SEI

SEI Investments is a global provider of asset management, investment processing, and investment operations solutions, established in 1968 and headquartered in Oaks, Pennsylvania. The firm serves a diverse clientele, including wealth managers, institutional investors, and high-net-worth individuals, by offering a comprehensive range of wealth solutions. These services encompass fund administration, portfolio and fund accounting, as well as trustee and custodial services tailored for various investment vehicles, including private equity and mutual funds. Additionally, SEI operates internationally, with a presence in markets such as Canada, Hong Kong, Ireland, the Netherlands, the United Kingdom, and South Africa. Through its innovative global operating platform, SEI aims to enhance clients' success by addressing their emerging needs and delivering relevant business solutions.

Tim Dissen

Director - Software & Fund Services for Private Equity, Private Debt, Real Estate, Infrastructure Fu

Jeffrey Ladouceur

Director

Rodney Lumpkin

Managing Director, Private Market Strategies

Philip Masterson

Senior Vice President, Investment Manager Services

Dennis J. McGonigle

Chief Financial Officer

Stephen Meyer

President and Division Head, Investment Management Services

Lindsey Opsahl

Investor Contact

Greg Rodgers

VP and MD of SEI Private Banking Sales

David Schug

MD of New Business Development - SEI Wealth Platform, North America

Susan West

Director of SEI Private Wealth Management

6 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.

ForwardLane

Seed Round in 2020
ForwardLane Inc. is an artificial intelligence company specializing in digital advisory and distribution services for wealth management, asset management, and commercial banking. Founded in 2014 and headquartered in New York, with additional locations in London and Fort Lauderdale, the company offers a range of innovative solutions, including a natural language processing (NLP) platform tailored for financial services. This platform synthesizes data to generate actionable insights for financial advisors and fund distributors, enhancing their productivity by identifying growth opportunities and optimizing client engagement. Key features include the A1 signal engine, which automates the discovery of insights, and ForwardLane Goal Miner, which extracts financial goals from unstructured data. The company integrates its solutions into existing workflows, notably partnering with Salesforce to streamline operations for financial professionals.

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.

Shuttl

Series B in 2019
Shuttl exists to take the pain away from the daily commute. Currently, the company provides an app-based office shuttle service to make daily commute safe, reliable, affordable and dignified for everyone. The future of mass transit, according to us, will be shared, eco-friendly, tech-enabled commute. Shuttl is the future of public transport. It's a mobile-based minibus service aimed at making your daily commute more convenient. Their vehicles are air-conditioned and operate with high frequency on fixed routes freeing you from the hassles of existing public transport options at a very economical price point.

Archway Technology Partners

Acquisition in 2017
Archway Technology Partners, LLC (Archway) is a software and service company whose comprehensive product suite supports the accounting, investment management and reporting functions for Single Family Offices, Multi-Family Offices, Private Banks, Investment Advisors and Hedge Funds. Archway’s proprietary technology, ATWeb, is an enterprise grade, web-deployed application that enables clients to dramatically simplify operations, management and reporting through a single, integrated platform.

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.