What departments does SEI LifeYield have?

SEI LifeYield has employees across 2 departments including Marketing, Quality Assurance.

What is the largest department at SEI LifeYield?

The largest department at SEI LifeYield is Marketing with 1 employees.

Where are SEI LifeYield employees located globally?

SEI LifeYield has employees across 1 continents and 1 countries including United States Of America.

How has SEI LifeYield's team size changed over time?

SEI LifeYield's team has decreased from approximately 16 to 14 employees based on available data.

SEI LifeYield Employee Directory

Financial ServicesMassachusetts, United States11-50 Employees

LifeYield is a Boston-based technology company in the financial services sector that focuses on reducing taxes and enhancing retirement income for investors. It collaborates with major firms—including Morgan Stanley, Franklin Templeton, JP Morgan, SEI, Merrill, Ameriprise, Allianz, and New York Life—integrating its capabilities into their platforms to automate asset location, tax harvesting, transitions, withdrawals, multi-account rebalancing, Social Security planning, and retirement income optimization. 

Its target market comprises financial advisors and the firms that employ them, with the aim of improving outcomes for investors by minimizing taxes and maximizing retirement income. The company positions itself as a provider of tax-efficient investing and income optimization within the financial services industry, and it contends that its approach can boost advisor productivity and investor results by up to about one-third. In December 2024, SEI completed the acquisition of LifeYield, signaling a consolidation that could expand resources and accelerate innovation within SEI's platform.

SEI LifeYield Global Highlights

North America
23

United States Of America
23

SEI LifeYield's Leadership

A. F.
Marketing Manager & Head Of Social Security Support
Mobile Phone
Email
S. Z.
Executive Vice President
Mobile Phone
Email
S. G.
Software Quality Assurance Manager
Mobile Phone
Email
M. M.
Principal
Mobile Phone
Email
S. G.
Managing Principal
Mobile Phone
Email

SEI LifeYield Employee Metrics

100%

50%

0%

2026

2025

Banking
Engineering
Entrepreneurship
Accounting
Administrative
Other
Consultant

Contact profiles from SEI LifeYield

Name

Title

Contact Info

Location

Last Update

A. F.
Marketing Manager & Head Of Social Security Support
Mobile Phone
Email
Oct 24, 2024
S. Z.
Executive Vice President
Mobile Phone
Email
Jul 17, 2025
S. G.
Software Quality Assurance Manager
Mobile Phone
Email
Jul 15, 2024
M. M.
Principal
Mobile Phone
Email
Oct 17, 2024
S. G.
Managing Principal
Mobile Phone
Email
May 05, 2023

Frequently Asked Questions

What is SEI LifeYield known for?

SEI LifeYield was founded in 2008 operates in the Financial Services industry; you can contact the main corporate office by phone at

+1-617-502-****

. Explore SEI LifeYield's company overview page for more information.

What is SEI LifeYield's most common email format?

SEI LifeYield employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more SEI LifeYield email formats with LeadIQ.

How many employees does SEI LifeYield have currently?

SEI LifeYield has approximately 13 employees as of July 2026. These team members are located across 1 continents, including North America.

Who are SEI LifeYield's key employees and leadership?

As of July 2026, SEI LifeYield's key employees include:

Marketing Manager & Head Of Social Security Support: A. F.
Executive Vice President: S. Z.
Software Quality Assurance Manager: S. G.
Principal: M. M.
Managing Principal: S. G.

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SEI LifeYield Employee Directory

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