News · 26 weeks58-44%
2025-12-282026-06-21
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- Other11(37%)
- Insider8(27%)
- SEC Filings4(13%)
- Leadership3(10%)
- Earnings2(7%)
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Latest news
25 items- PRRob Wrzesniewski to Lead Technology Enablement and Integration Across Stratos and SEI Asset Management PlatformsNew Role Supports Strategic Investment in Stratos Wealth Holdings, Advancing Platform Capabilities and Long-Term Technology StrategyOAKS, Pa., June 23, 2026 /PRNewswire/ -- SEI® (NASDAQ:SEIC) today announced the appointment of Rob Wrzesniewski as Head of Stratos Technology within SEI's Asset Management business. He will report to Jeff Benfield, Chief Product Officer at SEI, and Jeff Concepcion, Founder and CEO of Stratos, while working closely with leaders across advisor product, technology, asset management, and sales teams. In this newly created role, Wrzesniewski will advance Stratos' technology strategy, with a focus on advisor technology oversight, platform alignment, and long-term capa
- PRSEI Appoints Matt Provencher as Global Head of Enterprise Professional ServicesNew Leadership Role to Scale Capabilities and Support Client TransformationOAKS, Pa., June 18, 2026 /PRNewswire/ -- SEI® (NASDAQ:SEIC) today announced the appointment of Matt Provencher as Global Head of Enterprise Professional Services. In this newly established role, Provencher will lead the expansion and scaling of SEI's Professional Services offering across markets, further strengthening SEI's role as a strategic partner in helping clients transform their businesses. Provencher will be responsible for advancing SEI's enterprise-wide professional services strategy and establishing a scalable delivery model that supports clients across SEI's ecosystem of platforms, technology, and operatio
- PRSEI Introduces Technology and AI to Boost Investment Manager EfficiencyUnified Platform Built to Transform Data Access, Transparency, and Operational Scale for the Future of Investment Management OAKS, Pa. and LONDON, June 16, 2026 /PRNewswire/ -- SEI® (NASDAQ:SEIC) today announced a significant investment in the technology roadmap for public and private market investment managers with the introduction of an enhanced, unified platform that improves data access, insights, and operational efficiency. The improved manager experience combines SEI Data Cloud, the firm's centralized data foundation, with SEI Scope™, a next‑generation manager portal that brings workflows, analytics, and oversight together through intuitive, near real‑time visualizations. Built in clos
- INSIDERDirector Doran William sold $452,500 worth of shares (5,000 units at $90.50), decreasing direct ownership by 0.80% to 618,802 units (SEC Form 4)4 - SEI INVESTMENTS CO (0000350894) (Issuer)
- PRSEI Names Sneha Shah Chief AI Strategist, Expands Enterprise AI and Data LeadershipNew Leadership Appointments Reinforce SEI's Path Toward Becoming an AI-Native OrganizationOAKS, Pa., June 9, 2026 /PRNewswire/ -- SEI® (NASDAQ:SEIC) today announced the appointments of Sneha Shah as Chief AI Strategist, Michael Tryniszewski as Head of AI Orchestration, and William Coffey as Chief Data Officer (CDO), strengthening the company's leadership as it scales AI across the enterprise and advances its data strategy to drive growth, expand new business opportunities, and improve client outcomes. As Chief AI Strategist and Head of SEI Next, SEI's innovation unit, Shah will lead the company's enterprise AI strategy and external market voice; guide strategic decisions on how SEI builds, a
- SECSEI Investments Company filed SEC Form 8-K: Other Events, Financial Statements and Exhibits8-K - SEI INVESTMENTS CO (0000350894) (Filer)
- PRSEI Declares Dividend of $0.52 per ShareOAKS, Pa., May 27, 2026 /PRNewswire/ -- The Board of Directors of SEI Investments Company (NASDAQ:SEIC) on May 27, 2026 declared a regular semi-annual dividend of $0.52 per share. The cash dividend will be payable to shareholders of record on June 8, 2026, with a payment date of June 16, 2026. About SEI®SEI (NASDAQ:SEIC) is a leading global provider of financial technology, operations, and asset management services within the financial services industry. SEI tailors its solutions and services to help clients more effectively deploy their capital—whether that's money, time, or talent—so they can better serve their clients and achieve their growth objectives. As of March 31, 2026, SEI manages,
