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LifeYield founder, Hoffman – one of “Ten to Watch” in WealthManagement.com

By LifeYield | September 13, 2017 | News

“Mark Hoffman’s latest fintech venture was born out of a discussion between his longtime business partner, Paul Samuelson, and Samuelson’s father, the economist and Nobel laureate Paul A. Samuelson.”

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About LifeYield
LifeYield (www.lifeyield.com), creators of the Taxficient Score®, is the industry innovator and leader in facilitating tax-smart, risk-smart household portfolio management. LifeYield's Advantage Suite® enables financial advisors to provide a comprehensive, tax-aware view of a client's entire investment and insurance portfolio, including easy-to-use tools to engage clients so they make and keep more money, and achieve their financial goals.
Based in Boston and founded by finance and technology industry leaders, LifeYield believes that by leveraging digitally enhanced advice advisors can improve investor outcomes and enhance the value and experience of support goals-based wealth management strategies.
For more information, please visit www.lifeyield.com.
AUTHOR LifeYield Posted: September 13, 2017
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