Here are the 10-K annual reports from SEI Investments Co (SEIC) in our archive since June 2025, newest first, and each one links through to the document itself with the summary and the scores our analysis gives it.
A 10-K covers the audited annual report, with the full financial statements, so if you follow SEIC and want that one kind of document rather than the whole filing history, this is the page to keep. The company's other filings, of every form, are on the full SEIC filings page.
SEI Investments Company files its annual report describing a global financial technology, operations, and asset management business serving banks, advisors, institutions, and asset managers. In 2025, total revenues were $2,297,381 thousand, mainly from technology and operations outsourcing and asset management fees.
The company reports managing, advising, or administering about $1.9 trillion in assets and $455.4 billion in managed assets as of December 31, 2025. SEI completed the first stage of a 57.5% strategic investment in Stratos Wealth Holdings for approximately $544.0 million, expanding its presence in the advisor ecosystem. It also highlights extensive regulatory oversight, ongoing work with the UK FCA, growing cyber and AI-related risks, offshoring via a Global Capability Center in India, and detailed strategic and operational risks across its core business segments.