TrinityBridge Expands Strategic Partnership with SEI for Cloud, Cybersecurity, and Network Services

LONDON and OAKS, Pa., 21 May 2025 – SEI® (NASDAQ:SEIC) today announced that TrinityBridge has expanded its strategic partnership with SEI, adopting SEI Sphere® for unified managed services across cloud, cybersecurity, and network operations. SEI Sphere modernises enterprise technology and data infrastructure to help organisations operate securely and efficiently in an increasingly complex digital landscape.

Already leveraging the SEI Wealth PlatformSM and SEI Data Cloud, TrinityBridge is the first UK/EMEA client to implement SEI’s award-winning managed services platform, embracing its integrated suite of market-leading technology and operational solutions to drive digital innovation and fuel long-term growth. By adopting a unified approach and drawing on SEI’s extensive IT expertise, TrinityBridge can gain enhanced enterprise visibility and unlock long-term operational value by:

• Replacing fragmented IT with an integrated platform that enables secure, resilient, scalable, and collaborative operations
• Driving greater efficiency and business impact with real-time, actionable intelligence to support confident, strategic decision-making
• Consolidating vendors and technology investments to better align with business priorities and deliver measurable return on investment

Gregg Clarke, COO at TrinityBridge, said:

“Our commitment to becoming the highest quality place for wealth professionals and their clients in the UK means that we need to integrate select, best-of-breed technologies into our solution. We chose SEI as a strategic partner because they both understand our business and are technologically and culturally aligned. As we continue to deliver a modern wealth management experience, SEI was the only company that could bring network, cloud, and cybersecurity together in a proven, cost-effective manner.

“The expansion of our strategic partnership enables us to take superior customer service and protection to the next level. SEI Sphere’s prescriptive approach to delivery allows us to not only provide reliable, quality, and timely service to clients, but it also helps us meet evolving regulations while adhering to the highest standards of data protection—all without the complexity of working with multiple providers. SEI is a trusted entity whose breadth of capabilities has enabled clients’ growth for 57 years. We’re thrilled to deepen our relationship to help protect our operational integrity and reach our growth ambitions.”

Steve Bomberger, Head of SEI Sphere, added:

“We’re excited to partner with TrinityBridge as they embark on a transformative journey to redefine their IT strategy and position their business for lasting, sustainable success. This deepening collaboration is a powerful testament to the impact of SEI’s integrated digital transformation approach. Through SEI Sphere, TrinityBridge is not just simplifying and securing their operations, but aligning technology with a bold vision for growth, while maintaining the agility and resilience that will shape the future of wealth management in an ever-evolving industry.”

About SEI^®

SEI (NASDAQ:SEIC) is a leading global provider of financial technology, operations, and asset management services within the financial services industry. SEI tailors its solutions and services to help clients more effectively deploy their capital—whether that’s money, time, or talent—so they can better serve their clients and achieve their growth objectives. As of March 31, 2025, SEI manages, advises, or administers approximately $1.6 trillion in assets. For more information, visit seic.com.

About SEI Sphere^®

SEI (NASDAQ:SEIC) is a leading global provider of financial technology, operations, and asset management services within the financial services industry. SEI tailors its solutions and services to help clients more effectively deploy their capital—whether that’s money, time, or talent—so they can better serve their clients and achieve their growth objectives. As of March 31, 2025, SEI manages, advises, or administers approximately $1.6 trillion in assets. For more information, visit seic.com.