SEI
HQ Address
1 Freedom Valley Drive, Oaks, PA 19456, United States
Website Address
Business introduction
Building brave futures
We deliver technology and investment solutions that help our clients power growth, make confident decisions, and protect futures
Our success is rooted in strength and stability, delivering tech-forward solutions and expanding our connections to the financial services ecosystem.
Who we are
We’re 5,000 employee entrepreneurs working with our clients and communities to solve problems that matter. And we’re on a mission to build brave futures through the power of connection.
What we do
We deliver technology and investment solutions that connect the financial services industry. We find opportunities that others can’t because we’re at the center of it all.
How we do it
We challenge convention and break down barriers. We’re part of the industry’s backbone, building connections that empower confident decision-making for the future.
SEI Solutions
Customized Investment Solutions for Home Offices & Advisors
Outsourced Investment Solutions Imagine having access to: A technology-agnostic investment solution that provides asset allocation advice Institutional and boutique managers, not typically available to retail investors A goals-based orientation that help clients stay focused in volatile markets Now imagine that same solution can help you to generate revenue and profitability similar to your own in-house solution. We......
business needs
SEI Wealth Platform
SEI Wealth Platform: The future is here Wealth management firms like yours face an array of ever-growing risks. Profitability pressure, increased competition, regulatory concerns, rapidly evolving technology and escalating demand for seamless, customer-driven experiences are driving industry change at a brisk pace. It’s a complex situation that requires a unified solution......
business needs
- Business Process Management & Outsourcing
- Portfolio & Wealth Management Systems
- Trading & Back Office
