SEI Introduces Pathfinder Portal to Support and Strengthen Advisor Planning Across Business Lifecycle

SEI (NASDAQ:SEIC) launched the SEI Pathfinder Portal to support financial advisors with business planning throughout their firms’ lifecycles.

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SEI (NASDAQ:SEIC) launched the SEI Pathfinder Portal to support financial advisors with business planning throughout their firms’ lifecycles. The portal combines estimated business valuations, succession and continuity planning tools, educational resources, and advisor networking.

SEI says the portal is designed to help advisors assess their firms and turn long-term goals into documented plans. Advisors can also conduct sensitive research, securely communicate and share documents, and explore potential connections anonymously before choosing to engage.

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10/22/2026 - 09:00 AM EDT

New Portal Offers Valuation Tools, Succession Planning, Education, and Networking in
Advisor-Controlled Experience

OAKS, Pa., Oct. 22, 2026 /PRNewswire/ -- SEI^® (NASDAQ:SEIC) today announced the launch of the SEI Pathfinder Portal, a new advisor success portal designed to help financial advisors strengthen the value, sustainability, and future of their businesses.

The portal brings together guided support, advisor networking, educational resources, valuation capabilities, and planning tools in one offering. Built to complement SEI's practice management expertise, it helps advisors assess their firms, identify opportunities, and translate long-term goals into actionable business plans on their terms.

This support comes at a critical time in the industry. Advisory firms face increasingly complex questions about growth, succession, ownership, enterprise value, and long-term sustainability. Approximately one-third of advisors plan to retire in the next 10 years¹, yet 58% of advisors do not have a fully documented succession plan², underscoring the need for earlier, more intentional planning. By planning before a transition or other major business event becomes imminent, advisors can better understand their options and maintain greater control over the evolution of their firms.

Unlike traditional succession or transaction-focused solutions, the portal is designed to support advisors throughout the full business lifecycle, enabling them to:

Gain clarity by understanding their firm's estimated value, identifying key value drivers, and evaluating future options before decisions become urgent.
Build readiness by strengthening business sustainability and developing continuity and succession plans on their own timeline.
Explore opportunities through resources and connections that support growth, continuity, acquisition, or transition objectives.
Move to action by translating ideas and insights into documented plans and measurable next steps.
Maintain control by conducting sensitive research, securely communicating and sharing documents, and anonymously exploring potential connections before choosing when and how to engage.

Shauna Mace, Head of Practice Management and Independent Advisor Solutions at SEI, said:

"For many advisors, the true value of their firm becomes clear only when a potential buyer comes forward. By then, many of the decisions that shaped that value have already been made. The SEI Pathfinder Portal helps advisors understand the business they are building today, identify opportunities to strengthen it, and plan proactively for growth, continuity, and ownership transitions.

"Our goal is to help advisors make informed, deliberate decisions at every stage of their firm's lifecycle. With greater clarity and earlier planning, advisors can move forward with confidence, maintain control, and preserve the ability to choose what comes next."

Alongside the SEI Growth Lab, the SEI Pathfinder Portal reflects SEI's continued commitment to serving as a strategic partner across the advisor lifecycle, providing the tools, expertise, and guidance firms need to plan for growth, continuity, and long-term success.

¹Cerulli, Cerulli Edge—U.S. Advisor Edition, August 4, 2026.
²Edward Jones, "Edward Jones Succession Planning Survey," July 2026.

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, 2026, SEI manages, advises, or administers approximately $2 trillion in assets. For more information, visit seic.com.

Forward-looking statements
This communication contains forward-looking statements within the meaning of the rules and regulations of the Securities and Exchange Commission. In some cases, you can identify forward looking statements by terminology, such as "may," "will," "expect," "believe," "can," "continue," "seek," or similar expressions. SEI's forward-looking statements include its current expectations as to:

the benefits that advisors may derive from the SEI Pathfinder Portal; and
the portal's ability to support advisors' growth, continuity, succession and ownership transition planning, and long-term business sustainability.

You should not place undue reliance on any forward-looking statements, as they are based on the current beliefs and expectations of management and are subject to significant risks and uncertainties, many of which are beyond management's control or are subject to change. Although management believes the assumptions upon which the forward-looking statements are based are reasonable, they could be inaccurate. Some of the risks and important factors that could cause actual results to differ from those described in SEI's forward looking statements can be found in the "Risk Factors" section of SEI's Annual Report on Form 10 K for the year ended Dec. 31, 2025, filed with the Securities and Exchange Commission. SEI undertakes no obligation to update or revise any forward looking statements, whether as a result of new information, future events, or otherwise.