SEI Drives Sustained Momentum Across Global Wealth Management Markets

Rhea-AI Summary

SEI (NASDAQ: SEIC) reported sustained momentum in global wealth management through client implementations, platform migrations, and professional services activity for the nine months ended Sept. 30, 2025. Key operational highlights include 13 completed client implementations, 12 client re‑contracts, 21 new professional services engagements, and 14 launched projects across 13 firms. The company cited its PMO and Professional Services teams' experience delivering enterprise digital transformations, noting ~80 enterprise projects launched since 2020. A major client migration moved approximately 19,800 accounts totaling $41.5 billion AUM onto the SEI Wealth Platform.

Positive

• Migrated ~19,800 accounts totaling ~$41.5B AUM to SWP
• Completed 13 SWP client implementations in nine months
• Re-contracted 12 clients; signed 21 new professional services engagements

Negative

• None.

News Market Reaction

+0.21%

1 alert

+0.21% News Effect

On the day this news was published, SEIC gained 0.21%, reflecting a mild positive market reaction.

Data tracked by StockTitan Argus on the day of publication.

Key Figures

Client implementations: 13 implementations Client re‑contracts: 12 clients Professional services: 21 new engagements +5 more

8 metrics

Client implementations 13 implementations Global Private Banking, nine months ended Sept. 30, 2025

Client re‑contracts 12 clients Re-contracted on SEI Wealth Platform, nine months ended Sept. 30, 2025

Professional services 21 new engagements Nine months ended Sept. 30, 2025

Launched projects 14 projects Across 13 unique firms, nine months ended Sept. 30, 2025

Digital projects since 2020 80+ projects Enterprise-scale digital transformation projects launched globally since 2020

Concurrent implementations 7 implementations Completed over two weekends between May and September 2025

Accounts migrated 19,800 accounts Alerus custody accounts moved to SEI Wealth Platform

Assets migrated $41.5 billion AUM Alerus assets under management migrated to SEI Wealth Platform

Market Reality Check

Price: $85.20 Vol: Volume 554,864 is roughly...

normal vol

$85.20 Last Close

Volume Volume 554,864 is roughly in line with the 551,939 share 20-day average, suggesting typical trading activity into this announcement. normal

Technical Shares traded slightly above the 200-day moving average at $83.04, indicating a modestly positive longer-term trend ahead of this news.

Peers on Argus

SEIC gained 2.01% while key asset-management peers like BEN, IVZ, EQH, NTRS, and...

SEIC gained 2.01% while key asset-management peers like BEN, IVZ, EQH, NTRS, and TROW also showed positive moves between 0.78% and 2.23%, but no peers appeared on the momentum scanner, pointing to stock-specific rather than broad sector-driven momentum.

Historical Context

5 past events · Latest: Dec 04 (Positive)

Pattern 5 events

Date	Event	Sentiment	Move	Catalyst
Dec 04	Platform momentum update	Positive	+0.2%	Detailed 2025 implementations and a large AUM migration onto SEI Wealth Platform.
Dec 03	Strategic acquisition	Positive	+1.3%	Announced first-stage purchase of Stratos Wealth Holdings’ U.S. business.
Nov 18	New platform client	Positive	-0.7%	Syverson Strege selected SEI and plans to migrate $1B AUM to the platform.
Nov 12	Capability expansion	Positive	+0.2%	Expanded tax management and overlay features for SMA and UMA accounts.
Oct 29	Client go-live	Positive	-1.5%	Clermont Trust USA went live on SWP under a streamlined implementation model.

Pattern Detected

Recent product, platform, and partnership announcements have generally seen modest price reactions, with occasional divergences where positive news coincided with small share price declines.

Recent Company History

Over the past few months, SEI has focused on expanding its wealth platform, strategic investments, and tax management capabilities. Announcements included the Clermont Trust USA go-live, enhanced SMA/UMA tax tools, and a partnership with Syverson Strege migrating $1 billion in assets. The company also disclosed a major strategic investment in Stratos Wealth Holdings at about $544 million cash consideration. Today’s update on 13 2025 client implementations and a $41.5 billion migration to SWP fits this trajectory of scaling technology-driven wealth management solutions.

