Announced
Synopsis
SEI Investments Company, a global provider of investment solutions, agreeed to acquire LifeYield, a Boston-based tax-smart technology provider. Financial terms were not disclosed. "We believe that integrating LifeYield's tax-smart technology with our investment, technology, and evolving multi-custody capabilities creates a unique suite of tax management solutions that position SEI as the industry leader in enabling the efficient accumulation and transfer of wealth, as well as maximizing retirement income," J. Womack, SEI Chief Product Officer.
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