SEI

SEI Investments is a privately owned investment manager based in Toronto, Canada, operating as a subsidiary of SEI Investments Co. Established in 1993, the firm specializes in providing investment management services to pension plans, endowments, foundations, and unions. SEI Investments offers a range of products, including equity, fixed income, and balanced mutual funds, and manages pension funds while investing in global public equity and fixed income markets. The company also delivers comprehensive wealth solutions and fund administration services to financial service firms, institutional investors, and high-net-worth individuals. With a focus on innovative and effective solutions, SEI Investments aims to enhance the success of its clients across various industries, including retail, media, software, and healthcare.

Sean Denham

CFO

Andy Mitchell

Managing Director and Head of Asset Management Distribution

Sneha Shah

Executive Vice President and Head of New Business Ventures SEI

West Jr., Alfred P.

Founder, Executive Chairman and Board Member

8 past transactions

Stanza Living

Series D in 2021
Stanza Living is a high-quality, shared living concept which is seeking to disrupt the multi-billion-dollar student housing and co-living market in India by putting the new-age migrant consumer at the heart of the product and service design, development, and execution. At 55,000 beds under management, across 14 cities, it is India's largest shared living company. As a full-stack, end-to-end managed, tech-enabled operator, Stanza Living is focused on delivering a hassle-free daily living experience to consumers. The company is backed by global investors like Equity International, Falcon Edge Capital, Sequoia India, Matrix, Accel Partners, and Alteria Capital. Stanza Living was founded in 2017 and is headquartered in New Delhi, India.

Oranj

Acquisition in 2021
Oranj is a wealth management platform that assists financial advisors in helping clients manage their financial lives and achieve personal goals. The platform offers a user-friendly dashboard where clients can connect and monitor their financial status under a single login. It aggregates data from over 25,000 financial institutions, enabling users to track progress towards their goals, calculate monthly cash flow, and maintain effective communication with their advisors. Additionally, Oranj provides features such as a secure document vault, client collaboration tools, online account opening and transfer capabilities, real-time activity notifications, and extensive data analytics. This comprehensive suite of services allows investors to make informed financial decisions and pursue better investment strategies in collaboration with their trusted financial professionals.

ForwardLane

Seed Round in 2020
ForwardLane Inc. is an artificial intelligence company based in New York, with additional locations in London and Fort Lauderdale. Founded in 2014, it specializes in providing AI-powered solutions tailored for wealth management, asset management, and commercial banking. The company develops a unique platform that utilizes natural language processing to synthesize data and generate insights for financial advisors and fund distributors, enhancing their productivity and client engagement. Key offerings include the A1 signal engine, which automates the extraction of actionable insights, and the ForwardLane Goal Miner, designed to identify financial goals from unstructured data sources. The platform integrates seamlessly into existing workflows, such as those in CRM systems, facilitating proactive client interactions and driving organic growth by identifying opportunities for client retention and engagement. Through its innovative approach, ForwardLane empowers financial institutions to convert complex data into meaningful intelligence quickly and efficiently.

Bounce

Series D in 2020
Bounce (formerly known as Metro Bikes) is a smart mobility solution, with a mission of making daily commute stress-free, time-saving, reliable, and convenient. With a breakthrough technology that lets users access the bike with just an OTP, the Keyless bikes, have not only done away with keys, but the whole process of renting a bike has just become devoid of any physical or human intervention. With Bounce's new One Way Rental service, users can now pick up and drop the bike anywhere they need to and be done with the ride. This is aimed at providing a seamless first mile and last-mile connectivity to metro users. Founded in 2014, Bounce aims at decongesting the roads by encouraging commuters to choose public transport by delivering convenient options to rent bikes and reach their destinations from metro stations. It is based in Bangalore, India.

Motivo

Seed Round in 2019
Motivo Consulting, Inc., operating as Motivo, is an online platform that facilitates connections between mental health therapists and clinical supervisors. Founded in 2017 and based in Atlanta, Georgia, Motivo addresses the need for pre-licensed therapists to complete mandatory supervision hours required for licensure. The platform enables users to engage in secure video conferences, allowing therapists to access a broader range of supervisors, thereby overcoming limitations in available options. Additionally, Motivo offers resources such as peer consultations, webinars, and training, enhancing the professional development of its users. With the growth of telehealth services, Motivo has positioned itself as a leader in therapist telesupervision, ensuring that mental health professionals can find appropriate supervision in a convenient and accessible manner.

Shuttl

Series B in 2019
Shuttl is a mobile-based office shuttle service designed to enhance the daily commute experience. The company offers an app that facilitates easy bus booking at affordable flat rates, ensuring a convenient and comfortable journey. Shuttl's vehicles are air-conditioned and operate frequently on fixed routes, providing a reliable alternative to traditional public transport. By focusing on safety, dignity, and affordability, Shuttl aims to transform mass transit into a shared, eco-friendly, and tech-enabled solution for commuters. The service targets the challenges of daily travel by eliminating long waits and overcrowding, making it a practical choice for individuals seeking a more efficient way to reach their destinations.

Archway Technology Partners

Acquisition in 2017
Archway Technology Partners, LLC is a software and service company that specializes in providing comprehensive solutions for the investment management and private wealth management sectors. The firm offers a suite of products designed to support accounting, investment management, and reporting for single and multi-family offices, private banks, investment advisors, and hedge funds. Its flagship product, ATWeb, is a web-deployed application that streamlines operations by integrating partnership and trust accounting, global investments, ownership structures, and consolidated performance reporting into one platform. Additionally, Archway provides FOIL, a mobile-enabled client portal, and Archway Reporting Technology, a custom report writing tool. The company also offers various client services, including product support, training, and professional consulting, along with strategic partnerships with several industry organizations. Founded in 2002 and based in Indianapolis, Indiana, Archway Technology Partners has regional offices in New York, Denver, and Oaks, Pennsylvania.

NorthStar Systems International

Acquisition in 2012
NorthStar Systems International, Inc. provides wealth management software solutions to financial services institutions primarily in the United States. Its solutions include NorthStar Client Acquisition Solution that allows asset managers and wealth management firms to provide their advisors the client profiling and communication tools; NorthStar Client Reporting Solution, which enables wealth managers to offer reports and reviews for clients; NorthStar Compliance Solution that offers compliance systems' functionalities; and NorthStar Product Catalog Solution, which allows wealth managers to build customized portfolios. The company also offers client hierarchy, enterprise product hub, planning and portfolio construction, data, and platform services; and professional and technical support services. Its solutions allow users to automate and streamline their wealth management workflows. The company serves financial advisors, wealth managers, banks, trusts, broker-dealers, multi-family offices, and service providers. It delivers its solutions on-premise or on-demand. The company was founded in 2001 and is based in San Francisco, California.
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