Company Email Format Management

SEI LifeYield

Financial Services Boston, Massachusetts, United States 17 employees

Employees: 17
Contacts: 4
Emails: 4
Phones: 3

lifeyield.com LinkedIn Crunchbase

SEI LifeYield Overview

Headquarters: Boston, Massachusetts, United States
Phone Number: Available in AeroLeads
Website: lifeyield.com
Industry: Financial Services
Employees: 17
Founded: 2008
Funding: 2.6M
Company Email: Available in AeroLeads
NAICS: Finance and Insurance

Monetary Authorities-Central Bank

Keywords

Tax-smart software to maximize returns and income for accumulation transition and retirement Retirement income software unified managed household

About SEI LifeYield

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.

SEI LifeYield Contact Details

People in AeroLeads: 4
With contact data: 4
Email contacts: 4; 100.0% coverage
Phone contacts: 3; 75.0% coverage

SEI LifeYield Org Chart

Sample employees and titles

Name	Title	Location	Contact
Denis O'connell		Shrewsbury, Massachusetts, United States	Email
Paul R Samuelson	Chief Investment Officer at Lifeyield	Boston, Massachusetts, United States	Email Phone
Danielle Masciarelli	Vice President at Mash Enterprise	Boston, Massachusetts, United States	Email Phone
Tom Prior	EVP, Head of Sales, Lifeyield	Westwood, Massachusetts, United States	Email Phone