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Case study.

Leap of faith: How Washington Trust invested in change to power future growth.

Outsourced technology, operations, and investment solutions to help wealth management firms power growth.

What we do.

We help banks, wealth managers, and independent trust companies unify their business, reduce friction, and deliver on client goals. 

  • Global wealth management technology and operations

    Modern, fully integrated wealth management technology and outsourced operations solutions to streamline your business—all powered by the SEI Wealth Platform℠.

  • Investment solutions

    Seamlessly deliver curated investment strategies designed to help you build portfolios tailored to client goals, risk profiles, and preferences.

  • Professional services

    Expert consulting, technology and operations infrastructure support, and strategic guidance to help you streamline your operations, drive growth, and scale your business more efficiently.

  • Data, analytics, and information management

    SEI Data Cloud is a fully managed data platform that provides seamless access to near real-time data and advanced analytics, so you can quickly act on insights.

Insights you can leverage.

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July 18, 2025

Beyond the public markets: What the rise of alternatives means for banks, advisors and wealth managers.

Why banks are considering alternatives to help strengthen client portfolios.

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July 9, 2025

Five tips to successfully navigate M&A transformations in wealth management.

Based on decades of experience supporting complex implementations and transformations, here are five essential practices to guide your next integration effort.

All insights

Connect with us.

See how we can customize solutions for your organization.

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Important Information:

Investment services provided by SEI Investments Management Corporation, a wholly owned subsidiary of SEI Investments Company (SEI).