Skip to main content
Schedule a Conversation

Investor Profile

SEI Institutional Group

Entity type
OCIO
Headquarters
Oaks, PA
Website
seic.com

Firm-reported

SEI describes itself as a global financial services and technology company that provides investment management, wealth management, and technology solutions to institutional investors, financial advisors, banks, and wealth managers, with its OCIO style offerings delivered through this broader platform.[Firm website]

The firm's own recent communications emphasize technology and artificial intelligence tools intended to improve investment manager efficiency and to unify data access, transparency, and operational scale for its institutional clients, reflecting a technology forward positioning within its investment offering.[Firm website]

Focus

Technology-driven OCIO provider with integrated investment management and operational platform

The list is public. The introductions are not.

Schedule a Conversation