SEI INVESTMENTS CO (SEIC) Latest Filing Signal

Based on earningsVibe SuperAnalyst™ synthesis of the latest 10-K, SEI INVESTMENTS CO's filing signal turned positive.

SEI Investments Company is a global provider of financial technology, operations, and asset management solutions, connecting the financial services ecosystem across advice, asset management, and administration. The company's integrated operating model unifies technology, custody, and investment management to help clients deploy capital more effectively. SEI serves four core client segments: Investment Managers, Private Banks, Investment Advisors, and Institutional Investors, managing, advising, or administering approximately $1.9 trillion in assets globally. In 2025, revenue was derived 57% from technology and operations outsourcing and 38% from asset management fees. The company differentiates itself through its integrated ecosystem, leadership in alternatives and private markets, scaled front-to-back capabilities, trust-based custody, and a commitment to data and AI.

Revenue is primarily driven by asset management, administration, and distribution fees, calculated as a percentage of net assets under management or administration. Additionally, information processing and software servicing fees are earned based on the number of accounts serviced or a percentage of assets processed on their platforms.