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.
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.
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.