{
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  "organisationId": "O-b77bf857afdc4062aeeac0a48d49b351",
  "slug": "sei-investments-co",
  "name": "SEI INVESTMENTS CO",
  "updatedAt": "2026-10-02T12:49:33.53174Z",
  "sections": [
    {
      "type": "OVERVIEW",
      "text": "SEI Investments Company is a global financial-services and financial-technology provider. It combines investment management with technology platforms and outsourced operations, administration, and custody services for investment managers, private banks, investment advisers, and institutional investors. Its service network spans the United States, the United Kingdom, Ireland, Canada, continental Europe, India, and South Africa; the company traces its origins to 1968. [P26225683][P109565313][P115579059][P112325935]\n\nFor the year ended December 31, 2025, SEI reported revenue of approximately $2.30 billion and more than $1.9 trillion in assets managed, advised, or administered. Its 2025 Form 10-K reported more than 5,000 employees, while its overview page listed 4,900 global employees as of year-end. SEI describes its mission as “Powering the future,” using technology, operations solutions, and investment expertise to help clients adapt, scale, and grow. [P45417517][P109565313][P115579059][https://www.seic.com/about-sei/overview][https://www.seic.com/about-sei/about-sei]\n[P26225683][P109565313][P115579059][P112325935][P45417517][https://www.seic.com/about-sei/overview][https://www.seic.com/about-sei/about-sei][https://www.seic.com/about-sei/overview][https://www.seic.com/about-sei/about-sei]",
      "updatedAt": "2026-10-02T12:49:33.53174Z"
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    {
      "type": "PRODUCTS",
      "text": "SEI’s offerings include investment-management services and products, investment operations solutions, and investment processing delivered through PaaS and SaaS. Its disclosed named offerings include the SEI Wealth Platform, SEI Integrated Cash, Stratos services, a mutual-fund trading solution, Archway Platform, and SEI Novus. The company also earns fees from investment-management agreements and pooled investment products; its investment operations services are a separate fee category. [P143398118][P143398117][P143398368][P143398369][P143398374][P143398376][P143398377][P143398144][P143398365][P143398366][P143398371][P143398373][P143398375]\n\nFor the six months ended June 30, 2026, the reported product-line revenue mix was approximately 39.1% investment operations fees, 20.4% investment-management agreement fees, 17.4% pooled investment-product fees, 14.1% PaaS investment-processing fees, 4.1% SaaS investment-processing fees, 3.4% account fees and other, and 1.6% professional-services fees. These shares are calculated from the reported product-line amounts and describe revenue mix, not investment returns. [T16407406][T16407406][T16407406][T16407406][T16407406][T16407406][T16407406]\n[P143398118][P143398117][P143398368][P143398369][P143398374][P143398376][P143398377][P143398144][P143398365][P143398366][P143398371][P143398373][P143398375][T16407406][T16407406][T16407406][T16407406][T16407406][T16407406][T16407406]",
      "updatedAt": "2026-10-02T12:49:33.53174Z"
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      "type": "GEOGRAPHY",
      "text": "SEI Investments is headquartered in Oaks, Pennsylvania. In its FY2025 reporting, the company said more than 5,000 employees support clients through service centers in the United States, the United Kingdom, Ireland, Canada, continental Europe, India, and South Africa; it did not provide employee counts by location. [P115579059] The company’s official locations directory also lists offices in London, Dublin, Toronto, Vancouver, New Delhi, Kolkata, Hyderabad, Luxembourg, Guernsey, and Singapore. [https://www.seic.com/about-sei/locations]\n\nFor FY2025, SEI reported revenue according to the primary geographic market where products or services are used. The United States accounted for $1,957.7 million, or approximately 85.2% of revenue; the United Kingdom $165.0 million (7.2%); Ireland $88.9 million (3.9%); Canada $48.6 million (2.1%); and Luxembourg $37.1 million (1.6%). These are the markets listed in its geographic revenue disclosure. [https://ir.seic.com/financial-reports/sec-filings/content/0000350894-26-000013/seic-20251231.htm]\n[P115579059][https://www.seic.com/about-sei/locations][https://ir.seic.com/financial-reports/sec-filings/content/0000350894-26-000013/seic-20251231.htm]",
      "updatedAt": "2026-10-02T12:49:33.53174Z"
    },
    {
      "type": "SEGMENTS",
