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, recognised 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 8,900 clients, including banks, trust institutions, wealth management organisations, independent investment advisers, retirement plan sponsors, corporations, not-for-profit organisations, investment managers, hedge fund managers, and high-net-worth families.

SEI manages or administers $920 billion (706 billion GBP) in hedge, private equity, mutual fund and pooled or separately managed assets, including $339 billion (260 billion GBP) in assets under management and $576 billion (442 billion GBP) 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 various wealth management markets.

1 As of 30 September, 2018

Continue Learning About Us 

Visit Our Newsroom

Learn more about us. Read the latest press releases and media mentions in our Newsroom.

Go to newsroom

Learn About Our Investment Philosophy

Our approach to investing sets us apart; it's a time-tested process with a dedicated focus on investors' goals.

Learn more