sei

Oaks, United States Founded: 1968 • Age: 58 yrs Listed
Wealth and investment management solutions are offered to institutional investors.

About sei

sei is a publicly listed company based in Oaks (United States) founded in 1968. Wealth and investment management solutions are offered to institutional investors. The company has 5,100 employees. sei has completed 10 acquisitions, including Altigo, Archway Group and Atlas Mastertrust. Its website seic.com draws about 300 thousand monthly visits. Its Indian entity Sei Technology Services India Private Limited reported revenue of ₹34.75 Cr. sei offers products and services including Technology Solutions and Asset Management Services. Its focus areas include FinTech, Investment Tech, Wealth Management IT and Suite. Similar companies include Addepar, Altruist and InvestCloud; 3 of its 3 listed similar companies have raised funding.

Company details

Founded in 1968 and headquartered in Oaks, United States, the company operates in the wealth and investment management sector. Investment processing, management, and operations solutions are provided to corporations, financial institutions, advisors, and ultra-high-net-worth families. Comprehensive wealth management platforms are delivered to private banks and independent advisors, supporting practice management and end-to-end services across various client segments.

  • Headquarters Oaks, United States
  • Employees 5,100
  • Stage Public
  • Sectors
    Technology
  • Website category Finance
  • Email
    ••••••••
  • Website seic.com
  • Social LinkedIn X Facebook Instagram YouTube
  • Legal Name Sei Investments Company
Key Metrics
  • Indian entity revenue
    ₹34.75 Cr

    FY 2025 · +4% YoY

  • Indian entity net profit
    ₹2.93 Cr

    FY 2025 · 8% margin

  • Indian entity EBITDA
    ₹5.55 Cr

    FY 2025 · 16% margin

  • Employee Count
    5,100
  • Investments & Acquisitions
    Altigo

    & 9 more

Products & Services of sei

sei offers a comprehensive portfolio of products and services, including Technology Solutions and Asset Management Services.

Technology Solutions
Enterprise Platforms

Provides platforms for wealth management and operations outsourcing.

Asset Management Services
Investment Solutions

Connects investors to financial tools for decision-making and growth.

Apps and channels of sei

its YouTube channel SEI has 141 subscribers and 10 videos.

SEI
YouTube 141 subscribers 10 videos Science & Technology
Open channel

Videos from sei

The most watched videos on sei's YouTube channel, SEI (141 subscribers). Click a video to play it here.

#BuildingBraveFutures℠ — Meet SEI
1.7K views
SEI Stories – Paul
442 views
SEI and Philadelphia Phillies Team Up to Strengthen Connections Across Communities and Industries
309 views
SEI offers personal relationships and dedicated service for every RIA.
281 views

More on SEI.

Board of directors of Sei Technology Services India Private Limited (sei)

Sei Technology Services India Private Limited is the primary company behind sei. The board of Sei Technology Services India Private Limited currently have 5 directors; the longest-serving is Vineet Kumar Shrivastava, appointed in 2017. 8 earlier directors have ceased.

DirectorDesignationAppointedTenureEntity
Vineet Kumar Shrivastava
DIN 07743232
Managing Director03 Nov 20178 yrs 11 moSei Technology Services India Private Limited
Philip Noel Mc Cabe
DIN 08137881
Director08 Jun 20188 yrs 4 moSei Technology Services India Private Limited
Naveen Narang
DIN 00016280
Director27 Aug 20206 yrs 1 moSei Technology Services India Private Limited
Sanjay Kumar Sharma
DIN 10077040
Director31 Mar 20233 yrs 6 moSei Technology Services India Private Limited
Sean Jason Denham
DIN 10662581
Director20 Jun 20242 yrs 4 moSei Technology Services India Private Limited

People of sei

363 people are tracked at sei (150 in leadership, 8 in board & advisors, 205 in team); the tracked headcount is 5,100.

