Insights

Strong Industry Partnerships LifeYield's collaborations with major financial firms like Morgan Stanley, JP Morgan, and New York Life highlight a proven track record of delivering integrated, tax-efficient portfolio management solutions. This presents an opportunity to offer complementary products or enhanced integrations to similar large institutional clients seeking sophisticated wealth management tools.

Recent Acquisition and Innovation SEI's recent acquisition of LifeYield and their commitment to developing bundled UMH solutions signals a strategic focus on expanding integrated financial planning platforms. Sales teams can target other mid-to-large firms looking for innovative, streamlined solutions that combine multiple retirement and income strategies.

Product Expansion Opportunities The launch of new features such as the Annuity Income Layer and ongoing development of tax-efficient tools suggest ample opportunities to cross-sell additional modules or customized solutions to existing clients or new prospects in the retirement and annuity markets.

Technology-Driven Approach With a tech stack emphasizing APIs, analytics, and platform integrations, LifeYield is positioned to partner with fintech providers or wealth management platforms seeking advanced, scalable solutions for asset location, tax harvesting, and income optimization—ideal for expanding digital service capabilities.

Growing Market Presence Operating in a competitive space with a clear focus on maximizing investor outcomes, LifeYield’s strategic partnerships and innovations indicate a growing demand for their solutions. Sales efforts can target financial advisory firms and wealth managers looking to differentiate through technology-enabled tax efficiency and income strategies.

SEI LifeYield Tech Stack

SEI LifeYield uses 8 technology products and services including oEmbed, HIPAA, LinkedIn, and more. Explore SEI LifeYield's tech stack below.

oEmbed

Dev Tools

HIPAA

Electronic Health Records

Online Community Software

WP Engine

Platform As A Service

reCAPTCHA

Security

Piwik

System Analytics & Monitoring

HTTP/3

Web & Portal Technology

Google Analytics

Web Analytics

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 United States. 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 NAICS code?

SEI LifeYield's NAICS code is 52 - Finance and Insurance.

How many employees does SEI LifeYield have currently?

As of May 2026, SEI LifeYield has approximately 13 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?

SEI LifeYield operates in the Financial Services industry.

What technology does SEI LifeYield use?

SEI LifeYield's tech stack includes oEmbedHIPAALinkedInWP EnginereCAPTCHAPiwikHTTP/3Google Analytics.

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 13 employees.

Q: What technology does SEI LifeYield use?

SEI LifeYield's tech stack includes HTTP/3, MySQL, HTML, OneTrust, Microsoft Transact-SQL.

Q: What is SEI LifeYield's NAICS code?

SEI LifeYield's NAICS code is 52 (Finance and Insurance).

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.

Insights

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SEI LifeYield Tech Stack

Media & News

LifeYield, LLC is developing UMH solution.

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.

SEI LifeYield's Email Address Formats