During the corresponding time, Sei Investments Company recorded a revenue increase by 14.66 % year on year, sequentially revenue grew by 3.12 %. While revenue at the Sei Investments Company's corporate clients
Sei Investments's Comment on Sales, Marketing and Customers
The company provides financial advisors with a flexible operating platform that includes technology and administrative services, customized investment management programs, and advisor services such as practice management and business growth support. Its clients consist of personal and institutional investors served through advisors. The company competes with custodians, advisor technology providers, money managers, turnkey asset management platform providers, and broker-dealers with affiliated advisor networks. Principal competitors include Envestnet, Orion, Charles Schwab & Co., Inc., and Fidelity Investments.
The Institutional Investors business serves retirement plan sponsors, healthcare systems, higher education institutions, not-for-profit organizations, and other institutional asset owners. It offers fully outsourced Chief Investment Officer (OCIO) and unbundled OCIO services, assisting investment management decisions and supporting internal investment teams with tools such as SEI Novus SM. Competitors in the OCIO services market include Mercer, Aon Hewitt, Willis Towers Watson, BlackRock, and Goldman Sachs.
Customers and markets referenced in filings include Aon Hewitt, BlackRock, Charles Schwab & Co., Inc., Envestnet, Fidelity Investments, Goldman Sachs, Mercer, Orion, and Willis Towers Watson.
Sei Investments’s Comment on Sales, Marketing and Customers
The company provides financial advisors with a flexible operating platform that includes technology and administrative services, customized investment management programs, and advisor services such as practice management and business growth support. Its clients consist of personal and institutional investors served through advisors. The company competes with custodians, advisor technology providers, money managers, turnkey asset management platform providers, and broker-dealers with affiliated advisor networks. Principal competitors include Envestnet, Orion, Charles Schwab & Co., Inc., and Fidelity Investments.
The Institutional Investors business serves retirement plan sponsors, healthcare systems, higher education institutions, not-for-profit organizations, and other institutional asset owners. It offers fully outsourced Chief Investment Officer (OCIO) and unbundled OCIO services, assisting investment management decisions and supporting internal investment teams with tools such as SEI Novus SM. Competitors in the OCIO services market include Mercer, Aon Hewitt, Willis Towers Watson, BlackRock, and Goldman Sachs.
Customers and markets referenced in filings include Aon Hewitt, BlackRock, Charles Schwab & Co., Inc., Envestnet, Fidelity Investments, Goldman Sachs, Mercer, Orion, and Willis Towers Watson.
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: Sei Investments Company’s corporate clients.
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