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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) will present at the Raymond James 47th Annual Institutional Investors Conference in Orlando. CEO Ryan Hicke is scheduled to speak at 3:25 p.m. ET on March 2, 2026. A live webcast will be available and a replay will be posted in SEI's Investor Relations section.
Graphene Platforms (SEIC) launched a regulated investment platform for Alpha Investment Office on February 23, 2026, using Graphene’s Wealth Gateway infrastructure.
The platform provides custody connectivity, securities execution, automated reporting via a Private Data Cloud, and end-to-end investment operations, and follows Graphene’s strategic partnership and SEI Ventures investment.
SEI (NASDAQ:SEIC) will participate in the UBS Financial Services Conference in Key Biscayne, FL, on February 10, 2026.
Sean Denham, SEI chief financial officer and chief operating officer, will speak at 1:00 p.m. ET. A live webcast and a replay will be available in SEI's Investor Relations section. Sean Denham and Brad Burke will hold meetings during the day.
TIFIN Give partnered with SEI (SEIC) to deliver a white-labeled donor-advised fund (DAF) solution for SEI's bank and affiliated wealth clients. The collaboration builds on SEI's 2024 strategic investment in TIFIN and enables banks and trust organizations to launch branded charitable funds with streamlined onboarding, grantmaking, and reporting.
The platform is purpose-built for bank and trust operating models and aims to retain charitable assets, deepen client relationships, and engage next-generation donors through a fully digital, end-to-end DAF experience.
SEI Investments (NASDAQ: SEIC) reported Q4 2025 results: revenue $607.9M (+9% YoY), operating income $161.6M (+11% YoY), and diluted EPS $1.38 (+16% YoY). Operating margin rose to 27% and full-year revenue reached $2.297B (+8%).
Highlights include record full-year net sales events of $149.9M, a $440.8M first close of the Stratos acquisition, and $101.0M in Q4 share repurchases.
Mackenzie Investments and SEI (NASDAQ: SEIC) announced on January 27, 2026 that SEI Trust Company will serve as trustee for four newly launched collective investment trusts (CITs).
The CITs—Mackenzie Quantitative International Large Cap, International Small Cap, US Small Cap, and Emerging Markets All Cap—provide U.S. defined contribution and defined benefit plans access to Mackenzie Global Quantitative Equity strategies combining data science and portfolio management. SEI will supply trustee, accounting, valuation, administrative, and fiduciary services. SEI reported $260B+ in AUM as of Sept. 30, 2025.
SEI (NASDAQ: SEIC) announced that Paul Lehman, CFA has joined as Head of Bank Asset Management Distribution, reporting to Michael Lane, Head of SEI Asset Management, effective Jan. 15, 2026.
Lehman will lead distribution across national, regional and community banks, affiliated wealth organizations, and independent trust companies, focusing on deepening existing relationships and expanding delivery of SEI's public and private individual solutions, OCIO and Co-CIO offerings integrated with SEI's technology platform. Lehman brings more than 30 years of bank trust and wealth experience, most recently leading the Bank Trust Group at Dimensional Fund Advisors and previously serving as CIO at First Citizens Bank. He holds a CFA and graduate and undergraduate degrees.
SEI (NASDAQ: SEIC) will release fourth-quarter 2025 earnings on Wednesday, January 28, 2026, after the market closes. The company will host a conference call the same day beginning at 5:00 p.m. Eastern time to discuss results.
Analysts and investors are asked to register to join the call. The public may listen and access a replay at ir.seic.com/events-presentations/events.
SEI (NASDAQ:SEIC) appointed Jeff Benfield as Chief Product Officer effective Jan. 8, 2026. Reporting to Chief Technology Officer Zach Womack, Benfield will lead enterprise product strategy and the full product lifecycle to align solutions with business goals, regulatory needs, and client requirements. He previously led platform strategy and operations for SEI's Asset Management business and has 18+ years in financial services, with prior roles at Vanguard, Pershing/Albridge, and Axa Advisors.
SEI Investments (NASDAQ: SEIC) declared a regular semi-annual cash dividend of $0.52 per share on Dec. 12, 2025, up from the prior semi-annual dividend of $0.49. Record date is Dec. 29, 2025 and the payment date is Jan. 12, 2026.
The increase represents a raise in the semi-annual payout and establishes the cash distribution schedule for eligible shareholders.