NameRoleGroup
Mike Frederick
Director -- Private Wealth ManagementLeadership
Brandon Bates
Managing Director, Private Banking SolutionsLeadership
Ashish Rege
SEI Cloud Managing DirectorLeadership
Chris Hackett
Director Of Accounting/operationsLeadership
Jay J. Cipriano
Executive Vice President and Head of Enterprise Growth InitiativesLeadership
George Tsiaras
Managing DirectorLeadership
Meenakshi Meel
Managing DirectorLeadership
Craig Shaw
Chief Risk OfficerLeadership
Sandy Ewing
Executive Vice President, SEI InvestmentsLeadership
Dennis J. Mcgonigle
EVP & CFOLeadership
Marcia Noa
Vice PresidentLeadership
Tim Lockner
Fund Accounting DirectorLeadership
Harry Bartle
Director Of Business Development At SEILeadership
Erin Hueber
Institutional Client Service DirectorLeadership
Executive Vice President, CEO of SEI International, and Global Head of SEI’s Private Banking businessLeadership
Christopher Edwards
Head Of IMS Client EnablementLeadership
Robert Kemp
Director Of OperationsLeadership
Parth Patel
Director Of Client ServicesLeadership
Chris Blaum
Director Of Business ResilienceLeadership
Ryan Hicke
Chief Executive OfficerLeadership

343 more people are available in the full profile.

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IPO & Listings of sei

sei is a publicly listed company on the NASDAQ with ticker symbol SEIC in USA, operating in the Finance sector. As a publicly traded entity, the company provides investors with opportunities to participate in its growth story through equity ownership. The listing enables access to capital markets, enhances corporate visibility, and provides liquidity for shareholders while maintaining transparency through regulatory compliance and regular financial disclosures.

  • IPO date15 Mar 1981
  • Listed onNASDAQ: SEIC
  • Listed entitySEI Investments Company
  • Exchange sectorFinance
  • ISINUS7841171033
  • Share price$105.51 (+0.49% on the day) · 2026-10-13
  • Market capitalisation$12.66B
  • Price to earnings18.6
  • EPS (diluted, trailing year)$5.67
  • Dividend yield0.99%
  • Volume (last session)925,647

Financials of sei

Figures of Sei Technology Services India Private Limited, the primary company behind sei, for FY 2025. Revenue was ₹34.75 Cr (+4% year on year). Net profit was ₹2.93 Cr (8% margin). EBITDA was ₹5.55 Cr (16% margin). Revenue has grown at a compounded annual rate of +21% over three years and +25% over five years.

  • ₹34.75 CrRevenue · FY 2025 · +4% YoY
  • ₹2.93 CrNet profit · 8% margin
  • ₹5.55 CrEBITDA · 16% margin
  • ₹1.30 CrPaid-up capital
  • 61Employees (provident fund records)
  • +21%Revenue CAGR, 3 years
  • +25%Revenue CAGR, 5 years
Exchange-reported annual figures
YearRevenueNet incomeEBITDA
2025$2.30B$715.3M$710.2M
2024$2.13B$581.2M$629.8M
2023$1.92B$462.3M$501.2M
2022$1.99B$475.5M$561.2M
2021$1.92B$546.6M$646.9M

Balance sheet, profit and loss, cash flow and ratios of Sei Technology Services India Private Limited are on its company page.

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Detailed financial statements for sei

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Investments & Acquisitions by sei

sei has strategically engaged in corporate development activities, having acquired 10 companies. Notable acquisitions include Altigo, Archway Group and Atlas Mastertrust.

Acquisitions
Company NameDescriptionDomainLocationFoundedAcquiredAmount
Network of advisors providing financial planning, investment, and consulting services
stratoswealth.comBeachwood, United States2008Jul 2025$527M
Tax , portfolio advantage and income advantage solution provider
lifeyield.comBoston, United States2008Dec 2024••••
Open network platform for alternative investment subscriptions is provided.
altigo.comLas Vegas, United States2019Dec 2023••••
Pension investment services are provided in the United Kingdom.
natpen.co.ukHuddersfield, United Kingdom2009Jul 2023$55.54M
A web-based platform for retirement savings and management is provided.
atlasmastertrust.co.ukLondon, United Kingdom2015Nov 2021••••
Portfolio analytics and intelligence are delivered to institutional investors.
novus.comNew York, United States2007Nov 2021••••
Hedge fund subscriptions are automated via Finomial's cloud platform.
finomial.comNew York, United States2010Oct 2021••••
Wealth management application for registered investment advisors is developed.
runoranj.comChicago, United States2011Mar 2021••••
Accounting and investment management solutions are developed for wealth firms.
archwaytechnology.netIndianapolis, United States2002Jul 2017$80M
Construction management services are provided to clients across projects.
northstar.comNew York, United States1986Feb 2012••••
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Complete acquisition details for sei

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  • Exports

Verified entity values are shown only after access is granted.

