Sei Invts Co Stock Price, News & Analysis

SEI Investments Company (NASDAQ: SEIC) is described in its public disclosures as a global provider of financial technology, operations, and asset management services within the financial services industry. The company appears in regulatory filings as SEI Investments Company, a Pennsylvania corporation whose common stock trades on The NASDAQ Stock Market LLC under the symbol SEIC. According to multiple company news releases, SEI tailors its solutions and services to help clients deploy their capital—money, time, or talent—more effectively so they can serve their own clients and pursue growth objectives.

Business focus and industry role

SEI is associated with the finance and insurance sector and is classified in the investment banking and securities dealing industry. Company descriptions in recent news consistently state that SEI operates at the intersection of technology, operations, and asset management for financial institutions and wealth management organizations. The firm positions its capabilities to support banks, wealth managers, advisors, and other financial services firms as they modernize their operating models, address regulatory demands, and manage complex wealth and investment needs.

In addition to this broad positioning, SEI’s activities highlighted in news releases include asset management services, technology platforms for wealth management, and operational outsourcing. The company also reports that, as of September 30, 2025, it manages, advises, or administers approximately $1.8 trillion in assets. Earlier information notes that SEI, including its minority interest in LSV Asset Management, manages, administers, or advises about $1.6 trillion in assets, and that LSV is a value equity asset manager. These disclosures underscore SEI’s scale as an asset manager and technology partner to financial intermediaries.

Clients and market segments

According to the Polygon description, SEI provides investment processing, management, and operations services to financial institutions, asset managers, asset owners, and financial advisors. It notes four material segments: private banks, investment advisors, institutional investors, and investment managers. Company news further illustrates SEI’s engagement with banks, trust companies, registered investment advisors, and wealth management organizations. For example, SEI highlights relationships with regional and community banks, independent trust companies, and fee-only financial planning and investment management firms.

News about SEI’s Private Banking business describes its work with wealth management organizations that are reassessing their technology stacks and seeking digital transformation. SEI’s Project Management Office and Professional Services teams are portrayed as focusing on technology, operations, and change management to support client implementations and onboarding on SEI’s platforms. This reinforces the company’s role as a partner to institutions that want to modernize their wealth and trust platforms while managing operational complexity.

Technology platforms and outsourcing capabilities

Several news releases emphasize the SEI Wealth PlatformSM (SWP), which is described as an outsourcing solution for wealth managers. According to these disclosures, the platform encompasses wealth processing services and wealth management programs, combined with business process expertise. SEI states that the platform provides wealth management organizations with infrastructure, operations, and administrative support needed to pursue strategic objectives in a changing market.

SEI reports that the SEI Wealth Platform and related wealth management platforms support trillions of dollars in assets. One release notes that, as of December 31, 2024, SEI has approximately $7.1 trillion in assets on its wealth management platforms, including $1.3 trillion on the SEI Wealth Platform and $1.1 trillion custodied with SEI Private Trust Company. The company also describes a streamlined implementation model and an optimized configuration of SWP designed for regional and community banks and trust companies managing less than $1 billion in assets, indicating a focus on scalability and cost-effective access to its technology and asset management ecosystem.

SEI’s disclosures also reference open-architecture technology, custody services, and investment management as part of an integrated ecosystem for advisory firms. In collaborations with fee-only financial planning and investment management firms, SEI highlights integrated custody and technology, investment management and portfolio solutions, and advanced planning capabilities delivered through its wealth platform. These descriptions present SEI as a provider of connected technology and operational infrastructure that supports advisors’ and institutions’ front-to-back wealth management processes.

Asset management and advisory-related capabilities

Beyond technology and operations, SEI emphasizes its asset management capabilities. The company notes that it offers tailored investment strategies and sophisticated asset management tools, including access to its asset management offering through the SEI Wealth Platform. In its work with community banks and trust companies, SEI describes direct access to tailored investment strategies, an end-client portal and advisor views, advanced reporting and analytics tools, and business process outsourcing, all tied to its trust accounting and wealth management ecosystem.

SEI also describes specialized capabilities in tax management and overlay services for separately managed account (SMA) and unified managed account (UMA) solutions. According to a company release, SEI has nearly two decades of tax overlay services and has expanded its tax management and overlay capabilities to provide advisors with more control, transparency, and customization. The company outlines processes that include tax transition analysis, portfolio design, portfolio management, and investor-centric reporting, all aimed at integrating tax considerations into the wealth management process.

The same disclosure notes features such as transitioning existing securities with tax analysis, coordinating trading and overlay management across SMAs and UMAs, enabling an annual capital gains budget, automating tax-loss harvesting with daily security and tax-lot analysis, and providing reporting such as an Estimated Taxes Saved Report. SEI states that these capabilities are intended to support tax optimization and help advisors address tax minimization as a key investment objective for high-net-worth practices.

Strategic partnerships and investments

SEI’s news releases describe several strategic relationships that illustrate how the company applies its technology, operations, and asset management capabilities. For example, SEI announced that Clermont Trust USA, an independent trust company serving family offices and high-net-worth individuals globally, went live on the SEI Wealth Platform using a streamlined implementation model. The configuration is designed to give community banks and trust companies access to SEI’s trust accounting and wealth management ecosystem in a scalable, cost-effective manner.

