Where is SEI located?

SEI is headquartered in Oaks, United States. It is registered at 19, Skovsletten, Fanø, 6720, Fanø Bad.

How many employees does SEI have?

As of Sep 30, 2026, the latest employee count at SEI is 4292.

Is SEI a funded company?

SEI is a funded company, having raised a total of $***** in its 1st and only funding round, a Post IPO round.

When was the latest funding round of SEI?

SEI's latest funding was a $***** Post IPO round, with participation from 0 investor. Its primary sector is Investment Tech. In United States, the Investment Tech sector has seen $7.07B in funding in 2026 to date.

What is the annual revenue of SEI?

Annual revenue of SEI is more than $1B as on Dec 31, 2025

Where does SEI rank among its competitors?

SEI ranks 6th amongst 885 active competitors, of which 110 are funded. It stands 8th in terms of total funding among its competitors. The most recent competitor to raise funding was FNZ, which secured $450M in Sep, 2026.

Who are the top competitors of SEI?

SEI's top competitors include Addepar, Avaloq and KFin Technologies. Among them, FNZ secured the most recent funding round in September, 2026.

SEI - 2026 Company Profile, Funding, Competitors & Financials

Company Details

Wealth and investment management solutions for institutional investors. It offers investment processing, investment management, investment operations solutions to corporations, financial institutions, financial advisors, and ultra-high-net-worth families and more. For private banks it provides comprehensive wealth management solutions, for financial advisors it provides wealth management platforms, for independent investment advisors, it provides end-to-end solutions for practice management and more.

Website: www.seic.com/
Social
Email ID: *****@seic.com
Phone Number: +1 **********
Registered Address: 19, Skovsletten, Fanø, 6720, Fanø Bad

Key Metrics

Founded Year

1968

Location

Oaks, United States

Stage

Public

Latest Funding Round

Post IPO, $*****

Investors

UBS & 1 more

Ranked

6^th among 885 active competitors

Annual Revenue

$1B+ as on Dec 31, 2025

Employee Count

4,292 as on Sep 30, 2026

Investment & Acquisitions

Avantos & 18 more

Similar Companies

Addepar & 946 more

Exit Details

Public

View SEI's full profile

SEI is associated with 4 legal entities given below:

Legal Entity Name	Date of Incorporation	Revenue	Latest Employee Count	Reports
Sei Investments Co CIN: 350894 , United States, Active		$1B+ (As on Dec 31, 2025)	-	-
SEI INVESTMENTS COMPANY CIN: 12317073414 , United States, Active		$1B+ (As on Dec 31, 2023)	5061 (As on Jan 31, 2024)	-
SEI Invest ApS CIN: 37683051 , Denmark, Active	May 10, 2016	-	-
SEI TECHNOLOGY SERVICES INDIA PRIVATE LIMITED CIN: U74999DL2017FTC325591 , India, Active	Nov 03, 2017	₹10 - ₹50 Cr (As on Mar 31, 2025)	62 (As on Feb 29, 2024)

SEI got listed on Mar 15, 1981.

Click here to take a look at SEI's IPO in detail

SEI has raised funding over 1 round. SEI has 2 institutional investors.

View details of SEI's funding rounds and investors

SEI's employee count trend

SEI has 4,292 employees as of Sep 26. Here is SEI's employee count trend over the years:

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Top competitors of SEI include Addepar, Avaloq and KFin Technologies. Here is the list of Top 10 competitors of SEI, ranked by Tracxn score:

Rank	Company Details	Short Description	Total Funding	Investors	Tracxn Score
1st	Addepar 2009, New York City (United States), Series G	Wealth management solutions for advisors	$759M	WestCap, Valor Equity Partners & 60 others	79/100
2nd	Avaloq 1985, Zurich (Switzerland), Acquired	Cloud-based solutions for financial institutions	$301M	BlackRock, Warburg Pincus & 4 others	78/100
3rd	KFin Technologies 2017, Hyderabad (India), Public	Provider of software solutions for transaction management, compliance, and data analytics	$42.1M	Kotak Mahindra Bank, Compar Estates and Agencies	76/100
4th	Broadridge 2007, United States, Public	Provider of tech solution for financial service and customer communication	-	Back Bay Group, Zühlke & 4 others	74/100
5th	FNZ 2003, London (United Kingdom), Acquired	Provider of wealth management platforms for financial institutions and advisors	$3.97B	General Atlantic, Temasek & 14 others	72/100
6th	SEI 1968, Oaks (United States), Public	Wealth and investment management solutions for institutional investors	-	UBS, Capitala Group	70/100
7th	Centricity 2022, Gurugram (India), Series A	Digital private wealth management platform for individuals	$51M	Burman Family, SMBC Asia Rising Fund & 41 others	70/100
8th	Altruist 2018, Culver City (United States), Acquired	Portfolio management software for financial advisors	$602M	Venrock, Insight Partners & 17 others	69/100
9th	Gen II Fund Services 2009, New York City (United States), Acquired	Provider of private equity fund administration services. It offers fund administration, corporate services, tax compliance, and depositary management. The firm utilizes technology to optimize investment management and operational efficiency, providing timely and accurate reporting to investors. Services are tailored to various client sectors, including real assets, fund of funds, and credit. A global team supports clients with local expertise in key financial centers.	-	General Atlantic, Cobepa & 2 others	65/100
10th	Linedata 1998, Neuilly sur seine (France), Public	Provider of software, data, analytics, and related services for financial institutions	-	Ardian, XAnge & 4 others	65/100

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SEI has made 9 investments in companies including Avantos and Stratos Wealth Advisors. SEI has also acquired 10 companies including Stratos Wealth and LifeYield.

Here is the list of investments & acquisitions:

Filter this list

Date of Investment/Acquisition	Type	Company Name	Founded Year	Location
Feb 18, 2026	Investments	Avantos	2024	New York City (United States)
Dec 2025	Investments	Stratos Wealth Advisors	2009	Nags Head (United States)
Jul 18, 2025	Acquisition	Stratos Wealth	2008	Beachwood (United States)