SEI provides financial technology, operations, and asset management services - including investment processing, fund administration, and wealth management - to banks, asset managers, and advisors worldwide.
SEI is a global provider of financial technology, operations, and asset management services, founded in 1968 and headquartered in Oaks, Pennsylvania. The firm employs approximately 5,000 professionals and is publicly traded on NASDAQ under the ticker SEIC, with a presence spanning North America, Europe, Asia, and Africa. Its stated core business is simplifying the complexities of financial services through an integrated combination of technology platforms and operational capabilities.
The company's service lines cover investment processing, fund administration, private banking, and wealth management solutions, serving banks, wealth managers, financial advisors, asset managers, and institutional investors. These offerings are delivered as part of a connected ecosystem linking client operations rather than as standalone products. Industry verticals served include asset management, banking, wealth management, financial advisory services, institutional investing, fintech, and venture capital.
SEI operates with more than 55 years of continuous operating history and reports a culture built on inclusion, collaboration, and innovation, with an emphasis on developing future industry leaders. Through the SEI Next initiative, the firm maintains relationships with fintech and venture capital leaders and explores emerging market frontiers intended to prepare clients for future market dynamics.
