LifeYield Revenue and Competitors
Estimated Revenue & Valuation
- LifeYield's estimated annual revenue is currently $4.7M per year.
- LifeYield's estimated revenue per employee is $104,000
Employee Data
- LifeYield has 45 Employees.
- LifeYield grew their employee count by 7% last year.
LifeYield's People
| Name | Title | Email/Phone |
|---|---|---|
1 | CEO, Chairman & Founder | Reveal Email/Phone |
2 | VP, Product Development | Reveal Email/Phone |
3 | EVP Sales | Reveal Email/Phone |
4 | SVP, Enterprise Sales & Relationships | Reveal Email/Phone |
5 | VP Marketing | Reveal Email/Phone |
6 | EVP, Enterprise Sales | Reveal Email/Phone |
7 | Chief Investment Officer | Reveal Email/Phone |
8 | EVP, Chief Growth Officer | Reveal Email/Phone |
9 | Chief Technology Officer | Reveal Email/Phone |
10 | Director, Product Management | Reveal Email/Phone |
LifeYield Competitors & AlternativesAdd Company
| Competitor Name | Revenue | Number of Employees | Employee Growth | Total Funding | Valuation |
|---|---|---|---|---|---|
#1 | $27.5M | 197 | 8% | $25.2M | N/A |
#2 | $8M | 68 | -16% | N/A | N/A |
#3 | $1.8M | 20 | 5% | N/A | N/A |
#4 | $2239.5M | 12305 | N/A | N/A | N/A |
#5 | $0.8M | 10 | -76% | N/A | N/A |
#6 | $1.1M | 14 | 0% | N/A | N/A |
#7 | $13.7M | 105 | -14% | $22.9M | N/A |
#8 | $3.8M | 37 | N/A | N/A | N/A |
#9 | $183M | 1035 | 4% | $323.2M | N/A |
#10 | $3.6M | 36 | -45% | $62.6M | N/A |
What Is LifeYield?
LifeYield LLC (www.lifeyield.com), creators of the Taxficient Score®, is the industry leader in facilitating tax-smart, risk-smart household portfolio management solutions to help financial advisors quantify and improve investor outcomes. LifeYield's Advantage Suite enables advisors to provide a comprehensive, tax-aware overview of an entire portfolio with easy-to-use tools that suggest an optimal implementation plan to help investors make and keep more money while increasing the likelihood of achieving retirement goals. LifeYield connects: financial planning, account aggregation and investment proposal tools, brokerage holdings, advisory programs and insurance products to optimize after-tax returns, maximize retirement income and support household-level goals-based wealth management strategies. Based in Boston and founded by finance and technology industry leaders, LifeYield offers digitally-enhanced advice software to support today's advisors and clients in an increasingly complex world. For more information, please visit www.lifeyield.com.
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Total Funding
45
Number of Employees
$4.7M
Revenue (est)
7%
Employee Growth %
N/A
Valuation
N/A
Accelerator
LifeYield News
Alyson Dorosky, CSSCS, is head of Social Security Support for LifeYield. She has. Alyson Dorosky. Few spouses I've met...
LifeYield Retirement Income Sourcing provides what investors are seeking personalized, enduring, multi-year plans for creating retirement...
Other Companies in Boston
| Company Name | Revenue | Number of Employees | Employee Growth | Total Funding |
|---|---|---|---|---|
#1 | $3.7M | 45 | -56% | N/A |
#2 | $5.2M | 45 | N/A | N/A |
#3 | $7.9M | 45 | 5% | N/A |
#4 | $5.2M | 45 | -2% | N/A |
#5 | $6.5M | 45 | -4% | N/A |