Insights

Strong Industry Partnerships LifeYield's collaborations with major financial firms such as Morgan Stanley, JP Morgan, and New York Life demonstrate a well-established client base and receptiveness to innovative technology solutions, offering significant upselling and expansion opportunities.

Recent Company Milestones The acquisition by SEI and the development of new bundled solutions position LifeYield as an evolving platform committed to faster innovation and integrated offerings, making it an attractive target for organizations seeking cutting-edge, comprehensive wealth management tools.

Targeted Product Offerings With recent launches like the Annuity Income Layer and partnerships with digital platforms such as Playbook Technologies, LifeYield presents opportunities to cross-sell specialized financial planning solutions to firms focused on retirement income and digital investing.

Technology-Driven Approach LifeYield’s emphasis on automation, API integrations, and modern infrastructure (such as HTTP/3 and RabbitMQ) indicates an openness to adopting and integrating new technological solutions, ideal for vendors providing innovative financial tech enhancements.

Market Growth Potential With an expected revenue range of 10 to 25 million dollars and a focus on maximizing investor outcomes through tax-efficient strategies, LifeYield is positioned for growth within the financial services technology sector, creating opportunities for targeted outreach to expand its customer base.

Similar companies to SEI LifeYield

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
  • LinkedIn
    Online Community Software
  • WP Engine
    Platform As A Service
  • Cloudflare Bot Management
    Security
  • RabbitMQ
    Software Framework
  • Vimeo
    Video Players
  • HTTP/3
    Web & Portal Technology

Media & News

SEI LifeYield's Email Address Formats

SEI LifeYield uses at least 1 format(s):
SEI LifeYield Email FormatsExamplePercentage
First.Last@lifeyield.comJohn.Doe@lifeyield.com
57%
First@lifeyield.comJohn@lifeyield.com
18%
Last@lifeyield.comDoe@lifeyield.com
17%
FLast@lifeyield.comJDoe@lifeyield.com
8%

Frequently Asked Questions

Where is SEI LifeYield's headquarters located?

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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?

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

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

What is SEI LifeYield's SIC code NAICS code?

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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?

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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?

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SEI LifeYield operates in the Financial Services industry.

What technology does SEI LifeYield use?

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

What is SEI LifeYield's email format?

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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?

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SEI LifeYield was founded in 2008.

SEI LifeYield

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.

Section iconCompany Overview

Headquarters
175 Federal Street Boston, Massachusetts 02110 United States
Phone number
SIC Code
7371 - Computer Programming Services
NAICS Code
52 - Finance and Insurance
Founded
2008
Employees
11-50

Section iconFunding & Financials

  • $10M$25M

    SEI LifeYield's revenue is estimated to be in the range of $10M$25M

Section iconFunding & Financials

  • $10M$25M

    SEI LifeYield's revenue is estimated to be in the range of $10M$25M

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