SEI Investments Co - Company Profile
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SEI Investments Co (SEI) is a global provider of financial technology, operations, and asset management services within the financial services industry. The company offers a range of services, including business process outsourcing, fund administration, investment management, and regulatory compliance. SEI's notable technology platforms include the SEI Wealth Platform (SWP) and TRUST 3000. The company's solutions serve asset owners, investment managers, private banks, and independent financial advisors, supporting their operational and investment needs. SEI collaborates with various financial institutions and wealth management businesses to deliver its services. The company operates service centers in the US, the UK, Ireland, Canada, India, and South Africa, targeting a global market. SEI is headquartered in Oaks, Pennsylvania, the US.
Headquarters
United States of America
Address
1 Freedom Valley Drive, Oaks, Pennsylvania, 19456-9989
Website
www.seic.com
Telephone
1 610 6761000
No of Employees
5,000
Industry
Financial Services
Ticker Symbol & Exchange
SEIC (NASD)
Revenue (2024)
$2.3B
8.1%
(2024 vs 2023)
EPS
XYZ
Net Income (2024)
XYZ
23.1%
(2024 vs 2023)
Market Cap*
$10.5B
Net Profit Margin (2024)
XYZ
13.9%
(2024 vs 2023)
* As of and is in US$
Products and Services
| Products | Services | Brands |
|---|---|---|
| Money Market Instruments | Enterprise Wealth Management | SEI |
| Fixed-income and Equity Mutual Funds | Investment Processing | TRUST 3000 |
| Collective Investment Products | Business-Processing-Outsourcing Services | SEI Wealth Platform |
| XYZ | XYZ | |
| XYZ | XYZ | |
| XYZ | XYZ |
History
History section provides information on new products, mergers, acquisitions, expansions, approvals, and many more key events.
| Year | Event | Description |
|---|---|---|
| 2026 | Contracts/Agreements | In April, the company expanded its partnership with Carlyle to develop access to institutional-quality private market capabilities across wealth and retirement channels. |
| 2026 | New Products/Services | In April, the company introduced SEI AccessTM for CITs, a fully digitized, fully automated collective investment trust onboarding experience. |
| 2026 | Contracts/Agreements | In March, the company partnered with IBM to modernize enterprise operations using agentic AI and automation. |
Competitor Comparison
| Key Parameters | SEI Investments Co | The Bank of New York Mellon Corp | FMR LLC | BlackRock Inc | State Street Corp |
|---|---|---|---|---|---|
| Headquarters | United States of America | United States of America | United States of America | United States of America | United States of America |
| City | Oaks | New York | Boston | New York | Boston |
| State/Province | Pennsylvania | New York | Massachusetts | New York | Massachusetts |
| No. of Employees | 5,000 | 47,200 | - | 21,100 | 51,425 |
| Entity Type | Public | Public | Private | Public | Public |
Key Financial Charts
Sales Growth
Net Income Growth
Executives
| Name | Position | Board | Since | Age |
|---|---|---|---|---|
| Carl A. Guarino | Chairman | Executive Board | 2026 | 68 |
| Sanjay Sharma | Chief Executive Officer | Senior Management | 2025 | - |
| Sean Denham | Chief Financial Officer; Chief Operating Officer; Executive Vice President | Senior Management | 2024 | 53 |
| William Coffey | Chief Data Officer | Senior Management | 2026 | - |
| Michael N. Peterson | Executive Vice President; General Counsel | Senior Management | 2018 | 59 |
| Non Dignissim Eros | Proin vel | Convallis | 2026 | XY |
| Non Dignissim Eros | Proin vel | Convallis | 2026 | XY |
| Non Dignissim Eros | Proin vel | Convallis | 2026 | XY |
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