Date | Post-Val | Status | Stage |
|---|---|---|---|---|---|---|
| 4. Debt - PPP | 12-Apr-2020 | $490K | 00.00 | Completed | Generating Revenue | |
| 3. Secondary Transaction - Private | 17-Oct-2019 | 00.00 | Completed | Generating Revenue | ||
| 2. Later Stage VC (Series F) | 08-Dec-2016 | $2.5M | $2.5M | Completed | Generating Revenue | |
| 1. Early Stage VC | 16-Dec-2008 | Completed | Startup |
LifeYield Patents
LifeYield Recent Patent Activity
| Publication ID | Patent Title | Status | First Filing Date | Technology (CPC) | Citations |
|---|---|---|---|---|---|
| US-20140244543-A1 | Computer-implemented optimization of retirement income sourcing | Inactive | 11-May-2011 | 000000000 | |
| US-20140032446-A1 | Holistic management of portfolios that include separately managed accounts | Inactive | 11-May-2011 | 000000000 |
LifeYield Executive Team (16)
LifeYield Board Members (7)
| Name | Representing | Role | Since |
|---|---|---|---|
| Ian Sheridan | Vestigo Ventures | Board Member | 000 0000 |
| John Thiel | Self | Board Member | 000 0000 |
| Mark Casady | Vestigo Ventures | 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 & Board Member | 000 0000 |
LifeYield Signals
Growth Rate
0.80%
Weekly
Growth
Growth
Weekly Growth
0.80%, 93rd %
-35.5%.
530%
Size Multiple
219x
Median
Size Multiple
219x, 100th %ile
0.00x
0.95x.
413Kx
Key Data Points
Twitter Followers
5.5k
Similarweb Unique Visitors
15.0K
Majestic Referring Domains
314
LifeYield Investors (4)
| Investor Name | Investor Type | Holding | Investor Since | Participating Rounds | 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 Bank | Investment Bank | Minority | 000 0000 | 000000 0 |