SEI Investments (SEIC)

SEI operates through four main client-focused segments: private banks, investment advisors, institutional investors and investment managers. Its platforms are used by wealth managers and financial institutions to handle functions such as portfolio accounting, custody-related workflows, investment operations, reporting and adviser support. For asset managers and institutional clients, SEI provides services that can include fund administration, middle-office support and investment management solutions.

The company is also linked to active equity management through its minority stake in LSV Asset Management, a value-oriented investment manager. That holding adds another source of earnings exposure beyond SEI’s core processing and platform businesses. As of December 2025, SEI and LSV together manage, administer or advise approximately $1.9 trillion in assets, reflecting the scale of the company’s role in the investment industry’s operating infrastructure.

SEI’s business is distinctive because it sits between traditional asset management and financial technology. It benefits when financial firms outsource complex operational functions, modernize legacy systems or seek scalable platforms for client service. Its performance is influenced by market levels, client asset flows, technology spending, fee pressure in investment management and demand for outsourced investment operations.