1 Freedom Valley Drive, Oaks, PA 19456, United States
SEI is a leading global provider of institutional and private client wealth management solutions, including asset management, investment processing, and investment operations. We help professional wealth managers, institutional investors and private investors create and manage wealth and enable their long term success by providing solutions that are both comprehensive and innovative.
Since 1968, SEI has been a leader in the investment services industry, recognized for its history of innovation. Throughout this 40-year history, our mission has remained constant: to help clients achieve continued success by developing consistently relevant solutions delivered through an outstanding client experience. Many of our solutions are unique, combining advice, investments, technology, and operations into comprehensive solutions designed to help professional wealth managers improve their business success; institutional investors make better financial decisions; and private clients achieve their life and wealth goals.
Today, we serve about 8,200 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 families.
SEI manages or administers US$684 billion in mutual fund and pooled or separately managed assets, including US$265 billion in assets under management and US$419 billion in client assets under administration.
SEI is a public company and is listed on the NASDAQ exchange under the symbol SEIC.
With 22 clients up and running, SEI is already partnering with leading firms to reduce operational risk and support regulatory requirements. The SEI Wealth Platform redefines outsourcing, letting you focus on your high-value competitive advantages. ...