Powerful technology
Leverage a unified platform that powers some of the industry's largest banks and institutions.
RIAs and financial advisors
In our 56-year history, we've built a business that connects nearly every aspect of the financial services industry—enabling you to benefit from institutional capabilities to solve complex business and client challenges.
Who we serve
Growth-minded advisors seeking a strategic partner to simplify their business and stay competitive in a rapidly evolving industry. The independence to grow your business, your way.
Independent and hybrid RIAs
Launch, grow, and scale your RIA business with a team of dedicated experts. Do what you do best, and we'll do the rest.
Independent broker-dealer advisors
Deliver personalized advice powered by a coordinated approach to investments, technology, and operational expertise.
Discover SEI
Connect to what matters most.
Could you be missing opportunities?
Measure your business across eight focus areas to help you gain clarity on your path forward.
Your financial advisor is not affiliated with SEI or its subsidiaries.
Investment services provided by SEI Investments Management Corporation (SIMC). Custody services provided by SEI Private Trust Company (SPTC), a federally chartered limited purpose savings association. Platform services provided by SEI Global Services, Inc. (SGS). SIMC, SPTC and SGS are wholly owned subsidiaries of SEI Investments Company (SEI).
Investing involves risk including possible loss of principal.