New Role Supports Strategic Investment in Stratos Wealth Holdings, Advancing Platform Capabilities and Long-Term Technology StrategyOAKS, Pa., June 23, 2026 /PRNewswire/ -- SEI® (NASDAQ:SEIC) today announced the appointment of Rob Wrzesniewski as Head of Stratos Technology within SEI's Asset Management business. He will report to Jeff Benfield, Chief Product Officer at SEI, and Jeff Concepcion, Founder and CEO of Stratos, while working closely with leaders across advisor product, technology, asset management, and sales teams. In this newly created role, Wrzesniewski will advance Stratos' technology strategy, with a focus on advisor technology oversight, platform alignment, and long-term capa

New Leadership Role to Scale Capabilities and Support Client TransformationOAKS, Pa., June 18, 2026 /PRNewswire/ -- SEI® (NASDAQ:SEIC) today announced the appointment of Matt Provencher as Global Head of Enterprise Professional Services. In this newly established role, Provencher will lead the expansion and scaling of SEI's Professional Services offering across markets, further strengthening SEI's role as a strategic partner in helping clients transform their businesses. Provencher will be responsible for advancing SEI's enterprise-wide professional services strategy and establishing a scalable delivery model that supports clients across SEI's ecosystem of platforms, technology, and operatio

Appointment Supports Evolution of SEI's Asset Management Strategy and Global Investment PlatformOAKS, Pa., May 27, 2026 /PRNewswire/ -- SEI® (NASDAQ:SEIC) today announced the appointment of Nathan Shetty as Chief Investment Officer (CIO), effective June 1, 2026. In this role, Shetty will lead SEI's global investment organization and help advance the company's asset management strategy, with a focus on delivering scalable, customized investment solutions for institutional and wealth clients. Shetty joins SEI with more than 20 years of experience leading global, multi‑asset investment businesses. Most recently, he served as Senior Managing Director and Head of Multi‑Asset at Nuveen Asset Manag

Appointment Strengthens Commitment to Delivering Investment Solutions Built for Wealth Management Evolution OAKS, Pa., Jan. 15, 2026 /PRNewswire/ -- SEI® (NASDAQ:SEIC) today announced that Paul Lehman, CFA, has joined the company as Head of Bank Asset Management Distribution, reporting to Michael Lane, Head of SEI's Asset Management business. In this new role, Lehman will lead SEI's bank asset management distribution strategy, overseeing investment sales and partnership development across national, regional, and community banks, affiliated wealth organizations, and independent trust companies. Lehman will be responsible for deepening and broadening SEI's relationships with existing bank cl

Centralized Product Development Accelerates Enterprise Innovation and Delivery OAKS, Pa., Jan. 8, 2026 /PRNewswire/ -- SEI® (NASDAQ:SEIC) today announced the appointment of Jeff Benfield as Chief Product Officer. Reporting to Zach Womack, Chief Technology Officer, Benfield will lead SEI's enterprise product strategy, development, and execution. In this new role, he will be responsible for overseeing the full product lifecycle—from ideation and creation to execution and optimization—and ensuring alignment with SEI's business goals, growth opportunities, regulatory requirements, and the evolving needs of clients.

Board Appoints Independent Director Carl A. Guarino as Chairman as Part of Planned Transition OAKS, Pa., Dec. 17, 2025 /PRNewswire/ -- SEI® (NASDAQ:SEIC) today celebrates the extraordinary career of Alfred P. West, Jr., the company's founder and Executive Chairman of the Board, who resigned from his role as a director and board chair as part of a planned transition effective Jan. 1, 2026. The Board has appointed Carl A. Guarino, an independent director of SEI's Board, as Chairman effective Jan. 1, 2026. West will become Chairman Emeritus, a lifelong appointed position.  West founded SEI Investments in 1968 and served as CEO for 54 years, scaling the small Pennsylvania-based financial techno

