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LifeYield

33 employees

LifeYield is a software company that helps forward-thinking financial firms, advisors, and investors make more and keep more money.

Basic info

Industry

financial services

Sectors

Financial Services
retirement
transition
unified managed household
Wealth Management
Enterprise Software
Insurance
FinTech
Software
for accumulation
Retirement income software
Tax-smart software to maximize returns and income

Date founded

2008

Funding rounds raised

Total raised

$2.6M

from 2 investors over 2 rounds

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LifeYield raised $2.6M on June 30, 2017

Investors: Vestigo Ventures

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LifeYield raised undisclosed on March 8, 2016

Investors: Vestigo Ventures

FAQ