About Us
LifeYield is a transformative software company that helps forward-thinking financial firms, advisors, and investors make more and keep more money.  Founded in 2008 and based in Boston, LifeYield is the leader in Digitally Enhanced Portfolio Advice.  The company is led by financial industry and technology innovators with long experience in helping financial advisors leverage cutting edge, multi-account, tax-smart portfolio software to increase their efficiency and effectiveness and better serve clients.

LifeYield’s Advantage Suite of asset optimizing software improves an individuals financial health and increases assets and income by coordinating all accounts in a tax-smart way for all of a household portfolio and by maximizing Social Security benefits.

Management Team
LifeYield’s Management Team has a successful track-record of developing cutting-edge solutions for the financial services industry. With a wide breadth of financial services expertise combined with a depth of technological knowledge, we develop software solutions that help investors make more and keep more money. And we help financial advisors and firms stand out in a crowded marketplace. LifeYield’s Management Team is committed to providing enterprises, advisors and investors with tools that minimize taxes and maximize investor returns and income. More

Advisory Board
LifeYield’s Advisory Board is a diverse, highly experienced and knowledgeable group of industry thought leaders with deep expertise in the fields of business, finance, economics, research, academia and technology. More

What People are Saying
“LifeYield is the undisputed leader in pioneering and delivering tax-smart investing solutions across multiple accounts.”
Ian Sheridan, Managing Director, Vestigo Ventures.

“LifeYield stands out among the advice experiences we examined for its unique ability to reduce taxes and improve investor outcomes…This provides a competitive advantage to advisors who use its software. LifeYield consistently ranks among the top experiences because it improves investor outcomes by reducing taxes.”
Laura Varas, Principal at Hearts & Wallets
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