Since 1968, SEI has been a leader in the investment services industry, recognized for its history of innovation. Throughout this 50-year history, their mission has remained constant: to help clients achieve continued success by developing consistently relevant solutions delivered through an outstanding client experience. Many of their solutions are unique, combining advice, investments, technology, and operations into comprehensive solutions designed to help professional wealth managers improve their business success; institutional investors make better financial decisions; and private clients achieve their life and wealth goals.

Today, they serve about 11,000 clients, including banks, trust institutions, wealth management organizations, independent investment advisors, retirement plan sponsors, corporations, not-for-profit organizations, investment managers, hedge fund managers, and high-net-worth families.

SEI manages or administers $1 trillion in hedge, private equity, mutual fund and pooled or separately managed assets, including $352 billion in assets under management and $683 billion in client assets under administration.¹

SEI is a public company and is listed on the NASDAQ exchange under the symbol SEIC.

SEI offers solutions in various wealth management markets.

^{1 As of Dec. 31, 2019}