SEI Investments Company: A Global Financial Services Company

It is in Oaks, Pennsylvania that SEI Investments Company holds its headquarters. The business is registered as a global financial services company that employs more than 2,700 associates around the world. The business has been around since 1968 and continues to be led by its founder and current chairman and CEO, Alfred P. West Jr.

As a financial services company, it offers investment management, investment processing and investment operations solutions to companies around the world. In addition to the $625 billion in mutual fund, the company also manages about $372 billion of client assets. It continues to provide its services to investment managers, investment advisors, institutions, private banks, and high net-worth individuals. SEI Investments is also credited for creating the first computer-simulated training technology for loan officers, to date, this product is still widely used in financial institutions. They were also among the first institutions to completely stray from the “paper and pencil” transactions in the 1970s. They created a trust investment accounting system that is fully automated.

The operations of the company are segmented into five different units, namely SEI Advisor Network, Institutional Group, Private Banks, Investment Manager Services and Private Wealth Management. These business arms provide various financial solutions to different clients around the world. It is also worth noting that the business is one of the global fiduciary managers. It caters to the needs of non-profit organizations, corporations and retirement scheme sponsors. As a fudiciary manager, they operate in the United States, Canada, the United Kingdom, Hong Kong, South Africa and in the Netherlands.

SEI’s main offices are located in Longdon, Dublin, Hong Kong, Dubai, South Africa, Toronto and in the Netherlands. The company continues to publicly trade its common stocks on the NASDAQ, under the ticker symbol SEIC. To remain globally competitive, it continues to innovate its wide array of comprehensive solutions to help organizations and individuals reach their financial goals.