SEI Investments(NASDAQ) SEIC

SEI Investments Company helps banks and wealth managers handle client money. The firm builds software to track investments and manage accounts. It also creates and runs investment funds for large institutions.

Technology and Management Solutions

• Investment Managers: Administrative and investment services for alternative and traditional fund managers; segment revenue was $448.4 million in the first six months of 2026.
• Private Banks: Investment processing and wealth management software for banking institutions; segment revenue was $309.1 million in the first six months of 2026.
• Investment Advisors: Investment products and technology platforms for independent financial advisors; segment revenue was $347.6 million in the first six months of 2026.
• Institutional Investors: Outsourced Chief Investment Officer (OCIO) services for retirement schemes and non-profit organizations; segment revenue was $141.2 million in the first six months of 2026.

Expanding Through Strategic Deals

• Completed the purchase of nine entities and majority interests in two others under the Stratos Wealth Holdings network during the first six months of 2026.
• Divested the SEI Family Office Services business in June 2025 to focus on core operations.
• Launched SEI Scope, a new platform for the Investment Managers segment, in the third quarter of 2025.
• Allocated $11.1 million for software development in the first six months of 2026, primarily for the SEI Wealth Platform (SWP).

Operational Strengths and Reach

The company processes $2.1 trillion in hedge, private equity, and mutual fund assets through its global subsidiaries and partnerships. It maintains a significant 38.4% ownership in LSV Asset Management, which contributed $70.4 million in earnings during the first six months of 2026.

The Six-Month Financial Scorecard

• Revenue reached $1.26 billion in the first six months of 2026, up 14% year over year.
• Income from operations was $386.5 million in the first six months of 2026, up 26% year over year.
• Net income attributable to the company was $370.1 million in the first six months of 2026, down 2% year over year.
• The company repurchased 3.8 million shares of its common stock for $320.7 million in the first six months of 2026.
• The price-to-earnings ratio was 13.5 for the quarter ended June 30, 2026.

The Bottom Line

SEI has evolved from a traditional investment manager into a specialized provider of financial technology and operational outsourcing. Its integrated platforms and strategic acquisitions allow it to serve diverse financial entities across global markets.