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LifeYield

LifeYield


LifeYield's financial review

LifeYield's Revenue (Yearly)

28.1M

Employees

35


LifeYield information

LifeYield is a technology company that improves investor outcomes by minimizing investment taxes and maximizing retirement income. Major financial services firms like Morgan Stanley, Franklin Templeton, JP Morgan, SEI, Merrill, Ameriprise, SEI, Allianz, New York Life, and Envestnet partner with LifeYield. They use LifeYield APIs inside their proprietary platforms to automate ongoing asset location...
LifeYield is a technology company that improves investor outcomes by minimizing investment taxes and maximizing retirement income. Major financial services firms like Morgan Stanley, Franklin Templeton, JP Morgan, SEI, Merrill, Ameriprise, SEI, Allianz, New York Life, and Envestnet partner with LifeYield. They use LifeYield APIs inside their proprietary platforms to automate ongoing asset location, tax harvesting, transitions, withdrawals, multi-account rebalancing, Social Security strategy, and retirement income optimization. LifeYield's approach increases advisor productivity and improves financial results for investors, advisors, and firms by up to one-third. For more information, visit lifeyield.com.

LifeYield industries

Taxsmart software to maximize returns & income
For accumulation
Transition
Retirement

LifeYield's financial review

LifeYield's Revenue (Yearly)

28.1M

Employees

35

Technologies

Domain Name Services
Email Providers
Marketing Automation
Demand Side Platforms

Employees

Sr. Dev Operation Engineer and Network/System Administrator
CEO, Chairman & Founder
Operations Engineer
Chief Technology Officer
General Partner

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