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LifeYield

Financial Services

Specialities :
Tax-smart software to maximize returns and income
For accumulation
Transition
And retirement
Retirement income software

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revenue-icon Revenue
11M - 100M
funding-icon Total Funding
--
size-icon Size
11 - 50
About Us
Org Charts
Employees
Buyer Intent
Tech Stack
Jobs

Frequently Asked Questions About LifeYield

What does Lifeyield do?+

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, Allianz, and New York Life 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. LifeYields approach increases advisor productivity and improves financial results for investors, advisors, and firms by up to one-third. For more information, visit lifeyield.com

What are Lifeyield's specialties? +

Tax-smart software to maximize returns and income,for accumulation,transition,and retirement,retirement income software,and unified managed household

What is Lifeyield's industry? +

Lifeyield operates in the Financial services industry.

What is Lifeyield's revenue? +

Lifeyield's revenue is 11m - 100m

What is Lifeyield's company size? +

Lifeyield has 11 - 50 employees.

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