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SEI Investments Co
1 Freedom Valley Dr
Phone: (610) 676-1000p:610 676-1000 OAKS, PA  19456-9989  United States Ticker: SEICSEIC
Business Summary
SEI Investments Company provides technology and investment solutions that connect the financial services industry. Its segments include Private Banks, Investment Advisors, Institutional Investors, Investment Managers, and Investments in New Businesses. Its Private Banks segment provides outsourced investment processing and investment management platforms to banks and trust institutions, independent wealth advisers, and financial advisers worldwide. Its Investment Advisors segment provides investment management and investment processing platforms to affluent investors through a network of independent registered investment advisors, financial planners, and other investment professionals in the United States. The Institutional Investors segment provides outsourced chief investment officer solutions, including investment management and administrative outsourcing platforms to retirement plan sponsors, healthcare systems, higher education and other not-for-profit organizations worldwide.

Scores and Ratings
FRISK®
Score		 Z''
Score		 PAYCE®
Score		 DBT
Index		 Moody's
Rating		 Fitch
Rating		 DBRS
Rating
YesYes-Yes---

Financials, News and Filings
Latest
Statement		 Last
Audit
News		 SEC
Filings		 Bankruptcy
Filings		 Suit &
Judgment
Filings		 Tax
Lien
Filings
9/30/202412/31/2023YesYes--Yes

Industries
SIC Code Description
6211 Security brokers, dealers, and flotation companies
6282 Investment advice
6722 Management investment offices, open-end
7374 Computer processing and data preparation and processing services

Officers and Directors

Title
Name
Age		 Title
Date		 Start
Date
Executive Chairman of the Board Alfred P.West 81 6/1/2022 1/1/1968
Chief Executive Officer, Director Ryan P.Hicke 46 6/1/2022 1/1/2015
Chief Financial Officer, Executive Vice President SeanDenham 51 4/30/2024 4/30/2024
8 additional Officers and Directors records available in full report.

Subsidiaries
Business Name Address City State/Province Country
Archway Technology Partners, L.L.C 9100 Keystone Crossing Indianapolis IN United States
Finomial Corporation 101 Arch Street Boston MA United States
Novus Partners, Inc. 130 East 59th Street New York NY United States

Business Names
Business Name
Altigo
Finomial Corporation
LSV Asset Management
45 additional Business Names available in full report.

General Information
Number of Employees: 5,061 (As of 1/31/2024)
Outstanding Shares: 128,908,648 (As of 10/22/2024)
Shareholders: 202
Stock Exchange: NASD
Federal Tax Id: 231707341
Email Address: questions@seic.com


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Monday, December 2, 2024