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. M.
Senior Software Architect
Mobile Phone
Email
United StatesMassachusetts
Jun 25, 2025
E. P.
Senior Devops Engineer
Mobile Phone
Email
United StatesMassachusetts
Apr 24, 2025
M. M.
Principal
Mobile Phone
Email
Oct 17, 2024
J. M.
Advisory Board Member
Mobile Phone
Email
United StatesSouth Carolina
Nov 12, 2025
D. M.
Sales
Mobile Phone
Email
United StatesMassachusetts
Nov 11, 2025
L. R.
Advisory Board Member
Mobile Phone
Email
United StatesPennsylvania
Oct 26, 2025
K. Q.
Content Marketing Intern
Mobile Phone
Email
United StatesVirginia
Oct 24, 2025
V. S.
Software Development Intern
Mobile Phone
Email
United StatesNew York
Nov 12, 2024

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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