---
schema_version: "secwatch.filing_event.v1"
accession: "0000350894-24-000150"
form_type: "8-K"
ticker: "SEIC"
cik: "0000350894"
company_name: "SEI INVESTMENTS CO"
filed_at: "2024-12-11T23:59:59+00:00"
generated_at: "2026-05-29T04:52:14.953654+00:00"
event_type: "m_and_a"
sentiment: "neutral"
materiality_score: 0.2
calibrated_materiality_score: 0.2
confidence: "high"
source: SEC EDGAR
---

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

## Summary
- 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.

## SEC filing metadata
- accession: 0000350894-24-000150
- form_type: 8-K
- ticker: SEIC
- cik: 0000350894
- company_name: SEI INVESTMENTS CO
- filed_at: 2024-12-11T23:59:59+00:00
- event_type: m_and_a
- sentiment: neutral
- materiality_score: 0.2
- calibrated_materiality_score: 0.2
- confidence: high
- sec_items: 7.01, 9.01
- EDGAR index: https://www.sec.gov/Archives/edgar/data/350894/000035089424000150/0000350894-24-000150-index.htm
- EDGAR primary document: https://www.sec.gov/Archives/edgar/data/350894/000035089424000150/seic-20241210.htm

## Machine-readable alternates
- HTML: https://secwatch.observer/filing/0000350894-24-000150
- JSON: https://secwatch.observer/filing/0000350894-24-000150.json
- Plain text: https://secwatch.observer/filing/0000350894-24-000150.txt

This AI-assisted summary is a reading aid. Review the linked SEC EDGAR filing before relying on any specific claim.