5
$1.8 trillion
assets managed, advised,
or administered
8 of the
top 20
largest U.S. banks are clients*
$541.5 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 September 30, 2025 unless otherwise indicated.
*Based on the American Bankers Association's "25 Largest Institutions by Fiduciary Assets" list of FDIC regulated institutions, published
as of Mar. 12, 2025.
