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SEI - About the company

SEI is a public company based in Oaks (United States), founded in 1968 by Santhrupth Srikanth. It operates as a Wealth and investment management solutions for institutional investors. SEI has raised an undisclosed amount in funding. The company has 673 active competitors, including 103 funded and 102 that have exited. Its top competitors include companies like Addepar, KFin Technologies and FNZ.

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.
Social
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Email ID
*****@seic.com
Phone Number
+1 **********
Registered Address
19, Skovsletten, Fanø, 6720, Fanø Bad
Key Metrics
Founded Year
1968
Location
Stage
Public
Latest Funding Round
Ranked
Annual Revenue
$2.3B as on Dec 31, 2025
Employee Count
4,199 as on Mar 31, 2026
Investment & Acquisitions
Similar Companies
Exit Details
Public

SEI's IPO details

SEI got listed on Mar 15, 1981.
Click here to take a look at SEI's IPO in detail
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SEI's funding and investors

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

SEI's founders and board of directors

Founder? Claim Profile
The founders of SEI is Santhrupth Srikanth. Sanaz Mshnch is the CEO of SEI.
Here are the details of SEI's key team members:

SEI's employee count trend

SEI has 4,199 employees as of Mar 26. Here is SEI's employee count trend over the years:
Employee count trend for SEI
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SEI's Competitors and alternates

Top competitors of SEI include Addepar, KFin Technologies and FNZ. 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
Logo for Addepar
Addepar
2009, Mountain View (United States), Series G
Wealth management solutions for advisors
$759M
78/100
2nd
Logo for KFin Technologies
KFin Technologies
2017, Hyderabad (India), Public
App-based platform for investments in mutual funds
$42.1M
76/100
3rd
Logo for FNZ
FNZ
2003, London (United Kingdom), Acquired
Wealth management solutions for asset managers
$2.55B
74/100
4th
Logo for SEI
SEI
1968, Oaks (United States), Public
Wealth and investment management solutions for institutional investors
-
71/100
5th
Logo for Altruist
Altruist
2018, Culver City (United States), Series F
Portfolio management software for financial advisors
$602M
71/100
6th
Logo for Avaloq
Avaloq
1985, Zurich (Switzerland), Acquired
Cloud-based solutions for financial institutions
$301M
70/100
7th
Logo for Centricity
Centricity
2022, Gurugram (India), Seed
Digital private wealth management platform for individuals
$24M
68/100
8th
Logo for AdvisorEngine
AdvisorEngine
2014, New York City (United States), Acquired
Wealth management software platform empowering financial advisors with technology and services
$60.1M
64/100
9th
Logo for Magnifi
Magnifi
2018, New York City (United States), Early Stage
Investment comparison platform
$21.1M
64/100
10th
Logo for Broadridge
Broadridge
2007, Nassau (United States), Public
Provider of tech solution for financial service and customer communication
-
64/100
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SEI's Investments and acquisitions

SEI has made 9 investments in companies including Avantos.ai and The Tifin Group. SEI has also acquired 10 companies including Stratos Wealth and LifeYield.
Here is the list of investments & acquisitions:lockFilter this list
Date of Investment/Acquisition
Type
Company Name
Founded Year
Location
Feb 18, 2026
Investments
2024
New York City (United States)
Jul 18, 2025
Acquisition
2008
Beachwood (United States)
Dec 11, 2024
Acquisition
2008
Boston (United States)
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See all investments and acquisitions by SEI

Reports related to SEI

Here is the latest report on SEI's sector:

News related to SEI

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Media has covered SEI for a total of 200 events in the last 1 year, 168 of them have been about company updates and 10 about partnerships.
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FAQs about SEI

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