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In our 56-year history, we've built a business that connects nearly every aspect of the financial services industry—enabling you to benefit from institutional capabilities to solve complex business and client challenges.

What we do

Provide an integrated technology, custody, and investment infrastructure designed to help you scale your business and focus on your clients.

  • Powerful technology

    Leverage a unified platform that’s powers some of the industry's largest banks and institutions.

  • Integrated custody

    It isn’t just a component of our platform—it’s the built-in foundation that powers everything we do.

  • Flexible investment solutions

    Benefit from in-house expertise combined with premier asset managers to help you deliver personalized investment solutions at scale.

Who we serve

Growth-minded advisors seeking a strategic partner to simplify their business and stay competitive in a rapidly evolving industry. The independence to grow your business, your way.

Independent RIAs

Launch, grow, and scale your RIA business with a team of dedicated experts. Do what you do best, and we'll do the rest.

Independent broker-dealers

Deliver personalized advice powered by a coordinated approach to investments, technology, and operational expertise.

Insights you can leverage

The real cost of going RIA—and why many choose independence.

Building a business that truly reflects your vision.

Building your RIA tech stack—essential tools for success.

Invest in an ecosystem that fuels your firm's future.

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How SEI is setting new standards for UMH

The RIA industry is experiencing massive consolidation, driving demand for integrated solutions that unify technology, investment management, and professional services.

All insights

Could you be missing opportunities?

Measure your business across eight focus areas to help you gain clarity on your path forward.

Get your business audit

Investment services provided by SEI Investments Management Corporation (SIMC). Custody services provided by SEI Private Trust Company (SPTC), a federally chartered limited purpose savings association. Platform services provided by SEI Global Services, Inc. (SGS). SIMC, SPTC and SGS are wholly owned subsidiaries of SEI Investments Company (SEI).

Investing involves risk including possible loss of principal.

RIAs and financial advisors