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Stability isn’t just a nice-to-have. It’s the foundation that allows advisors like you to grow, serve clients, and plan for what’s next. 

One ecosystem. Total business solution. 

In a fast-moving, ever-changing industry, you need a strategic partner you can count on. Whether you’re focused on operational efficiency or portfolio flexibility, our ecosystem meets you where you are, reducing friction and driving better outcomes for you and your clients.

Think you know SEI? Think again.

SEI advisors spend 44% less time on investment management activities, which means more time in front of clients.¹

Explore our solutions.

  • Investment solutions

    Our investment solutions are flexible building blocks, the engines for activating your advice.

  • Advisor technology

    Access a suite of technology and wealth solutions that help enable you to scale your business using the same trusted infrastructure as some of the largest banks and institutions.

  • Custody

    Choosing the right custody provider is about more than just technology, it’s about trust.

  • Advisor services

    Elevate your firm with practice management and learn how to think like a business consultant.

We’re built for now and what’s next. 

Never bought. Never sold. We’re independent, just like the advisors we serve. Learn more about the stability and solutions that evolve with you.

Ready to elevate your business?

Contact us

1 Source: “The Cerulli Report: U.S. Advisor Metrics 2023,” Cerulli Associates, 2023. Activity of "SEI Advisors" vs All Advisor average. “SEI Advisors” are advisors working with SEI as of 12/1/2024, with greater than $50M SEI Total Platform Assets, n=156.

Information provided by SEI Investments Management Corporation, a wholly owned subsidiary of SEI Investments Company (SEI).  Custody services provided by SEI Private Trust Company, a federally chartered limited purpose savings association and wholly owned subsidiary of SEI.   

Investing involves risk including possible loss of principal.

Financial advisors