HQ Address

1 Freedom Valley Drive, Oaks, PA 19456, United States

Website Address

Connect with SEI
Business introduction

Connecting financial services. Building brave futures.

SEI delivers technology and investment solutions that connect the financial services industry. With capabilities across investment processing, operations, and asset management, we work with financial institutions and professionals, corporations, and private investors to solve problems, manage change, and help protect assets—for growth today and in the future.

We’re 4,000 employee entrepreneurs on a mission to build brave futures through the power of connection. Since 1968, we’ve challenged convention, broken down barriers, and integrated our people, solutions, and processes, building connections that empower confident decision-making. As part of the industry’s backbone, we serve about 8,700 clients, including banks, trust institutions, wealth management organizations, independent investment advisors, retirement plan sponsors, corporations, not-for-profit organizations, investment managers, hedge fund managers, and high-net-worth individuals.

As of March 31, 2022, SEI manages, advises, or administers approximately US$1.3 trillion in assets, including US$900 billion in assets under administration and US$385 billion in assets under management.

SEI is a public company and listed on NASDAQ under the symbol SEIC.

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......

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Enterprise Operating Platform for Investment Managers

A comprehensive investment operating platform designed to support all major asset classes and investment vehicles across diverse strategies and jurisdictions. You need to master an increasingly complex business. We provide organizations like yours with the advanced technologies; fast, accurate processing; satisfying client experience; and deep industry knowledge to help you do......

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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......

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