- PRSEI Appoints Nathan Shetty as Chief Investment OfficerAppointment Supports Evolution of SEI's Asset Management Strategy and Global Investment PlatformOAKS, Pa., May 27, 2026 /PRNewswire/ -- SEI® (NASDAQ:SEIC) today announced the appointment of Nathan Shetty as Chief Investment Officer (CIO), effective June 1, 2026. In this role, Shetty will lead SEI's global investment organization and help advance the company's asset management strategy, with a focus on delivering scalable, customized investment solutions for institutional and wealth clients. Shetty joins SEI with more than 20 years of experience leading global, multi‑asset investment businesses. Most recently, he served as Senior Managing Director and Head of Multi‑Asset at Nuveen Asset Manag
- PRSEI to Present at William Blair and Morgan Stanley ConferencesOAKS, Pa., May 26, 2026 /PRNewswire/ -- SEI® (NASDAQ:SEIC) today announced that the company will participate in the William Blair 46th Annual Growth Stock Conference in Chicago, IL and the Morgan Stanley U.S. Financials Conference in New York City. Sean Denham, SEI's Chief Financial and Operating Officer, will present at the William Blair conference at 4:20 p.m. Eastern time on June 2, 2026. A live webcast of the presentation will be available here.Denham will present at the Morgan Stanley conference at 4 p.m. Eastern time on June 9, 2026. A live webcast will be available here.About SEI®SEI (NASDAQ:SEIC) is a leading global provider of financial technology, operations, and asset management s
- PRSEI Converts $1 Billion Mutual Fund Into High Yield Bond & Alternative Credit ETF (LEND)SEI's First Fixed Income ETF Expands Platform Beyond Equities and Liquid AlternativesOAKS, Pa., May 19, 2026 /PRNewswire/ -- SEI® (NASDAQ:SEIC) today announced the launch of the SEI High Yield Bond & Alternative Credit ETF (NASDAQ:LEND) following the reorganization of the SIMT High Yield Bond Fund into an exchange-traded fund. LEND, SEI's first fixed income ETF, maintains the mutual fund's investment objective, strategy, and portfolio management approach—backed by a 30-year track record—now in a more accessible, cost-efficient ETF structure. LEND draws on SEI's more than 20 years of experience managing collateralized loan obligations (CLOs) across multiple market cycles, as well as its manag
- SECAmendment: SEC Form SCHEDULE 13G/A filed by SEI Investments CompanySCHEDULE 13G/A - SEI INVESTMENTS CO (0000350894) (Subject)
- PRStratos Completes Acquisition of 11 Partner Practices Totaling Approximately $4.8 Billion in Client AssetsBEACHWOOD, Ohio, May 14, 2026 /PRNewswire/ -- Stratos Wealth Holdings ("Stratos") today announced it has completed the acquisition of 11 partner practices ranging from sole practitioners to multi-advisor teams, representing approximately $4.8 billion in total client assets, as of Dec. 31, 2025. These transactions were in progress prior to SEI's strategic investment in the Stratos business1 and reflect Stratos' focus on strategic investments in partner advisory practices to support growth initiatives, enhance enterprise value, and establish a clear path for succession. Stratos has pursued these acquisitions in response to a growing need among advisory practices for a more structured and scala
- SECSEC Form 13F-HR filed by SEI Investments Company13F-HR - SEI INVESTMENTS CO (0000350894) (Filer)
- INSIDERDirector Mccarthy Kathryn sold $910,700 worth of shares (10,000 units at $91.07) and exercised 10,000 shares at a strike of $49.63 (SEC Form 4)4 - SEI INVESTMENTS CO (0000350894) (Issuer)
- INSIDERIn Remarks Warner Mark Andrew exercised 4,000 shares at a strike of $48.47 and sold $364,640 worth of shares (4,000 units at $91.16) (SEC Form 4)4 - SEI INVESTMENTS CO (0000350894) (Issuer)
- PRSEI and Carlyle Enhance Partnership to Expand Private Market Access Across Wealth and Retirement ChannelsStrategic Partnership Aimed at Supporting More Efficient and Scalable Private Market Implementation OAKS, Pa., April 30, 2026 /PRNewswire/ -- SEI® (NASDAQ:SEIC), a leading global provider of financial technology, operations, and asset management services, and global investment firm Carlyle (NASDAQ:CG), today announced an enhanced partnership, designed to expand access to institutional-quality private market capabilities across wealth and retirement channels, including through the development of new collaborative solutions. As demand for private markets continues to grow, investors and their advisors are seeking more streamlined and efficient ways to access a broader range of private market s
- SECSEC Form 10-Q filed by SEI Investments Company10-Q - SEI INVESTMENTS CO (0000350894) (Filer)
