LifeYield Overview
- Founded
- 2008

- Status
- Private
- Employees
- 34

- Latest Deal Type
- Debt - PPP
- Investors
- 4
LifeYield General Information
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.
Contact Information
- 175 Federal Street
- 7th Floor
- Boston, MA 02110
- United States
LifeYield Valuation & Funding
Deal Type | Date | Amount | Raised to Date | Post-Val | Status | Stage |
---|---|---|---|---|---|---|
4. Debt - PPP | 12-Apr-2020 | 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 Executive Team (15)
LifeYield Board Members (6)
Name | Representing | Role | Since |
---|---|---|---|
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 |
LifeYield Signals
Growth Rate

Growth

Size Multiple


Key Data Points
Twitter Followers
5.5k

Similarweb Unique Visitors
15.0K

Majestic Referring Domains
314

PitchBook’s non-financial metrics help you gauge a company’s traction and growth using web presence and social reach.
Request a free trialLifeYield 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 |