About SEI Novus
SEI Novus is a Technology company based in New York (United States) founded in 2007, and was acquired by sei in November 2021. Portfolio analytics and intelligence are delivered to institutional investors. It operates on a SaaS (Software-as-a-Service) model. The company has 35 employees. SEI Novus has completed 2 acquisitions, including Balls Brothers and Financial Diligence Networks. Its website novus.com draws about 11 thousand monthly visits. SEI Novus offers products and services including Novus Platform. Its focus areas include Financials, Investment Management and Portfolio Analytics. Its competitors include Nirvana Financial Solutions, CMG and Omega Point; 3 of its 3 listed competitors have raised funding.
Company details
Comprehensive portfolio analytics and reporting tools are provided by SEI Novus. The Novus Platform is utilized for deep portfolio analysis, performance monitoring, and risk attribution across various investment levels. Solutions are tailored for asset managers, endowments, foundations, sovereign wealth funds, family offices, and pension funds. Advanced dashboards and investment operations tools are integrated to transform investment team workflows. Data maintenance services are also offered to ensure accuracy and integration with data providers.
- Investorssei
& 2 more
- Employee Count35
- Investments & AcquisitionsBalls Brothers
& 1 more
- Acquired bysei
(Nov 2021)
Products & Services of SEI Novus
SEI Novus offers a comprehensive portfolio of products and services, including Novus Platform.
Portfolio analytics and reporting tools are provided for investors.
Funding Insights of SEI Novus
- Total Rounds 1
- Investors Count 2
All 1 funding rounds of SEI Novus with amounts and investors; the two latest post-money valuations are shown, the rest are part of the premium plan.
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
|---|---|---|---|---|---|
| Jun 2013 | Private Equity Round | – | – |
3 investors in total: 3 institutional.
Investors in SEI Novus
SEI Novus has secured backing from 3 investors, including venture fund and institutional investors. Prominent investors backing the company include sei, Index Ventures and Bain Capital Ventures.
| Investor | Description | Founded Year | Domain | Location |
|---|---|---|---|---|
Venture capital investments in technology startups and entrepreneurs. | indexventures.com | |||
Venture capital fund focused on investing in multiple sectors | baincapitalventures.com | Boston, United States | ||
Wealth and investment management solutions are offered to institutional investors. | 1968 | seic.com | Oaks, United States |
Investor details for SEI Novus
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People of SEI Novus
6 people are tracked at SEI Novus (1 in leadership, 5 in team); the tracked headcount is 35.
| Name | Role | Group |
|---|---|---|
Paul Klauder | Head of SEI Novus | Leadership |
Peter Xia | Analyst | Team |
Chandan Suri | Software Engineer | Team |
Daniele Casati | Senior Software Engineer | Team |
Antony Miller | Junior Analyst at SEI Novus NYC | Team |
Eric Zybko | Sr. Client Data Associate | Team |
Complete people profiles for SEI Novus
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Investments & Acquisitions by SEI Novus
SEI Novus has strategically engaged in corporate development activities, having acquired 2 companies. Notable acquisitions include Balls Brothers and Financial Diligence Networks.
| Company Name | Description | Domain | Location | Founded | Acquired | Amount |
|---|---|---|---|---|---|---|
Portfolio management and analytics platforms are provided for institutional investors. | gofdn.com | Boston, United States | 2012 | Nov 2014 | •••• | |
Operator of liquid refreshment and wine bar chain | ballsbrothers.co.uk | London, United Kingdom | 1860 | Mar 2011 | $12.49M |
Complete acquisition details for SEI Novus
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- Acquired stakes
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- Complete history
- Exports
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Timeline of SEI Novus
5 dated milestones of SEI Novus across 14 years, from founding to its latest funding, stage changes and deals.
- Founded SEI Novus is founded.
- Acquisition Acquires Balls Brothers.
- Funding First funding round.
- Acquisition Acquires Financial Diligence Networks.
- Exit Acquired by sei.
Competitors of SEI Novus
SEI Novus has 3 listed competitors in our database, 3 of them funded. They include Nirvana Financial Solutions, CMG and Omega Point.
| Company Name | Domain | Founded | HQ Location | Total funding | Employees | Description |
|---|---|---|---|---|---|---|
| nirvanasolutions.com | 2006 | New York, United States | $2.02M | 252 | Portfolio Management solution | |
| cmgx.io | 2015 | Chicago, United States | $62.5M | Asset management solutions are provided through a capital markets platform. | ||
| ompnt.com | 2013 | San Francisco, United States | $3.17M | 32 | Analytics Platform for Strategy and Finance Professionals |
Detailed competitors of SEI Novus
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- Full competitor set
- Operating metrics
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Web traffic of SEI Novus
The website of SEI Novus (novus.com) receives about 11K visits a month.
- Monthly visits11K
▲ 6.7% vs previous month
Websites whose visitors overlap most with SEI Novus. Affinity shows how closely the audiences match.
| Website | Domain | Audience affinity | Monthly visits | Global rank | Profile |
|---|---|---|---|---|---|
| viteos.com | 100% | View details | |||
edge-fund.com | edge-fund.com | 100% | – | ||
| 27four.com | 100% | #4,508,426 | View details | ||
rwcpartners.com | rwcpartners.com | 99% | – | ||
| samco.net | 99% | 680.7K | View details | ||
| •••••••••• | ••••••.com | ••% | •.•M | #••••• | – |
| •••••••••• | ••••••.com | ••% | •.•M | #••••• | – |
| •••••••••• | ••••••.com | ••% | •.•M | #••••• | – |
All 11 similar websites and full traffic analytics for SEI Novus
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- 11 similar websites
- Audience overlap
- Engagement analytics
- Traffic by brand
Verified entity values are shown only after access is granted.
Top companies in Investment & Financial Technology
3 companies that operate in the same segment as SEI Novus (Investment & Financial Technology) in United States, ranked by their profile score on The Company Check.
| Company | Description | Founded | Location | Total funding | Revenue | Employees |
|---|---|---|---|---|---|---|
Commission-free trading and investment services are provided by Robinhood. | 2013 | Menlo Park, California, United States | USD 5.58 B | USD 2.98 B | 4,841 | |
Financial data and investment advisory tools are offered online. | 1984 | Chicago, Illinois, United States | USD 91 M | USD 351.25 K | 6 | |
App-based platform for spare change investment | 2012 | Irvine, California, United States | USD 587.84 M | 602 |
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Related news about Sei Novus
Complete news archive for SEI Novus
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Frequently Asked Questions about SEI Novus
SEI Novus was founded in 2007 and raised its 1st funding round 6 years after it was founded.
SEI Novus is headquartered in New York, United States. It is registered at New York, New York, United States.
SEI Novus has 35 employees.
Comprehensive portfolio analytics and reporting tools are provided by SEI Novus. The Novus Platform is utilized for deep portfolio analysis, performance monitoring, and risk attribution across various investment levels. Solutions are tailored for asset managers, endowments, foundations, sovereign wealth funds, family offices, and pension funds. Advanced dashboards and investment operations tools are integrated to transform investment team workflows. Data maintenance services are also offered to ensure accuracy and integration with data providers.
SEI Novus's top competitors include Nirvana Financial Solutions, CMG and Omega Point.
SEI Novus offers Novus Platform.
SEI Novus has made 2 acquisitions, including Balls Brothers, and Financial Diligence Networks.
SEI Novus has 3 investors. Key investors include sei, Index Ventures, and Bain Capital Ventures.
SEI Novus operates through Sei Novus.
Yes. SEI Novus was acquired by sei in November 2021.