Comprehensive solutions for every facet of a wealth management business, including investment management, investment processing, infrastructure operation and business development.
Wealth management platforms for independent investment advisors, including end-to-end solutions for practice management, investment management and investment processing.
Fiduciary Management programs that integrate experienced resources, investments, and advice for institutional investors.
Asset servicing and investment operations outsourcing solutions for investment managers worldwide.
Life and wealth solutions for high-net-worth investors.
A closer look at the businesses we serve, our mission, our history of innovation and our unique culture.
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SEI serves clients from numerous offices worldwide.
1 Freedom Valley Drive
Oaks, PA 19456
Phone: 1-866-734-2441
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