Investor directory

SEI

SEI Investments Company, established in 1968 and headquartered in Oaks, Pennsylvania, is a global provider of technology and investment solutions for the financial services industry. Primarily serving institutional and personal wealth management clients, SEI offers a range of services including asset management, investment processing, and investment operations. Its client base comprises banks, investment advisors, investment managers, institutional investors, and affluent families. SEI also operates a corporate venture capital program, SEI Ventures, which invests in emerging technologies and business models to drive innovation and enhance its service offerings.
http://seic.com
https://crunchbase.com/organization/sei
https://facebook.com/seicorporateheadquarters
https://linkedin.com/company/sei
https://pitchbook.com/profiles/advisor/10861-39
https://twitter.com/seiinstitutions
https://www.capitaliq.com/CIQDotNet/company.aspx?companyId=205008556
https://www.capitaliq.com/CIQDotNet/company.aspx?companyId=301433
https://www.privateequityinternational.com/database/#/profile?id=3155

Sean Denham

CFO, Finance and COO, Operations

Andy Mitchell

Managing Director and Head of Asset Management Distribution

Sneha Shah

Executive Vice President and Head of New Business Ventures SEI

Past deals in Pennsylvania

Archway Technology Partners

Acquisition in 2017
Archway Technology Partners, LLC is a software and service provider catering to the investment management and private wealth management sectors in the United States and internationally. The company offers a comprehensive suite of products designed to support accounting, investment management, and reporting functions for single and multi-family offices, private banks, investment advisors, and hedge funds. Among its key offerings is ATWeb, a web-deployed application that streamlines partnership and trust accounting, global investments, ownership structures, and performance reporting, while also facilitating essential administrative tasks such as bill payment and document management. Additionally, Archway provides FOIL, a mobile-enabled client portal, and Archway Reporting Technology, a custom report writer for in-house report design. The company also delivers client and professional services, including training, product support, implementation consulting, and software development. Established in 2002 and headquartered in Indianapolis, Indiana, Archway Technology Partners maintains regional offices in New York, Denver, and Oaks, Pennsylvania, and has formed strategic partnerships with various organizations in the industry.
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