SEI Investments Company is a publicly owned asset management holding company. Through its subsidiaries, the firm provides wealth management, retirement and investment solutions, asset management, asset administration, investment processing outsourcing solutions, financial services, and investment advisory services to its clients. It provides its services to private banks, independent financial advisers, institutional investors, investment managers, investment advisors, wealth management organizations, corporations, retirement scheme sponsors, not-for-profit organizations, hedge fund managers, registered investment advisers, independent broker-dealers, financial planners, life insurance agents, defined-benefit schemes, defined-contribution schemes, endowments, foundations, and board-designated fund, through its subsidiaries. Through its subsidiaries, the firm manages separate client-focused portfolios. It also launches and manages equity, fixed income, and balanced mutual funds, through its subsidiaries. Through its subsidiaries, the firm invests in public equity and fixed income markets. It employs fundamental and quantitative analysis with a focus on top-down and bottom-up analysis to make its investments, through its subsidiaries. SEI Investments Company was founded in 1968 and is based in Oaks, Pennsylvania.

Alfred P. West

SEI Investments Company

Family Office Directories provides a database and directory solutions focused on family offices and investor contacts. The company states that it has been building and updating its directory since 2006, aiming for institutional quality.

Family Office Directories

Family Office Metrics provides data and analytics solutions for family offices and wealth management professionals.

Family Office Metrics

OHM Capital is a shared single family office that focuses on long-term asset management. The company's activities include investment management, client relations, and operations, tax, and legal services.

OHM Capital

SEI Family Office Services

SEI (NASDAQ:SEIC) delivers technology and investment solutions that connect the financial services industry. With capabilities across investment processing, operations, and asset management, SEI works with corporations, financial institutions and professionals, and ultra-high-net-worth families to help drive growth, make confident decisions, and protect futures. As of Dec. 31, 2023, SEI manages, advises, or administers approximately $1.4 trillion in assets. For more information, visit seic.com.

Additional disclosures: https://seic.com/social

“The U.S. economy and investors adapt, even in harrowing times.” James Solloway, CFA comments on the U.S. economy’s above-average growth compared to other countries. #BuildingBraveFutures

CEO Ryan Hicke joined Schwab Network's Market on Close to discuss market trends and growth opportunities in financial services. Watch the full interview: https://lnkd.in/gzXDMrAW #BuildingBraveFutures


Correction: SEI’s average AUA are $923.4 billion. Please see SEI’s earnings release for additional information.

This article contains forward-looking statements within the meaning or the rules and regulations of the Securities and Exchange Commission regarding SEI's strategic focus regarding geographic expansion and potential investments. You should not place undue reliance on these forward-looking statements, as they are based on the current beliefs, assumptions, and expectations of our management, which are subject to significant risk and may change. Some of the risks and important factors that could cause actual results to differ from those described in our forward-looking statements can be found in the "Risk Factors" section of our Annual Report on Form 10-K for the year ended December 31, 2022, filed with the Securities and Exchange Commission. We do not undertake to update any of our forward-looking statements.

Tune in at 3:15 p.m. ET today as CEO Ryan Hicke discusses growth opportunities in financial services on Schwab Network's Market on Close. Watch live: https://lnkd.in/eQ5c-t8j

“With SEI as a world leader and powerhouse in technology and investment solutions, and Benchmark’s award-winning Wealth Management Platform technology, we believe we have a strong partnership that will help us to deliver the next phase of growth for the business.” – Schroders Personal Wealth

We’re excited to support Pictet Asset Management in their launch of four CITs in the U.S. institutional retirement market. https://lnkd.in/gxbiHkbU #BuildingBraveFutures

Metric
Company Name	SEI Investments Company	Family Office Directories	Family Office Metrics	OHM Capital
Symbol	SEIC
MSH ID	COM:SEIC	COM:FAMILYOFFICEDIRECTORIES	COM:FAMILYOFFICEMETRICS	DE:OHMCAPITAL
Market	STOCKS	PRIVATE	PRIVATE	PRIVATE
Sector	Financial Services	Financial Services & Finance	Financial Services & Finance	Financial Services & Finance
Industry	Asset Management	Financial Technology	Wealth Management Technology	Investment Management
Country	US	US	US	DE
Stage				Non Equity Assistance
Employee Count	5.06K
Website	seic.com	familyofficedirectories.com	familyofficemetrics.com	ohmcapital.de
LinkedIn	sei
Founders

Metric
Market Cap	8.64B
Enterprise Value
Monthly Web Traffic		995
Web Traffic Growth
Valuation
Raised Capital

Metric
Revenue	1.92B
Revenue (LTM)
Revenue (NTM)
Gross Profit	1.92B
EBITDA	424.52M
Operating Income	424.52M
Net Income	462.26M
EPS	3.49
Diluted EPS	3.46
Revenue 2022
Revenue 2023
Revenue 2024
Revenue 2025
Revenue 2026

Metric
Revenue Growth (LTM)
Revenue Growth (NTM)
Gross Profit Growth (LTM)
EBITDA Growth (LTM)
Net Income Growth (LTM)
14-Day Growth Score
28-Day Growth Score
90-Day Growth Score
365-Day Growth Score

Metric
Gross Profit Margin	0.81
Operating Profit Margin	0.24
EBITDA Margin	0.22
Net Profit Margin	0.25
Return on Equity	0.23
Return on Assets	0.20
Return on Capital Employed	0.21

COM:SEIC

SEI Investments Company

Last Close

82.62

14/02 21:00

Market Cap

8.64B

Beta: -

Volume Today

504.23K

Avg: -

Company Overview

Market Metrics

Financial Performance

Growth Metrics

Profitability Ratios

Valuation Multiples

Operational Metrics

Cash Flow Metrics

Balance Sheet Metrics

Efficiency Metrics

Metric
P/E Ratio	18.69
P/B Ratio	4.05
Revenue Multiple (LTM)
Revenue Multiple (NTM)
EBITDA Multiple (LTM)
EBITDA Multiple (NTM)
Price to Sales Ratio	4.82
EV Multiple	17.30

Metric
Days Sales Outstanding	95.33
Days Payables Outstanding	5.57
Days Inventory Outstanding	0.00
Operating Cycle	116.61
Cash Conversion Cycle	109.28
Asset Turnover	0.79

Metric
Operating Cash Flow	447.03M
Free Cash Flow	388.24M
Cash Flow to Debt	19.21
Operating Cash Flow/Sales	0.25
Free Cash Flow Yield	0.07

Metric
Cash & Equivalents	835.00M
Accounts Receivable	-38.27M
Inventory
Goodwill	137.33M
Debt to Capitalization	0.02
Debt to Assets	0.01
Current Ratio	4.19
Quick Ratio	6.32

Metric
Rule of 40 (LTM)
Rule of 40 (NTM)
Stock Comp to Revenue	0.11
R&D to Revenue
SG&A to Revenue	0.16