Ecosystem of Capabilities and Focus on Business Expansion to Drive Strategic Growth OAKS, Pa., Oct. 7, 2025 /PRNewswire/ -- SEI® (NASDAQ:SEIC) today announced the appointment of Dave Langdale as Chief Revenue Officer for the company's U.S. Private Banking business, effective Jan. 1, 2026. Reporting to Sanjay Sharma, Global Head of SEI's Private Banking business and CEO of SEI International, Langdale will oversee sales and client service and be responsible for defining and executing growth strategies that focus on business expansion through new and existing clients, as well as expanding revenue streams. Langdale currently serves as Global Head of Operations, responsible for developing and ma

New Team Reinforces Strategic Focus on Investing in Talent and Enhancing Solutions to Drive Growth  OAKS, Pa., Aug. 12, 2025 /PRNewswire/ -- SEI® (NASDAQ:SEIC) today announced that Robert Hum, CAIA, has joined as Head of Investment Product Development and Activation, reporting to Michael Lane, Head of SEI's Asset Management business. In this new role, Hum will lead the development and execution strategy for investment products and models, with a focus on enhancing portfolio outcomes across existing client segments and new markets. Bringing 15 years of industry experience, Hum most recently served as Managing Director and U.S. Head of Factor, Outcome and Alternative ETFs at BlackRock, leadin

Amy Sliwinski Will Lead Global Talent and Culture to Power Company's Strategic Growth OAKS, Pa., July 29, 2025 /PRNewswire/ -- SEI® (NASDAQ:SEIC) today announced the appointment of Amy Sliwinski as an Executive Vice President and Chief People and Culture Officer. Sliwinski will focus on transforming people strategies globally to enable SEI's business goals, scale the organization, and nurture the company's culture as the business grows and evolves. In this new role, she will be responsible for developing, leading, and optimizing human resource processes and capabilities across the entire human capital lifecycle, including talent management, professional development, company culture, and ben

Amid Private Markets Momentum, SEI's Alternative Investments Platform Expands Fund Lineup OAKS, Pa., July 24, 2025 /PRNewswire/ -- SEI® (NASDAQ:SEIC) today announced the addition of 17 fund managers to SEI Access™, a platform designed to provide an end-to-end investment experience and increased access to alternative investment products for wealth managers and financial advisors. In addition to BlackRock, Hamilton Lane, Invesco, and KKR, other fund managers who have signed to join SEI Access include: Alumni Ventures LLCCenter Street LendingCrescent Capital GroupEasterly Asset ManagementFS InvestmentsInland Real Estate Investment CorporationKingbird Investment ManagementMDS Energy Developmen

Public Invited to Monitor Conference Call at 5 p.m. Eastern TimeOAKS, Pa., July 8, 2026 /PRNewswire/ -- SEI® (NASDAQ:SEIC) intends to release earnings for the second quarter 2026 on Wednesday, July 22, 2026, after the market closes. The company will hold a conference call to discuss these financial results beginning at 5 p.m. Eastern time. A live webcast of the call will be available on SEI's Investor Relations website at ir.seic.com/events-presentations/events, where a replay will also be posted following the call.Participants may also access the call by telephone by dialing 877-407-8293 (in the U.S.) or +1 201-689-8349 (International). Please dial in at least 10 minutes prior to the start

New Leadership Appointments Reinforce SEI's Path Toward Becoming an AI-Native OrganizationOAKS, Pa., June 9, 2026 /PRNewswire/ -- SEI® (NASDAQ:SEIC) today announced the appointments of Sneha Shah as Chief AI Strategist, Michael Tryniszewski as Head of AI Orchestration, and William Coffey as Chief Data Officer (CDO), strengthening the company's leadership as it scales AI across the enterprise and advances its data strategy to drive growth, expand new business opportunities, and improve client outcomes. As Chief AI Strategist and Head of SEI Next, SEI's innovation unit, Shah will lead the company's enterprise AI strategy and external market voice; guide strategic decisions on how SEI builds, a

