SEI Investments

SEI Investments Company (Nasdaq: SEIC) is a global provider of investment processing, investment management, and investment operations solutions headquartered in Oaks, Pennsylvania. Founded in 1968, SEI delivers technology and investment solutions that connect the financial services industry. The company went public in 1981.

SEI offers a wide range of services and solutions, including:

• Investment processing and software servicing for banks, trusts, and wealth managers

• Asset management and investment advisory services for institutional and individual investors

• Investment operations outsourcing for investment managers

• Collective investment trusts and fund administration

• Wealth management technology platforms

• Alternative investments solutions

SEI serves various client types including banks, investment advisors, institutional investors, investment managers, and ultra-high-net-worth families. As of December 2023, SEI manages, advises, or administers approximately USD 1.4 trillion in assets.

SEI has continued to expand its capabilities through acquisitions and new product launches. In December 2023, the company acquired Altigo, a cloud-based platform for alternative investments, to expand its offerings in that space. SEI also launched an FDIC-insured cash sweep program for advisors in late 2023. The company has seen strong sales momentum in its technology and investment processing businesses, while facing some headwinds in its traditional asset management segments. SEI remains focused on driving growth through expanding its operational capabilities, enhancing its technology platforms, and capitalizing on trends in areas like alternative investments.