SEI LifeYield Employee Directory

Q: What is SEI LifeYield known for?

SEI LifeYield was founded in 2008. SEI LifeYield operates in the Financial Services industry.

Q: How many employees does SEI LifeYield have currently?

SEI LifeYield has approximately 17 employees.

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.

Find SEI LifeYield employees' phone numbers or email addresses

SEI LifeYield Global Highlights

North America
24

United States Of America
24

SEI LifeYield's Leadership

E. S.
Chief Technology Officer
Mobile Phone
Email
P. R. S.
Chief Investment Officer
Mobile Phone
Email
E. H.
Head Of Client Support
Mobile Phone
Email
T. P.
Evp Sales
Mobile Phone
Email
D. O.
Svp Product Delivery And Integrations
Mobile Phone
Email
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

Contact profiles from SEI LifeYield

Name

Title

Contact Info

Location

Last Update

E. S.
Chief Technology Officer
Mobile Phone
Email
United StatesMassachusetts
Feb 18, 2025
P. R. S.
Chief Investment Officer
Mobile Phone
Email
United StatesMassachusetts
Nov 07, 2025
T. P.
Evp Sales
Mobile Phone
Email
United StatesMassachusetts
Feb 18, 2025
D. O.
Svp Product Delivery And Integrations
Mobile Phone
Email
United StatesMassachusetts
Aug 25, 2025
E. H.
Head Of Client Support
Mobile Phone
Email
United StatesMassachusetts
Oct 18, 2025
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
May 31, 2024
S. V.
Principal Software Engineer
Mobile Phone
Email
United StatesNew York
Nov 10, 2025
M. H.
Sr. Operations & Systems Engineer
Mobile Phone
Email
United States
Oct 18, 2025

Frequently Asked Questions

What is SEI LifeYield known for?

SEI LifeYield was founded in 2008 operates in the Financial Services industry. The company's main headquarters is located in 175 Federal Street, Boston, Massachusetts 02110, US; 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 17 employees as of October 2025. These team members are located across 1 continents, including North America.

Who are SEI LifeYield's key employees and leadership?

As of October 2025, SEI LifeYield's key employees include:

Chief Technology Officer: E. S.
Chief Investment Officer: P. R. S.
Head Of Client Support: E. H.
Evp Sales: T. P.
Svp Product Delivery And Integrations: D. O.

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