- INSIDEROfficer Mccabe Philip sold $1,377,300 worth of shares (15,000 units at $91.82), decreasing direct ownership by 21% to 54,884 units (SEC Form 4)4 - SEI INVESTMENTS CO (0000350894) (Issuer)
- INSIDEROfficer Sharma Sanjay exercised 25,000 shares at a strike of $49.63 and sold $2,253,013 worth of shares (25,000 units at $90.12) (SEC Form 4)4 - SEI INVESTMENTS CO (0000350894) (Issuer)
- INSIDEREXECUTIVE VICE PRESIDENT Peterson Michael exercised 10,000 shares at a strike of $48.47 and sold $900,000 worth of shares (10,000 units at $90.00) (SEC Form 4)4 - SEI INVESTMENTS CO (0000350894) (Issuer)
- SECSEI Investments Company filed SEC Form 8-K: Results of Operations and Financial Condition, Regulation FD Disclosure, Financial Statements and Exhibits8-K - SEI INVESTMENTS CO (0000350894) (Filer)
- PRSEI Reports First-Quarter 2026 Financial ResultsOAKS, Pa., April 22, 2026 /PRNewswire/ -- SEI Investments Company (NASDAQ:SEIC) today announced financial results for the first quarter 2026. Relative to the first quarter 2025, EPS increased by 20%, and revenue and operating income grew by 13% and 21%, respectively, with operating margin increasing to 30%. On an adjusted basis, EPS and operating income grew 21% and 24%, respectively, with the adjusted operating margin increasing to 32%. Consolidated Overview(In thousands, except earnings per share) For the Three Months Ended March 31,20262025%U.S. GAAP Basis Revenues$622,183$551,34413 %Income from operations189,486157,09721 %Operating margin30 %28 %7 %Net income attributable to SEI Investm
- SECSEC Form DEF 14A filed by SEI Investments CompanyDEF 14A - SEI INVESTMENTS CO (0000350894) (Filer)
- PRSEI Launches Digital Onboarding Solution for Collective Investment TrustsSEI Access for CITs Modernizes Onboarding Experience Across Retirement Ecosystem OAKS, Pa., April 14, 2026 /PRNewswire/ -- SEI® (NASDAQ:SEIC) today announced the launch of SEI AccessTM for CITs, a fully digitized, fully automated collective investment trust (CIT) onboarding experience that supports both public and private assets for defined contribution plan sponsors, advisors, recordkeepers, and asset managers. Market demand for CITs in DC plans continues to accelerate, with CITs surpassing mutual funds in 2025 to represent more than half of total target date assets1, but the legacy infrastructure to support this shift is lagging—onboarding remains fragmented and paper-based, resulting in l
- PRSEI to Announce First-Quarter 2026 Earnings on Wednesday, April 22, 2026Public Invited to Monitor Conference Call at 5 p.m. Eastern TimeOAKS, Pa., April 8, 2026 /PRNewswire/ -- SEI® (NASDAQ:SEIC) intends to release earnings for the first quarter 2026 on Wednesday, April 22, 2026, after the market closes. The company will hold a conference call to discuss these financial results beginning at 5 p.m. Eastern time. Analysts and investors are invited to join the call by completing the registration form. The public is invited to listen to the call and replay at ir.seic.com/events-presentations/events.About SEI®SEI (NASDAQ:SEIC) is a leading global provider of financial technology, operations, and asset management services within the financial services industry. SEI ta
SEIC FAQ
7 questionsWhat does SEI Investments Company do?
SEI Investments Company is a publicly owned asset management holding company. Through its subsidiaries, the firm provides wealth management, retirement and investment solutions, asset management, asset administration, investment processing outsourcing solutions, financial services, and investment advisory services to its clients. It provides its services to private banks, independent financial advisers, institutional investors, investment managers, investment advisors, wealth management organizations, corporations, retirement scheme sponsors, not-for-profit organizations, hedge fund managers...Where does SEIC stock trade?
SEI Investments Company (SEIC) is listed on NASDAQ.What sector and industry is SEIC in?
SEI Investments Company operates in the Finance sector, Investment Bankers/Brokers/Service industry.When did SEI Investments Company go public?
SEI Investments Company (SEIC) completed its IPO in 1981.What are analysts saying about SEIC?
SEI Investments Company has had 8 recent analyst actions on file. The most recent action was from UBS: Buy on 2026-02-04.What companies are similar to SEIC?
Notable peers in the same industry include MS (Morgan Stanley), GS (Goldman Sachs Group Inc.), IBKR (Interactive Brokers Group Inc.), BLK (BlackRock Inc.), SCHW (Charles Schwab Corporation). Compare SEIC side-by-side with any of them on Quantisnow.How can I track SEIC on Quantisnow?
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