Description of Sei Investments's Business Segments

Name: Sei Investments Business Segment & Geographic Revenue Data
Creator: CSIMarket

SEI Investments Company is a global provider of investment processing, investment management, and technology solutions for institutional investors, investment advisors, private banks, investment managers, and ultra-high-net-worth families. Its operations are segmented into several key areas, each tailored to meet the distinct needs of its clients. Here is an extensive overview of the segments, products, and services offered by SEI Investments:

1. Private Banks

The Private Banks segment focuses on delivering comprehensive investment processing and investment management programs to a range of financial institutions. This includes:

- Investment Processing Solutions: SEI offers technology-driven processing solutions that help banks and trust institutions streamline their operations and improve efficiency in managing client assets.
- Investment Management Programs: These programs are designed for the unique requirements of private banks, enabling them to provide tailored investment solutions to their clients, including high-net-worth individuals and families.
- Global Reach: With a worldwide presence, SEI collaborates closely with private banks across various regions, ensuring access to diverse investment opportunities and professional expertise.

Investment Advisors

The Investment Advisors segment delivers specialized investment management solutions to affluent investors via a network consisting of registered investment advisors, financial planners, and life insurance agents. Key offerings include:

- Investment Management Programs: Comprehensive services that encompass portfolio management, investment selection, and risk assessment tailored for individual clients.
- Back-Office Investment Processing: Outsourcing services that allow advisors to offload administrative and operational tasks, enabling them to focus on client engagement and growth.
- Marketing and Practice Management Support: SEI provides resources to assist advisors in enhancing their marketing strategies, workflow efficiencies, succession planning, and overall business management. This helps advisors improve service quality and operational efficiency.

Institutional Investors

This segment is dedicated to providing fiduciary management solutions for a variety of institutional clients, including retirement plan sponsors, healthcare organizations, and not-for-profits. Services include:

- Outsourced Chief Investment Officer (OCIO) Solutions: Tailored engagement models that allow institutions to outsource specific investment management functions while retaining control over strategic decision-making and oversight.
- Comprehensive Advisory Services: Combining investment management with administration and advisory services to align with clients’ goals, risk profiles, and investment policies.
- Expertise in Complex Investment Needs: A well-versed team provides specialized knowledge in managing defined benefit and defined contribution plans, as well as endowments and foundations.

Investment Managers

The Investment Managers segment provides operational support and outsourcing solutions to various types of investment organizations, including traditional asset managers and alternative funds. Key components include:

- Advanced Operational Infrastructure: SEI supports investment managers with a comprehensive global platform that delivers fund administration, data management, risk management, compliance, and operational services.
- Flexibility and Customization: Clients can access tailored solutions across multiple types of investment structures such as hedge funds, mutual funds, ETFs, and private equity funds.
- Data and Information Management: Offering robust data management tools that enhance visibility and control over investment operations, enabling managers to make informed decisions and manage risks effectively.

Investments in New Businesses

This segment focuses on expanding SEIs offerings and market reach through innovative solutions and research initiatives. Key activities include:

- Family Wealth Management Services: Developing customized solutions aimed at ultra-high-net-worth families, including family office-like services and personalized investment strategies.
- Technology Development: Investing in internet-based investment services and mobile technologies to enhance client engagement and operational efficiency.
- Market Expansion: Efforts to establish SEI’s presence in emerging markets, particularly through initiatives in the Middle East, which includes localizing investment services to cater to regional needs.

In conclusion, SEI Investments Company provides a broad array of specialized services tailored to diverse segments of the investment community. By leveraging technology, operational expertise, and a client-centric approach, SEI equips its partners with the tools and resources necessary to navigate the complexities of the investment landscape effectively.

