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SEI Investments
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Latest analysis
Updated Oct 26, 2026
SEI Investments posts 14% revenue growth in Q3 2026, driven by alternative fund administration and Stratos acquisition, while a $32.5M termination charge and margin compression in Investment Advisors signal integration friction.
SEI Investments delivered $662 million in Q3 2026 revenue, up 14% year-over-year, with total assets crossing $2.1 trillion — growth anchored in the Investment Managers segment, where administration fees from alternative fund clients drove 14% revenue growth and 18% operating income growth over nine months. The Stratos acquisition contributed $126.7 million to nine-month revenue but compressed Investment Advisors operating margin from 46% to 41-42%, and a $32.5 million Q3 charge from a Stratos-related termination agreement underscores that integration execution remains the dominant near-term risk. LSV's earnings contribution grew 24% in Q3 on market appreciation and performance fees, providing durable upside that is structurally independent of the Stratos integration outcome.
Tone: mixedRevenue
$2.3B
SEIC 10-K · FY 2025
Employees
5,029
Revenue growth YoY
+8%
Headquarters
Oaks, PA
Profile
SEIC 10-K Item 1 · Feb 23, 2026SEI Investments is a global provider of financial technology, operations, and asset management solutions serving wealth managers, banks, investment advisors, asset managers, and institutional investors. The company operates across four client-oriented segments and generates roughly 57% of revenue from technology and operations outsourcing and 38% from asset management fees. As of December 31, 2025, SEI manages, advises, or administers approximately $1.9 trillion in assets.
Read filing description ↓ Collapse description ↑
SEI Investments Company is a leading global provider of financial technology, operations, and asset management solutions that connect the financial services ecosystem across advice, asset management, and administration. Our enterprise operating model unifies technology, trust-based custody, and investment management to help clients more effectively deploy their capital, whether that's money, time, or talent, so they can better serve their clients and achieve their growth objectives. We are headquartered in Oaks, Pennsylvania, and over 5,000 employees support clients from service centers located in the United States, United Kingdom, Ireland, Canada, continental Europe, India, and South Africa. In 2025, we earned approximately 57% of our revenue from technology and operations outsourcing and 38% from asset management fees, with the remainder attributable to professional services and other ancillary services. We provide these services across four core client-oriented business segments; Investment Managers, Private Banks, Investment Advisors, and Institutional Investors. SEI serves leading institutions globally, including 8 of the top 20 U.S. banks and 43 of the top 100 investment managers worldwide, and we manage, advise or administer approximately $1.9 trillion in assets. In December 2025, we completed the first stage of our strategic investment in Stratos Wealth Holdings, a network of affiliated companies focused on supporting the success of financial advisors across business models and affiliation structures, reinforcing SEI's footprint in the advice segment and complementing our administration and asset management platforms.
Primary products
- SEI Wealth Platform (SWP)
- TRUST 3000
- SEI Access
- SEI Novus
- SEI Data Cloud
- SEI Sphere
Business segments
End markets
Geographies
Named customers
Named competitors
“SEI serves leading institutions globally, including 8 of the top 20 U.S. banks and 43 of the top 100 investment managers worldwide, and we manage, advise or administer approximately $1.9 trillion in assets.” Competitive position, as stated in the filing
Revenue commentary · FY 2025
Revenues increased $172.2 million, or 8%, to $2.3 billion in 2025 compared to 2024, driven by growth in assets under administration in the Investment Managers segment, market appreciation in Investment Advisors, and expansion of the SEI Integrated Cash Program.
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