SEI Investments:
A Leading Technology & Investment Management Firm

Recently Released!!!
Date Published: January 14, 2016
Summary Power Point Deck: 26 Slides
Reference Power Point Deck: 436 Slides

SEI Investments was founded by Douglas McNair & Al West as Simulated Environments Incorporated in 1968. It is based in Oaks, PA, operates in twelve countries, has 21 offices, 2,824 employees, 7,000 institutional clients, 1.2 million accounts, $428 billion assets under management & administration, generates $1.4 billion revenues, and earns $260 million. SEI Investments is a public company traded on the NASDAQ as SEIC and led by its CEO Al West. Its web sites can be found at,,,, &

SEI Investments' comprehensive Power Point deck below includes a synopsis of its history, including its key phases:

  • Trust Accounting System Phase
  • Institutional Consulting Phase
  • Business Evolution Phase
  • Troubled Investment Advisor Business Phase
  • Successful Technology & Investment Management Phase
Its profile includes the key statistics of the firm, including its number of countries, offices, employees, institutional clients, accounts, net new accounts, assets under management & administration, net new assets under management & administration, revenues, & net profits.
Its profile includes detailed outlines of its core businesses, including:
  • Private Banking & Trust
  • Investment Advisors
  • Enterprises
  • Money Managers
  • New Businesses
  • Asset Management
And its profile concludes with the highlights of its organizational structure & ownership.

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