OAKS, Pa. and LONDON, Nov. 10, 2022 /PRNewswire/ -- SEI® (NASDAQ: SEIC) today announced enhanced unified managed household (UMH) capabilities within the SEI Wealth PlatformSM (SWP) through a strategic ...

SEI is solidifying its leadership in providing unified managed solutions and tax-smart investing with a landmark acquisition deal. On Wednesday, the firm revealed that it has acquired LifeYield, a ...

SEI Investments announced this morning that it had entered an agreement to acquire LifeYield, the leading provider of multi-account tax management software. LifeYield has been renamed SEI LifeYield.

All of LifeYield's APIs will be fully integrated into the SEI Wealth Platform SM to help accelerate investment implementation across multiple accounts within the same household. SEI intends to expand ...

Earlier this year, I asked, “What’s holding up UMH?” Today, I have an update: It’s taken a leap forward. SEI has acquired LifeYield, where I have worked for 16 years. SEI LifeYield is building the ...

(RTTNews) - Financial services company SEI Investments Co. (SEIC) announced Wednesday the acquisition of LifeYield, a Boston-based, tax-smart technology provider. The acquisition will enable SEI to be ...

Managed account provider and turnkey asset management platform SEI announced its acquisition of LifeYield, a tax optimization software company, this week. The deal is intended to provide SEI and its ...

OAKS, Pa., Dec. 11, 2024 /PRNewswire/ -- SEI ® (NASDAQ: SEIC) today announced the acquisition of LifeYield, a Boston-based, tax-smart technology provider. Through this acquisition, SEI will be the ...