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SEI Investments SEIC · USD

Financials · US listing · 🇺🇸 United States

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108.56

+3.10%

Close of 9 Nov 2026, in USD

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About SEI Investments

From its filings with the US Securities and Exchange Commission

SEC filings

SEI Investments is based in Oaks, Pennsylvania and is incorporated in Pennsylvania. Its shares trade on Nasdaq under the ticker SEIC. The SEC classifies its business as security brokers, dealers & flotation companies. In the fiscal year to 31 December 2025, it reported revenue of $2.30bn and net income of $715.3m. At that date it held shareholders' equity of $2.45bn.

In its own words

SEI Investments Company (together, with its subsidiaries unless otherwise noted, “SEI” or the “Company”) is a leading global provider of financial technology, operations, and asset management solutions that connect the financial services ecosystem across advice, asset management, and administration. Our enterprise operating model unifies technology, trust‑based custody, and investment management to help clients more effectively deploy their capital, whether that’s money, time, or talent, so they can better serve their clients and achieve their growth objectives.

We are headquartered in Oaks, Pennsylvania, and over 5,000 employees support clients from service centers located in the United States, United Kingdom, Ireland, Canada, continental Europe, India, and South Africa.

In 2025, we earned approximately 57% of our revenue from technology and operations outsourcing and 38% from asset management fees, with the remainder attributable to professional services and other ancillary services. We provide these services across four core client-oriented business segments; Investment Managers, Private Banks, Investment Advisors, and Institutional Investors. SEI serves leading institutions globally, including 8 of the top 20 U.S. banks and 43 of the top 100 investment managers worldwide, and we manage, advise or administer approximately $1.9 trillion in assets.

Quoted from its 10-K, filed 23 Feb 2026. Read the filing on SEC.gov ↗

Company facts

Sector
Financials
Industry
Capital Markets
Listed since
26 Mar 1981
Employees
4,997
Website
seic.com ↗
Head office
1 FREEDOM VALLEY DRIVE, OAKS, PA, 19456-1100
Incorporated in
PA
Classification
Security Brokers, Dealers & Flotation Companies
Filer status
Large accelerated filer

Leadership

Pay as last reported

  • Mr. Alfred WestExecutive Chairman of the Board, since 1968$2.4m
  • Mr. Ryan HickeChief Executive Officer, Director, since 2015$8.8m
  • Mr. Sean DenhamChief Financial Officer, Chief Operating Officer, Executive Vice President$7.4m
  • Mr. Philip McCabeExecutive Vice President, Investment Manager, since 2022$3.2m
  • Mr. Michael PetersonExecutive Vice President, General Counsel, Company Secretary$3.2m
  • Mr. Michael LaneExecutive Vice President, Head - Global Asset Management$4.6m
  • Mr. Sanjay SharmaExecutive Vice President
  • Ms. Amy SliwinskiExecutive Vice President, Chief People and Culture Officer
  • Mr. Mark WarnerChief Accounting Officer, Controller
  • Ms. Kathryn McCarthyLead Independent Director$295,812
  • Mr. William DoranDirector, since 1985$628,816
  • Mr. Thomas NaratilDirector

Environmental, social and governance

Scores out of 100, from our data supplier

ESG
Overall
78
Environment
73
Social
97
Governance
64
Direct emissions (scope 1)
117 t
Energy emissions (scope 2)
4,741 t
Value chain emissions (scope 3)
84 t
Women in the workforce
31.56669%
Carbon reduction policy
No
Human rights policy
No

SWOT analysis

AI-generated by our data supplier. Not written or checked by our editors.

AI-generated

Strengths

  • Strong brand reputation in the financial services industry.
  • Diverse range of investment solutions and products.
  • Extensive global reach and presence in multiple markets.

Weaknesses

  • Reliance on key clients for a significant portion of revenue.
  • Limited innovation in product development compared to competitors.
  • Higher cost structure compared to some smaller competitors.

Opportunities

  • Growing demand for investment management services in emerging markets.
  • Expansion into new geographic regions to capture untapped market potential.
  • Increasing adoption of technology-driven financial solutions.

Threats

  • Intense competition from both traditional and digital investment management firms.
  • Regulatory changes and compliance requirements impacting operations.
  • Economic downturns and market volatility affecting investment performance.

Sources and methodology

Data on this tab
Our data supplier
Chart on the Overview
TradingView

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