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We provide tailored solutions for:

RIAs and financial advisors

RIAs and financial advisors

Integrated solutions designed to help advisors connect with clients in a more meaningful way. Our technology and custody structure is flexible, scalable, and easy to use.

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Banks, wealth, and asset managers

Enterprise technology and outsourced operations solutions built to meet the complex, evolving needs of wealth and asset managers.

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Institutional investors

Designed to support internal investment teams, our technology and operations solutions include automated processing, data management, and portfolio analytics.

The latest from our newsroom.

press-release March 3, 2025

SEI Launches Alternative Investment Product Marketplace, Expands Access to Private Markets

SEI Access to Offer Wealth Managers and Advisors a Digital, Public Market Experience for Private Markets

megaphone February 28, 2025

Alternatives Watch: Driving competitive advantage: RAG models and agentic AI

Alternative investment firms can leverage emerging technologies to transform their business.

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Our teams are solving problems, working with our clients and communities around the world.

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