SEI LifeYield

📍 Boston, United States🗓 Founded 2008👥 17 employees💰 Last funded Apr 2021
Financial Services🌐 lifeyield.com
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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.
2
Total investors
0
Early stage
0
Mid stage
1
Late stage
2008
Founded

Investors

2 investors
All
Early stage
Mid stage
Late stage
Investor geography1 country
United States
2
Frequently asked questions
Who invested in SEI LifeYield?
SEI LifeYield has 2 investors on record on gritt.io and 1 late-stage investors.
When did SEI LifeYield last raise funding?
The most recent investment in SEI LifeYield recorded on gritt.io was in April 2021.
When was SEI LifeYield founded?
SEI LifeYield was founded in 2008.
What industry is SEI LifeYield in?
SEI LifeYield operates in Financial Services. Find similar Financial Services investors on gritt.io.
Where is SEI LifeYield based?
SEI LifeYield is headquartered in Boston, United States.