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SEI Investments
SEI Investments

Financial services / Financial services

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Company Overview

General information about the SEI Investments company
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SEI Investments is a global financial services company that provides investment management, advisory, and technology solutions to institutions, financial advisors, and individuals. The company was founded in 1968 and is headquartered in Oaks, Pennsylvania. SEI Investments offers a range of investment products and services, including mutual funds, separate accounts, and alternative investments. They also provide technology solutions to help financial advisors and institutions with their investment and wealth management needs. SEI Investments has a strong focus on research and innovation, and they are known for their use of cutting-edge technology to enhance their services. The company has a strong commitment to client service and works to build long-lasting relationships with their clients. SEI Investments has been recognized as a global leader in investment management and was named one of the world's most ethical companies by the Ethisphere Institute.
What is special about the SEI Investments company?
SEI Investments is a global financial services company that provides investment management, retirement, and technology solutions to clients around the world.
Some key aspects that make SEI Investments stand out include:
1. Integrated model: SEI offers a unique integrated approach to investment management, retirement planning, and technology solutions, which allows clients to have all their financial needs addressed by one provider.
2. Innovation: SEI is known for its innovative solutions and has been an early adopter of technology in the financial services industry. They continuously invest in research and development to improve their services and stay ahead of the curve.
3. Robust technology platform: SEI has a proprietary technology platform, the SEI Wealth Platform, which provides end-to-end investment processing and administration. This platform has won several industry awards for its seamless integration, scalability, and efficiency.
4. Client-focused approach: SEI puts a strong emphasis on building long-term relationships with its clients and providing customized solutions that meet their unique needs. This client-centric approach has helped them maintain a high client retention rate.
5. Global presence: With offices in North America, Europe, and Asia, SEI has a strong global presence and is able to serve clients in different regions around the world.
6. Experienced team: SEI has a team of experienced professionals, including investment managers, retirement experts, and technologists, who bring a depth of knowledge and expertise to their services.
In summary, SEI Investments stands out for its innovative and integrated approach, robust technology platform, client-focus, global presence, and experienced team. These factors have made SEI a highly trusted and respected company in the financial services industry.

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