LifeYield
Financial Software · Massachusetts, United States · 11-50 Employees
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Overview
Headquarters
175 Federal St Fl 7, Boston, Massachuset...Phone Number
(617) 502-5660Website
www.lifeyield.comRevenue
$5.6 MillionIndustry
ZI Rank: 1
Signal Type
Jan
Feb
Mar
Apr
May
Jun
ZI Rank
2
1
1
1
1
1
About LifeYield
Founded in 2008, SEI LifeYield specializes in enhancing tax efficiency for firms, investors, and advisors, ultimately leading to improved financial outcomes. Their product offerings include solutions for multi-account overlay, asset location, tax-smart transitions, and retirement income sourcing. Targeting enterprises and advisors, SEI LifeYield aims to optimize tax management and investment strategies through innovative technology. The company is committed to building a comprehensive Unified Managed Household experience to help advisors grow and investors thrive.Explore more
LifeYield Org Chart
PS
Chief Investment Officer
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LifeYield financials insights
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2020
Debt
$350K
LifeYield Tech Stack
A closer look at the technologies used by LifeYield
Most Recent Scoops
Mergers & Acquisitions (M&A)
Mergers & Acquisitions, Acquisitions, Mergers
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Executive Move
LifeYield has announced that Steve Zuschin, Executive VP, Business Development, has left the organization to Mammoth Technology as Chief Revenue Officer.
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Frequently Asked Questions Regarding LifeYield
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Founded in 2008, SEI LifeYield specializes in enhancing tax efficiency for firms, investors, and advisors, ultimately leading to improved financial outcomes. Their product offerings include solutions for multi-account overlay, asset location, tax-smart transitions, and retirement income sourcing. Targeting enterprises and advisors, SEI LifeYield ai... Read More