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Composition of Sei Investments Company Revenues by Segments


Asset Management, Administration and Distribution Fees	157.64 %	of total Revenue
Information Processing and Software Servicing Fees	39.33 %	of total Revenue
Investment Managers	69.89 %	of total Revenue
Private Banks	48.18 %	of total Revenue
Investment Advisors	54.17 %	of total Revenue
Institutional Investors	22.01 %	of total Revenue
Investment Managers Ireland	2.72 %	of total Revenue
Investment Management Fees From Investment Products	34.21 %	of total Revenue
Investment management fees from investment management agreements	40.08 %	of total Revenue
Investment operations fees	77.07 %	of total Revenue
Investment Processing Fees, PaaS	27.78 %	of total Revenue
Institutional Investors Investment management fees from investment management agreements	8.07 %	of total Revenue
Professional services fees	3.12 %	of total Revenue
Account fees and other	6.64 %	of total Revenue
United States	167.61 %	of total Revenue
Investment processing fees - PaaS	13.76 %	of total Revenue
Canada	4.2 %	of total Revenue
Ireland	8.01 %	of total Revenue
Private Banks Investment processing fees - SaaS	3.39 %	of total Revenue

Q2 three months ended (Jun 30 2026)
Revenues by Business Segments	Revenues (in millions $)	% (of total Revenues)
Asset Management, Administration and Distribution Fees	1,011.47	157.64 %
Information Processing and Software Servicing Fees	252.33	39.33 %
Investment Managers	448.40	69.89 %
Private Banks	309.14	48.18 %
Investment Advisors	347.59	54.17 %
Institutional Investors	141.22	22.01 %
Investment Managers Ireland	17.45	2.72 %
Investment Management Fees From Investment Products	219.47	34.21 %
Investment management fees from investment management agreements	257.18	40.08 %
Investment operations fees	494.53	77.07 %
Investment Processing Fees, PaaS	178.23	27.78 %
Institutional Investors Investment management fees from investment management agreements	51.78	8.07 %
Professional services fees	20.04	3.12 %
Account fees and other	42.58	6.64 %
United States	1,075.39	167.61 %
Investment processing fees - PaaS	88.26	13.76 %
Canada	26.98	4.2 %
Ireland	51.39	8.01 %
Private Banks Investment processing fees - SaaS	21.78	3.39 %
Total	641.62	100 %

Q2 three months ended (Jun 30 2026)
Revenue Growth rates by Segment	Y/Y Revenue %	Q/Q Revenue %
Asset Management, Administration and Distribution Fees	-	-
Information Processing and Software Servicing Fees	-	-
Investment Managers	129.87 %	103.15 %
Private Banks	118.55 %	103.03 %
Investment Advisors	153.36 %	104.83 %
Institutional Investors	103.65 %	97.46 %
Investment Managers Ireland	21.7 %	5.64 %
Investment Management Fees From Investment Products	-	-
Investment management fees from investment management agreements	128.83 %	104.84 %
Investment operations fees	138.81 %	102.64 %
Investment Processing Fees, PaaS	-	-
Institutional Investors Investment management fees from investment management agreements	-1.4 %	-0.27 %
Professional services fees	163 %	102.07 %
Account fees and other	118.55 %	100.06 %
United States	125.44 %	102.94 %
Investment processing fees - PaaS	7.18 %	-0.01 %
Canada	127.25 %	104.39 %
Ireland	140.51 %	106.39 %
Private Banks Investment processing fees - SaaS	-0.34 %	-2.82 %
Total	14.66 %	3.12 %

Q2 three months ended (Jun 30 2026)
Income by Business Segments	Income (in millions $)	% (Profit Margin)
Total	199.54	31.1 %

Q2 three months ended (Jun 30 2026)
Income Growth rates by Segment	Y/Y Income %	Q/Q Income %
Total	-12.13 %	12.87 %

