Acquiring Company
SEI
Acquired Company
LifeYield
BostonFinancial ServicesSoftwareFinanceAngel InvestmentFinancial ServicesFinanceFintechDescription
SEI has announced the acquisition of LifeYield, a Boston-based tax-smart technology provider. Through this acquisition, SEI aims to provide real-time, automated unified managed household (UMH) capabilities in a cost-effective, fully bundled overlay solution, to optimize after-tax returns and provide holistic financial planning for the industry. LifeYield's industry-leading technology will be fully integrated into the SEI Wealth PlatformSM, enhancing SEI's tax management solutions and maximizing retirement income.
Quick answer
SEI is acquiring LifeYield, announced December 11, 2024.
- How much did SEI pay for LifeYield?
- The deal value was not disclosed.
- What does SEI do?
- SEI (NASDAQ: SEIC) is a leading global provider of financial technology, operations, and asset management services within the financial services industry.
- Where are SEI and LifeYield based?
- LifeYield is based in Boston, Massachusetts, United States.
- Who are the decision-makers at SEI?
- Fundz holds 5 contacts at SEI. Names and contact details are shown to Fundz members.
Source: Fundz verified event record.
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Who to call at SEI, and when
When SEI changes hands, the new owners review vendors, systems and leadership. That is when the door opens.
- An alert the day SEI raises, hires an executive or expands, scored against what you sell
- The decision-makers there, with verified emails
- Who you already know at SEI, from your own LinkedIn network
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Related People
Frequently asked
Who acquired LifeYield?
LifeYield was acquired by SEI. The deal was reported on December 11, 2024. SEI (NASDAQ: SEIC) is a leading global provider of financial technology, operations, and asset management services within the financial services industry. SEI is privately held and operates in Financial Services.
When did SEI acquire LifeYield?
SEI's acquisition of LifeYield was reported on December 11, 2024. SEI has announced the acquisition of LifeYield, a Boston-based tax-smart technology provider. Fundz records the date the transaction was first publicly reported, sourced from filings and company announcements.
What does LifeYield do?
LifeYield is a technology company that improves investor outcomes by minimizing investment taxes and maximizing retirement income. It is privately held, operating in Financial Services, and is based in Boston.
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