SEI INVESTMENTS CO

SEI Investments Company (NASDAQ: SEIC) is a leading global provider of financial technology, operations, and asset management solutions that connect the financial services ecosystem across advice, asset management, and administration. The company operates through an integrated business model that unifies technology, trust-based custody, and investment management capabilities to help clients deploy capital more effectively and serve their own clients better.

Headquartered in Oaks, Pennsylvania, SEI maintains a global workforce of approximately 5,000 employees supporting clients from service centers located in the United States, United Kingdom, Ireland, Canada, continental Europe, India, and South Africa. The company manages, advises, or administers approximately $1.9 trillion in assets and serves leading institutions globally, including eight of the top twenty U.S. banks and forty-three of the top one hundred investment managers worldwide.

SEI's revenue streams comprise technology and operations outsourcing at fifty-seven percent, asset management fees at thirty-eight percent, and professional services and other ancillary services for the remainder. The company operates four core client-oriented business segments: Investment Managers, which provides outsourced investment management operating platforms to asset managers and fund companies; Private Banks, serving wealth management businesses within banks and trust companies; Investment Advisors, offering solutions to independent financial advisors across the RIA and broker-dealer markets; and Institutional Investors, providing outsourced chief investment officer services to retirement plan sponsors and other institutional asset owners. Investment Managers generated thirty-five percent of consolidated revenues, Private Banks twenty-six percent, Investment Advisors twenty-five percent, and Institutional Investors twelve percent, with Investments in New Businesses comprising two percent.

Core proprietary technology platforms include the SEI Wealth Platform and TRUST 3000, which deliver integrated front, middle, and back-office capabilities. The company maintains regulated subsidiaries including SEI Private Trust Company, a federal thrift providing trust-based custody, and various investment advisors and broker-dealers. In December 2025, SEI completed the first stage of a strategic investment in Stratos Wealth Holdings, expanding its footprint in the advice segment and complementing its administration and asset management platforms. The company's competitive strengths center on its integrated ecosystem, leadership in alternatives and private markets administration, trust-based custody model, and commitment to security, data analytics, and artificial intelligence capabilities.