SEI Investments Company is a global provider of asset management, investment processing, and investment operations solutions. The firm offers a range of services designed to help financial institutions, private banks, wealth managers and family offices streamline back-office functions and enhance front-office capabilities. SEI’s technology platforms support various stages of the investment lifecycle, including trade execution, performance reporting, risk analytics and client communications.
The company’s core offerings include outsourced fund administration, custody and trust services, managed account solutions, and wealth management technology. Through its proprietary SEI Wealth Platform, advisory firms and broker-dealers gain access to portfolio management tools, model delivery, rebalancing services and secure data integration. Institutional clients leverage SEI’s middle-office services for reconciliations, cash management and compliance monitoring, while asset managers rely on the firm’s distribution support, marketing services and product development expertise.
Founded in 1968 and headquartered in Oaks, Pennsylvania, SEI serves clients across North America, Europe and Asia Pacific. The company maintains regional offices in major financial centers such as London, Dublin and Hong Kong, supporting a diverse clientele that includes mutual funds, defined contribution plans, endowments and sovereign wealth funds. SEI is led by a senior management team with deep industry experience, guided by its founder’s vision of combining technology innovation with client-centric service.
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