SEI INVESTMENTS CO

SEI Investments Company is a global provider of financial technology, operations, and asset management solutions. The company's enterprise operating model combines technology, trust-based custody, and investment management. Headquartered in Oaks, Pennsylvania, SEI has over 5,000 employees supporting clients from service centers in the United States, United Kingdom, Ireland, Canada, continental Europe, India, and South Africa. In 2025, approximately 57% of SEI's revenue came from technology and operations outsourcing, and 38% from asset management fees, with the remaining revenue from professional services and other ancillary services. SEI operates through four client-oriented business segments: Investment Managers, Private Banks, Investment Advisors, and Institutional Investors. The company serves institutions globally, including 8 of the top 20 U.S. banks and 43 of the top 100 investment managers worldwide, managing, advising, or administering approximately $1.9 trillion in assets. In December 2025, SEI completed the first stage of its strategic investment in Stratos Wealth Holdings, a network supporting financial advisors. SEI delivers modular or end-to-end solutions through a single infrastructure that integrates platform technology, custody, operations, and investment expertise.