SEI Investments Company (NASDAQ: SEIC) — Company Overview, News & Financial Data
SEI Investments Company specializes in wealth management and investment processing solutions for institutional and individual clients.
SEI Investments Company
SEI Investments Company is a global provider of technology and investment management solutions. The company unifies technology, trust-based custody, and investment management services to support financial institutions and institutional investors. Its client segments include investment managers, private banks, financial advisors, and institutional investors. SEI offers investment processing, operations outsourcing, wealth management platforms, asset management services, and managed security services. Headquartered in Oaks, Pennsylvania, the company supports client operations globally through service centers across North America, Europe, Africa, and Asia, delivering operational infrastructure, fund administration, and portfolio management solutions to optimize financial workflows.
Snapshot
Operations
Products and/or services of SEI Investments Company
- Technology and Operations Outsourcing: Comprehensive middle- and back-office administration, global fund accounting, investor servicing, and custody processing systems supplied to institutional investment managers, hedge funds, private equity funds, and alternative asset managers across global financial markets.
- Asset Management Solutions: Discretionary portfolio management, outsourced chief investment officer capabilities, multi-asset class strategies, mutual funds, and collective investment trusts provided to institutional asset owners, healthcare organizations, endowments, and individual wealth accounts worldwide.
- Private Banking Technology: Integrated wealth management processing platforms, automated trust accounting systems, trade execution, and custody architecture supplied to private banks, wealth managers, and trust institutions to manage client account administrative operations.
- Financial Advisor Solutions: Turnkey asset management programs, custom model portfolio management, advisor practice technology, clearing, and trust custody services provided to independent registered investment advisors and financial advisory firms across North America.
- Institutional Investor Services: Fiduciary management, liability-driven investment strategies, asset allocation modeling, and manager selection frameworks supplied to corporate pension plans, public retirement systems, foundations, healthcare institutions, and sovereign wealth entities globally.
- Cybersecurity and Professional Services: Managed security services, cloud infrastructure protection, information technology architecture consulting, platform implementation, and technical integration services delivered through specialized operating units to financial services organizations and corporate enterprise clients.
SEI Investments Company executive team
- Carl A. GuarinoChairman
- Ryan P. HickeCEO & Director
- Sanjay K. SharmaExecutive VP, CEO of SEI International & Global Head of Private Banking
- Philip N McCabeExecutive VP & Global Head of SEI's Investment Managers Business
- Sean J. DenhamExecutive VP, CFO & COO
- Michael F. LaneExecutive VP & Head of Asset Management
- Amy M. SliwinskiExecutive VP & Chief People and Culture Officer
- Nathan S. ShettyChief Investment Officer
- Mark Andrew WarnerVP, Chief Accounting Officer & Controller
- Bradley Kenneth BurkeDirector of Investor Relations