About LifeYield
LifeYield is a Technology company based in Boston (United States) founded in 2008, and was acquired by sei in December 2024. Tax , portfolio advantage and income advantage solution provider. The company has 22 employees. LifeYield offers products and services including Multi-Account Overlay, Asset Location, Tax-Smart Withdrawals, Tax Harvesting, and Social Security+. Its focus areas include FinTech, Finance & Accounting Tech, Accounting Solutions and Record to Report. Its legal entity is LIFEYIELD, LLC. Its competitors include TaxAct, Anrok and Drake Software; 2 of its 3 listed competitors have raised funding.
Company details
LifeYield, LLC was founded in 2008 and is headquartered in Boston, Massachusetts, within the financial technology sector. Software tools are offered to financial advisors for handling multiple taxable and tax-advantaged accounts across households. Coordinated account and income management processes are supported to optimize retirement strategies. Partnerships have been established with Albridge, Intuit, FPA, and Pershing as of March 2017. Operations focus on actionable solutions for tax efficiency in portfolio management.
- Headquarters Boston, United States
- Employees 22
- Stage Acquired
- SectorsTechnology
- Email••••••••
- Website lifeyield.com
- Social LinkedIn X Facebook
- Acquired by sei (Dec 2024)
- Legal Name Lifeyield, Llc
Products & Services of LifeYield
LifeYield offers a comprehensive portfolio of products and services, including Multi-Account Overlay, Asset Location, Tax-Smart Withdrawals, Tax Harvesting, and Social Security+.
Tool for optimizing multi-account portfolios to reduce tax impact
Service for strategically placing assets to minimize taxes
System for efficient withdrawal strategies in retirement accounts
Process to offset gains through strategic loss harvesting
Platform for optimizing social security benefits
Funding Insights of LifeYield
- Total Rounds 1
- Investors Count 1
All 1 funding rounds of LifeYield with amounts and investors; the two latest post-money valuations are shown, the rest are part of the premium plan.
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
|---|---|---|---|---|---|
| Dec 2016 | Series A | – | – |
2 investors in total: 2 institutional.
Investors in LifeYield
LifeYield has secured backing from 2 investors, including venture fund and institutional investors. Prominent investors backing the company include sei and Vestigo Ventures.
| Investor | Description | Founded Year | Domain | Location |
|---|---|---|---|---|
Vestigo Ventures is focused on investing in AI and FinTech startups. | vestigoventures.com | Kendall Square, United States | ||
Wealth and investment management solutions are offered to institutional investors. | 1968 | seic.com | Oaks, United States |
Investor details for LifeYield
The complete investor list, round-by-round participation and investor portfolios require an active premium plan.
- Complete investor list
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People of LifeYield
2 people are tracked at LifeYield (2 in leadership); the tracked headcount is 22.
| Name | Role | Group |
|---|---|---|
Paul R Samuelson | Chief Investment Officer | Leadership |
Steve Zuschin | Executive Vice President Business Development | Leadership |
Complete people profiles for LifeYield
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Timeline of LifeYield
3 dated milestones of LifeYield across 16 years, from founding to its latest funding, stage changes and deals.
- Founded LifeYield is founded.
- Funding First funding round.
- Exit Acquired by sei.
Competitors of LifeYield
LifeYield has 3 listed competitors in our database, 2 of them funded. They include TaxAct, Anrok and Drake Software.
| Company Name | Domain | Founded | HQ Location | Total funding | Employees | Description |
|---|---|---|---|---|---|---|
| taxact.com | 1998 | Dallas, United States | $85M | 133 | Tax filing software is offered for individuals and businesses. | |
| anrok.com | 2020 | San Francisco, United States | $113.6M | Cloud-based sales tax compliance solution that automates tax calculation and filing for software-as-a-service companies, enabling them to focus on growth while ensuring compliance with global tax regulations | ||
| drakesoftware.com | 1976 | Knoxville, United States | Professional tax preparation software is developed for tax professionals. |
Detailed competitors of LifeYield
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- Full competitor set
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Web traffic of LifeYield
The website of LifeYield (lifeyield.com) receives about 4K visits a month.
- Monthly visits4K
▲ 55.9% vs previous month
Websites whose visitors overlap most with LifeYield. Affinity shows how closely the audiences match.
| Website | Domain | Audience affinity | Monthly visits | Global rank | Profile |
|---|---|---|---|---|---|
| seic.com | 100% | 299.9K | #128,468 | View details | |
| edelmanfinancialengines.com | 87% | 335.6K | #202,948 | View details | |
aul.com | aul.com | 54% | #1,500,091 | – | |
| incomesolutions.com | 53% | 12.1K | #1,761,352 | View details | |
incomeprofiles.com | incomeprofiles.com | 52% | – | ||
| •••••••••• | ••••••.com | ••% | •.•M | #••••• | – |
All 6 similar websites and full traffic analytics for LifeYield
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- 6 similar websites
- Audience overlap
- Engagement analytics
- Traffic by brand
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Top companies in Finance & Accounting Applications
3 companies that operate in the same segment as LifeYield (Finance & Accounting Applications) in United States, ranked by their profile score on The Company Check.
| Company | Description | Founded | Location | Total funding | Revenue | Employees |
|---|---|---|---|---|---|---|
Cloud-based accounts payable and receivable software for businesses | 2006 | Palo Alto, California, United States | USD 325.6 M | USD 1.65 B | 3,108 | |
Corporate travel and expense management are facilitated through SaaS platform. | 2015 | Palo Alto, California, United States | USD 1.58 B | USD 3.52 M | 847 | |
Financial and accounting software is developed for businesses and individuals. | 1983 | Mountain View, California, United States | USD 49.62 M | USD 21.45 B | 18,200 |
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Related news about Lifeyield
Complete news archive for LifeYield
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Frequently Asked Questions about LifeYield
LifeYield was founded in 2008 and raised its 1st funding round 8 years after it was founded.
LifeYield is headquartered in Boston, United States. It is registered at Boston, Massachusetts, United States.
LifeYield has 22 employees.
LifeYield, LLC was founded in 2008 and is headquartered in Boston, Massachusetts, within the financial technology sector. Software tools are offered to financial advisors for handling multiple taxable and tax-advantaged accounts across households. Coordinated account and income management processes are supported to optimize retirement strategies. Partnerships have been established with Albridge, Intuit, FPA, and Pershing as of March 2017. Operations focus on actionable solutions for tax efficiency in portfolio management.
LifeYield's top competitors include Anrok, TaxAct and Drake Software.
LifeYield offers Multi-Account Overlay, Asset Location, Tax-Smart Withdrawals, Tax Harvesting, and Social Security+.
LifeYield has 2 investors. Key investors include sei, and Vestigo Ventures.
LifeYield operates through Lifeyield, Llc.
Yes. LifeYield was acquired by sei in December 2024.