Company profile: SEI
1.1 - Company Overview
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
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: ●●
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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: ●●
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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: ●●
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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
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 2: ████████ ████████
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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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