SEI’s Advisor Business Surpasses $100 Billion in Platform Assets

Milestone Reinforces Value of Flexible Digital Wealth Management Experience

SEI announced that it surpassed $100 billion in assets managed, advised, or administered by independent advisors through the SEI Wealth Platform (SWP).

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The milestone reflects SEI’s commitment to continually enhancing and expanding its end-to-end, front-to-back office offering for independent advisors with new technology and investment solutions.

In 2021, SEI advanced its cloud transformation and advisor technology stack with new digital applications and tools, including:

• The acquisition of advisor platform, Oranj, to drive cloud-native, tech-forward client engagement and collaboration, strengthening investor-facing advisor tools
• The launch of Digital Account Open to expand existing electronic onboarding and enable advisors to open client accounts entirely digitally
• The release of Digital Model Management to improve transparency, client experience, and personalized portfolio construction

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SEI also expanded its suite of investment solutions, unveiling several new families of strategies to enhance investment flexibility, including:

• SEI Systematic Core Strategies, using direct indexing to offer independent advisors a cost-effective way to provide clients tailored solutions that best suit their financial goals, tax preferences and sustainable investing priorities
• SEI U.S.-Focused American Funds Strategies, delivering investment flexibility for clients by allowing advisors to choose between U.S. and global exposures
• SEI Domestic ETF Strategies, leveraging SEI’s investment philosophy and oversight to offer advisors diversified U.S.-only ETF portfolios across a broad risk-return spectrum

Wayne Withrow, Head of SEI’s advisor business, said:
“We’re helping independent advisors navigate evolving client expectations and a shifting investment landscape by integrating technology, investment flexibility, custody, and practice management tools that connect advisors to their clients and empower confident decision-making. This milestone is a testament to our industry-leading talent and conviction to build brave futures—for our clients and theirs. We’re excited to continue seizing opportunities to propel growth for our clients in the year ahead and beyond.”

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