Market Pulse Summary

This announcement emphasizes SEI’s execution strength in wealth technology, with 13 client implement...

Analysis

This announcement emphasizes SEI’s execution strength in wealth technology, with 13 client implementations, 12 re‑contracts, and a $41.5 billion Alerus migration to its platform. Combined with more than 80 digital transformation projects since 2020, it underscores a growing services and implementation franchise. In context of recent strategic investments and product enhancements, investors may focus on continued client wins, implementation timelines, and any follow-on disclosures in SEC filings as key indicators of momentum.

Key Terms

digital transformation, assets under management, custody accounts

3 terms

digital transformation technical

"As digital transformation and operational efficiency are driving banks..."

Digital transformation is the process of using digital technologies to fundamentally change how organizations operate, deliver value, and connect with customers. It often involves updating systems, automating tasks, and improving digital tools to increase efficiency and stay competitive. For investors, it signifies a company's ability to adapt to technological advances, which can impact its growth prospects and long-term success.

assets under management financial

"accounts, totaling approximately $41.5 billion in assets under management to SWP."

Assets under management (AUM) is the total value of all the investments that a financial company or fund is responsible for overseeing on behalf of its clients. It’s like a big bucket that shows how much money the firm is managing for people or organizations. A higher AUM often indicates a larger, more trusted company, and it can influence how much money they earn and the services they can offer.

custody accounts financial

"migrated approximately 19,800 internal custody and external custody accounts..."

Custody accounts are specialized accounts where financial institutions hold and safeguard an investor’s assets, such as stocks, bonds, or cash, on their behalf. They ensure the assets are secure, properly managed, and accessible when needed. For investors, custody accounts provide peace of mind that their investments are protected and accurately tracked without needing to manage the details themselves.

AI-generated analysis. Not financial advice.

Demand for End-to-End Wealth Management Experience, Business Transformation Powers Growth 

OAKS, Pa. and LONDON, Dec. 4, 2025 /PRNewswire/ -- As digital transformation and operational efficiency are driving banks and other financial services firms to reassess their technology stacks,¹ SEI^® (NASDAQ: SEIC) continues to experience market momentum in helping wealth management organizations plan and execute business strategies for evolution and growth. For the nine months ended Sept. 30, 2025, SEI's global Private Banking business completed 13 client implementation projects and re-contracted 12 clients on the SEI Wealth Platform^SM (SWP). Additionally, SEI signed 21 new professional services engagements and launched 14 projects across 13 unique firms during the same time period.

A McKinsey study revealed that 70% of digital transformation initiatives fail to meet their intended goals, often due to poor planning, a lack of leadership alignment, or inadequate change management.² SEI's Project Management Office (PMO) and Professional Services teams' specialized expertise in digital transformation through technology, operations, and change management—along with a deep understanding of each client's business and goals—provides a rigorous, tailored approach to implementations and enhanced onboarding efficiency.

Dedicated to managing the transformation process for clients, the PMO team launched more than 80 enterprise-scale digital transformation projects globally since 2020, including new client implementations onto the SEI Wealth Platform℠ (SWP), legacy and competitor platform conversions, and expanded account onboarding projects resulting from mergers and acquisitions across banking and wealth management clients. Of the 13 completed implementations in 2025, multiple implementations (a total of seven) occurred concurrently over two separate weekends between May and September. Among the 2025 implementation roster for the first three quarters of the year were:

• Clermont Trust USA, an independent trust company serving family offices and high-net-worth individuals globally, leveraged an optimized configuration of the SWP platform and a streamlined implementation model, designed for regional and community banks and trust companies managing less than $1 billion in assets. The model is designed to give community banks and trust companies access to SEI's trust accounting and wealth management ecosystem of solutions in a scalable, cost-effective manner that supports their growth journey.
• Alerus, a commercial wealth bank and national retirement provider that delivers banking, wealth services, and retirement and benefits plans and services to commercial, business, and personal clients, migrated approximately 19,800 internal custody and external custody accounts, totaling approximately $41.5 billion in assets under management to SWP. The implementation comprised SWP's suite of services, including performance measurement and analysis, compliance services, personalized end-client account access, and portfolio and order management experiences, as well as processing and valuation services for Alerus' pooled funds.

