SEI Investments acquires LifeYield, a tax-smart technology provider; terms not disclosed

SEI INVESTMENTS CO

Acquisition of Boston-based LifeYield, a tax-smart technology provider, announced December 11, 2024.
SEI states the acquisition is not significant or material to its operations or financial results.
No financial terms or transaction structure were disclosed in the filing or press release.
LifeYield's platform focuses on tax-optimization strategies for wealth advisors and investors.

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