Certification Program Participating Sponsoring Firms

Sponsoring firms participating in the SEI Wealth Platform Certification Program

Learn more about the sponsoring firms participating in the SEI Wealth Platform Certification Program. The program runs throughout the year and we are regularly accepting new firms, as well as certifying additional individual consultants on the Platform.

NIIT Technologies, Inc.

For more information about this firm and its certified consultants, contact:
Dan Spaventa, 708-448-9733 or visit niit-tech.com

NIIT currently has 3 Foundations certified consultants.

Oakbrook Solutions, Inc.

For more information about this firm and its certified consultants, contact:
Tony Painter 570-425-2974
Tim Buhler 704-996-7492 or visit oakbrooksolutions.com

Oakbrook currently has 18 certified consultants with one or more of the following certifications: Foundations, SEI Project Management, Business Readiness: Front Office, Business Readiness: Administration, Business Readiness: Investments, Business Readiness: Operations and the Business Readiness Role.

Verus Consulting Group, LLC

For more information about this firm and its certified consultants, contact:
Mike Collins, 219-210-3671 or visit verusconsulting.net

Verus currently has 1 Foundations certified consultant.

Legal Note

This represents a partial list of firms and individuals participating in the SEI Wealth Platform Certification Program. This is not meant to represent a complete list of participating sponsoring firms or a recommendation or endorsement of their services by SEI.