LifeYield, a Boston, MA-based provider of a software platform for financial firms, advisers and investors, raised a funding round of undisclosed amount.
Vestigo Ventures made the investment.
The company intends to use the funds to continue to expand adoption of its solution.
Led by Mark Hoffman, CEO, LifeYield provides software for consumers and financial advisors takes a comprehensive view of investors’ assets and provides tools to improve financial health. The LifeYield Advantage Suite™ of asset optimizing software programs include Portfolio Advantage, Social Security Advantage, and Income Advantage.