Get exclusive updates as we build the industry’s first automated, multi-account Unified Managed Household. SIGN UP NOW

About SEI LifeYield

LifeYield was acquired by SEI in December 2024.

Taxes are a linchpin to successful wealth accumulation and retirement income planning. SEI LifeYield’s daily mission is to minimize taxes for investors with revolutionary unified managed household (UMH) capabilities.

SEI LifeYield provides some of the largest financial services firms in the world with investment and technology solutions that implement and coordinate tax-efficient investing from accumulation throughout retirement using:

  • Asset location
  • Tax-loss harvesting
  • Tax-efficient household portfolio management and rebalancing
  • Tax transition services
  • Withdrawal and income optimization across multiple household accounts
  • Optimized Social Security benefits

Our solutions are available via API or a new Multi-Account Overlay solution with an easy-to-use interface and client-ready proposals and reports.

Our Vision

SEI LifeYield is guided by a deep understanding that:

  • Taxes have an outsized effect on outcomes for investors and, ultimately, their financial security in retirement.
  • Achieving “tax alpha” requires applying time-tested practices dynamically across all the accounts and holdings in household portfolios.
  • The future of financial advice is UMH and multi-account investment management, which requires sophisticated digital tools and human advisors who can meet the needs of today’s investors.

Learn more about SEI and its technology, operations and asset management capabilities that connect the financial services industry.

As seen in:

company logos

Enterprise Solutions

With SEI LifeYield, financial firms incorporate one or more tax-smart or Social Security-optimizing APIs into their proprietary comprehensive advice platforms. SEI LifeYield technology measures the tax efficiency of a portfolio and suggests the next best actions in sequence for the advisor and client to take to improve after-tax returns.

The SEI LifeYield Technology Library includes:

Learn More

Jack Sharry, SEI LifeYield’s chief growth officer, hosts the popular weekly podcast, WealthTech on Deck. His guests are leaders from the financial services industry sharing their visions, strategies, and plans for the future of financial advice.

Listen to WealthTech on Deck

Questions about SEI LifeYield?

Schedule a Demo

SEI LifeYield info@lifeyield.com
SEI LifeYield  |  175 Federal Street, 7th Floor  |  Boston, MA 02110
© 2025 SEI®. Services provided by SEI Investments Company through its affiliates and subsidiaries.
Privacy Notice  |  Terms of Use  |  
Services provided by SEI LifeYield, LLC, an unregulated subsidiary of SEI Investments Company (SEI). Neither SEI nor its affiliates provide tax advice. Please note that (i) any discussion of U.S. tax matters contained in this communication cannot be used by you for the purpose of avoiding tax penalties; (ii) this communication was written to support the promotion or marketing of the matters addressed herein; and (iii) you should seek advice based on your particular circumstances from an independent tax advisor.