Advisor Flipbooks

Pitchbook: The power in the process

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5 $1.6 trillion assets managed, advised, or administered 8 of the top 20 U.S. banks are clients $486 billion assets under management (AUM) Over 50 years in business Oaks, PA global headquarters, located outside of Philadelphia 5,000 approximate employees globally SEI quick facts SEI's global presence Canada • Institutional and HNW asset management Ireland • Global product platform • Investment operations and fund processing United Kingdom • Institutional and HNW asset management • IWA investment processing United States • U.S. product platform • Institutional and HNW asset management • U.S. bank and advisor investment processing • Investment operations and fund processing South Africa • Institutional asset management All information as of March 31, 2025 unless otherwise indicated.

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