Custody
Choosing the right custody provider is about more than just technology, it’s about trust.
Financial advisors
RIAs.
Empowering your independence. Helping fuel your growth.
Our flexible platform is built with the realities of running an RIA in mind. It lets you use what you need and skip what you don’t.
One ecosystem. Total business solution.
Being an RIA means independence and always putting your clients first. Our integrated custody, technology, and wealth solutions simplify your operations and empower you to stay focused on what matters most—your clients.
With a relentless focus on service and personal relationships, you gain more than just services. You gain the solutions you need today, the confidence to serve your clients, and the foundation to help grow for tomorrow.
Think you know SEI? Think again.
The #1 rated custodial platform for RIAs.
Explore our solutions for RIAs.
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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.
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Investment solutions
Our investment solutions are flexible building blocks, the engines for activating your advice.
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Advisor services
Elevate your firm with practice management and learn how to think like a business consultant.
Custody is better, starting today.
Information in the U.S. provided by SEI Investments Management Corporation (SIMC), a federally registered investment advisor.
Custody services provided by SEI Private Trust Company (SPTC), a federally chartered limited purpose savings association.
Technology and platform services provided by SEI Global Services, Inc. (SGS). SIMC, SPTC, and SGS are wholly owned subsidiaries of SEI Investments Company (SEI).