{"name":"SEI U.S.","domain":"seic.com","url":"https://optimly.ai/brand/sei-u-s","is_claimed":false,"categories":["fintech-financial-services"],"headers":[{"header":"Overview","sections":[{"key":"short_description","label":"Tagline","shape":"text","content":"SEI delivers end-to-end technology, investment, operational and wealth management solutions for financial services organizations and private wealth clients.","source_type":"1p_website","source_label":"Brand's website","source_url":"https://seic.com","updated_at":"2026-11-06T22:24:19.416671+00:00"},{"key":"description","label":"Description","shape":"text","content":"SEI connects financial services operations through technology, platforms, investment capabilities, administration, outsourcing and advisory services. Its website presents solutions for asset managers, banks and wealth managers, financial advisors, institutional investors and private wealth clients.","source_type":"1p_website","source_label":"Brand's website","source_url":"https://seic.com","updated_at":"2026-11-06T22:24:19.416671+00:00"}]},{"header":"Identity","sections":[{"key":"mission","label":"Mission","shape":"text","content":"To simplify the complexities of financial services, ignite innovation, unlock efficiency and accelerate growth. SEI Next focuses on creating sustainable growth engines and exploring emerging frontiers of wealth and impact.","source_type":"1p_website","source_label":"Brand's website","source_url":"https://seic.com","updated_at":"2026-11-06T22:24:19.416671+00:00"},{"key":"leadership","label":"Founders & leadership","shape":"text","content":"The scraped pages identify Jeff Ladouceur as Head of SEI Private Wealth Management; Denis Okema as Director of Inclusion, Opportunity, and Belonging; and Rachele Browning in Strategic Enterprise Relationships. Tony Scott is identified as President and CEO of Intrusion Inc., not SEI.","source_type":"1p_website","source_label":"Brand's website","source_url":"https://seic.com","updated_at":"2026-11-06T22:24:19.416671+00:00"},{"key":"website","label":"Website","shape":"text","content":"https://seic.com","source_type":"1p_website","source_label":"Brand's website","source_url":"https://seic.com","updated_at":"2026-11-06T22:24:19.416671+00:00"},{"key":"voice_tone","label":"Voice & tone","shape":"text","content":"Confident, forward-looking, consultative and innovation-focused, with an emphasis on partnership, clarity, measurable impact and simplifying complexity.","source_type":"1p_website","source_label":"Brand's website","source_url":"https://seic.com","updated_at":"2026-11-06T22:24:19.416671+00:00"},{"key":"parent_ownership","label":"Parent ownership","shape":"text","content":"Information provided by SEI Investments Company through its affiliates and subsidiaries.","source_type":"1p_website","source_label":"Brand's website","source_url":"https://seic.com","updated_at":"2026-11-06T22:24:19.416671+00:00"}]},{"header":"Offerings","sections":[{"key":"problem_solved","label":"Problem solved","shape":"text","content":"SEI helps financial institutions and wealth clients manage operational complexity, modernize technology, scale investment and wealth platforms, administer funds and assets, improve efficiency, coordinate advice and make better decisions using integrated data and technology.","source_type":"1p_website","source_label":"Brand's website","source_url":"https://seic.com","updated_at":"2026-11-06T22:24:19.416671+00:00"},{"key":"core_capabilities","label":"Core capabilities","shape":"text","content":"End-to-end financial services solutions\nInvestment management and enablement\nFund administration, fund accounting and back-office services\nOutsourced investment management and middle-office operations\nIntegrated technology, trading and administrative infrastructure\nDistribution and product delivery across investment vehicles\nPrivate markets and public markets support\nWealth management and goal-directed financial planning","source_type":"1p_website","source_label":"Brand's website","source_url":"https://seic.com","updated_at":"2026-11-06T22:24:19.416671+00:00"},{"key":"products","label":"Products / SKUs","shape":"text","content":"Fund administration and back-office services\nOutsourced investment manager services\nSEI Private Wealth Management\nSEI Next\nSEI Sphere\nSEI Master Trust\nDigital Wealth Dashboard\nSingle Family Office platform","source_type":"1p_website","source_label":"Brand's website","source_url":"https://seic.com","updated_at":"2026-11-06T22:24:19.416671+00:00"}]},{"header":"Audience","sections":[{"key":"target_industry","label":"Target industry","shape":"text","content":"Financial services, including asset management, banking, wealth management, financial advice, institutional investing, private wealth and family offices.","source_type":"1p_website","source_label":"Brand's website","source_url":"https://seic.com","updated_at":"2026-11-06T22:24:19.416671+00:00"},{"key":"customer_base","label":"Customer base","shape":"text","content":"Asset managers, banks and wealth managers, financial advisors, institutional investors, successful individuals, families, business owners, executives, single family offices, startups, venture capital firms and strategic partners.","source_type":"1p_website","source_label":"Brand's website","source_url":"https://seic.com","updated_at":"2026-11-06T22:24:19.416671+00:00"},{"key":"icp","label":"Ideal customer profile","shape":"text","content":"Financial institutions and wealth organizations that need scalable operating infrastructure, investment administration, technology modernization, cybersecurity, wealth planning or integrated data and reporting. Also serves high-net-worth individuals, entrepreneurial families, business owners, executives and complex single family offices seeking coordinated advice, investment management and wealth administration.","source_type":"1p_website","source_label":"Brand's website","source_url":"https://seic.com","updated_at":"2026-11-06T22:24:19.416671+00:00"},{"key":"use_cases","label":"Use cases","shape":"text","content":"Scaling asset management operations across public and private markets\nOutsourcing fund administration, fund accounting and back-office operations\nLaunching and distributing investment products across SMAs, UMAs, CITs, ETFs, mutual funds, BDCs and private funds\nSupporting private markets expansion and investment enablement\nModernizing IT infrastructure, networks, cloud environments and cybersecurity\nManaging complex family wealth, entities, assets and liabilities\nPlanning for lifestyle, wealth transfer, philanthropy and generational impact\nOperating a single family office with integrated investment, custody, trust, cash flow and reporting services","source_type":"1p_website","source_label":"Brand's website","source_url":"https://seic.com","updated_at":"2026-11-06T22:24:19.416671+00:00"},{"key":"customer_outcomes","label":"Customer outcomes","shape":"text","content":"Simplified financial services operations\nGreater operating efficiency and scalability\nFaster product launches and more efficient strategy distribution\nReduced need for internal infrastructure buildout\nImproved investment and client outcomes\nIntegrated visibility across cash flow, assets, liabilities, entities and portfolios\nClearer goal-directed wealth decisions\nCoordinated investment, tax, estate, legacy and financial advice","source_type":"1p_website","source_label":"Brand's website","source_url":"https://seic.com","updated_at":"2026-11-06T22:24:19.416671+00:00"}]}],"last_refreshed_at":"2026-11-06T22:24:19.429799+00:00","last_changed_at":"2026-11-06T22:24:19.614170+00:00","claim_url":"https://app.optimly.ai/sign-up?claim=4072a79a-9448-4fda-a5d8-ea3a2ef3871e"}