What Does SEI Do?

Total employees4122
HeadquartersOaks
Founded1968

SEI Investments Company (NASDAQ:SEIC) is a leading global provider of technology-driven wealth and investment management solutions. For over 50 years, SEI has been a leader in helping private banks, independent financial advisors, institutional investors, and investment managers create and manage wealth. SEI provides a comprehensive suite of services including investment processing, investment management, and investment operations platforms, enabling clients to navigate complex financial markets and achieve their strategic objectives. Their solutions are designed to be flexible, scalable, and innovative, catering to a diverse global clientele.

Where Is SEI's Headquarters?

SEI officeSEI officeSEI officeSEI office
*Images sourced via web search. Rights belong to original owners

HQ Function

The Oaks campus houses key corporate functions including executive leadership, technology development, investment management teams, operations, client service, and product innovation.

Notable Features:

Known for its unique, open-plan office design and extensive contemporary art collection, SEI's headquarters is designed to foster collaboration, creativity, and innovation. The campus is spread across several interconnected buildings and features modern amenities.

Work Culture:

SEI's work culture at its headquarters is often described as entrepreneurial, innovative, and collaborative. The open office environment encourages interaction across departments, and there's a strong emphasis on technology and forward-thinking solutions.

HQ Significance:

The Oaks headquarters is central to SEI's identity and operational strategy, acting as the nerve center for its global business. It's where many of their proprietary technologies are developed and managed.

Values Reflected in HQ: The headquarters design and atmosphere reflect SEI's core values of innovation, collaboration, transparency, and a commitment to a dynamic and inspiring work environment.

Location:

SEI supports its global client base with a comprehensive suite of functions including investment processing, investment management, investment operations, wealth management solutions, technology platforms, and client services. These are delivered through a network of offices in key financial centers across North America, Europe, and Asia, ensuring localized support and global expertise.

Street Address:

1 Freedom Valley Drive

City:

Oaks

State/Province:

PA

Country:

USA

Where Else Does SEI Operate Around the World?

London, UK

Address: 1st Floor, Alphabeta, 14-18 Finsbury Square, London, EC2A 1BR, United Kingdom

Supports clients across the UK and Europe, focusing on local market needs, regulatory compliance, and business development within the European financial services sector.

Dublin, Ireland

Address: Styne House, Upper Hatch Street, Dublin 2, D02 DY27, Ireland

Provides essential operational support and regulatory expertise for SEI's European fund services and asset management clients, leveraging Ireland's position as a major hub for financial services.

Toronto, Ontario, Canada

Address: 130 King Street West, Suite 2810, Toronto, Ontario, M5X 1C8, Canada

Focuses on the Canadian market, delivering localized investment strategies and client service while adhering to Canadian regulatory standards.

Hong Kong

Address: Suite 1201, 12/F, Chater House, 8 Connaught Road Central, Hong Kong

Supports business development and client relationship management in key Asian markets, adapting SEI's global offerings to regional investor needs.

Buying Intent Signals for SEI

Highperformr Signals uncover buying intent and give you clear insights to target the right accounts at the right time — helping your sales, marketing, and GTM teams close more deals, faster.

Notable news
Hiring actively
Corporate Finance
Corporate Finance
Corporate Finance
Corporate Finance
Corporate Finance
*Example signal, not calculated in real time

Who's Leading SEI? Meet the Executive Team

As of April 2025, SEI' leadership includes:

Alfred P. West, Jr. - Executive Chairman
Ryan P. Hicke - Chief Executive Officer
Dennis J. McGonigle - Chief Financial Officer
Paul F. Klauder - Executive Vice President, Head of SEI's Institutional Group
Wayne Withrow - Executive Vice President, Head of SEI's Advisor Business
Sanjay Sharma - Executive Vice President, Head of SEI's Private Banking Business
Sean Denham - Executive Vice President and Chief Technology Officer

Who's Investing in SEI?

SEI has been backed by several prominent investors over the years, including:

The Vanguard Group, Inc.
BlackRock, Inc.
T. Rowe Price Associates, Inc.
State Street Global Advisors
Wellington Management Company LLP
FMR LLC (Fidelity Management & Research)

What Leadership Changes Has SEI Seen Recently?

Hire2
Exits0

SEI has seen strategic leadership appointments and adjustments in the last 12-18 months aimed at driving growth and innovation, particularly in technology and new business ventures. Notable changes include new heads for key business segments and technology leadership.

New Appointments:

Sneha Shah, Sneha Shah appointed as EVP and Head of New Business Ventures to drive innovation and explore new growth opportunities for SEI.
Sean Denham, Sean Denham joined SEI as Executive Vice President and Chief Technology Officer, bringing extensive experience in technology leadership to oversee SEI's tech strategy and infrastructure.

What Technology (Tech Stack) Is Used bySEI?

Discover the tools SEI uses. Highperformr reveals the technologies powering your target accounts — helping your sales, marketing, and GTM teams prioritize smarter and close faster.

SEI Email Formats and Examples

SEI Investments commonly uses a few standard email formats. The most prevalent format is the first initial followed by the last name. Another possible format is the full first name separated by a dot from the last name.

[first_initial][last_name]@seic.com (e.g., jsmith@seic.com) or [first_name].[last_name]@seic.com (e.g., john.smith@seic.com)

Format

rhicke@seic.com

Example

85%

Success rate

What's the Latest News About SEI?

SEI NewsroomMay 7, 2024

SEI Launches SEI Collaborative AI Bridge to Enhance Client Experience and Operational Efficiency

SEI announced the launch of SEI Collaborative AI Bridge, a new capability that integrates generative artificial intelligence (AI) across its technology platforms. This initiative aims to enhance client experience, streamline operations, and boost efficiency for wealth and investment management clients....more

Yahoo Finance (from SEI Press Release)April 24, 2024

SEI Reports First-Quarter 2024 Financial Results

SEI Investments Company reported its financial results for the first quarter of 2024, highlighting revenues of $510.9 million and net income of $132.6 million. The company noted growth in assets under management and administration....more

SEI NewsroomFebruary 27, 2024

SEI Names Corb Howard Head of Institutional Canada

SEI announced the appointment of Corb Howard as the Head of SEI Institutional Canada. Howard will be responsible for leading client service, sales, and business growth for institutional investors in the Canadian market....more

SEI NewsroomNovember 14, 2023

SEI Selects TIFIN to Partner on AI-Powered Hyper-Personalization in Wealth Management

SEI announced a strategic partnership with TIFIN, a leading AI platform for wealth, to integrate TIFIN's capabilities into SEI's wealth management offerings, aiming to deliver hyper-personalized client experiences....more

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