SEI Next

SEI Next is dedicated to creating new sustainable growth engines and exploring emerging frontiers of wealth and impact.

Building the future of financial services, together.

We identify, build, invest in, and scale emerging technologies and business ideas that can deliver measurable impact to our clients, our business, and our industry.

Leveraging our ecosystem of clients, employees, strategic partners, and fintech and venture capital leaders, we explore the next horizons of innovation that support user experience, operational scale, and growth to deliver meaningful impact on the future of the wealth and asset management industry.

We rapidly identify opportunities, validate new ideas, and build business cases—tapping into client insights and the expertise of our 5,000+ employees through our in-house incubation network, SEIsmic—to develop innovative, scalable solutions for our clients.

We utilize SEI’s cross-sector exposure to invest in high-growth startups that align with our enterprise strategic themes and growth horizons.

We work with strategic partners, clients, and the broader community to explore opportunities that collectively create greater market impact.

What we think is defining the next horizon of financial services.

Private assets and markets

The convergence of public and private markets is reshaping investment strategies, as investors seek opportunities that combine the liquidity and transparency of public exchanges with the growth potential and diversification offered by private assets.

SEI Next is focused on helping clients meet growing investor demand for private market exposure through diversified investment opportunities and innovative solutions.

Personalization

Artificial intelligence and data are increasingly being leveraged to meet the evolving demands of users, fostering stronger relationships and driving business growth.

SEI Next is tailoring products, services, and interactions using data and analytics to provide more relevant and meaningful client experiences that enhance customer engagement and loyalty.

Digitization and automation

Digital technologies and automated processes are being used to enhance operational efficiency, reduce costs, and improve customer experience using artificial intelligence, robotic process automation, and data analytics.

SEI Next is exploring how to deliver more streamlined, cost-effective services that leverage new technologies to meet the evolving needs of clients, helping them stay competitive in a rapidly changing market.

Access to wealth

Great wealth transfer

The imminent passing of financial assets, such as cash, investments, real estate, and businesses, from one generation to the next is crucial for maintaining and growing client wealth over time.

SEI Next is dedicated to understanding the role of emerging technologies—from AI and tokenization to digital communities—and how they can help clients navigate the complexities of wealth transfers, ensuring a smooth transition and minimizing tax liabilities, while improving client retention.

Regulation and compliance

We are a community of builders, investors, and connectors.

$27.4 million

invested in startups since inception in 2018

200+

incubated ideas evaluated in 2025

Strategic partnership and investment spotlight:

How we engage with our community.

The SEI Next Council includes industry thought leaders from asset management, financial advisory, and related fields. The council holds networking events and facilitates discussions on current financial trends.

Learn more about the council

We seek partnerships with vendors, emerging companies, and industry leaders to collaborate and deliver enhanced value for our clients.

Drive innovation with us