SEI: Experts in Wealth Management
Wealth management is what we do — it's what
we've always done. We began working with
wealth management firms in 1968, and we
continue to innovate today.
Over the years, we've grown into a powerful,
global company with our headquarters
located in Oaks, Pennsylvania.
Independent Advisor Solutions by SEI is one
of our fastest-growing divisions, working
with more than 7,500 financial advisors².
We took more than 50 years of experience
and developed the SEI Wealth Platform —an
integrated, powerful platform available to
advisors today. Our state-of-the-art solution
is designed to save you time and money so
you can focus on what you do best: serving
your clients, developing new clients and
growing your business.
2
As of December 31, 2021.
