Harry Bartle

Harry Bartle

EVP of Enterprise Sales, LifeYield

Harry is the EVP of Enterprise Sales at LifeYield, where he’s responsible for developing relationships with the largest financial services firms in the world. He has 20+ years’ experience driving revenue for many innovative companies across our industry. Prior to LifeYield, at Financial Engines, Harry pioneered the sale of online advice and managed accounts. At Linedata, he sold front, back and middle office products, including back-end plumbing, compliance software, rebalancing, and all the mathematics behind the technology. Now at LifeYield, Harry has helped sign up 12+ enterprise customers with the goal of building complete household wealth management platforms. Because of Harry’s wealth of experience, he’s able to be a reliable resource for firms developing complex wealth technology platforms – helping to shape the next generation of financial technology.

WealthTech on Deck

About this Podcast

WealthTech on Deck is a LifeYield podcast about the future of wealth management and the major role technology plays in it.

About LifeYield

LifeYield technology improves after-tax returns by minimizing investment taxes and maximizing retirement income. Major financial institutions leverage LifeYield to improve financial outcomes and increase advisor productivity through multi-account portfolio management. Learn more at lifeyield.com.