• 1998

Company Description

LifeHarbor is a leading provider of innovative wealth management software to the financial services industry.

LifeHarbor is focused on the development of wealth management software solutions for the financial industry. It offers Private Portfolio Manager, a product that focuses on risk management and tax optimization of separately managed, multiple style, and unified managed accounts. LifeHarbor was acquired by Vestmark in July 2004. LifeHarbor was founded in 1998 and is based in Cambridge, Massachusetts.