SEI Investments Overview

  • Founded
  • 1968
Founded
  • Status
  • Public
  • Employees
  • 3,800
Employees
  • Stock Symbol
  • SEIC
Stock Symbol
  • Investments
  • 12
  • Share Price
  • $60.48
  • (As of Thursday Closing)

SEI Investments General Information

Description

SEI Investments provides investment processing, management, and operations services to financial institutions, asset managers, asset owners, and financial advisors in four material segments: private banks, investment advisors, institutional investors, and investment managers. SEI also has a minority interest in LSV Asset Management, a value equity asset manager with over $96 billion in AUM. As of Sept. 30, 2020, SEI (including LSV) manages, administers, or advises on about $1.1 trillion in assets.

Contact Information

Website
Ownership Status
Publicly Held
Financing Status
Formerly VC-backed
Primary Industry
Asset Management
Other Industries
Financial Software
Stock Exchange
NAS
Primary Office
  • 1 Freedom Valley Drive
  • Oaks Village, PA 19456
  • United States
+1 (610) 000-0000
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SEI Investments Stock Performance

(As of Thursday Closing)

Stock Price Previous Close 52 wk Range Market Cap Shares Average Volume EPS
$60.48 $60.01 $35.41 - $69.61 $8.74B 145M 569K $3.04

SEI Investments Financials Summary

In Thousands,
USD
TTM 30-Sep-2020 FY 2019 31-Dec-2019 FY 2018 31-Dec-2018 FY 2017 31-Dec-2017
EV 6,680,764 9,083,811 6,415,050 10,649,580
Revenue 1,663,560 1,649,885 1,624,167 1,526,552
EBITDA 646,092 696,344 679,141 626,349
Net Income 450,141 501,426 505,868 404,389
Total Assets 2,085,617 2,151,370 1,971,668 1,853,369
Total Debt 43,213 47,606 0 30,000
Public Fundamental Data provided by Morningstar, Inc. disclaimer

SEI Investments Valuation & Funding

Deal Type Date Amount Valuation/
EBITDA
Post-Val Status Debt

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SEI Investments Comparisons

Description
Primary
Industry
HQ Location
Employees
Total Raised
Post Valuation
Last Financing Details
SEI Investments provides investment processing, management, and operations services to financial institutions, asset man
Asset Management
Oaks Village, PA
3,800 As of 2020
000.00
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00000 0000000000
Pittsburgh, PA
0000 As of 0000
00000000

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00000 0000000000
Boston, MA
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SEI Investments Competitors (38)

Company Name Financing Status Location Employees Total Raised Last Financing Date/Type Last Financing Amount
Federated Hermes Corporation Pittsburgh, PA 0000 00000000
00000000 00000 000 Corporate Backed or Acquired Boston, MA 00000000000
0000000 000000 000 Failed Transaction (M&A) Frankfurt, Germany 0000 000000&0
0000000 0000000000 Private Equity-Backed Seattle, WA 0000 00000000. 00
0000000 00000 0000 Corporate Backed or Acquired Burlington, MA 0000 000000&0
You’re viewing 5 of 38 competitors. Get the full list »

SEI Investments Executive Team (80)

Name Title Board Seat Contact Info
Alfred West Jr. Founder, Chief Executive Officer & Chairman
Dennis Mcgonigle Chief Financial Officer, Finance
James London Chief Operating Officer, SEI Wealth Platform, UK
John Steinmetz Chief Technology Officer
Raef Lee Managing Director and Head of New Services and Strategic Partnerships, SEI Advisor Network
You’re viewing 5 of 80 executive team members. Get the full list »

SEI Investments Board Members (3)

Name Representing Role Since
Alfred West Jr. SEI Investments Founder, Chief Executive Officer & Chairman 000 0000
Carmen Romeo SEI Investments Board Member 000 0000
Sarah Blumenstein SEI Investments Board Member 000 0000
To view SEI Investments’s complete board members history, request access »

SEI Investments Signals

Growth Rate

0.80% Weekly
Growth
Weekly Growth 0.80%, 93rd %ile
-35.5%. 530%

Size Multiple

219x Median
Size Multiple 219x, 100th %ile
0.00x 0.95x. 413Kx

Key Data Points

Twitter Followers

5.5k

Similarweb Unique Visitors

15.0K

Majestic Referring Domains

314

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SEI Investments Investments & Acquisitions (12)

Company Name Deal Date Deal Type Deal Size Industry Lead Partner
0000000 0000000 04-Jan-2021 0000 00000 Multi-line Insurance
000000 21-Sep-2018 00000 00000 00 000 Financial Software 00000 0000000
00000000 000000000 29-May-2018 000000000000000000 Consulting Services (B2B) 00000 0000000
0000000000 000000 02-Apr-2018 000000000000000000 0000 Consulting Services (B2B) 000000 0000 00.
Dolby Laboratories 31-Dec-2017 PIPE Other Communications and Networking
You’re viewing 5 of 12 investments and acquisitions. Get the full list »

SEI Investments Subsidiaries (2)

Company Name Industry Location Founded
SEI Ventures Corporate Venture Capital Upper Providence Township, PA 2019
000 0000000 Financial Software Indianapolis, IN 0000
To view SEI Investments’s complete subsidiaries history, request access »

SEI Investments Exits (4)

Company Name Exit Date Exit Type Exit Size Status Buyers
000000 21-Sep-2018 00000 00000 00 000 Completed
  • 4 buyers
00000000000 000000 31-Dec-2008 00000 00000 00 000 Completed
  • 5 buyers
0000000 12-Feb-2001 00000 00000 00 00.000 Completed
  • 5 buyers
Baring Asset Management Korea 04-Feb-1999 Buyout/LBO 00.00 Completed
  • 2 buyers
To view SEI Investments’s complete exits history, request access »