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Company profile: SEI

1.1 - Company Overview

SEI Logo

SEI

Headquarter: United States
Founded: 20XX🔒
Employees: 100-500🔒

Company description

  • Provider of asset management, investment processing, and investment operations solutions for institutional and personal wealth management. Services include SEI Sphere cybersecurity (managed security, network operations, cloud security), private wealth management, business process outsourcing and data management, and enterprise platform technology for the wealth management sector.

Products and services

  • Asset Management: Investment management services connecting investors with strategies to meet financial goals and make informed decisions across institutional and personal wealth management
  • Enterprise-grade
  • Operations: Business process outsourcing and data management services aimed at improving efficiency and performance, underpinning investment operations for institutional and personal wealth management
  • Scalable
  • Technology: Enterprise platform systems addressing complex business challenges in the wealth management sector and supporting investment processing and operations across institutional and personal wealth management
  • Modular

Key contacts

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Financial details

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1.2 - Competitors and similar companies to SEI

Sky Road Logo

Sky Road

HQ: United States Website
  • Description: Provider of cloud-based solutions for financial services, including Galaxy, a hosted trading platform for credit managers that integrates portfolio management, trade management, rules-based pre- and post-trade compliance with real-time analysis, mathematical optimization for rebalancing and constraints, and credit research with analyst ratings, financial reporting, and proprietary research; serving hedge funds and multi-strategy asset managers since 2005.
  • Rationale: This competitor operates in a highly similar market segment with overlapping features.
  • Company type: Private company
  • Employees: ●●●●●
  • Total funding raised: $●●●m
  • Backers: ●●●●●●●●●●
  • Acquisitions: ●●
View full Sky Road company profile →
MoneyKit Logo

MoneyKit

HQ: United States Website
  • Description: Provider of financial data connectivity solutions leveraging open banking and a network of data aggregators. Offers a platform with a universal API for seamless switching and failover between providers, and native SDKs for iOS, Android, Web, and React Native. Developer Kit for Money connects apps to data from over 15,000 banks, cards, and accounts.
  • Rationale: This competitor operates in a highly similar market segment with overlapping features.
  • Company type: Private company
  • Employees: ●●●●●
  • Total funding raised: $●●●m
  • Backers: ●●●●●●●●●●
  • Acquisitions: ●●
View full MoneyKit company profile →
Orion Logo

Orion

HQ: United States Website
  • Description: Provider of asset and investment management advisory services, including wealth management via Orion Portfolio Solutions, tax-efficient custom indexing, OCIO services through TownSquare Capital, portfolio accounting software, CRM for financial advisors, and an open API framework to integrate custodial platforms and enhance operations.
  • Rationale: This competitor operates in a highly similar market segment with overlapping features.
  • Company type: Private company
  • Employees: ●●●●●
  • Total funding raised: $●●●m
  • Backers: ●●●●●●●●●●
  • Acquisitions: ●●
View full Orion company profile →
Pariti Logo

Pariti

HQ: United Kingdom Website
  • Description: Provider of a money management application platform whose free app connects to bank accounts and credit cards to offer a simplified view of finances and a plan for improvement, automatically forecasting upcoming income and bills to calculate weekly spending and provide proactive warnings.
  • Rationale: This competitor operates in a highly similar market segment with overlapping features.
  • Company type: Private company
  • Employees: ●●●●●
  • Total funding raised: $●●●m
  • Backers: ●●●●●●●●●●
  • Acquisitions: ●●
View full Pariti company profile →
OneVest Logo

OneVest

HQ: Canada Website
  • Description: Provider of a Wealth-as-a-Service platform delivering wealth management and financial services to enterprises, including tools for launching and operating automated investment advisors (Robo-Advisor and Robo-in-a-Box), a unified client management platform for data, analytics, and compliance, risk management with real-time data and fraud tools, and analytics and reporting with dashboards and business insights.
  • Rationale: This competitor operates in a highly similar market segment with overlapping features.
  • Company type: Private company
  • Employees: ●●●●●
  • Total funding raised: $●●●m
  • Backers: ●●●●●●●●●●
  • Acquisitions: ●●
View full OneVest company profile →
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2.M&A buyers

