Business Description
Founded in 1968 and headquartered in Oaks, Pennsylvania, SEI Investments Company is a publicly traded firm that helps a wide range of clients manage, grow, and protect their money. The company serves everyone from private banks and retirement funds to nonprofits, insurance agents, and individual financial advisors, offering services that cover investment management, financial administration, and technology-driven processing solutions. SEI builds and runs portfolios as well as mutual funds that invest across stocks, bonds, and mixed asset classes, using both data-driven and research-based approaches to guide its decisions. With offices across North America, Europe, Asia, and Africa, SEI operates as a global business built around making financial management simpler and more effective for its clients.
