SEI Drives Sustained Momentum Across Global Wealth Management Markets

Demand for End-to-End Wealth Management Experience, Business Transformation Powers Growth  OAKS, Pa. and LONDON , Dec. 4, 2025 /PRNewswire/ -- As digital transformation and operational efficiency are driving banks and other financial services firms to reassess their technology stacks,1 SEI ® (NASDAQ: SEIC) continues to experience market momentum in helping wealth management organizations plan and execute business strategies for evolution and growth.

PRNewsWire • Dec 4, 2025

SEI Investments Completes First Phase of Stratos Strategic Partnership

SEIC advances its Stratos deal, completing a major first-phase acquisition and setting the stage for a 2026 close.

Zacks Investment Research • Dec 4, 2025

SEI Completes First Stage of Strategic Investment in Stratos Wealth Holdings

Business Partnership Highlights Commitment to Helping Advisors Scale and Grow OAKS, Pa. , Dec. 3, 2025 /PRNewswire/ -- SEI ® (NASDAQ: SEIC) today announced the completion of the first stage of its strategic investment in Stratos Wealth Holdings, a family of companies focused on supporting the success of financial advisors across business models and affiliation structures.

PRNewsWire • Dec 3, 2025

Syverson Strege Partners with SEI to Elevate Financial Planning Experience

Unified Approach to Investment Management, Custody, and Technology Shapes Future Growth OAKS, Pa. , Nov. 18, 2025 /PRNewswire/ -- SEI ® (NASDAQ:SEIC) today announced that Syverson Strege, a leading fee-only financial planning and investment management firm managing $1 billion in assets under management and headquartered in West Des Moines, IA, has selected SEI to help advance its vision and strategic growth initiatives.

PRNewsWire • Nov 18, 2025

Here's Why SEI Investments (SEIC) is a Strong Growth Stock

The Zacks Style Scores offers investors a way to easily find top-rated stocks based on their investing style. Here's why you should take advantage.

Zacks Investment Research • Nov 18, 2025

SEI Expands Tax Management and Overlay Capabilities

ETF Integration, Tax Transition Expansion, and Enhanced Tax Optimization Helps Advisors Strengthen Portfolio Customization and After-Tax Outcomes for Investors OAKS, Pa. , Nov. 12, 2025 /PRNewswire/ -- SEI ® (NASDAQ:SEIC) today announced a significant expansion of its tax management and overlay capabilities for separately managed account (SMA) and unified managed account (UMA) solutions.

PRNewsWire • Nov 12, 2025

Clermont Trust USA Goes Live on the SEI Wealth Platform

SEI Introduces Streamlined Implementation Model and Scalable Platform for  Community Banks and Trust Companies OAKS, Pa. , Oct. 29, 2025 /PRNewswire/ -- SEI ® (NASDAQ:SEIC) today announced that Clermont Trust USA, an independent trust company serving family offices and high-net-worth individuals globally, is live on the SEI Wealth PlatformSM (SWP), leveraging an optimized configuration of SWP and a streamlined implementation model designed for regional and community banks and trust companies managing less than $1 billion in assets.

PRNewsWire • Oct 29, 2025

Why SEI Investments (SEIC) is a Top Growth Stock for the Long-Term

The Zacks Style Scores offers investors a way to easily find top-rated stocks based on their investing style. Here's why you should take advantage.

Zacks Investment Research • Oct 27, 2025

FHI vs. SEIC: Which Stock Is the Better Value Option?

Investors interested in stocks from the Financial - Investment Management sector have probably already heard of Federated Hermes (FHI) and SEI Investments (SEIC). But which of these two stocks is more attractive to value investors?

Zacks Investment Research • Oct 27, 2025

SEI Increases Stock Share Repurchase Program by $650 Million

OAKS, Pa. , Oct. 24, 2025 /PRNewswire/ -- The Board of Directors of SEI Investments Company approved an increase in its stock repurchase program by an additional $650 million, increasing the available authorization under the program to approximately $773.2 million, which includes $123.2 million as of October 20, 2025 remaining under the company's existing share repurchase authorization. About SEI® SEI (NASDAQ: SEIC) is a leading global provider of financial technology, operations, and asset management services within the financial services industry.

PRNewsWire • Oct 24, 2025