SEI Investments Co - Company Profile

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SEI Investments Co (SEI) is a provider of investment administration, processing, and operations platforms. It offers comprehensive investment and investment solutions. SEI’s business solutions comprise platforms for investment processing outsourcing, investment management and investment operations outsourcing. The company offers other solutions such as investment and wealth management and advisory solutions. the company advises, manages or administers hedged, mutual fund, private equity, and pooled or separately managed assets. SEI through a network of branch offices and an online portal serves financial institutions, corporates, ultra-high-net-worth clients and families and financial advisors. It operates in the US, Ireland, the UK, Canada, and others. SEI is headquartered in Oaks, Pennsylvania, the US.

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Headquarters United States of America

Address 1 Freedom Valley Dr, Oaks, Pennsylvania, 19456-9989


Telephone 1 610 6761000

No of Employees 5,061

Industry Financial Services

Ticker Symbol & Exchange SEIC (NASD)

Revenue (2022) $1.9B -3.6% (2022 vs 2021)

EPS XYZ

Net Income (2022) XYZ -2.8% (2022 vs 2021)

Market Cap* $8.9B

Net Profit Margin (2022) XYZ 0.8% (2022 vs 2021)

* As of and is in US$
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Products and Services

Products Services
Money Market Instruments Enterprise Wealth Management
Fixed-Income And Equity Mutual Funds Investment Processing
Collective Investment Products Business-Processing-Outsourcing Services
XYZ XYZ
XYZ XYZ
XYZ XYZ
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History

History section provides information on new products, mergers, acquisitions, expansions, approvals, and many more key events.

Year Event Description
2024 Others In April, the company upgraded its Separately Managed Account and Unified Managed Account solutions.
2024 Contracts/Agreements In February, the company partnered with TIFIN and invested US$10 million to boost the development of artificial intelligence in the wealth management industry.
2023 Acquisitions/Mergers/Takeovers In December, the company announced the acquisition of WealthForge Technologies, LLC.
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Competitor Comparison

Key Parameters SEI Investments Co FMR LLC The Charles Schwab Corp AssetMark Financial Holdings Inc Flow Traders NV
Headquarters United States of America United States of America United States of America United States of America Netherlands
City Oaks Boston Westlake Concord Amsterdam
State/Province Pennsylvania Massachusetts Texas California -
No. of Employees 5,061 - 33,000 990 646
Entity Type Public Private Public Public Public
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Executives
Name Position Board Since Age
Alfred P. West, Jr. Chairman Executive Board 2022 80
Ryan P. Hicke Chief Executive Officer; Director Executive Board 2022 45
Sean Denham Chief Financial Officer; Executive Vice President Senior Management 2024 -
Michael N. Peterson General Counsel; Executive Vice President Senior Management 2018 56
Wayne M. Withrow Executive Vice President; Head - Global Asset Management Senior Management 2000 67
Non Dignissim Eros Proin vel Convallis 2024 XY
Non Dignissim Eros Proin vel Convallis 2024 XY
Non Dignissim Eros Proin vel Convallis 2024 XY
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