What Does LifeYield LLC Do?

Total employees50
HeadquartersBoston
Founded2008

LifeYield LLC is a software company dedicated to helping financial advisors maximize their clients' after-tax investment returns. Their innovative platform integrates with existing advisor workflows to provide intelligent tax-aware advice, portfolio construction, and asset location strategies. By optimizing for taxes, LifeYield empowers advisors to deliver greater value and improve client outcomes. They aim to improve investor returns and help advisors grow their practices.

Where Is LifeYield LLC's Headquarters?

LifeYield LLC officeLifeYield LLC officeLifeYield LLC officeLifeYield LLC office
*Images sourced via web search. Rights belong to original owners

HQ Function

The headquarters serves as the central hub for LifeYield's executive leadership, product development, sales, and marketing teams. It is the primary location for strategic decision-making and overall company management.

Notable Features:

The office is located in a modern high-rise building in the heart of Boston's financial district, providing access to a vibrant business ecosystem. It features open work spaces designed to foster collaboration and innovation.

Work Culture:

The work culture at LifeYield's headquarters is described as collaborative, innovative, and client-focused. Employees are encouraged to contribute ideas and work together to develop cutting-edge solutions for financial advisors. They have a fast-paced, entrepreneurial environment.

HQ Significance:

Boston is a significant location for LifeYield due to its strong talent pool in finance, technology, and engineering. The city's proximity to leading universities and research institutions makes it an ideal location for attracting top talent.

Values Reflected in HQ: The headquarters reflects LifeYield's values of innovation, collaboration, and client focus. The open office layout and collaborative spaces encourage teamwork and communication, while the modern design reflects the company's commitment to innovation.

Location:

While LifeYield primarily serves the US market, their technology can be adapted and utilized globally through partnerships and integrations. Currently, their global presence is focused on research and development of global tax-optimization strategies.

Street Address:

101 Arch Street, Suite 1940

City:

Boston

State/Province:

Massachusetts

Country:

USA

Where Else Does LifeYield LLC Operate Around the World?

Cincinnati, Ohio, USA

Address: Specific address not publicly available. Generally located in the Cincinnati area.

Serves as a regional hub, providing support and services to clients and partners in the Midwest region of the United States.

Buying Intent Signals for LifeYield LLC

Highperformr Signals uncover buying intent and give you clear insights to target the right accounts at the right time — helping your sales, marketing, and GTM teams close more deals, faster.

Notable news
Hiring actively
Corporate Finance
Corporate Finance
Corporate Finance
Corporate Finance
Corporate Finance
*Example signal, not calculated in real time

Who's Leading LifeYield LLC? Meet the Executive Team

As of April 2025, LifeYield LLC' leadership includes:

Bill Crager - Board Member
Mark Prendergast - CEO
Steve Zuschin - CRO

Who's Investing in LifeYield LLC?

LifeYield LLC has been backed by several prominent investors over the years, including:

Next Investors
F-Prime Capital
Edison Partners

What Leadership Changes Has LifeYield LLC Seen Recently?

Hire0
Exits0

There have been some changes in the executive leadership within the last 12 months. We will keep you posted if this information changes.

What Technology (Tech Stack) Is Used byLifeYield LLC?

Discover the tools LifeYield LLC uses. Highperformr reveals the technologies powering your target accounts — helping your sales, marketing, and GTM teams prioritize smarter and close faster.

LifeYield LLC Email Formats and Examples

LifeYield's email format typically follows a pattern of first initial and last name, followed by @lifeyield.com. Please note that this information may not be 100% accurate. This email format is based on web research and public information, and might not reflect the company's current email naming scheme.

[first_initial][last]@lifeyield.com

Format

jdoe@lifeyield.com

Example

70%

Success rate

What's the Latest News About LifeYield LLC?

Financial Advisor IQ • 2023-03-29

LifeYield Claims Tax-Optimization Software Boosts Advisor Production

LifeYield claims its tax-optimization software can boost advisor production by improving client outcomes and increasing assets under management through tax-aware strategies....more

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