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.

SEI Investments Company

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

COM:SEIC

SEI Investments Company

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