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SEI Investments Co
1 Freedom Valley Dr
Phone: (610) 676-1000p:610 676-1000 OAKS, PA  19456-9989  United States Ticker: SEICSEIC

Business Summary
SEI Investments Company provides technology and investment solutions that connect the financial services industry. Its segments include Private Banks, Investment Advisors, Institutional Investors, Investment Managers, and Investments in New Businesses. Its Private Banks segment provides outsourced investment processing and investment management platforms to banks and trust institutions, independent wealth advisers, and financial advisers worldwide. Its Investment Advisors segment provides investment management and investment processing platforms to affluent investors through a network of independent registered investment advisors, financial planners, and other investment professionals in the United States. The Institutional Investors segment provides outsourced chief investment officer solutions, including investment management and administrative outsourcing platforms to retirement plan sponsors, healthcare systems, higher education and other not-for-profit organizations worldwide.

Scores and Ratings
FRISK®
Score
Z''
Score
PAYCE®
Score
DBT
Index
Moody's
Rating
Fitch
Rating
DBRS
Rating
YesYes-Yes---

Financials, News and Filings
Latest
Statement
Last
Audit

News
SEC
Filings
Bankruptcy
Filings
Suit &
Judgment
Filings
Tax
Lien
Filings
3/31/202412/31/2023YesYes--Yes

Officers and Directors

Title

Name

Age
Title
Date
Start
Date
Executive Chairman of the Board Alfred P.West 80 6/1/2022 1/1/1968
Chief Executive Officer, Director Ryan P.Hicke 45 6/1/2022 1/1/2015
Executive Vice President, General Counsel Michael N.Peterson 56 6/1/2018 6/1/2018
9 additional Officers and Directors records available in full report.

Subsidiaries
Business Name Address City State/Province Country
Archway Technology Partners, L.L.C 9100 Keystone Crossing Indianapolis IN United States
Finomial Corporation 101 Arch Street Boston MA United States
Novus Partners, Inc. 130 East 59th Street New York NY United States

Business Names
Business Name
Altigo
Finomial Corporation
LSV Asset Management
45 additional Business Names available in full report.

General Information
Number of Employees: 5,061 (As of 1/31/2024)
Outstanding Shares: 131,329,000 (As of 3/31/2024)
Shareholders: 202
Stock Exchange: NASD
Federal Tax Id: 231707341
Email Address: questions@seic.com


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Friday, April 26, 2024