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Corporate Profile

Fundamentals about us, including our mission, business units, clients and assets under management

We help professional wealth managers, institutional investors and private investors create and manage wealth -- and enable their long-term success by providing solutions that are both comprehensive and innovative.

Since 1968, SEI has been a leader in the investment services industry, recognized for its history of innovation. Throughout this nearly 50-year history, our mission has remained constant: to help clients achieve continued success by developing consistently relevant solutions delivered through an outstanding client experience. Many of our solutions are unique, combining advice, investments, technology, and operations into comprehensive solutions designed to help professional wealth managers improve their business success; institutional investors make better financial decisions; and private clients achieve their life and wealth goals.

Today, we serve about 8,600 clients, including banks, trust institutions, wealth management organizations, independent investment advisors, retirement plan sponsors, corporations, not-for-profit organizations, investment managers, hedge fund managers, and high-net-worth families.

SEI manages or administers $861 billion in hedge, private equity, mutual fund and pooled or separately managed assets, including $337 billion in assets under management and $518 billion in client assets under administration.1

SEI is a public company and is listed on the NASDAQ exchange under the symbol SEIC.

Our main office and corporate headquarters is in Oaks, Pennsylvania, USA, near Philadelphia. We also operate from offices in Canada, Hong Kong, Ireland, the Netherlands, South Africa, and the United Kingdom.

SEI offers solutions in five wealth management markets.

1 As of December 31, 2017

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