SEI Investments Company

Business Details

Your Trusted Partner for Financial Technology Solutions

At SEI Investments Company, we are dedicated to delivering end-to-end technology and investment solutions that simplify the complexities of the financial services industry. With a team of 5,000 employee entrepreneurs, we connect every part of your operations to ignite innovation, unlock efficiency, and accelerate growth. Our mission is to build brave futures through the power of connection, serving asset managers, banks, wealth managers, financial advisors, and institutional investors globally. We challenge convention and break down barriers, positioning ourselves at the center of the financial services ecosystem to find opportunities others cannot. Our leadership mindset reshapes the industry, offering insights and solutions tailored to todays evolving market demands. Founded on strength and stability, we provide tech-forward solutions while expanding our connections to the financial services ecosystem. Our global presence and integrated platforms, such as the SEI Wealth Platform and SEI Data Cloud, empower clients with secure custody services, business process outsourcing, fund administration, regulatory compliance, and advanced cybersecurity.

We specialize in customized investment strategies, including outsourced chief investment officer (OCIO) services, private wealth management, and flexible investment solutions designed for scale and personalization. Our professional services combine technical expertise with strategic guidance to help firms streamline operations, drive growth, and scale efficiently. With a focus on accountability, safety, and security, we deliver transparency and trust across all our services. Our commitment to innovation is evident in our science-backed, data-driven processes powered by technology, ensuring better outcomes for clients worldwide. Through our subsidiaries and affiliates, we maintain significant relationships with trust departments from leading U.S. banks and serve as a trusted partner for over 9,000 financial institutions. We are here to help you navigate the future of finance with confidence.

Services

Technology Solutions Asset Management Custody Services Fund Administration Business Process Outsourcing Data Analytics Managed IT Services Investment Strategies Regulatory Compliance Cybersecurity

Highlights and features

We deliver integrated technology and investment solutions for financial institutions.
Our platforms simplify complex processes through custody services and business process outsourcing.
We offer science-backed, data-driven processes powered by advanced technology.
Our global presence serves over 9,000 financial institutions with tailored solutions.
We combine technical expertise with strategic guidance to drive operational efficiency.

Website

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Services

Technology Solutions

Our technology solutions provide modern, fully integrated wealth management platforms that streamline operations for banks, asset managers, and financial advisors. These solutions include network operations, cloud infrastructure, and cybersecurity services to secure your technology foundation. By leveraging the SEI Wealth Platform, clients gain scalable, end-to-end capabilities that unify front-, middle-, and back-office functions globally.

Asset Management

We offer customized investment solutions that empower advisors and institutions to achieve efficiency and enhance risk management. Our services include outsourced chief investment officer (OCIO) programs, flexible investment strategies, and private wealth management for high-net-worth individuals. These solutions are designed for personalization, scalability, and long-term client success across evolving market conditions.

Custody Services

Our custody services provide a strong, secure foundation for financial institutions, focusing on accountability, safety, and regulatory compliance. Delivered through SEI Private Trust Company, these services support financial advisors, banks, and wealth managers with asset protection, streamlined reporting, and integrated technology to enhance client trust and operational transparency.

Business Process Outsourcing

We deliver robust business process outsourcing solutions for back-office operations, integrating with the SEI Wealth Platform to unify, streamline, and scale enterprise functions. These services include fund accounting, administration, regulatory compliance, and IT infrastructure support, enabling clients to focus on client-facing activities while reducing operational complexity.

Data Analytics

SEI Data Cloud offers a fully managed data platform with near real-time access to advanced analytics, empowering businesses to act on insights quickly. This service supports financial institutions with scalable infrastructure, eliminating the complexity of traditional systems while enhancing decision-making, risk management, and client reporting capabilities.

People

Ryan P. Hicke

Chief Executive Officer

Ryan P. Hicke leads SEI Investments Company with a strategic vision for growth and innovation in financial technology and investment solutions. With extensive industry experience, he drives the companys mission to empower clients through connected platforms and transformative services.

Sean J. Denham

Chief Financial and Operating Officer

Sean J. Denham oversees financial and operational strategy at SEI, ensuring fiscal discipline and efficient execution of the companys global initiatives. His leadership supports SEIs expansion and delivery of integrated technology and investment services.

Sanjay K. Sharma

CEO of SEI International

Sanjay K. Sharma leads SEIs international business, focusing on global market expansion and strategic growth. His expertise in financial services drives SEIs ability to deliver tailored solutions for international clients and partners.

Michael F. Lane

Head of Asset Management

Michael F. Lane directs SEIs asset management division, delivering innovative investment strategies and outsourced solutions. His leadership ensures clients receive scalable, risk-aware services tailored to evolving market demands.

Sandra F. Ewing

Head of Strategic Corporate Programs

Sandra F. Ewing leads strategic initiatives at SEI, aligning corporate programs with long-term business goals. Her work strengthens SEIs partnerships, innovation, and client-focused service delivery across financial markets.

Questions

What services does SEI offer?

SEI provides technology solutions, asset management, custody services, business process outsourcing, fund administration, data analytics, and cybersecurity for financial institutions.

Who are SEI’s primary clients?

SEI serves asset managers, banks, wealth managers, financial advisors, and institutional investors globally with tailored financial technology and investment services.

How does SEI support investment management?

SEI offers outsourced chief investment officer (OCIO) services, flexible investment strategies, and private wealth management solutions designed for scalability and personalization.

What technology platforms does SEI use?

SEI leverages the SEI Wealth Platform and SEI Data Cloud to deliver integrated, scalable solutions for wealth management, asset management, and operational efficiency.

Is SEI a global company?

Yes, SEI operates globally, providing services to financial institutions across multiple markets through its integrated technology and operational infrastructure.