Powering the future of wealth with enterprise platform solutions that address complex business challenges.
Achieving operational excellence with business process outsourcing and data management that help clients improve efficiency and performance.
Connecting investors to what matters most, so they can achieve their goals and make confident decisions.
Perspectives and happenings from our leaders and experts
The latest news and announcements
The latest financial information for shareholders
Timely shareholder announcements and event information
Who we are, what we do, and how we do it.
Building brave futures through the power of connection.
Press releases, awards, and media mentions
Integrated Custody and Technology Solution Powers Connected Experience and Business Growth
Starting November 26, Phanta Claus and Special Guests to Bring Holiday Cheer During a Dozen Events Aimed at Giving Thanks to Community Heroes
New SEI-Managed and Third-Party Investment Options Further Bolster Flexibility for Advisors
SEI’s Turnkey Operational Platform and Comprehensive Suite of Services Provide Scale and Stability
Evolution of Asset Allocation Strategy Reflects Commitment to Diversification
Recognized for eighth consecutive year.
Recognized for trailblazing industry impact.
Technology and Operational Outsourcing Drives Scale and Growth
Comprehensive Offering Powers Business Transformation and Growth
Advisor’s Inner Circle Fund Trust Powers Growth for Asset Managers
SEIGPT Boosts Productivity and Efficiency for SEI and Clients
Net Sales Events, AUM, and AUA Drive Record Quarter
Public Invited to Monitor Conference Call at 5 p.m. Eastern Time
Recognized for achievements in threat intelligence
ETFs Utilize Integrated Management Approach, Provide Allocations to All Core Equity Asset Classes
Co-design By Architect and Employees - Enhances Client Experience
Expansion of Board Underscores Commitment to Institutional Markets
Ryan Hicke highlights our pillars of technology, operations, and asset management.
Firms must adapt to meet the needs of future generations.
Commitment to Goals-Based Wealth Management and Tax-Optimization Bolsters Growth
Advisers must reconsider their investment strategies to drive growth.
Stability, Flexibility, and Dedicated Service Deepen Strategic Partnership
Ryan Hicke discusses why we’re leaning into alternative investments.
Deepened Relationship Highlights Continued Stability, Supports Acquisitions, and Powers Growth
Industry Trend for Increased Access to Alternatives Presents Growth Opportunity
Leveraging data is critical to making confident decisions that drive growth.
Breadth of Capabilities and Strength of Global Operations to Help Accelerate Growth
Recognized for Community Connect advisor network
Exchange-traded, Interval, and Tender-Offer Funds Present Growth Opportunities for Investment Managers
SEI-Managed Investment Options Bolster Choice, Control, and Customization in SMA and UMA Solutions Through Managed Accounts Program
Parents must equip their families to manage intergenerational wealth.
SEI Sphere Recognized for Advancements in Network Security, Threat Intelligence, and Managed Security Services Capabilities
Integration Enhances Operational Efficiency and User Experience for Family Offices
Financial Services Leader’s Diverse Experience to Bolster Strategic Growth
Public Invited to Monitor Conference Call at 4:30 p.m. Eastern Time
Recognized for cybersecurity solution serving midmarket organizations.
Wealth management firms can power growth by increasing productivity.
Awarded for excellence of pension scheme offering.
Planning for implementations is just as important as the end outcome.
Advisors should act now to position clients for future financial success.
Ryan Hicke discusses access to alternatives and digital transformation.
Parents must empower the next generation for successful financial futures.
On-Demand Access to Actionable Tools Helps Drive Business Growth
Relationship Managers Spend on Average Just 43% of Time on Value-add Tasks
Recognized for advancement in network security and threat detection
Advisers can utilise AI to deliver a highly tailored, connected client experience.
Recognized for cyber and information security solution for second consecutive year
Advisors must take steps now to protect their clients and business.
Advisors’ relationships with clients are at the heart of what they do.
Having the right technology is critical to helping clients meet financial goals.
New SEI-Managed and Third-Party Investment Options, Cost Reductions, and Improved Tax-Optimization Technology Elevates Experience for Advisors and Investors
SEI to Provide Enterprise-Wide Managed Security Services for Multi-National Manufacturer
Connective technologies can power growth for wealth managers’ businesses and clients.
Advanced Aggregation Service Provides Greater Transparency into Customers’ Complete Financial Pictures
Active ETF Trend Provides Growth Opportunity for Asset Managers
The future of wealth management is rooted in a personalised, connected experience.
Recognized for cyber and network security technology.
Strategic Investment and Partnership Fosters Industry Talent, Innovation, and Growth
Values-based financial planning is key
Ryan Hicke covers market trends.
Turnkey Operational Platform Supports Asset Managers’ and Plan Sponsors’ Unique Demands
We're at mile zero for cyber regulation. Buckle up for the road ahead.
The road ahead: SEI’s Womack shares practical tips for advisers keen to ensure a forward-thinking client proposition.
Advisors must connect with clients today to prepare for tomorrow.
Local Artists Invited to Submit Ballpark Mural Concepts by January 26, Initiative Underscores Mutual Commitment to Building Community Connections
Advisers must remain nimble and proactive in evolving their propositions.
Swings in financial markets can breed fear and cause even rational investors to make irrational decisions.
SEI to Leverage Unique Industry Position to Meet Market Demand and Streamline Investment Process for Alternatives
Company Increases Share Repurchase Program by $250 Million
Active ETF Trends Present Growth Opportunities for Asset Managers
Collaboration is key to creating better outcomes for consumers.
Zach was selected for empowering top talent through our AI learning group.
Recognized for DEI and philanthropic initiatives.
Acquisition Underscores Commitment to Institutional Markets and Providing Members Stability Amidst Industry Consolidation
Month-long Initiative to Feature Special Guests to Give Thanks to Community Heroes; Begins Tuesday, Nov. 14
Military Friendly recognized SEI for the seventh consecutive year.
Company Aligns Asset Management Expertise to Drive Growth in UK and Global Markets
Advisors must incorporate cloud into their M&A strategies to meet client needs.
Findings Highlight Importance of Goals-Based Wealth Management Approach for Advisors and Investors
The IFA landscape is undergoing its own generational evolution.
Industry Veteran Brings Expertise Across Financial Services and Multinational Corporate Strategy
Investor Portal Powers Personalized, Connected Experience for Advisors and their Clients
It’s important to strike a balance between AI and adviser capabilities.
Advisors must rethink business models to meet client needs.
Building globally for the long term.
The array of alternative investments is vast.
Seizing growth opportunities at an inflection point.
Adapting their offerings is key to remaining relevant.
The future of wealth management is rooted in a personalized, connected experience.
SEI to Power Continued Business Transformation for Community Bank
New Applications Help Advisors Connect Investors to What Matters Most
Ryan Hicke discusses growth opportunities in today’s macro-environment.
SEI empowers top technology talent to shape the future of wealth management.
Coaching clients through the 'paradox of choice.'
Deal Supports Long-Term Business Growth and Enhanced Member Outcomes
Ryan reflects on our distinctive culture, new technology, and recent business milestones.
Three New Sets of Strategies Further Enhance Flexibility for Advisors
Appointment of Sneha Shah Reinforces SEI’s Commitment to Driving Growth through Innovation
Strength of Legacy is the Courage of the Future
Leadership Evolution Reflects Company’s Strategic Focus on Global Market Opportunities