SEI Investments Company

SEI Investments Company is a financial services and technology provider headquartered in Oaks, Pennsylvania, founded in 1968. The company delivers integrated investment, operations, and technology solutions to corporations, financial institutions, financial advisors, asset managers, and ultra-high-net-worth families. SEI Investments Company focuses on investment processing platforms, outsourced middle- and back-office services, and asset management solutions spanning traditional and alternative strategies. Its offerings support functions such as portfolio administration, accounting, trading, compliance, and reporting, helping clients manage complex investment operations at scale. The firm also provides technology-enabled solutions for wealth management and retirement platforms, serving banks, trust companies, and registered investment advisors. With a presence in major global financial centers, SEI Investments Company plays a significant role as an infrastructure and solutions provider across the U.S. and international asset and wealth management markets, connecting different parts of the financial services ecosystem through its technology and investment capabilities.

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