SEI Acquires LifeYield
December 11, 2024
SEI Investments Company (SEI) has acquired LifeYield, a Boston-based provider of tax-smart wealth management technology. SEI will integrate LifeYield's API-driven UMH (unified managed household), tax optimization, and multi-account management capabilities into the SEI Wealth Platform to offer real-time, automated tax-aware portfolio and withdrawal optimization for advisors and institutions.
- Buyers
- SEI Investments Company
- Targets
- LifeYield
- Industry
- Cloud & SaaS
- Location
- Massachusetts, United States
- Transaction Type
- Buyout
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