Entity Type
Founding Date

SEI is a leading provider of investment management, investment processing, and investment operations solutions around the globe. It helps corporations, financial institutions, financial advisors, and ultra-high-net-worth families create and manage wealth by providing services that are both comprehensive and innovative.


Customized Investment Solutions for Home Offices & Advisors

SEI provides turnkey asset allocation, investment strategies, and a goals-based approach.

Enterprise Operating Platform for Investment Managers

SEI builds and manages customized operating platforms for traditional and alternative investment managers and organizations all over the world.

Enterprise Wealth Management Services for Private Banking Organizations

A modern, fully-integrated, single infrastructure solution that powers wealth management firms globally.

Flexible Outsourced Business Solutions for Independent Advisors

Robust services and programs for independent financial advisors building a fee-based business.

IT Services for Today's Modern Businesses

Optimize and protect your enterprise technology and IT operations with SEI's comprehensive cybersecurity, hosting, and network operations services.

Outsourced Investment Management (OCIO) for Institutional Investors

From timely asset allocation and manager decisions to professional advice and economies of scale, OCIO brings efficiencies that you simply can’t achievecon your own.

Personal Wealth Management for High-net-worth Families

The most complete picture of your wealth possible – and all the confidence that goes with it.