SEI Acquires LifeYield

FNZ Acquires YieldX to Expand Fixed‑Income Capabilities in the U.S.

January 19, 2023

Financial Services

FNZ has agreed to acquire YieldX, a U.S.-based provider of fixed‑income portfolio management technology and direct indexing tools, to accelerate delivery of personalized wealth management solutions in the U.S. As part of the deal, YieldX co‑founders Adam Green and Steve Gross will join FNZ's North America asset management leadership team to support product and technology integration.

SE2 Acquires Breathe Life

March 28, 2022

Cloud & SaaS

SE2, an Eldridge business, has acquired Breathe Life, a Montreal-based SaaS provider of new-business, distribution and digital engagement technology for life insurers. The deal expands SE2's end-to-end SaaS product and data capabilities, and launches an investment in product and data engineering talent in Montreal to accelerate offerings for life and annuity carriers.

SEI Acquires Finomial

October 26, 2021

Payments & Fintech

SEI (NASDAQ: SEIC) has acquired Finomial, a cloud-native investor lifecycle management fintech, to enhance SEI’s investor-focused platforms and accelerate automation, reporting and digital collaboration capabilities. Finomial founder Meredith Moss and a team of approximately 42 engineers, developers, cloud specialists and client service personnel from the U.S. and India will join SEI to support integration and product expansion.

Lighthouse Life (LHL Strategies) Acquires Assets of Harbor Life Settlements

July 8, 2024

Financial Services

LHL Strategies, Inc. (doing business as Lighthouse Life) completed the acquisition of select assets from Harbor Life Settlements, including its websites, data and technology. The purchase strengthens Lighthouse Life’s consumer-facing lead generation capabilities and integrates Harbor Life’s SEO-driven brand and IP to accelerate Lighthouse’s life policy origination and acquisition strategies.

Aquiline Capital Partners Acquires SEI's Family Office Services Business (Archway)

February 27, 2025

Wealth Management

Aquiline Capital Partners has acquired SEI's Family Office Services business for $120 million; the business will operate independently as Archway effective June 30, 2025. Archway delivers accounting, investment reporting and outsourced services to family offices via the Archway Platform (supporting roughly $733 billion in assets) and Aquiline plans to invest in product, customer experience and growth.

Yes Energy Acquires Live Power Intelligence

August 9, 2022

Energy

Yes Energy has acquired Live Power Intelligence to integrate Live Power’s real-time generation and transmission flow monitoring into Yes Energy’s power market data platform. The deal, enabled by Yes Energy’s growth equity partner Accel‑KKR, will expand proprietary grid-monitoring coverage and deepen analytics for traders, utilities and power market participants.