Founded in 2008, LifeYield is a technology company that provides a suite of digital tools and APIs designed for the financial services industry. Its mission is to help financial advisors, wealth management firms, and investors improve after-tax returns and achieve better financial outcomes. The company's software focuses on coordinating and tax-optimizing all of a client's accounts within a unified managed household (UMH) framework, suggesting actionable strategies for asset location, withdrawal sequencing, and tax-loss harvesting to maximize retirement income.

Founded in

United States