SEI, a US-based financial services firm, manages, advises, or administers approximately USD 1.4 trillion in assets. Its client base includes 10 of the top 20 US banks and 48 of the top 100 investment managers worldwide.

The company provides investment management and processing platforms to investors through a network of independent registered investment advisers. SEI supports 2,300 investment advisers, each managing a minimum of USD 5 million in client assets within its programmes.

Additionally, SEI offers investment operations outsourcing services to fund managers, banking institutions, family offices, and non-traditional investment managers across the globe. As of the end of 2023, the company served 545 clients within this segment.

SEI operates on a global scale, with primary service centres located in the United States, United Kingdom, Ireland, Canada, continental Europe, and South Africa.