SEI LifeYield Email Formats

Financial Services • Boston, Massachusetts, United States • 11-20 Employees

SEI LifeYield Email Formats

SEI LifeYield uses 3 email formats. The most common is {first initial}.{last name} (e.g., j.doe@lifeyield.com), used 63.6% of the time.

Format	Example	Percentage
{first initial}.{last name}	j.doe@lifeyield.com	63.6%
{first name}	john@lifeyield.com	18.2%
{first name}{last name}	johndoe@lifeyield.com	18.2%

Key Contact at SEI LifeYield

Steve Zuschin

Executive Vice President

Company overview

Headquarters	175 Federal Street, Boston, Massachusetts 02110, US
Phone number	+16175025660
Website	lifeyield.com
NAICS	52
SIC	628
Keywords	Retirement, Transition, For Accumulation, Retirement Income Software, Tax-Smart Software To Maximize Returns And Income, Unified Managed Household
Founded	2008
Employees	11-20
Socials

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.

Employees by Management Level

Total employees: 11-20

Seniority

Employees

Entry

Vice President

Senior

Employees by Department

SEI LifeYield has 10 employees across 3 departments.

Departments

Number of employees

Funding Data

Explore SEI LifeYield's funding history, including investment rounds, total capital raised, and key backers.

Funding Date	Round	Amount	Link to Article
2017-07-30	1	$2,600,000

Funding Insights

$2,600,000

Total funding amount

$2,600,000

Most recent funding amount

Number of funding rounds

SEI LifeYield Tech Stack

Discover the technologies and tools that power SEI LifeYield's digital infrastructure, from frameworks to analytics platforms.

Cloudflare Bot Management

Security

Vimeo

Video players

JavaScript graphics

Hotjar

Analytics

jQuery Migrate

JavaScript libraries

Cloudflare

CDN

Simpli.fi

Advertising

jQuery

JavaScript libraries

HTTP/3

Miscellaneous

HSTS

Security

PHP

Programming languages

WordPress

Blogs

Frequently asked questions

SEI LifeYield is located in Boston, Massachusetts, US.

You can reach SEI LifeYield at +16175025660.

SEI LifeYield was founded in 2008, making it 18 years old. The company has established itself as a significant player in its industry over this time.

SEI LifeYield has approximately 11-20 employees. The company continues to grow its workforce to support its business operations and expansion.

SEI LifeYield has raised a total of $2,600,000 across 1 funding rounds. This investment has helped the company grow and expand its operations.

Key Contact at SEI LifeYield

Steve Zuschin

Executive Vice President

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