The intersection of investments and technology

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Technology and investment solutions that connect the financial services industry. We deliver capabilities standalone or as comprehensive solutions.

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Powering the future of wealth with enterprise platform solutions and outsourced operations that address complex business challenges.

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Connecting investors to what matters most, so they can achieve their goals and make confident decisions.

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RIAs and financial advisors

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The intersection of investments and technology.

Your investing challenges are unique. Whether you’re looking to outsource investment management or delegate specific tasks, we have the technology, expertise, and resources to support your team’s success.

Access scale and flexibility. Make confident decisions.

Discretionary investment management for institutions who can benefit from additional expertise, infrastructure, and enhanced governance
Risk-focused implementation with goals-based advice, a flexible suite of public and private investment offerings, and favorable fees

Outsourced CIO (OCIO) program

Take control of risk. Make confident decisions.

Gain confidence in your portfolio decisions with a fully reconciled, comprehensive investment book of record (IBOR).
Benefit from total portfolio visibility through SEI’s analytics and reporting tool, SEI Novus℠.

Diversify your portfolio. Manage operational complexities.

Long-tenured, experienced team provides access to a strong manager network and rigorous, independent due diligence.
Ability to create custom strategies that meet the diversification mix and risk tolerance that you desire.
Capabilities and resources to properly source and report on alternative strategies with full transparency.

Sophisticated alternative investing

Connecting the financial services industry to change the way institutions invest.

Our clients receive tailored attention from a dedicated SEI team. And, while our resume evolves to meet the changing needs of our clients, some goals always remain the same, like saving clients time, improving outcomes, and reducing workflow errors.

$476B

AUM

8

of the top 20 U.S. banks as clients**

43

of the top 100 investment managers worldwide are clients*

30+ year

track record of managing institutional assets through various market cycles

315+

technical and investment professionals focused on understanding your needs

420

institutional partners with custom investment portfolios built to achieve your goals

*Based on Pensions & Investments’ “Largest Money Managers” 2023 ranking. Data as of Dec. 31, 2024.

**Based on American Bankers Association's "25 Largest Institutions by Fiduciary Assets" list as of Sept. 30, 2024.

Whether this is your first time hearing about SEI, or you're looking for tools to help you find the right provider, we're here to help.

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