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Who We Serve
Alternative Asset Managers Managers of hedge funds, fund of hedge funds, and private equity

Banks and Wealth Management Firms Banks, independent trust companies, insurance companies and wealth management firms

Financial Advisors & Wealth Managers Independent advisors, broker-dealer home offices, and wealth managers

Individuals High-net-worth individuals and families and plan participants

Institutional Investors DB and DC plan sponsors, government, healthcare, nonprofits, and unions

Traditional Asset Managers Managers of collective investment trusts, ETFs, mutual funds, and separately managed accounts
Our Solutions
Enterprise Wealth Management Services for Private Banking Organizations A comprehensive, global, scalable platform for wealth management

Customized Investment Solutions for Home Offices & Advisors Our investment products on your platform

Flexible Outsourced Business Solutions for Independent Advisors For advisors building a fee-based business

Personal Wealth Management for High-net-worth Families Goals-based advice and management

Enterprise Operating Platform for Investment Managers Turn infrastructure into a competitive advantage

Outsourced Investment Management (OCIO) for Institutional Investors Helping institutions improve strategic focus and gain efficiencies
What We Do
InvestmentManagement

Investment solutions designed to help our clients -- and their clients -- reach their goals.

Discretionary Asset Management

Manager Research Services

Philosophy and Process

Practice Management

Strategies and Funds

InvestmentOperations

Improve your operational efficiencies and lower operational risk.

Fund Administration

Investment Operations Outsourcing

Regulatory Services

Wealth Management Operations Outsourcing

InvestmentProcessing

Deploy your capital more intelligently and drive efficiency throughout your business.

Bank and Wealth Management Technology

Independent Advisor Technology

Investment Manager Technologies
Newsroom
Press Release Apr 17, 2019
SEI to Announce First-Quarter 2019 Earnings on Wednesday, April 24, 2019 Public Invited to Monitor Conference Call at 4:30 p.m. Eastern Standard Time

Media Mention Apr 15, 2019
Wealth Management: Optimizing Defined Benefit Plan Liquidity Understanding the potential benefits liquidity constraints can bring the pension portfolio

Press Release Apr 15, 2019
SEI Welcomes 7,400 Advisor Clients to the SEI Wealth Platform Landmark Milestone Underscores Strength and Success of SEI’s Global Wealth Management Solution
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About Us
Our Culture Our culture is a reflection of our core values

Our Commitment to Innovation How we challenge traditional methods and conventional thinking

Celebrating 50 Years of SEI Video coverage: 50 years of creating next-generation solutions for our clients' enduring success

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

Our People Find out why our people are our most valuable assets

Our Locations You can find our offices around the world
Knowledge Center
Blog Posts Apr 17, 2019
Do You Know Your Team Members’ Stories? Storytelling has the power to fast-track trust and strengthen relationships.

Videos Apr 11, 2019
Q1 Quarterly Investment Review Our overview of the global financial markets and our perspective on them

Commentaries Apr 10, 2019
Quarterly Commentary: Markets Rebound Around the Globe Stock markets rallied around the globe through most of the first quarter, reclaiming much of the fourth quarter’s losses.
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Case Studies
Innovative Usability Testing with Drexel University Improves End Client Portal Immersive testing with Drexel University pushed our new client portal design forward

The IdeaFarm: A Space for Creativity Investing in a stimulating space to nurture ideas and innovation pays off in many ways.

People leading the way How fully integrated change management maximizes your investment
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Webcasts & Events
Event October 21, 2019
GAIM Ops West Coast Meet our experts at the leading alternatives operations and compliance event in the U.S.

Event June 6, 2019
Rush Hour Run Each year, we host the Rush Hour Run to raise money for SEI Cares

Event May 8, 2019
Morningstar Investment Conference Stop by our booth and get to know our team
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Contact Us

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