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SEI Investments

SEI Investments
1968 FOUNDED
51 EMPLOYEES
9 SERVICED COMPANIES
2 SERVICED DEALS
9 SERVICED INVESTORS
Description

SEI Investments is a global provider of asset management, investment processing, and investment operations solutions for institutional and personal wealth management. The firm's wealth management businesses serve banks, investment advisors, investment managers, institutional investors, and affluent families. The firm was established in 1968 and is headquartered in Oaks, Pennsylvania with offices across the world.

Website
Year Founded
1968
Service Provider Type
Other Service Provider Type
Primary Office
  • 1 Freedom Valley Drive
  • Oaks Village, PA 19456
  • United States

+1 (800) 000-0000

SEI Investments Services to Companies

Service on a Deal (2)

Company Name Service Provided Deal Date Deal Type Deal Amount
Champlain Investment Partners Advisor: General Jan 2008 00000 0000000
0000 0000 00000 & Advisor: General Jun 2007 00000 0000000
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SEI Investments Investment Preferences

Preferred Industries Preferred Verticals Preferred Deal Types Geographic Preferences Transaction Amount

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SEI Investments Subsidiaries (1)

Company Name Industry Location Founded
000 0000000 Financial Software Indianapolis, IN 0000
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SEI Investments Team (78)

Name Title Deals Office Contact
Info
Alfred West Jr. Chief Executive Officer & Chairman 0 Oaks Village, PA
Dennis McGonigle Chief Financial Officer & Executive Vice President Oaks Village, PA
James London Chief Operating Officer, SEI Wealth Platform, UK Oaks Village, PA
John Steinmetz Chief Technology Officer Oaks Village, PA
Raef Lee Managing Director and Head of New Services and Strategic Partnerships, SEI Advisor Network Oaks Village, PA

17 Former Team Members

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SEI Investments Board Members (1)

Name Representing Role Since Contact
Info
Alfred West Jr. SEI Investments Chief Executive Officer & Chairman 000 0000