For over 35 years, SEI has been a leading provider of wealth management business solutions for the financial services industry.

Al West, Chairman and Chief Executive Officer of SEI, founded the company in 1968 after finishing his graduate studies at the Wharton School of the University of Pennsylvania. He started a business which created computer-based simulations designed to train bank loan officers in credit lending practices. Al named the company Simulated Environments Inc.

1970’s
We developed an investment accounting system for bank trust departments in 1972, and became a leading provider of investment processing outsourcing services to banks and trust institutions.

1980’s
We entered the asset management business in 1982 and launched a series of money market mutual funds for our bank clients. Later in the decade, we expanded our services to bank clients by offering mutual fund accounting services, and operations outsourcing services.

1990’s
We introduced our “Manager of Managers” investment process, and offered these programs to investment advisors who manage wealth for their high-net-worth clients. SEI also offered these services to retirement plan sponsors and institutional investor in selected global markets, including the US, Canada, Europe and South Africa, and East Asia.

2000’s
We developed broader, more strategic solutions for our clients and markets, including:

• A complete life and wealth platform for operating an investment advisory business
• Total operational outsourcing solutions for investment managers
• A fully integrated pension management system for retirement plan sponsors
• a complete life and wealth solution for affluent families