Annual Report on Sei Investments Company Divisions, Sales by Country


Investments in New Businesses Investment processing fees - SaaS	0.58 %	of total Revenue
Investment Managers	35.48 %	of total Revenue
Private Banks	24.94 %	of total Revenue
Investment Advisors	25.13 %	of total Revenue
Institutional Investors	12.3 %	of total Revenue
Investment Managers Ireland	2.59 %	of total Revenue
Investment management fees from investment management agreements	20.31 %	of total Revenue
Investment operations fees	37.39 %	of total Revenue
Institutional Investors Investment management fees from investment management agreements	9.23 %	of total Revenue
Professional services fees	1.41 %	of total Revenue
Account fees and other	3.63 %	of total Revenue
United States	85.22 %	of total Revenue
Investment processing fees - PaaS	14.41 %	of total Revenue
Canada	2.12 %	of total Revenue
Ireland	3.87 %	of total Revenue
Private Banks Investment processing fees - SaaS	3.85 %	of total Revenue
Stratos Wealth Holdings	102.03 %	of total Revenue
United Kingdom	7.18 %	of total Revenue
Luxembourg	1.62 %	of total Revenue
Investment management fees from pooled investment products	17.87 %	of total Revenue
Investment processing fees - SaaS	4.98 %	of total Revenue
Investment Managers United States	31.26 %	of total Revenue
Investment Managers United Kingdom	0.01 %	of total Revenue
Investment Managers Luxembourg	1.62 %	of total Revenue
Investment Managers Investment management fees from pooled investment products	0.03 %	of total Revenue
Investment Managers Investment operations fees	33.42 %	of total Revenue
Investment Managers Investment processing fees - PaaS	0.23 %	of total Revenue
Investment Managers Professional services fees	0.26 %	of total Revenue
Investment Managers Account fees and other	1.53 %	of total Revenue
Private Banks United States	16.54 %	of total Revenue
Private Banks United Kingdom	5.64 %	of total Revenue
Private Banks Canada	1.85 %	of total Revenue
Private Banks Ireland	0.91 %	of total Revenue
Private Banks Investment management fees from pooled investment products	5.8 %	of total Revenue
Private Banks Investment management fees from investment management agreements	0.18 %	of total Revenue
Private Banks Investment operations fees	0.11 %	of total Revenue
Private Banks Investment processing fees - PaaS	13.8 %	of total Revenue
Private Banks Professional services fees	1.09 %	of total Revenue
Private Banks Account fees and other	0.12 %	of total Revenue
Investment Advisors United States	25.13 %	of total Revenue
Investment Advisors Investment management fees from pooled investment products	9.8 %	of total Revenue
Investment Advisors Investment management fees from investment management agreements	10.01 %	of total Revenue
Investment Advisors Investment operations fees	3.76 %	of total Revenue
Investment Advisors Investment processing fees - PaaS	0.28 %	of total Revenue
Investment Advisors Investment processing fees - SaaS	0.23 %	of total Revenue
Investment Advisors Account fees and other	1.05 %	of total Revenue
Institutional Investors United States	10.23 %	of total Revenue
Institutional Investors United Kingdom	1.44 %	of total Revenue
Institutional Investors Canada	0.26 %	of total Revenue
Institutional Investors Ireland	0.37 %	of total Revenue
Institutional Investors Investment management fees from pooled investment products	2.18 %	of total Revenue
Institutional Investors Investment operations fees	0 %	of total Revenue
Institutional Investors Investment processing fees - PaaS	0.09 %	of total Revenue
Institutional Investors Investment processing fees - SaaS	0.32 %	of total Revenue
Institutional Investors Account fees and other	0.47 %	of total Revenue
Investments in New Businesses	2.16 %	of total Revenue
International operations	14.78 %	of total Revenue
Investments in New Businesses United States	2.06 %	of total Revenue
Investments in New Businesses United Kingdom	0.1 %	of total Revenue
Investments in New Businesses Investment management fees from pooled investment products	0.07 %	of total Revenue
Investments in New Businesses Investment management fees from investment management agreements	0.89 %	of total Revenue
Investments in New Businesses Investment operations fees	0.09 %	of total Revenue
Investments in New Businesses Investment processing fees - PaaS	0 %	of total Revenue
Investments in New Businesses Professional services fees	0.07 %	of total Revenue
Investments in New Businesses Account fees and other	0.46 %	of total Revenue

