Join the custodian (r)evolution.
Custody
Safeguarding assets starts with keeping them in your client's name—no commingling of investor funds.
Financial advisors
RIAs.
We're a premier destination for growth-minded RIAs.
Being an RIA is about being independent. About growing a business. About putting your clients at the center of everything you do. We feel the same way.
SEI’s custody, open-architecture technology, and wealth management solutions are designed to revolutionize how RIAs operate—by offering a total business solution that helps empower your independence, simplify business processes, and keep your clients at the center of everything you do.
With a relentless focus on service and personal relationships, you gain more than just services; you access comprehensive support.
Advisor technology
Our technology is flexible, integrated, and easy to use. It's a powerful tool that connects you to what matters most and an integral part of the investor experience.
Explore the Growth Lab
Your one-stop shop to toolkits, workflows, and resources to elevate your practice.
Custody is better, starting today.
Custody services provided by SEI Private Trust Company, a federally chartered limited purpose savings association and wholly owned subsidiary of SEI Investments Company.