Another release highlights a collaboration with Syverson Strege, a fee-only financial planning and investment management firm. SEI reports that Syverson Strege selected SEI to advance its strategic growth initiatives and will use the SEI Wealth Platform to gain integrated custody and technology, investment management and portfolio solutions, and advanced planning capabilities. SEI also notes that its Business Transition team supports asset migration and onboarding, reflecting the operational side of its offering.

SEI also discloses a strategic investment in Stratos Wealth Holdings through SEI-Eclipse Holding Company, LLC. In this transaction, SEI describes Stratos as a family of companies focused on supporting financial advisors across business models and affiliation structures. SEI states that Stratos will operate under its own brand as an affiliated business, and that Stratos’ offerings will be reinforced by SEI’s capabilities across technology, custody, operations, and asset management. The company frames this partnership as enhancing its ecosystem with an advice platform that aligns with trends in fee-based wealth management.

Corporate governance and corporate actions

In its Form 8-K filings, SEI provides information about corporate governance and capital allocation decisions. An 8-K dated December 17, 2025 reports that Alfred P. West, Jr., who founded SEI Investments Company in 1968 and served as chief executive officer for more than 50 years and most recently as Executive Chairman of the Board, tendered his resignation as a member of the Board and as an officer of the company and its subsidiaries and affiliates, effective January 1, 2026. The filing states that his resignation was not due to a disagreement with the company on operations, policies, or practices.

The same filing notes that the Board appointed Mr. West to serve as non-voting Chairman Emeritus of the Board, effective upon his resignation, and appointed an existing independent director to serve as non-executive Chairman of the Board. The Board also reduced its size from nine members to eight. This filing provides historical context on SEI’s founding and leadership transition while indicating that the company remains focused on continuity of guidance and oversight.

Another 8-K dated October 24, 2025 reports that the Board of Directors approved an increase in SEI’s stock repurchase program by an additional $650 million, bringing the available authorization to approximately $773 million. A related news release also notes this increase in the share repurchase program. These disclosures show that SEI’s Board has authorized capital return through share repurchases in addition to dividends.

In a separate 8-K dated June 30, 2025, SEI reports the closing of Aquiline Capital Partners LP’s acquisition of SEI’s Family Office Services business, effective June 30, 2025, under a previously disclosed definitive agreement. This filing indicates that SEI has adjusted its business mix by divesting that particular business while continuing to focus on its broader financial technology, operations, and asset management services.

Dividends, earnings, and investor communications

SEI regularly communicates with investors through earnings releases and conference calls, as reflected in multiple Form 8-K filings. For example, 8-Ks dated July 23, 2025 and October 22, 2025 report that SEI issued press releases announcing financial and operating results for the second and third quarters of 2025, respectively, and made related earnings presentations available. Another 8-K dated September 18, 2025 furnishes a 2025 Investor Day presentation.

Dividend actions are also disclosed. A news release dated December 17, 2025 states that SEI’s Board declared a regular semi-annual dividend of $0.52 per share, and the corresponding 8-K notes that the dividend was declared on December 12, 2025. These items show that SEI uses both cash dividends and share repurchases as mechanisms for returning capital to shareholders, as documented in its public filings and press releases.

Scale and assets under management and administration

SEI’s scale is highlighted in both Polygon data and company news. The Polygon description notes that SEI has a minority interest in LSV Asset Management, a value equity asset manager with about $87 billion in assets under management, and that as of December 2024 SEI (including LSV) manages, administers, or advises about $1.6 trillion in assets. More recent company news states that, as of September 30, 2025, SEI manages, advises, or administers approximately $1.8 trillion in assets. These figures, provided by the company, indicate growth in assets under management, administration, or advice over time.

In addition, SEI reports that its wealth management platforms support approximately $7.1 trillion in assets, including assets on the SEI Wealth Platform and assets custodied with SEI Private Trust Company. This distinction between platform assets and managed, advised, or administered assets illustrates SEI’s dual role as both a technology and operations provider and an asset management firm.

Organizational expertise and client support

Company news describes various internal roles and teams that support SEI’s offerings. For example, SEI has a Project Management Office and Professional Services teams that focus on digital transformation projects, including new client implementations onto the SEI Wealth Platform, conversions from legacy and competitor platforms, and expanded onboarding projects following mergers and acquisitions among banking and wealth management clients. The company states that these teams apply specialized expertise in technology, operations, and change management, combined with an understanding of each client’s business and goals.

SEI also highlights leadership roles such as Head of Bank Asset Management Distribution and Chief Product Officer, with responsibilities that include bank asset management distribution strategy, investment sales and partnership development, and enterprise product strategy, development, and execution. These descriptions suggest that SEI organizes around both client segment needs (such as banks and advisors) and functional capabilities (such as product development and technology) to deliver its financial technology, operations, and asset management services.

Summary

Based on the information in recent news releases, regulatory filings, and the Polygon description, SEI Investments Company is a Pennsylvania-based public company whose common stock trades on NASDAQ under the symbol SEIC. The company presents itself as a global provider of financial technology, operations, and asset management services to financial institutions, asset managers, asset owners, financial advisors, private banks, investment advisors, institutional investors, and investment managers.

SEI’s disclosures emphasize its role in helping wealth management organizations, banks, trust companies, and advisory firms modernize their technology and operations, access tailored investment strategies, and manage complex wealth and tax considerations. Through platforms such as the SEI Wealth Platform and through its asset management and tax management capabilities, SEI positions its offerings as infrastructure and services that support clients’ strategic objectives and growth in a constantly shifting financial services landscape.