Boston, MA
Summary
This business provides technology solutions aimed at enhancing tax efficiency for financial advisors, firms, and investors. Their offerings include multi-account rebalancing, tax-smart withdrawals, tax harvesting, and social security optimization, all designed to improve financial outcomes and increase after-tax returns. They focus on helping clients manage their assets more effectively to maximize retirement income and minimize tax liabilities.
Based on content on lifeyield.com
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Label
Value
Active Dates
16.2 years — Since Oct 2008
Web Hosting
Platform
E-Mail Provider
NAICS Code
523920
SIC 4 Digit Code
6282
SIC 2 Digit Code
62
Industry
1. Financial Technology
2. Portfolio Management
Vendor
Source
Atlassian
TXT Record
TXT Record
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| 2024 |
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