Comparing the current results to its competitors, Sei Investments reported Revenue increase in the 2 quarter 2026 by 14.66 % year on year, while most of its competitors have experienced contraction in revenues by -3.63 %, achieved in the same quarter.
Sei Investments's Comment on Competition and Industry Peers
SEI's competitors vary by asset class and geographic location. In wealth management technology services, competitors include Fidelity National Information Services, Inc. (FIS), Fi-Tek, SS&C Innovest, FNZ UK Ltd., and Avaloq. Asset management services competitors consist of in-house investment teams and global firms such as LPL Financial and BlackRock. In the investment advisory platform sector, principal competitors are Envestnet, Orion, Charles Schwab & Co., Inc., and Fidelity Investments. For outsourced Chief Investment Officer (OCIO) services, competitors include Mercer, Aon Hewitt, Willis Towers Watson, BlackRock, and Goldman Sachs. Additionally, unbundled OCIO services face competition from data analytics software firms and investment data management providers. Other competitors mentioned across filings include Aon Hewitt, Avaloq, BlackRock, BNY Mellon, Charles Schwab & Co., Inc., Citco, Envestnet, Fi-Tek, Fidelity Investments, Fidelity National Information Services, Inc., FNZ UK Ltd., Goldman Sachs, LPL Financial, Mercer, Northern Trust, Orion, SS&C Innovest, SS&C Technologies, State Street, and Willis Towers Watson.
Schwab Charles Corps business model focuses on offering brokerage and investment advisory services, including trading platforms, financial planning, and wealth management. They emphasize quality customer service, low-cost investment options, and advanced technology to help individuals manage their financial futures.
Regions Financial Corporation operates as a regional bank, offering a wide array of financial services including personal and business banking, wealth management, and investment services. The company focuses on delivering tailored financial solutions to meet the needs of individual and commercial clients within its geographical markets.
Morgan Stanleys business model centers on delivering a wide array of financial services to corporations, governments, institutions, and individual investors. It operates through three main divisions: investment banking, which provides advisory services for mergers, acquisitions, and capital raising; wealth management, offering personalized investment and financial planning services to high net worth clients; and sales and trading, facilitating transactions in equities, fixed income, currencies, and commodities while managing client risk and ensuring liquidity.
Interactive Brokers Group Inc. operates as an electronic brokerage firm that provides access to various financial markets worldwide. The company's business model revolves around offering trading platforms to both individual and institutional clients, allowing them to trade a wide range of financial instruments including stocks, options, futures, currencies, and bonds. By charging commissions and fees on trades executed through their platforms, Interactive Brokers generates revenue and profits from facilitating these transactions.
Sources:
Sei Investments Company’s official press releases and regulatory filings; CSIMarket.com’s market research; and the financial filings and press releases of other companies cited in this report.
Updated on:
Focus of this report: publicly traded companies.
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