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 |
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)
1 Former Executive
You’re viewing 5 of 9 executives. Get the full list »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 »