SEI Investments Co: insider trades · United States · SEC (Form 4)

About SEI Investments Co

SEI Investments Co. (ticker: SEIC) is a U.S.-based financial services company listed on the NASDAQ in the United States. Headquartered in Oaks, Pennsylvania, SEI was founded in 1968 by Alfred P. West Jr. as a technology-driven business focused on automating financial processes. Over time, it evolved into a global provider of financial technology, investment processing, operations, and asset management services. For international investors, SEI is best understood not as a classic mutual fund house, but as an integrated platform that combines software, outsourced operations, and investment capabilities for institutional and wealth clients. SEI’s business model is organized around four core client-oriented segments: Investment Managers, Private Banks, Investment Advisors, and Institutional Investors. Across these segments, the company offers a broad suite of front-, middle-, and back-office solutions, including fund administration, fund accounting, regulatory and compliance support, investor reporting, distribution support, analytics, custody-related services, and operational processing. SEI also develops proprietary technology platforms, notably SEI Access, which is being built into a marketplace for alternative investments and is designed to improve access for advisors, broker-dealers, and wealth platforms. This integrated model helps SEI stand apart from more narrowly focused competitors by linking technology, administration, and investment services under one roof. From a competitive standpoint, SEI sits at the intersection of financial infrastructure and asset management. That positioning gives it exposure to several long-term industry tailwinds, including outsourcing of complex operational functions, the digitization of wealth management, and growing demand for access to private markets and alternative investments. The company serves clients across the United States and also maintains an international footprint, including meaningful operations in the United Kingdom and other overseas markets. Its scale, recurring service relationships, and broad product capabilities support its relevance across multiple channels in the financial ecosystem. Recent developments have been notable. SEI reported strong 2025 results, including year-over-year growth in revenue, operating income, and earnings per share in the fourth quarter, alongside margin expansion. In 2025, the company launched its alternative investment product marketplace through SEI Access, reinforcing its strategic push into private markets infrastructure. SEI also announced a strategic investment and business partnership with Stratos Wealth Holdings, a move that expands its reach in the advisor channel and complements its technology, custody, and asset management capabilities. In addition, SEI sold its Family Office Services business in 2025, signaling continued portfolio rationalization and a sharper focus on higher-priority growth platforms.