      "text": "SEI Investments reports five business segments. In FY2025, Investment Managers provided investment-management firms with outsourced front-, middle- and back-office services, including fund administration, accounting, compliance and investor reporting; it generated $815.0 million, approximately 35.5% of company revenue. Private Banks supplied technology, operations and asset-management solutions mainly to banks, trust companies and independent wealth advisors, generating $572.9 million (24.9%). Investment Advisors served independent financial advisors with wealth-management technology, operations and investment solutions, generating $577.4 million (25.1%). [P60255307][P2938659][P39034225][P5283883][P63432466][P8764544][P105362692][P47620957][P106400873][P22387985][P56562921]\n\nInstitutional Investors provides outsourced or unbundled OCIO services, principally for retirement plans and institutional asset owners such as healthcare, higher education and nonprofit organizations; its FY2025 revenue was $282.5 million (12.3%). Investments in New Businesses covers ventures and development intended to extend SEI’s offerings into new or existing markets, including U.S. ultra-high-net-worth families and SEI Sphere; it generated $49.5 million (2.2%). The five segments together reported $2,297.4 million in revenue. [P102724456][P39856524][P73720947][P14342813][P56562921]\n\nThe company also presents revenue by type, a different view from its operating segments: asset-management, administration and distribution fees were $1,817.1 million (about 79.1% of FY2025 revenue), while information-processing and software-servicing fees were $480.3 million (about 20.9%). [P45417517]\n[P60255307][P2938659][P39034225][P5283883][P63432466][P8764544][P105362692][P47620957][P106400873][P22387985][P56562921][P102724456][P39856524][P73720947][P14342813][P45417517]",
      "updatedAt": "2026-10-02T12:49:33.53174Z"
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    {
      "type": "HISTORY",
      "text": "SEI Investments was founded in 1968 by Alfred P. West Jr. as Simulated Environments Inc., initially developing computer-based simulations for commercial credit. In 1989, it entered mutual-fund accounting and distribution, and in 1992 launched its investment-advisors business and Turnkey Asset Management Platform, broadening its work in investment and wealth services. [https://www.seic.com/about-sei/timeline]\n\nThe company expanded its family-office and wealth-management capabilities through acquisitions including Archway Technology Partners in 2017 and Huntington Steele in 2018, and broadened its technology and investment capabilities with acquisitions in 2021 of Oranj, Atlas Master Trust, Finomial and Novus Partners. [https://ir.seic.com/financial-reports/sec-filings/content/0000350894-17-000045/form8-k7x3x2017.htm] [https://ir.seic.com/financial-reports/sec-filings/content/0000350894-18-000053/seic-9301810q.htm] [https://ir.seic.com/press-releases/detail/812/sei-acquires-oranj-platform-to-digitize-collaboration-for-financial-advisors] [https://www.seic.com/about-sei/newsroom/sei-announces-acquisition-atlas-master-trust-capita] [https://www.seic.com/about-sei/newsroom/sei-acquires-finomial-further-enhance-capabilities-investor-focused-cloud-native-technology] [https://ir.seic.com/press-releases/detail/784/sei-acquires-novus-partners-to-broaden-capabilities-for-large-institutional-investors] In 2022, Ryan P. Hicke became CEO, succeeding West, who had led the company since its founding; SEI also launched its first four exchange-traded funds that year. [https://www.seic.com/about-sei/newsroom/sei-announces-appointment-ryan-hicke-next-ceo] [P112325935] In 2025, SEI completed the first stage of a strategic investment in Stratos Wealth Holdings and completed the sale of its Family Office Services business to Aquiline. [https://ir.seic.com/press-releases/detail/1012/sei-completes-first-stage-of-strategic-investment-in-stratos-wealth-holdings] [https://ir.seic.com/press-releases/detail/988/aquiline-completes-acquisition-of-seis-family-office-services-business] West retired as Executive Chairman on January 1, 2026, and Carl A. Guarino became Chairman. [https://ir.seic.com/press-releases/detail/1014/sei-honors-founder-alfred-p-west-jr-as-he-retires-from-executive-chairman-role-after-57-years-of-innovation]\n[P112325935][P44782896][https://www.seic.com/about-sei/timeline][https://ir.seic.com/financial-reports/sec-filings/content/0000350894-17-000045/form8-k7x3x2017.htm][https://ir.seic.com/financial-reports/sec-filings/content/0000350894-18-000053/seic-9301810q.htm][https://www.seic.com/about-sei/newsroom/sei-announces-appointment-ryan-hicke-next-ceo][https://ir.seic.com/press-releases/detail/812/sei-acquires-oranj-platform-to-digitize-collaboration-for-financial-advisors][https://www.seic.com/about-sei/newsroom/sei-announces-acquisition-atlas-master-trust-capita][https://www.seic.com/about-sei/newsroom/sei-acquires-finomial-further-enhance-capabilities-investor-focused-cloud-native-technology][https://ir.seic.com/press-releases/detail/784/sei-acquires-novus-partners-to-broaden-capabilities-for-large-institutional-investors][https://ir.seic.com/press-releases/detail/1012/sei-completes-first-stage-of-strategic-investment-in-stratos-wealth-holdings][https://ir.seic.com/press-releases/detail/988/aquiline-completes-acquisition-of-seis-family-office-services-business][https://ir.seic.com/press-releases/detail/1014/sei-honors-founder-alfred-p-west-jr-as-he-retires-from-executive-chairman-role-after-57-years-of-innovation]",
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      "href": "https://app.finbar.com/go?id=P44782896",
      "label": "SEI INVESTMENTS CO — Full financial report (2025 Y)",
      "documentId": "D-380c119c64ba4afca691e80603c31111"
    }
  ]
}