Editing SEI Investments

{{Infobox Company
| name = SEI Investments Company
| image =
| image_caption = SEI campus
| type = Publicly traded (NASDAQ: SEIC)
| industry = Investment management, technology
| address = 1 Freedom Valley Drive
| neighborhood = Oaks, PA
| coordinates = 40.1260,-75.4570
| phone =
| website = https://www.seic.com
| established = 1968
| founder = Al West
| ceo = Al West
| employees = 4,500+
| revenue = $2+ billion
| status = Active
}}

'''SEI Investments Company''' is a '''global investment management and technology company''' headquartered in '''Oaks, Pennsylvania''', in the [[Philadelphia]] suburbs. Founded in '''1968''' by '''Alfred P. West Jr.''', SEI provides '''investment processing, investment management, and investment operations solutions*** to financial institutions, private banks, wealth managers, and individual investors. The company manages, advises, or administers over '''$1 trillion in assets*** and is known for its distinctive '''open-office campus culture''' and innovative approach to both investing and workplace design. SEI remains one of the Philadelphia region's most innovative financial services companies.<ref name="sei-official">{{cite web |url=https://www.seic.com |title=SEI |publisher=SEI Investments |access-date=December 31, 2025}}</ref>

== History ==

=== Origins (1968) ===

SEI was founded in '''1968''':

'''Beginning:'''
* '''Alfred P. West Jr.*** founded company
* Started with computer services for banks
* Investment processing focus
* Technology-driven

=== Early Business ===

'''Technology services:'''
* Bank trust department automation
* Back-office processing
* Investment operations
* Technology innovation

=== Expansion ===

'''Growth:'''
* Added investment management
* Wealth management platform
* Institutional services
* Global expansion

=== Modern Era ===

'''Today:'''
* $1+ trillion in assets
* Multi-platform company
* Global operations
* Technology and investing combined

== Business Model ==

=== Investment Management ===

'''Asset management:'''
* Mutual funds (SEI Investments)
* Managed accounts
* Multi-manager strategies
* Goals-based investing

=== Investment Processing ===

'''Technology platform:'''
* Wealth management platforms
* Trust accounting
* Operations technology
* Client reporting

=== Investment Operations ===

'''Outsourcing:'''
* Back-office services
* Fund administration
* Trading operations
* Compliance support

=== Wealth Platforms ===

'''Advisor technology:'''
* Turnkey platforms
* Technology for RIAs
* Integration services
* Practice management

== Platforms ==

=== SEI Wealth Platform ===

'''For advisors:'''
* Comprehensive wealth platform
* Trading and rebalancing
* Client portal
* Practice management

=== Private Banks ===

'''Institutional:'''
* Trust processing
* Private banking technology
* Operations outsourcing
* Multi-currency

=== Investment Managers ===

'''For asset managers:'''
* Fund administration
* Operational services
* Regulatory support
* Distribution

== Philadelphia Region ==

=== Oaks Campus ===

'''Corporate headquarters:'''
* Freedom Valley Drive, Oaks
* Montgomery County
* Unique campus design
* Open workspace concept

=== Workplace Innovation ===

'''Distinctive environment:'''
* No private offices
* Collaborative spaces
* "Pythons" (moving desks on wheels)
* Flat organization

=== Employment ===

'''Regional impact:'''
* 4,500+ employees
* Significant local employer
* Technology and finance careers
* Innovative culture

== Culture ==

=== Open Office Pioneer ===

'''Workspace philosophy:'''
* No private offices for anyone
* Collaborative environment
* Pythons (desk configurations)
* Communication focus

=== Al West Leadership ===

'''Founder-led:'''
* Al West still involved
* Long-term thinking
* Culture emphasis
* Innovation focus

=== Employee Ownership ===

'''Alignment:'''
* Significant employee ownership
* Equity incentives
* Long-term retention
* Alignment with shareholders

== Industry Position ==

=== Competition ===

'''Rivals:'''
* Fidelity Institutional
* Schwab Advisor Services
* Pershing (BNY Mellon)
* SS&C Technologies

=== Differentiation ===

'''Unique positioning:'''
* Combined technology and investment
* Outsourcing model
* Platform approach
* Innovation culture

== Financial Performance ==

=== Revenue ===

'''Scale:'''
* $2+ billion revenue
* Recurring revenue model
* Asset-based fees
* Technology fees

=== Assets ===

'''Scale:'''
* $1+ trillion managed/administered
* Multiple business lines
* Global client base
* Diversified

== Innovation ==

=== Technology ===

'''Development:'''
* Proprietary platforms
* Continuous investment
* Cloud evolution
* Digital capabilities

=== Investment Approach ===

'''Goals-based:'''
* Goals-based investing philosophy
* Risk management
* Manager selection
* Multi-asset solutions

== Challenges ==

=== Competition ===

'''Market dynamics:'''
* Large competitors
* Fee pressure
* Technology investment required
* Market consolidation

=== Market Sensitivity ===

'''Asset-based model:'''
* Market impact on fees
* Volatility effects
* Flow sensitivity
* Economic cycles

== Future ==

=== Strategy ===

'''Direction:'''
* Platform expansion
* Technology investment
* Global growth
* Service innovation

=== Trends ===

'''Opportunities:'''
* Outsourcing growth
* Advisor technology needs
* Wealth transfer
* Digital transformation

== See Also ==
* [[Philadelphia Businesses]]
* [[Philadelphia Financial Services]]

== References ==
<references />

== External Links ==
* [https://www.seic.com SEI Investments]

{{#seo:
|title=SEI Investments - Philadelphia Investment Management and Technology Leader
|description=SEI Investments, the investment management and technology company headquartered in Oaks, PA. Over $1 trillion in assets, known for innovative culture and open-office campus.
|keywords=SEI Investments, investment management, Oaks PA, wealth management, investment technology, Al West, Philadelphia finance
|type=Article
}}

[[Category:Businesses]]
[[Category:Financial Services]]
[[Category:Investment Management]]
[[Category:Philadelphia Suburbs]]