Twelve months ended 2025
SEIC s Annual Revenue by Geography and Business Segments	Sales (in millions $)	% (of total Sales)
Investments in New Businesses Investment processing fees - SaaS	13.34	0.58 %
Investment Managers	815.01	35.48 %
Private Banks	572.94	24.94 %
Investment Advisors	577.40	25.13 %
Institutional Investors	282.50	12.3 %
Investment Managers Ireland	59.40	2.59 %
Investment management fees from investment management agreements	466.54	20.31 %
Investment operations fees	858.91	37.39 %
Institutional Investors Investment management fees from investment management agreements	212.13	9.23 %
Professional services fees	32.47	1.41 %
Account fees and other	83.51	3.63 %
United States	1,957.74	85.22 %
Investment processing fees - PaaS	330.97	14.41 %
Canada	48.63	2.12 %
Ireland	88.89	3.87 %
Private Banks Investment processing fees - SaaS	88.34	3.85 %
Total	2,297.38	100 %
Stratos Wealth Holdings	2,344.13	102.03 %
United Kingdom	165.02	7.18 %
Luxembourg	37.10	1.62 %
Investment management fees from pooled investment products	410.65	17.87 %
Investment processing fees - SaaS	114.34	4.98 %
Investment Managers United States	718.22	31.26 %
Investment Managers United Kingdom	0.29	0.01 %
Investment Managers Luxembourg	37.10	1.62 %
Investment Managers Investment management fees from pooled investment products	0.60	0.03 %
Investment Managers Investment operations fees	767.88	33.42 %
Investment Managers Investment processing fees - PaaS	5.38	0.23 %
Investment Managers Professional services fees	5.92	0.26 %
Investment Managers Account fees and other	35.22	1.53 %
Private Banks United States	379.97	16.54 %
Private Banks United Kingdom	129.46	5.64 %
Private Banks Canada	42.55	1.85 %
Private Banks Ireland	20.96	0.91 %
Private Banks Investment management fees from pooled investment products	133.22	5.8 %
Private Banks Investment management fees from investment management agreements	4.03	0.18 %
Private Banks Investment operations fees	2.51	0.11 %
Private Banks Investment processing fees - PaaS	317.06	13.8 %
Private Banks Professional services fees	24.94	1.09 %
Private Banks Account fees and other	2.85	0.12 %
Investment Advisors United States	577.40	25.13 %
Investment Advisors Investment management fees from pooled investment products	225.20	9.8 %
Investment Advisors Investment management fees from investment management agreements	230.05	10.01 %
Investment Advisors Investment operations fees	86.45	3.76 %
Investment Advisors Investment processing fees - PaaS	6.37	0.28 %
Investment Advisors Investment processing fees - SaaS	5.32	0.23 %
Investment Advisors Account fees and other	24.01	1.05 %
Institutional Investors United States	234.91	10.23 %
Institutional Investors United Kingdom	32.98	1.44 %
Institutional Investors Canada	6.09	0.26 %
Institutional Investors Ireland	8.52	0.37 %
Institutional Investors Investment management fees from pooled investment products	49.99	2.18 %
Institutional Investors Investment operations fees	0.07	0 %
Institutional Investors Investment processing fees - PaaS	2.11	0.09 %
Institutional Investors Investment processing fees - SaaS	7.34	0.32 %
Institutional Investors Account fees and other	10.85	0.47 %
Investments in New Businesses	49.54	2.16 %
International operations	339.64	14.78 %
Investments in New Businesses United States	47.25	2.06 %
Investments in New Businesses United Kingdom	2.30	0.1 %
Investments in New Businesses Investment management fees from pooled investment products	1.63	0.07 %
Investments in New Businesses Investment management fees from investment management agreements	20.34	0.89 %
Investments in New Businesses Investment operations fees	2.00	0.09 %
Investments in New Businesses Investment processing fees - PaaS	0.04	0 %
Investments in New Businesses Professional services fees	1.61	0.07 %
Investments in New Businesses Account fees and other	10.58	0.46 %