Timeline of sei

12 dated milestones of sei across 57 years, from founding to its latest funding, stage changes and deals.

  1. Founded sei is founded.
  2. IPO Lists on the stock exchange (IPO).
  3. Acquisition Acquires Northstar Group Services.
  4. Acquisition Acquires Archway Group.
  5. Acquisition Acquires Oranj.
  6. Acquisition Acquires Finomial.
  7. Acquisition Acquires SEI Novus.
  8. Acquisition Acquires Atlas Mastertrust.
  9. Acquisition Acquires National Pension Trust.
  10. Acquisition Acquires Altigo.
  11. Acquisition Acquires LifeYield.
  12. Acquisition Acquires Stratos Wealth.

Similar companies to sei

sei has 3 listed similar companies in our database, 3 of them funded. They include Addepar, Altruist and InvestCloud.

Company NameDomainFoundedHQ LocationTotal fundingEmployeesDescription
addepar.com2009Mountain View, United States$759.1M560
Wealth management solutions are delivered for investment advisors.
altruist.com2018Los Angeles, United States$601.5M169
Portfolio management software for financial advisors
investcloud.com2010West Hollywood, United States$78.73M373
Investment management software is provided for advisors and institutions.
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Detailed similar companies of sei

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Web traffic of sei

The website of sei (seic.com) receives about 299.9K visits a month and ranks #128,468 among all websites worldwide, #8,047 in Finance.

  • Monthly visits
    299.9K
  • Unique visitors
    63.1K

    per month

  • Global rank
    #128,468

    among all websites

  • Category rank
    #8,047

    Finance · Finance

Similar websites

Websites whose visitors overlap most with sei. Affinity shows how closely the audiences match.

WebsiteDomainAudience affinityMonthly visitsGlobal rankProfile
statestreet.com
100%
346.5K#141,775View details
wealthscape.com
wealthscape.com
90%
#195,690–
lifeyield.com
85%
4K#3,703,255View details
nysaves.org
nysaves.org
85%
#48,408–
wealthenhancement.com
85%
100.9K#324,398View details
••••••••••••••••.com••%•.•M#•••••–
••••••••••••••••.com••%•.•M#•••••–
••••••••••••••••.com••%•.•M#•••••–
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Top companies in Investment & Financial Technology

3 companies that operate in the same segment as sei (Investment & Financial Technology) in United States, ranked by their profile score on The Company Check.

CompanyDescriptionFoundedLocationTotal fundingRevenueEmployees
Commission-free trading and investment services are provided by Robinhood.
2013Menlo Park, California, United StatesUSD 5.58 BUSD 2.98 B4,841
Financial data and investment advisory tools are offered online.
1984Chicago, Illinois, United StatesUSD 91 MUSD 351.25 K6
App-based platform for spare change investment
2012Irvine, California, United StatesUSD 587.84 M602
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Related news about Sei

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Frequently Asked Questions about sei

sei was founded in 1968.

sei is headquartered in Oaks, United States. It is registered at Oaks, Pennsylvania, United States.

sei has 5,100 employees.

The primary company behind sei, Sei Technology Services India Private Limited, reported revenue of ₹34.75 Cr for FY 2025, up 4% year on year.

Founded in 1968 and headquartered in Oaks, United States, the company operates in the wealth and investment management sector. Investment processing, management, and operations solutions are provided to corporations, financial institutions, advisors, and ultra-high-net-worth families. Comprehensive wealth management platforms are delivered to private banks and independent advisors, supporting practice management and end-to-end services across various client segments.

sei's top competitors include Addepar, Altruist and InvestCloud.

sei offers Technology Solutions and Asset Management Services.

Yes, sei is publicly traded on NASDAQ under the ticker symbol SEIC.

sei has made 10 acquisitions, including Altigo, Archway Group, and Atlas Mastertrust.

sei operates through Sei Technology Services India Private Limited.

The legal entities of sei currently have 5 directors, including Philip Noel Mc Cabe, Naveen Narang, Sanjay Kumar Sharma and others.

The website of sei receives about 300 thousand visits a month and ranks #128,468 among all websites worldwide.

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