Insights

Expanding Partnership Network LifeYield partners with major financial firms like Morgan Stanley, JP Morgan, and New York Life, indicating broad industry adoption and potential for further integrations with other wealth management platforms and institutions seeking advanced tax-efficient investment solutions.

Recent Innovation Launch The introduction of the Annuity Income Layer and the development of a bundled UMH solution through acquisition by SEI highlight LifeYield’s focus on expanding its product suite and technological capabilities, creating opportunities to offer tailored, innovative retirement income solutions to prospective clients.

Growth through Acquisition SEI’s recent acquisition of LifeYield signifies an increased scale and resource availability, making it an attractive partner or solution provider for firms looking to leverage enhanced technology, integrated platforms, and faster innovation cycles.

Technological Integration LifeYield’s use of APIs and partnerships with platform providers like T3 Technology Hub and Playbook Technologies presents opportunities to embed its solutions into new digital financial ecosystems, targeting firms seeking seamless, scalable, tax-efficient investment tools.

Market Presence and Potential With revenue between 10 and 25 million and a focused client base in the financial services sector, LifeYield offers a compelling value proposition for firms aiming to enhance advisor productivity and investor outcomes, making it an ideal partner to introduce advanced financial technology and tax optimization services.

SEI LifeYield Tech Stack

SEI LifeYield uses 8 technology products and services including Microsoft Visual Studio, Font Awesome, LinkedIn, and more. Explore SEI LifeYield's tech stack below.

Microsoft Visual Studio

Development

Font Awesome

Font Scripts

Online Community Software

WP Engine

Platform As A Service

Cloudflare Bot Management

Security

RabbitMQ

Software Framework

Vimeo

Video Players

HTTP/3

Web & Portal Technology

SEI LifeYield Email Formats	Example	Percentage
First.Last@lifeyield.com	John.Doe@lifeyield.com	57%
First@lifeyield.com	John@lifeyield.com	18%
Last@lifeyield.com	Doe@lifeyield.com	17%
FLast@lifeyield.com	JDoe@lifeyield.com	8%

SEI LifeYield Email Formats

Example

Percentage

First.Last@lifeyield.com

John.Doe@lifeyield.com

57%

First@lifeyield.com

John@lifeyield.com

18%

Last@lifeyield.com

Doe@lifeyield.com

17%

FLast@lifeyield.com

JDoe@lifeyield.com

Frequently Asked Questions

Where is SEI LifeYield's headquarters located?

SEI LifeYield's main headquarters is located at 175 Federal Street Boston, Massachusetts 02110 United States. The company has employees across 1 continents, including North America.

What is SEI LifeYield's phone number?

You can contact SEI LifeYield's main corporate office by phone at

+1-617-502-****

. For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is SEI LifeYield's official website and social media links?

SEI LifeYield's official website is lifeyield.com and has social profiles on LinkedIn Crunchbase.

What is SEI LifeYield's SIC code NAICS code?

SEI LifeYield's SIC code is 7371 - Computer Programming Services NAICS code is 52 - Finance and Insurance.

How many employees does SEI LifeYield have currently?

As of March 2026, SEI LifeYield has approximately 15 employees across 1 continents, including North America. Key team members include Chief Investment Officer: P. R. S.Head Of Client Support: E. H.Evp Sales: T. P.. Explore SEI LifeYield's employee directory with LeadIQ.

What industry does SEI LifeYield belong to?

SEI LifeYield operates in the Financial Services industry.

What technology does SEI LifeYield use?

SEI LifeYield's tech stack includes Microsoft Visual StudioFont AwesomeLinkedInWP EngineCloudflare Bot ManagementRabbitMQVimeoHTTP/3.

What is SEI LifeYield's email format?

SEI LifeYield's email format typically follows the pattern of First.Last@lifeyield.com. Find more SEI LifeYield email formats with LeadIQ.

When was SEI LifeYield founded?

SEI LifeYield was founded in 2008.

SEI LifeYield

Q: What is SEI LifeYield's official website and social media links?

SEI LifeYield's official website is lifeyield.com. SEI LifeYield has social profiles on LinkedIn.

Q: How many employees does SEI LifeYield have currently?

SEI LifeYield has approximately 15 employees.

Q: What technology does SEI LifeYield use?

SEI LifeYield's tech stack includes HubSpot, Piwik, HubSpot Analytics, Goober, X-XSS-Protection.

Financial ServicesMassachusetts, United States11-50 Employees

LifeYield is a technology company that improves investor outcomes by minimizing investment taxes and maximizing retirement income. 

Major financial services firms like Morgan Stanley, Franklin Templeton, JP Morgan, SEI, Merrill, Ameriprise, Allianz, and New York Life partner with LifeYield. 

They use LifeYield APIs inside their proprietary platforms to automate ongoing asset location, tax harvesting, transitions, withdrawals, multi-account rebalancing, Social Security strategy, and retirement income optimization. 

LifeYield’s approach increases advisor productivity and improves financial results for investors, advisors, and firms by up to one-third. 

For more information, visit lifeyield.com.

Insights

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SEI LifeYield Tech Stack

Media & News

LifeYield, LLC is developing UMH solution.

SEI acquired LifeYield, LLC on Dec 11th '24.

LifeYield, LLC launches Annuity Income Layer.

LifeYield, LLC partnered with Playbook Technologies Inc. on May 30th '23.

LifeYield, LLC hired Vaddireddy as senior quality assurance engineer on May 5th '09.

Steve Zuschin leaves LifeYield, LLC.

T3 Technology Hub partners with LifeYield, LLC.

SEI LifeYield's Email Address Formats