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LifeYield
↗Boston, USA
LifeYield is a financial technology company that provides tax-smart software solutions designed to help financial advisors and wealth management firms improve investment outcomes for their clients. The company's platform focuses on Unified Managed Household (UMH) capabilities, including asset location, tax-loss harvesting, multi-account rebalancing, and retirement income optimization.
Founded in 2008, LifeYield has established itself as a key provider of tax-efficient investment technology, partnering with major financial institutions such as Morgan Stanley and JP Morgan. In December 2024, LifeYield was acquired by SEI Investments Company (NASDAQ: SEIC) to integrate its tax-optimization APIs into the SEI Wealth Platform.
CLASSIFICATION
Company Type:Digital Health
Therapeutic Areas:-
Industry:Digital Health
Sub-Industry:FinTech / Wealth Management Technology
SIZE & FINANCIALS
Employees:1-50
Founded:2008
Ownership:subsidiary
Status:acquired
STOCK
Exchange:NASDAQ
Ticker:SEIC
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CORPORATE STRUCTURE
Parent Company:SEI Investments Company
Acquired By:SEI Investments Company (2024-12-01)
Key Partnerships:Morgan Stanley (Strategic partner for wealth management technology), JP Morgan (API integration), Mercer Advisors (Technology partner), Summit Wealth (Technology partner)
COMPETITION
Position:Niche Player
Competitors:Envestnet, Vestmark, Orion Advisor Solutions
LEADERSHIP
Key Executives:
Mark Hoffman - Co-Founder and CEO
LINKS
Website:lifeyield.com
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