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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
Media Mention Jun 25, 2019
PlanSponsor Article: The Importance of Rebalancing DC Plan Portfolios Rebalancing is critical for DC plan participants

Press Release Jun 19, 2019
SEI Wealth Platform and FinoComp Team Up to Deliver Costs and Charges Reporting Service Integrated Solution Reflects SEI’s Focus on Collaborative Innovation to Meet Client Needs

Media Mention Jun 13, 2019
Financial Planning: Stop Pricing Fees Like Airline Tickets John Anderson on fees in the wealth management industry
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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 Jun 26, 2019
Enough About the Data – Go Engage With the Market Data is powerful, but human interaction is paramount

Blog Posts Jun 25, 2019
Highlights from the 2019 NACUBO Endowment & Debt Management Forum The National Association for College and University Business Officers (NACUBO) focused on investment trends and global directions

Commentaries Jun 24, 2019
U.S. Value Stocks: Why We Still Love Them We stand by our research that value outperforms the broad stock market over the long term
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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.

Webcast June 13, 2019
Top 5 CRM Functions You Might Be Ignoring Learn how you can work smarter, be more proactive and create a consistent client experience

Event June 13, 2019
TSAM New York Meet with our team to find out more about our service offering
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Contact Us

Help for Clients
Investor Relations
Careers

About Us

Our Locations

You can find our offices around the world

United States Our corporate headquarters in Oaks, and our offices in Chicago, New York City, San Francisco, Denver, Indianapolis and Malvern
Canada Our Toronto office
Hong Kong SEI Investments (Asia) offers pre-packaged, bespoke and white labelled investment options that align with how you issue advice
Ireland Our Dublin office
India Our New Delhi office
The Netherlands Our Rotterdam office
South Africa Our Johannesburg office
United Kingdom Our London office

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