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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 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

Press Release Jun 12, 2019
Aperture Investors, LLC Selects SEI’s Series Trust as Turnkey Operating Platform for Its New World Opportunities Fund Comprehensive Advisors’ Inner Circle Fund Solution to Help Accelerate Growth of New Aperture Investors’ Emerging Economies Fund

Media Mention Jun 01, 2019
PEI: Navigating the Credit Frontier As private equity firms launch credit vehicles, there are complexities to consider to succeed and standout
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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
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

Blog Posts Jun 20, 2019
Highlights from the 2019 CASE Annual Conference for Institutionally Related Foundations Foundation executives and other senior staff discussed critical and emerging issues

Blog Posts Jun 19, 2019
Why I’m All About Theory Y Exceptional managers create a positive culture by trusting their teams
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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

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Our Locations

Canada

SEI Canada Directions

Canada

130 King Street West
Suite 2810
P.O. Box 433
Toronto, ON M5X 1E3
Canada
1-855-734-1188

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