Insights

Strategic Acquisition SEI's recent acquisition of LifeYield demonstrates a strategic move to enhance its fintech offerings, creating opportunities to cross-sell integrated wealth management solutions and expand service portfolios within SEI's client base.

Innovation Launches LifeYield's release of products like the Annuity Income Layer and Multi-Account UMA Tax Overlay indicates ongoing product innovation, presenting chances to target forward-thinking firms seeking advanced tax-efficient investment tools.

Growing Partnerships Partnerships with firms such as Playbook Technologies and T3 Technology Hub highlight opportunities to collaborate with digital platforms and cloud-based solutions, enabling tailored integrations for wealth management clients.

Market Expansion Serving top-tier financial institutions like Morgan Stanley and JP Morgan, LifeYield's established presence in the professional advisory market suggests potential for onboarding additional large asset managers and wealth firms seeking tax optimization capabilities.

Technology Differentiation LifeYield's advanced use of APIs and cloud infrastructure positions the company as a leader in tech-driven wealth management, offering prospects to sell supplementary services or integrations that boost digital transformation initiatives.

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, US. 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 October 2025, SEI LifeYield has approximately 17 employees across 1 continents, including North America. Key team members include Chief Technology Officer: E. S.Chief Investment Officer: P. R. S.Head Of Client Support: E. H.. 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 17 employees.

Q: What technology does SEI LifeYield use?

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

Financial ServicesUnited 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.

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SEI LifeYield Tech Stack

Media & News

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.

LifeYield, LLC launched Multi-Account UMA Tax Overlay on Sep 7th '22.

SEI LifeYield's Email Address Formats