S

SEI

Financial technology, operations, and asset management.

Website

Overview

SEI is a global provider of financial technology, operations, and asset management services. Its products and services help financial institutions and other clients deploy capital—whether that capital is money, time, or talent—more effectively, supported by a technology-driven platform and outsourced operations. SEI combines software tools, processing capabilities, and asset management services to customize solutions for each client, managing or advising on about $1.6 trillion in assets as of the end of 2024. Its differences lie in offering an integrated suite that blends fintech, back‑office operations, and asset management at scale, enabling clients to streamline workflows, improve governance, and expand growth objectives. SEI’s goal is to help clients optimize their capital deployment to serve their customers better and achieve their financial objectives.

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About SEI

Simplify's Rating
Why SEI is rated
B
Rated B on Competitive Edge
Rated A on Growth Potential
Rated C on Differentiation

Industries

Enterprise SoftwareFinancial Services

Company Size

1,001-5,000

Company Stage

IPO

Headquarters

Upper Providence Township, Pennsylvania

Founded

1968

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Simplify's Take

What believers are saying

  • Q2 2026 revenue rose 15% and adjusted EPS climbed 38%, showing operating leverage.
  • June 2026 AI leadership hires and August 2026 Zocks partnership deepen automation selling power.
  • Singapore asset-management growth and SEI's September 2026 office create fresh regional demand.

What critics are saying

  • The December 2025 Hall ERISA lawsuit still hangs over SEI's retirement business.
  • State Street, Northern Trust, and SS&C attack SEI's core administration and servicing franchises.
  • If clients standardize on one integrated custodian, SEI's multi-platform model becomes irrelevant.

What makes SEI unique

  • SEI managed $2.1 trillion on June 30, 2026, signaling institutional trust.
  • SEI opened Singapore on September 30, 2026, extending its asset-servicing platform across Asia-Pacific.
  • SEI launched an SEC-registered transfer agency in 2026 for semi-liquid alternative funds.

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Funding

Total Funding

$860k

Above

Industry Average

Funded Over

1 Rounds

Post IPO Equity funding comparison data is currently unavailable. We're working to provide this information soon!
Post IPO Equity Funding Comparison Coming Soon

Benefits

  • Health Insurance
  • Dental Insurance
  • Vision Insurance
  • Life Insurance
  • Disability Insurance
  • Health Savings Account/Flexible Spending Account
  • Unlimited Paid Time Off
  • Flexible Work Hours
  • Hybrid Work Options
  • 401(k) Company Match
  • Paid Vacation
  • Paid Sick Leave

Stock Price

Company News

PR Newswire
Oct 22nd, 2026
SEI launches Pathfinder Portal to help advisors plan succession, as 58% lack a documented plan

SEI (NASDAQ: SEIC) has launched the SEI Pathfinder Portal, a tool that helps financial advisors plan for the growth, sustainability, and eventual transition of their businesses. The company announced the launch on October 22, 2026. The portal combines valuation tools, planning resources, educational content, and advisor networking in one place. Advisors can estimate their firm's value, build succession plans, and explore connections anonymously before deciding when to engage. The launch responds to a planning gap. About one-third of advisors plan to retire within 10 years, yet 58% have no fully documented succession plan. "For many advisors, the true value of their firm becomes clear only when a potential buyer comes forward," said Shauna Mace, head of practice management and independent advisor solutions at SEI.

PR Newswire
Oct 21st, 2026
SEI Q3 revenue up 14% to $662M, adjusted EPS up 24%, as buyback rises by $800M

SEI Investments Company reported third-quarter 2026 revenue of $662.0 million, up 14% from a year earlier. Operating income rose 24% to $198.0 million, and diluted earnings per share increased 6% to $1.38. On an adjusted basis, earnings per share grew 24% to $1.64, and operating margin rose to 31%. Net sales events totalled $46.8 million, the second-highest quarterly level in the company's history. Investment Managers led with $32.0 million of net sales events. Investment Advisors revenue rose 26%, helped by Stratos. SEI's board approved an additional $800 million for share repurchases on October 20, 2026, lifting the available authorisation to about $926 million. The company bought back 2.0 million shares for $215.1 million in the quarter.

PR Newswire
Oct 15th, 2026
SEI names ex-LPL Financial exec Kristie Edling-Day as CIO to lead tech overhaul

SEI has appointed Kristie Edling-Day as chief information officer, reporting to chief executive officer Ryan Hicke. The Nasdaq-listed financial technology firm announced the move on October 15, 2026. Edling-Day will lead technology and product strategy and operations, including digital transformation, platform modernisation, and cybersecurity governance. She will also oversee the firm's multi-year technology and product roadmap. She most recently served as executive vice president and CIO at LPL Financial, where she led technology supporting about 32,000 financial advisers. Before that, she spent 17 years at Vanguard in senior leadership roles. Hicke said her leadership will be key to accelerating "responsible AI and data innovation across the enterprise." SEI manages, advises, or administers about $2.1 trillion in assets.

Yahoo Finance
Oct 13th, 2026
Chipotle and SEI Investments look worth watching, while AGCO's flat sales raise concerns

StockStory has picked two profitable stocks to watch, Chipotle and SEI Investments, and one to avoid, AGCO. Chipotle (NYSE:CMG) has a 14.7% trailing 12-month GAAP operating margin and revenue of $12.42 billion. StockStory cites its push into new territories and strong returns on capital. The shares trade at $30.43, or 24.9x forward earnings. SEI Investments (NASDAQ:SEIC) has a 28.9% margin. Revenue grew 10.9% a year over the last two years, while earnings per share rose 22.1% a year, helped by share buybacks. The stock trades at $109.36, or 15.8x forward earnings. AGCO (NYSE:AGCO), a farm machinery maker, has a 5.8% margin. Sales were flat over five years, and earnings per share fell 5.5% a year. Its shares trade at $104.50, or 16.2x forward earnings.

Yahoo Finance
Sep 30th, 2026
SEI opens Singapore office as city-state's asset management sector hits $5T

SEI has opened a Singapore office to expand its asset servicing, professional services, and UCITS fund distribution in Asia-Pacific. The move follows strong regional growth, with assets under management at Singapore-based firms reaching S$6.7 trillion in 2025, up 10% year-on-year. Connall McGuckian has been appointed managing director and head of Singapore. He joins from State Street Singapore, where he most recently served as chief operating officer for alternatives investment solutions in Asia-Pacific. SEI provides asset servicing for 48 of the world's 100 largest asset managers and ranks among the top five administrators of private assets globally. The company manages, advises, or administers approximately $2.1 trillion in assets as of 30 June 2026.

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