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SEI Investments Company reports developments across financial technology, operations and asset management services for the financial services industry. News about SEIC commonly covers quarterly results, client outsourcing demand, wealth-management infrastructure, fund administration, asset management activity and professional services.
Recurring company updates include new client selections for the SEI Wealth Platform, expansion of SEI Access for alternative investments, digital onboarding for collective investment trusts, private-market and retirement-channel partnerships, and enterprise automation initiatives. SEI also issues investor conference updates and earnings-call materials tied to its operating performance and service platforms.
SEI (NASDAQ:SEIC) announced a strategic partnership with Zocks, an AI assistant platform built for financial advisors, to expand SEI's advisor services ecosystem. The collaboration is intended to help advisory firms automate workflows such as meeting preparation, notes, client follow-up, CRM and planning updates, onboarding, and client intelligence.
According to SEI, the relationship will also focus on advisor education, thought leadership, webinars, and adoption resources to support purposeful AI implementation. SEI reported approximately $2.1 trillion in assets managed, advised, or administered as of June 30, 2026.
SEI (NASDAQ:SEIC) launched the SEI Ang Research Enhanced U.S. Large Cap ETF (NASDAQ: ANGU), designed to provide broad U.S. large-cap equity exposure using a benchmark-aware, research-enhanced approach. The fund seeks to track the total return of the iSTOXX Ang Research Enhanced U.S. Large Cap Index before fees and expenses.
The index, created by STOXX Ltd. in collaboration with factor investing specialist Dr. Andrew Ang, applies value, quality, momentum, and other factor signals with dynamic weighting and risk controls. ANGU expands SEI's ETF lineup and reflects its quantitative investing heritage.
WTW (NASDAQ:WTW) and SEI (NASDAQ:SEIC) expanded their strategic relationship to develop private markets solutions for U.S. 401(k) and broader defined contribution plans. The collaboration combines WTW's investment research, due diligence, and portfolio implementation with SEI Trust Company's collective investment trust (CIT) trustee, operational, and administrative capabilities.
According to SEI and WTW, the firms aim to design retirement-focused CIT and evergreen structures that broaden access to private markets, including strategies such as private credit, while addressing the operational, governance, liquidity, scale, and risk-management needs of defined contribution plan sponsors and participants.
SEI Investments (NASDAQ: SEIC) reported second-quarter 2026 revenue of $641.6 million, up 15% year over year, with GAAP income from operations rising 33% to $197.0 million and operating margin improving to 31%. Net income attributable to SEI decreased 14% to $195.7 million, and diluted EPS declined 11% to $1.59. On a non-GAAP basis, adjusted income from operations grew 36% to $207.0 million, adjusted operating margin reached 32%, and adjusted diluted EPS increased 38% to $1.66.
By segment, revenues grew 17% for Investment Managers, 11% for Private Banks, and 30% for Investment Advisors, while Institutional Investors revenue rose 1%. Q2 net sales events totaled $43.5 million, including $32.6 million of recurring sales, led by $32.0 million from Investment Managers and $10.1 million from Private Banks. Assets under management increased 9.5% to $606.7 billion, and SEI repurchased 1.3 million shares for $112.4 million at an average price of $86.92 per share.
SEI (NASDAQ:SEIC) launched the SEI QiM U.S. Equity Factor Allocation Active ETF (NASDAQ:SEUS) on July 14, 2026, introducing an actively managed core U.S. equity ETF that applies SEI’s existing U.S. Equity Factor Allocation strategy in a single-ticker format.
Managed by SEI’s Quantitative Investment Management (QiM) team, SEUS uses a dynamic active factor allocation approach that combines factor tilts, active stock selection, and disciplined risk management within a diversified equity portfolio. According to SEI, QiM oversees more than $30 billion in quantitative strategies as of March 31, 2026, and SEUS leverages this proprietary factor research, integrated risk models, and portfolio oversight in a transparent, cost-effective, and tax-efficient ETF structure.
SEI (NASDAQ: SEIC) will release its second-quarter 2026 earnings on Wednesday, July 22, 2026, after the market closes.
The company will host a conference call at 5 p.m. Eastern Time, with live webcast and replay available via its investor relations website and phone dial-in options.
SEI (NASDAQ:SEIC) launched SEI Transfer Agency and Registry Services, an SEC-registered transfer agency supporting U.S. traditional and alternative asset managers offering SEC-registered, retail-distributed funds.
The business extends SEI’s institutional transfer agency, which services more than 1,100 funds representing $395 billion in AUM, and uses Envision’s configurable technology to target fast-growing semi-liquid alternative funds.
SEI (NASDAQ:SEIC) appointed Rob Wrzesniewski as Head of Stratos Technology within its Asset Management business, effective June 23, 2026. Reporting to SEI Chief Product Officer Jeff Benfield and Stratos CEO Jeff Concepcion, he will lead advisor technology oversight, platform alignment, and long-term capability development.
The role spans SEI and Stratos platforms, aiming to ensure scalable, resilient advisor-facing technology and tighter integration with SEI’s broader technology ecosystem. This supports SEI’s strategic investment in Stratos Wealth Holdings and a shared focus on advisor independence, choice, and flexibility.
SEI (NASDAQ:SEIC) appointed Matt Provencher as Global Head of Enterprise Professional Services, a new leadership role effective June 18, 2026.
He will scale SEI's professional services across its platforms, including SEI Data Cloud, systems integration, cybersecurity, AI and automation, and business process outsourcing.
SEI (NASDAQ:SEIC) announced an enhanced, unified technology platform for public and private market investment managers, combining SEI Data Cloud with the SEI Scope manager portal to improve data access, transparency, and operational efficiency.
SEI is also adding AI-enabled automation, integrated waterfall tools, SEI Access for CIT onboarding, Fenergo’s CLM, and an IBM partnership focused on agentic AI and automation.