Public Company Financial Services

SEI

Oaks, Pennsylvania, United States

SEI (NASDAQ: SEIC) is a global provider of financial technology, operations, and asset management services that helps asset managers and wealth managers deploy capital more effectively. SEI manages, advises, or administers approximately $1.6T+ in assets (as of 2024 reporting).

Focus Areas
Investment processing and operations, Investment management, Wealth and fund administration technology
Website
www.seic.com

Tracked deals

3

3 tracked deals across 2021-2026.

Recent pace

2

2 tracked deals announced in the last 12 months.

Deal mix

Buyout

3 buyout

SEI Acquisition Volume by Year

Last 2 years

Acquisition volume by year Annual acquisition counts for the last 2 years for SEI. 1 2021 ~3 est. 2 2026
Actual Full-year estimate

Supporting Data

Recent Transactions

  • Stratos Wealth Enterprises Enters Strategic Partnership With RPI Financial Life Planners
    August 21, 2026
    Buyer
    Stratos Wealth Enterprises, SEI Investments Company
    Target
    RPI Financial Life Planners
    Industry
    Financial Services
    Location
    United States
    Type
    Buyout

    Stratos Wealth Enterprises entered into a strategic partnership with RPI Financial Life Planners, with the acquisition expanding Stratos’ presence across the Midwest and adding approximately $400 million in assets. RPI will continue operating under the “RPI Financial Life Planners” name while retaining its team, client relationships, and financial planning philosophy, and gains access to Stratos’ operational infrastructure and technology.

  • Stratos Wealth Holdings Completes Acquisition of 11 Partner Advisory Practices
    May 14, 2026
    Buyer
    Stratos Wealth Holdings, SEI Investments Company
    Target
    Kowal Financial Services, Jamie Turk Holdings, Veritas Boston, True North Wealth Partners, Spain & Smith Wealth Advisors, Windsor Wealth Management, Pistone Wealth Advisors, Marquis Wealth Group, PTM Financial, Stratos Private Wealth Westchester, Stratos Private Wealth San Diego
    Industry
    Financial Services
    Location
    Ohio, United States
    Type
    Buyout

    Stratos Wealth Holdings completed the acquisition of 11 partner advisory practices representing approximately $4.8 billion in total client assets (as of December 31, 2025). The acquisitions were underway prior to SEI’s strategic investment, and are part of Stratos’ strategy to partner with advisors to support growth, improve enterprise value, and create succession pathways while keeping advisors in leadership roles.

  • SEI Acquires Finomial
    October 26, 2021
    Buyer
    SEI
    Target
    Finomial
    Industry
    Payments & Fintech
    Location
    United States
    Type
    Buyout

    SEI (NASDAQ: SEIC) has acquired Finomial, a cloud-native investor lifecycle management fintech, to enhance SEI’s investor-focused platforms and accelerate automation, reporting and digital collaboration capabilities. Finomial founder Meredith Moss and a team of approximately 42 engineers, developers, cloud specialists and client service personnel from the U.S. and India will join SEI to support integration and product expansion.

Related Acquisition Pages

Financial Services Buyers & Acquisitions 2 tracked deals by SEI. Payments & Fintech Buyers & Acquisitions 1 tracked deal by SEI. Acquisitions in Ohio 1 tracked deal by SEI.

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