SEI LifeYield Overview

  • Year Founded
  • 2008

Year Founded

  • Status
  • Private

  • Employees
  • 33

Employees

  • Latest Deal Type
  • Buyout/​LBO

  • Financing Rounds
  • 5

SEI LifeYield General Information

Description

Developer of tax-smart software designed to perform a tax-aware overview of an entire portfolio. The company's platform automates ongoing asset location, tax harvesting, retirement income optimization, withdrawals, multi-account rebalancing, and other features, enabling its clients to improve investment outcomes by reducing investment taxes and enhancing retirement income effectively.

Contact Information

Website
www.lifeyield.com
Formerly Known As
Lifestream Investments, LifeYield
Ownership Status
Privately Held (backing)
Financing Status
Private Equity-Backed
Corporate Office
  • 175 Federal Street
  • 7th Floor
  • Boston, MA 02110
  • United States
+1 (617)
Primary Industry
Financial Software
Vertical(s)
SaaS, FinTech
Corporate Office
  • 175 Federal Street
  • 7th Floor
  • Boston, MA 02110
  • United States
+1 (617)

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SEI LifeYield Valuation & Funding

Deal Type Date Amount Valuation/
EBITDA		 Post-Val Status Debt

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SEI LifeYield Patents

  • 2

    Total Documents Applications and Grants

  • Total Patents Families

  • Granted

  • Pending

  • Expiring in next 12 mo

SEI LifeYield Recent Patent Activity

Publication ID Patent Title Status First Filing Date Technology (CPC) Citations
US-20140244543-A1 Computer-implemented optimization of retirement income sourcing Inactive 11-May-2011
US-20140032446-A1 Holistic management of portfolios that include separately managed accounts Inactive 11-May-2011

SEI LifeYield Signals

Growth Rate

Weekly
Growth
Weekly Growth

Size Multiple

Median
Size Multiple

Key Data Points

Similarweb Unique Visitors

Majestic Referring Domains

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SEI LifeYield Investors

Investor Name Investor Type Holding Investor Since Participating Rounds Contact Info

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SEI LifeYield FAQs

  • When was SEI LifeYield founded?

    SEI LifeYield was founded in 2008.

  • Where is SEI LifeYield headquartered?

    SEI LifeYield is headquartered in Boston, MA.

  • What is the size of SEI LifeYield?

    SEI LifeYield has 33 total employees.

  • What industry is SEI LifeYield in?

    SEI LifeYield’s primary industry is Financial Software.

  • Is SEI LifeYield a private or public company?

    SEI LifeYield is a Private company.

  • What is SEI LifeYield’s current revenue?

    The current revenue for SEI LifeYield is .

  • How much funding has SEI LifeYield raised over time?

    SEI LifeYield has raised $2.5M.

  • Who are SEI LifeYield’s investors?

    SEI Investments has invested in SEI LifeYield.

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