LifeYield
Financial Software · Massachusetts, United States · 11-50 Employees
View Company Info for Free
Overview
Headquarters
175 Federal St Fl 7, Boston, Massachuset...Phone Number
(617) 502-5660Website
www.lifeyield.comRevenue
$5.6 MillionIndustry
ZI Rank: 1
Signal Type
Dec
Jan
Feb
Mar
Apr
May
ZI Rank
1
2
1
1
1
1
About LifeYield
Founded in 2008, SEI LifeYield specializes in enhancing tax efficiency for firms, investors, and advisors, ultimately leading to improved financial outcomes. Their product offerings include solutions for multi-account overlay, asset location, tax-smart transitions, and retirement income sourcing. Targeting enterprises and advisors, SEI LifeYield aims to optimize tax management and investment strategies through innovative technology. The company is committed to building a comprehensive Unified Managed Household experience to help advisors grow and investors thrive.Explore more
LifeYield Org Chart
PS
Chief Investment Officer
Get the full picture
Sign in to uncover key details.
Sell smarter with deeper company insights.
ZoomInfo gives you access to real-time firmographics, buying signals, org charts, and decision-makers - helping your GTM teams prioritize accounts, personalize outreach with AI-driven automation, and close deals faster.
Is LifeYield your ideal customer? 
Let us give you the heads up on whether it's a good time to reach out
Check if LifeYield has recently received funding, and reach out quickly before it becomes old news!
LifeYield, which may be a good buyer, showed buying intent in Masked Content Topic
Click to see if LifeYield had a recent Job posting/layoffs
Earning: See what the market has to say on LifeYield recently announced quarterly report
Congratulate Masked Content for being promoted to Masked Content at LifeYield
Website visits: Recent activity has been detected on your website
Check out if LifeYield is spiking on competitors!
Funding: Get notified immidiatlly once LifeYield has new funding data
Competitive Alert! Recent activity has been detected by your competitor Masked Content
Product Launch: Get notified when LifeYield launches new products
Recommended Actions
Find VP level buyers at LifeYield
Find 3 more new buyers
Compare Similar Companies to LifeYield
Compare insights from companies similar to LifeYield, focusing on performance, financial data, growth rates, and unique benchmarks to identify key industry trends and opportunities.
Revenue
Number of Employees
Type
Funding
Founded In
Company Profile Activity
Activity Insights
LifeYield is experiencing very low activity levels compared to other companies in the Software sector.
What does this means?
LifeYield is drawing exceptional interest within the Software industry, suggesting notable developments or strong market momentum, learn more about LifeYield.
LifeYield financials insights
Gather financial insights about LifeYield, including details on funding rounds, investors, total funding, and acquisitions, to gain a comprehensive understanding of their financial strategy.
2020
Debt
$350K
LifeYield Tech Stack
A closer look at the technologies used by LifeYield
Most Recent Scoops
Mergers & Acquisitions (M&A)
Mergers & Acquisitions, Acquisitions, Mergers
Left Company
Executive Move
LifeYield has announced that Steve Zuschin, Executive VP, Business Development, has left the organization to Mammoth Technology as Chief Revenue Officer.
Promotion
Executive Move
Promotion
Executive Move
Funding
LifeYield News & Media
New Tool Creates a Seamless Transition from Social Security Optimization to Annuity Illustration and Proposal
BOSTON--(BUSINESS WIRE)--LifeYield, the fintech leader in tax-efficient, multi-account portfolio management, announces today the release of its Annuity Income Layer for annuity manufacturers and distributors to ride the crest of retirements and investors’ thirst for guaranteed income. The Annuity Income Layer, an enhancement to LifeYield’s widely used Social Security+ benefits optimization tool, makes it simple and smooth for financial advisors to illustrate a manufacturer's annuity products wiSummit Wealth Systems Announces LifeYield Agreement to Advance Tax-Smart, Household-Level Wealth Management
Dynamic multi-account rebalancing will shrink tax drag on household portfolios across taxable and tax-advantaged accounts on the Summit platform SAN FRANCISCO, Nov. 15, 2023 /PRNewswire-PRWeb/ -- Summit, the award-winning, modern portfolio management system replacement with complete,...Nassau Financial Group Advances Digital Capabilities and Retiretech by Partnering with LifeYield
HARTFORD, Conn. & BOSTON--(BUSINESS WIRE)--Nassau Financial Group is partnering with LifeYield to expand resources that help clients develop strong retirement income strategies.LifeYield and Playbook Partner: Millennial and Gen Z Investors Can Now ‘Invest Like the Rich’
BOSTON--(BUSINESS WIRE)--LifeYield, the fintech leader in tax-efficient investing and income optimization, announced today its partnership with Playbook, an original digital platform serving early-career investors with financial planning and tax-efficient investing advice so they can achieve financial freedom. Playbook has integrated LifeYield technology into its platform tailored for millennial and Gen Z investors and its new Playbook at Work offering for employers. Playbook at Work encourages
Read more news
Top Financial Software Companies
Top companies in Canada by revenue
Top companies in Australia by revenue
Top companies in New Zealand by revenue
Frequently Asked Questions Regarding LifeYield
Sign Up For FreeTo access detailed company insights
Founded in 2008, SEI LifeYield specializes in enhancing tax efficiency for firms, investors, and advisors, ultimately leading to improved financial outcomes. Their product offerings include solutions for multi-account overlay, asset location, tax-smart transitions, and retirement income sourcing. Targeting enterprises and advisors, SEI LifeYield ai... Read More
