SEI Investments Company
Overview
SEI Investments Company is a global provider of technology and investment solutions for the financial services industry, offering asset management, investment processing, and investment operations to financial institutions, private banks, investment advisors, and institutional investors.
Investments
| Company | Date | Stage | Lead |
|---|---|---|---|
| Stanza Living | Apr 2021 | Series D | Co-investor |
| Bud | Jun 2022 | Series B | - |
| Avantos | Feb 2026 | Series A | Co-investor |
| Wealthie | Apr 2026 | Accelerator | Co-investor |
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Key People
Michael Beattie
Managing Director, President Advisors' Inner Circle Funds, Investment Manager Services Division
Mike Beattie
Managing Director, President Advisors' Inner Circle Funds, Investment Manager Services Division
Randy Cusick
Managing Director and Client Portfolio Manager
Ashley Smith
Human Resource Partner
Christine Undorfer Bunton
Director Of Investor Servicing
Jason Ehrlich
Director - Investor Services At SEI
Jessica Romano
Investor Services Director
Rebecca Hettinger
Director AIFS Investor Services
Rob Bonanno
Investor Servicing Director
Robert Baker
Investor Services Director
Scott Masulis
Director Investor Services
Casey Gillespie
Client Portfolio Manager
Chris Keblusek
Portfolio Manager
Christopher Furlong
Portfolio Manager
David Aniloff
Portfolio Manager
David Zhang
Portfolio Manager
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Sector & Stage Mix
Industry, funding stage, and valuation band breakdowns.
FAQ
Where is SEI Investments Company based?
SEI Investments Company is headquartered in Pennsylvania, United States.
When was SEI Investments Company founded?
SEI Investments Company was founded in 1968.
How many portfolio companies does SEI Investments Company have?
SEI Investments Company has 6 portfolio companies in Caplight's dataset.
What are some companies in SEI Investments Company's portfolio?
Portfolio companies visible on Caplight include Stanza Living, Bud, Avantos, Wealthie.
What was SEI Investments Company's most recent investment shown here?
SEI Investments Company's most recent investment in this portfolio sample was in Wealthie in 2026.
What sectors does SEI Investments Company focus on?
SEI Investments Company focuses on Real Estate & PropTech, FinTech, Enterprise Software, FinTech, FinTech, FinTech, Enterprise Software, Real Estate & PropTech, Enterprise Software, AI, Data & Cloud Infrastructure, AI, Data & Cloud Infrastructure.
What company stages does SEI Investments Company focus on?
Stage focus information for SEI Investments Company is not publicly available.
What is SEI Investments Company's AUM?
SEI Investments Company's assets under management are estimated between $1.6T and $1.6T.