When was LifeYield founded?

LifeYield was founded in 2008 and raised its 1st funding round 8 years after it was founded.

Where is LifeYield located?

LifeYield is headquartered in Boston, United States. It is registered at Boston, Massachusetts.

Who is the current CEO of LifeYield?

Mark Hoffman of LifeYield. They have also founded 1 company.

How many employees does LifeYield have?

As of May 31, 2026, the latest employee count at LifeYield is 13.

Is LifeYield a funded company?

LifeYield is a funded company, having raised a total of $***** in its 1st and only funding round, a Series A round on Dec 06, 2016.

When was the latest funding round of LifeYield?

LifeYield's latest funding was a $***** Series A round on Dec 06, 2016, with participation from 1 investor. Its primary sector is Finance & Accounting Tech. In United States, the Finance & Accounting Tech sector has seen $2.6B in funding in 2026 to date.

Where does LifeYield rank among its competitors?

LifeYield ranks 59th amongst 606 active competitors, of which 48 are funded. It stands 11th in terms of total funding among its competitors. The most recent competitor to raise funding was TaxDown, which secured $4.65M in Mar, 2026.

Who are the top competitors of LifeYield?

LifeYield's top competitors include TaxDown, TaxBuddy and Numeral One. Among them, TaxDown secured the most recent funding round in March, 2026.

LifeYield - 2026 Company Profile, Team, Funding & Competitors

LifeYield is an acquired company based in Boston (United States), founded in 2008 by Mark Hoffman, Paul Samuelson and Michael Benedek. It operates as a Tax , portfolio advantage and income advantage solution provider. LifeYield has raised an undisclosed amount in funding. The company has 606 active competitors, including 48 funded and 40 that have exited. Its top competitors include companies like TaxDown, TaxBuddy and Numeral One.

Company Details

LifeYield, LLC provides tax-smart software for financial advisors that makes it simple to generate retirement income for their clients. It provides financial advisors with the actionable solutions available for managing a household's multiple taxable and tax-advantaged accounts. It does Coordinated Account and Income Management which is the process by which multiple accounts owned by a household are managed together. As of March 2017, the company claims to be partnered with Albridge, Intuit, FPA, and Pershing. The company is headquartered in Boston, Massachusetts.

Website: lifeyield.com
Social
Email ID: *****@lifeyield.com
Registered Address: Boston, Massachusetts

Key Metrics

Founded Year

2008

Location

Boston, United States

Stage

Acquired

Latest Funding Round

Series A, Dec 06, 2016, $*****

Investors

Allianz Life Ventures & 1 more

Ranked

59^th among 606 active competitors

Employee Count

13 as on May 31, 2026

Similar Companies

TaxDown & 728 more

Exit Details

Acquired by SEI (Dec 11, 2024)

View LifeYield's full profile

LifeYield is associated with 1 legal entity given below:

Legal Entity Name	Date of Incorporation	Revenue	Latest Employee Count	Documents
LIFEYIELD, LLC CIN: 262148950 , United States, Active	Dec 31, 1999	-	19 (As on Dec 31, 2024)	-

LifeYield got acquired by SEI on Dec 11, 2024.

Click here to take a look at LifeYield's acquisition in detail

LifeYield has raised funding over 1 round. Its latest funding round was a Series A round on Dec 06, 2016 for $*****. 1 investor participated in its latest round. LifeYield has 2 institutional investors.

Here is the list of recent funding rounds of LifeYield:

Date of Funding	Funding Amount	Round Name	Post-Money Valuation	Revenue Multiple	Lead Investors	Other Investors
Dec 06, 2016	4647338	Series A	6872207	3064156	3413901	8979858

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View details of LifeYield's funding rounds and investors

The founders of LifeYield are Mark Hoffman, Paul Samuelson and Michael Benedek. Mark Hoffman is the CEO of LifeYield.

Here are the details of LifeYield's key team members:

Mark Hoffman: CEO, Chairman & Founder of LifeYield and founder of 1 other company.
Paul Samuelson: Co-Founder of LifeYield.
Contact Info: 1 email address
Michael Benedek: President, CFO, and Co-founder of LifeYield.

View details of LifeYield's Founder profiles and Board Members

LifeYield's employee count trend

LifeYield has 13 employees as of May 26. Here is LifeYield's employee count trend over the years:

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Top competitors of LifeYield include TaxDown, TaxBuddy and Numeral One. Here is the list of Top 10 competitors of LifeYield, ranked by Tracxn score:

Rank	Company Details	Short Description	Total Funding	Investors	Tracxn Score
1st	TaxDown 2018, Madrid (Spain), Series B	Cloud and app-based tax management solutions for individuals and businesses	$26.1M	Base10 Partners, Abac Nest & 19 others	69/100
2nd	TaxBuddy 2018, Mumbai (India), Seed	Provider of assisted and DIY online tax filing services	$3.68M	Zenith Global, Mangal Keshav & 40 others	65/100
3rd	Numeral One 2022, San Francisco (United States), Series B	Software-based sales tax automation management platform	$57M	Benchmark, Y Combinator & 5 others	61/100
4th	Lettuce 2023, San Francisco (United States), Series A	Automated accounting and tax management software	$52M	Zeev Ventures, Viola FinTech	61/100
5th	Vialto Partners 2022, New York City (United States), Acquired	Tax management, immigration, and mobility solutions for businesses	$225M	CD&R, HPS Investment Partners	60/100
6th	onShore Security 1991, Chicago (United States), Series B	Cyber security solutions provider	$46M	Vertex Ventures, FPV Ventures & 5 others	59/100
7th	TaxAct 1998, Dallas (United States), Acquired	Software-based tax filing platform for individuals and businesses	$85M	Capital Southwest, TA Associates	58/100
8th	Column Tax 2021, New York City (United States), Series A	Online tax refunds & tax monitoring solutions for individuals and businesses	$26.8M	Bain Capital Ventures, Felicis Ventures & 8 others	58/100
9th	Filed 2024, Brooklyn (United States), Seed	Provider of AI-powered tax preparation, review, and advisory software	$17.2M	Northzone, Day One Ventures & 4 others	56/100
10th	Tax Systems 1991, Staines upon Thames (United Kingdom), Acquired	Tax compliance and regulatory solutions for businesses	-	Rothschild & Co, BGF & 1 others	56/100
59th	LifeYield 2008, Boston (United States), Acquired	Tax , portfolio advantage and income advantage solution provider	-	Allianz Life Ventures, Vestigo Ventures	34/100