SEI Investments (NASDAQ:SEIC) is a global provider of investment processing, investment management, and investment operations solutions. Established in 1968 by Alfred P. West Jr., the firm has grown from a regional advisory business into a diversified financial technology platform. SEI serves a broad spectrum of clients, including institutional investors, ultra-high-net-worth families, financial institutions, and asset managers, delivering scalable solutions that encompass portfolio management, trade processing, and performance reporting.
The company’s flagship offering, the SEI Wealth Platform, integrates wealth management capabilities with advanced digital interfaces, enabling financial advisors and private banks to streamline client service, compliance, and reporting. In addition to wealth management, SEI provides comprehensive fund administration services—ranging from accounting and valuation to shareholder servicing—and capital markets processing for broker-dealers, custodians, and other intermediaries. Its technology suite is designed to automate complex operational workflows and enhance risk controls.
SEI maintains a global footprint, operating out of major financial centers in North America, Europe, and Asia. Key locations include its headquarters in Oaks, Pennsylvania; regional offices in London, Dublin, and Luxembourg; and technology and operations centers in India and the Philippines. This international presence allows SEI to support cross-border investment strategies and multi-currency reporting for clients pursuing global diversification.
Under the leadership of Executive Chairman Alfred P. West Jr. and Chief Executive Officer Brendan J. Maher, SEI emphasizes innovation, client service, and operational excellence. The company has consistently reinvested in technology and talent, seeking to anticipate industry trends such as digital advice platforms, fintech partnerships, and the adoption of cloud-based solutions. With a history spanning more than five decades, SEI continues to refine its offerings to meet the evolving needs of the asset management and wealth management sectors.