Twelve months ended 2025
SEIC s Annual Income by Country and Business Segments	Income (in millions $)	% (Profit Margin)
Total	717.55	31.23 %

Twelve months ended 2025
Annual Revenue and Income Growth by Country and Business Segments	% Y/Y Sales Growth	% Y/Y Income Growth
Investments in New Businesses Investment processing fees - SaaS	-36.98 %	-
Investment Managers	11.89 %	-
Private Banks	5.82 %	-
Investment Advisors	13.35 %	-
Institutional Investors	-1.13 %	-
Investment Managers Ireland	37.4 %	-
Investment management fees from investment management agreements	7.02 %	-
Investment operations fees	14.52 %	-
Institutional Investors Investment management fees from investment management agreements	-1.55 %	-
Professional services fees	21.98 %	-
Account fees and other	12.26 %	-
United States	7.77 %	-
Investment processing fees - PaaS	9.19 %	-
Canada	4.99 %	-
Ireland	28.21 %	-
Private Banks Investment processing fees - SaaS	0.46 %	-
Total	8.1 %	23.46 %
Stratos Wealth Holdings	7.95 %	-
United Kingdom	1.4 %	-
Luxembourg	23.24 %	-
Investment management fees from pooled investment products	-1.64 %	-
Investment processing fees - SaaS	-2.8 %	-
Investment Managers United States	9.64 %	-
Investment Managers Luxembourg	23.24 %	-
Investment Managers Investment management fees from pooled investment products	65.84 %	-
Investment Managers Investment operations fees	10.97 %	-
Investment Managers Investment processing fees - PaaS	6.68 %	-
Investment Managers Professional services fees	65.65 %	-
Investment Managers Account fees and other	28.36 %	-
Private Banks United States	6.77 %	-
Private Banks United Kingdom	2.96 %	-
Private Banks Canada	4.89 %	-
Private Banks Ireland	9.07 %	-
Private Banks Investment management fees from pooled investment products	0.01 %	-
Private Banks Investment management fees from investment management agreements	-6.42 %	-
Private Banks Investment operations fees	10.48 %	-
Private Banks Investment processing fees - PaaS	9.02 %	-
Private Banks Professional services fees	26.29 %	-
Private Banks Account fees and other	-8.87 %	-
Investment Advisors United States	13.35 %	-
Investment Advisors Investment management fees from pooled investment products	-3.76 %	-
Investment Advisors Investment management fees from investment management agreements	16.4 %	-
Investment Advisors Investment operations fees	67.71 %	-
Investment Advisors Investment processing fees - PaaS	14.38 %	-
Investment Advisors Investment processing fees - SaaS	1487.76 %	-
Investment Advisors Account fees and other	18.13 %	-
Institutional Investors United States	-0.5 %	-
Institutional Investors United Kingdom	-10.87 %	-
Institutional Investors Canada	5.73 %	-
Institutional Investors Ireland	23.9 %	-
Institutional Investors Investment management fees from pooled investment products	3.69 %	-
Institutional Investors Investment operations fees	466.67 %	-
Institutional Investors Investment processing fees - PaaS	29.55 %	-
Institutional Investors Investment processing fees - SaaS	-10.13 %	-
Institutional Investors Account fees and other	-11.27 %	-
Investments in New Businesses	-17.73 %	-
International operations	10.09 %	-
Investments in New Businesses United States	-21.54 %	-
Investments in New Businesses Investment management fees from pooled investment products	-5.17 %	-
Investments in New Businesses Investment management fees from investment management agreements	9.84 %	-
Investments in New Businesses Investment operations fees	-52.48 %	-
Investments in New Businesses Investment processing fees - PaaS	20.59 %	-
Investments in New Businesses Professional services fees	-51.08 %	-
Investments in New Businesses Account fees and other	-6.15 %	-
Investment Managers Investment processing fees - SaaS	-	-

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