Commenting on the strategic partnership, Jim Collins, Chief Revenue Officer at Alerus, said:

"We are deeply committed to helping our clients achieve long-term financial wellness. Providing a personalized, end-to-end wealth management experience is key to seeing an entire financial picture that connects them to their goals. The SEI Wealth Platform and SEI's robust set of capabilities enable us to enhance that experience for our clients.

"SEI's thoughtful approach to understanding our business and goals, tailoring implementation based on our needs, and delivering on time not only reflects the depth of the team's expertise, but also their commitment to true partnership, collaboration, and mutual growth."

Sanjay Sharma, CEO of SEI International and Global Head of SEI's Private Banking business, said:

"For many wealth management organizations, modernization can require significant organizational transformation, and strategic planning, change management, and partnership are critical to success. We've been helping our clients transform their businesses for 57 years, and we've continuously enhanced our implementation model based on our clients' and our own experience—particularly in a post-COVID pandemic era.

"SEI sits at the intersection of technology, operations, and asset management, and the breadth of our capabilities, combined with a half-century of helping our clients anticipate and manage through change, uniquely positions us to be the strategic partner to power our clients' growth and the future of wealth. We look forward to continuing our track record of successful implementations and enabling our clients' business transformation."

¹Deloitte, 2025 Financial Services Industry Predictions, April 24, 2025.
²Akhil Babbar et al., McKinsey, "Why most digital banking transformations fail—and how to flip the odds," April 11, 2023.

About SEI^®
SEI (NASDAQ: SEIC) is a leading global provider of financial technology, operations, and asset management services within the financial services industry. SEI tailors its solutions and services to help clients more effectively deploy their capital—whether that's money, time, or talent—so they can better serve their clients and achieve their growth objectives. As of Sept. 30, 2025, SEI manages, advises, or administers approximately $1.8 trillion in assets. For more information, visit seic.com.

About the SEI Wealth Platform^SM
The SEI Wealth Platform (the Platform) is an outsourcing solution for wealth managers encompassing wealth processing services and wealth management programs, combined with business process expertise. With the Platform, SEI provides wealth management organizations with the infrastructure, operations, and administrative support necessary to capitalize on their strategic objectives in a constantly shifting market. For more information, visit seic.com/wealthplatform.

	Company Contact:	Media Contact:
	Leslie Wojcik	Eric Hazard
	SEI	Vested
	+1 610-676-4191	+1 917-765-8720
	lwojcik@seic.com	eric@fullyvested.com

View original content:https://www.prnewswire.com/news-releases/sei-drives-sustained-momentum-across-global-wealth-management-markets-302632325.html

SOURCE SEI Investments Company

FAQ

What client migration did SEI (SEIC) complete in 2025 and how large was it?

SEI migrated ~19,800 accounts totaling approximately $41.5 billion AUM to the SEI Wealth Platform in 2025.

How many client implementations did SEI (SEIC) finish by Sept. 30, 2025?

SEI completed 13 client implementations for the nine months ended Sept. 30, 2025.

How many new professional services engagements did SEI (SEIC) sign in early 2025?

SEI signed 21 new professional services engagements during the nine months ended Sept. 30, 2025.

How many projects has SEI's PMO launched since 2020?

SEI's PMO launched more than 80 enterprise-scale digital transformation projects globally since 2020.

What platform did Alerus migrate to under SEI (SEIC)'s services in 2025?

Alerus migrated its internal and external custody accounts to the SEI Wealth Platform (SWP) in 2025.

How many projects and firms did SEI launch across its Private Banking business in the first nine months of 2025?

SEI launched 14 projects across 13 firms during the nine months ended Sept. 30, 2025.