2.1 Potential strategic acquirers in the sector

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2.2 - Strategic buyer groups for SEI

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Buyer group 1: ████████ ████████

●● companies
Description: ████████ ████████ ████████ ████████ ████████ ████████ ████████ ████████ ████████ ████████
Key Products: ████████, ████████, ████████, ████████
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Buyer group 2: ████████ ████████

●● companies
Description: ████████ ████████ ████████ ████████ ████████ ████████ ████████ ████████ ████████ ████████
Key Products: ████████, ████████, ████████, ████████
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Buyer group 3: ████████ ████████

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Description: ████████ ████████ ████████ ████████ ████████ ████████ ████████ ████████ ████████ ████████
Key Products: ████████, ████████, ████████, ████████
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3. Investors and private equity firms

3.1 - Buyout funds investing in similar companies to SEI

2.2 - Growth funds investing in similar companies to SEI

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4 - Top valuation comps for SEI

4.2 - Public trading comparable groups for SEI

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4.3 - M&A Transactions similar to SEI

Selected M&A transactions

Date Target Description Buyer(s) Relevance EV EV/Revenue EV/EBITDA
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Frequently Asked Questions

About SEI

What does SEI do?

SEI is a provider of asset management, investment processing, and investment operations solutions for institutional and personal wealth management. Services include SEI Sphere cybersecurity (managed security, network operations, cloud security), private wealth management, business process outsourcing and data management, and enterprise platform technology for the wealth management sector.

Who are SEI's competitors?

SEI's competitors and similar companies include Sky Road, MoneyKit, Orion, Pariti, and OneVest.

Where is SEI headquartered?

SEI is headquartered in United States.

How many employees does SEI have?

SEI has 1,000 employees 🔒.

When was SEI founded?

SEI was founded in 2010 🔒.

What sector and industry vertical is SEI in?

SEI is in the Enterprise Software 🔒 sector and industry

M&A Buyers & Acquirers for SEI

Who are the top strategic acquirers in SEI's sector and industry

Top strategic M&A buyers and acquirers in SEI's sector include ████████, ██████████, ██████, ████████, and ██████████ 🔒.

Which M&A buyer groups are most relevant for SEI?

Top strategic M&A buyers groups and sectors for SEI include █████████████████ , ████████████████, █████████████, ████████████, and ████████████████ 🔒.

Financial Investors investing in SEI's sector and industry vertical

Which are the top PE firms investing in SEI's sector and industry vertical?

Top PE firms investing in SEI's sector and industry vertical include ████████, ██████████, ████████, and ██████████ 🔒.

Who are the top buyout funds acquiring in SEI's sector and industry vertical?

Active PE funds and buyout funds acquiring companies in SEI's sector and industry vertical include █████████, ██████████, ████████████, and ████████████ 🔒.

Who are the top growth equity funds investing in companies in SEI's sector and industry vertical?

Growth funds and venture capital funds investing in companies similar to SEI include █████████, ██████████, ████████████, and ████████████ 🔒.

Valuation benchmarks of companies in SEI's sector and industry

Which are the key public companies that are relevant trading comps benchmarks for SEI?

The key public trading comparables and valuation benchmarks for SEI include █████████, ██████████, ████████████, and ████████████ 🔒.

Which are the key trading comparable groups for SEI for public valuation benchmarks?

Our platform tracks detailed public trading comparable groups and valuation benchmarks for SEI with complete valuation multiples, growth metrics, and profitability data. Access the full database to benchmark your company against relevant public comparables.

What are recent M&A transactions in SEI's sector and industry vertical?

Our platform tracks relevant M&A transactions comparables and valuation benchmarks for SEI with complete deal terms, valuation multiples, and strategic rationale. Access the full database to benchmark pricing and identify active acquirers.

What are recent capital raises and funding rounds in SEI's' sector and industry vertical?

Access recent funding rounds and capital raises in SEI's sector and industry vertical including growth equity, venture capital, and buyout investments. Our database includes round size, lead investors and valuations.

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