Powerful technology
Leverage a unified platform that powers some of the industry's largest banks and institutions.
RIAs and financial advisors
Simplify the complex to elevate your advice
Helping advisors and enterprises anticipate change, adapt, and empower investor success.
In our 56-year history, we've built a business that connects nearly every aspect of the financial services industry—enabling you to benefit from institutional capabilities to solve complex business and client challenges.
What we do
Provide an integrated technology, custody, and investment infrastructure designed to help you scale your business and focus on your clients.
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Integrated custody
It isn’t just a component of our platform—it’s the built-in foundation that powers everything we do.
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Flexible investment solutions
Benefit from in-house expertise combined with premier asset managers to help you deliver personalized investment solutions at scale.
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Actionable advisor services
Elevate your firm with actionable practice management and learn how to think like a business consultant.
Who we serve
Growth-minded advisors seeking a strategic partner to simplify their business and stay competitive in a rapidly evolving industry. The independence to grow your business, your way.
Independent and hybrid RIAs
Launch, grow, and scale your RIA business with a team of dedicated experts. Do what you do best, and we'll do the rest.
Independent broker-dealer advisors
Deliver personalized advice powered by a coordinated approach to investments, technology, and operational expertise.
Discover SEI
Connect to what matters most.
Insights you can leverage
Could you be missing opportunities?
Measure your business across eight focus areas to help you gain clarity on your path forward.
*Activity of "SEI Advisors" vs All Advisor average. Source: U.S. Advisor Metrics (The Cerulli Report, 2023). “SEI Advisors” are advisors working with SEI as of 12/1/2024 with greater than $50mm SEI Total Platform Assets, n=156.
Your financial advisor is not affiliated with SEI or its subsidiaries.
Investment services provided by SEI Investments Management Corporation (SIMC). Custody services provided by SEI Private Trust Company (SPTC), a federally chartered limited purpose savings association. Platform services provided by SEI Global Services, Inc. (SGS). SIMC, SPTC and SGS are wholly owned subsidiaries of SEI Investments Company (SEI).
Investing involves risk including possible loss of principal.