We’ve always kept one eye on the future 

Challenging convention and pushing the boundaries of what’s possible for our clients’ businesses has led us to continuously innovate for investment managers, private banks, wealth managers, institutional investors, financial advisors – and ultimately, for investors. 

How We Do It


At SEI, we’re proud to celebrate 50 years of creating next-generation solutions for our clients’ enduring success. Where did it all begin? Back in 1968…

We blended technology and automation to make bank loan officer training better and faster. And in 1975, before the world even knew what “the cloud” was, we were in it, delivering “private clouds” to help banks automate the way trust and accounting systems managed wealth for their clients.

In the late 80s and again at the turn of the 21st century, some of our most gifted minds helped to reinvent the way investors articulate and achieve their goals—and the way investment managers build their products.

Today, we continue innovating—at the greatest rate in our history! The SEI Wealth Platform powers private banks and wealth managers in 55 countries, helping them transform their organisations and the way they serve clients.

For investment managers, we treat their operations as an asset, rather than an obstacle to growth. We empower them globally to gain scale, keep pace, and run their business more strategically.

We’re helping employers around the world improve the retirement futures of their employees.  And because we trail-blazed outsourced institutional investing models, we’ve helped non-profits strengthen their endowments, focus on their missions and increase their overall giving capabilities.  

We’re helping independent financial advisors discover their true potential in a rapidly-changing world…achieve greater satisfaction with their businesses…and provide what matters most to their growing client base.

So, how do we do it? With thousands of focused minds stimulated by our open work space and inspired by the breakthrough art that surrounds us each day…all collaborating to think ahead…challenge convention…and push the boundaries of what’s possible for our clients’ businesses.

We’ve always kept one eye on the future …and the other on client challenges. And we always will …because we want them to be ready when the future arrives.

Above all, we’re grateful to our clients for the opportunity to contribute to their success.


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Our History of Innovation

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