OAKS, Pa., May 27, 2026 /PRNewswire/ -- The Board of Directors of SEI Investments Company (NASDAQ:SEIC) on May 27, 2026 declared a regular semi-annual dividend of $0.52 per share. The cash dividend will be payable to shareholders of record on June 8, 2026, with a payment date of June 16, 2026. About SEI®SEI (NASDAQ:SEIC) is a leading global provider of financial technology, operations, and asset management services within the financial services industry. SEI tailors its solutions and services to help clients more effectively deploy their capital—whether that's money, time, or talent—so they can better serve their clients and achieve their growth objectives. As of March 31, 2026, SEI manages,

BEACHWOOD, Ohio, May 14, 2026 /PRNewswire/ -- Stratos Wealth Holdings ("Stratos") today announced it has completed the acquisition of 11 partner practices ranging from sole practitioners to multi-advisor teams, representing approximately $4.8 billion in total client assets, as of Dec. 31, 2025. These transactions were in progress prior to SEI's strategic investment in the Stratos business1 and reflect Stratos' focus on strategic investments in partner advisory practices to support growth initiatives, enhance enterprise value, and establish a clear path for succession. Stratos has pursued these acquisitions in response to a growing need among advisory practices for a more structured and scala

OAKS, Pa., April 22, 2026 /PRNewswire/ -- SEI Investments Company (NASDAQ:SEIC) today announced financial results for the first quarter 2026. Relative to the first quarter 2025, EPS increased by 20%, and revenue and operating income grew by 13% and 21%, respectively, with operating margin increasing to 30%. On an adjusted basis, EPS and operating income grew 21% and 24%, respectively, with the adjusted operating margin increasing to 32%. Consolidated Overview(In thousands, except earnings per share)  For the Three Months Ended March 31,20262025%U.S. GAAP Basis Revenues$622,183$551,34413 %Income from operations189,486157,09721 %Operating margin30 %28 %7 %Net income attributable to SEI Investm

Public Invited to Monitor Conference Call at 5 p.m. Eastern TimeOAKS, Pa., April 8, 2026 /PRNewswire/ -- SEI® (NASDAQ:SEIC) intends to release earnings for the first quarter 2026 on Wednesday, April 22, 2026, after the market closes. The company will hold a conference call to discuss these financial results beginning at 5 p.m. Eastern time. Analysts and investors are invited to join the call by completing the registration form. The public is invited to listen to the call and replay at ir.seic.com/events-presentations/events.About SEI®SEI (NASDAQ:SEIC) is a leading global provider of financial technology, operations, and asset management services within the financial services industry. SEI ta

OAKS, Pa., Jan. 28, 2026 /PRNewswire/ -- SEI Investments Company (NASDAQ:SEIC) today announced financial results for the fourth quarter 2025. Relative to the fourth quarter 2024, EPS increased by 16%, and revenue and operating income grew by 9% and 11%, respectively, with operating margin increasing to 27%. Consolidated Overview (In thousands, except earnings per share) For the Three Months Ended December 31, For the Twelve Months Ended December 31, 2025 2024 % 2025 2024 % Revenues $607,925 $557,190 9 % $2,297,381 $2,125,151 8 % Operating income 161,618 145,544 11 % 627,311 551,741 14 % Operating margin 27 % 26 % 4 % 27 % 26 % 4 % Net income attributable to SEI Investments 172,501 155,771 1

Public Invited to Monitor Conference Call at 5 p.m. Eastern Time OAKS, Pa., Jan. 14, 2026 /PRNewswire/ -- SEI® (NASDAQ:SEIC) intends to release earnings for the fourth quarter 2025 on Wednesday, January 28, 2026, after the market closes. The company will hold a conference call to discuss these financial results beginning at 5 p.m. Eastern time. Analysts and investors are invited to join the call by completing the registration form. The public is invited to listen to the call and replay at ir.seic.com/events-presentations/events. About SEI®SEI (NASDAQ:SEIC) is a leading global provider of financial technology, operations, and asset management services within the financial services industry.

OAKS, Pa., Dec. 17, 2025 /PRNewswire/ -- The Board of Directors of SEI Investments Company (NASDAQ:SEIC) on Dec. 12, 2025 declared a regular semi-annual dividend of $0.52 per share, an increase from the prior semi-annual dividend of $0.49. The cash dividend will be payable to shareholders of record on Dec. 29, 2025, with a payment date of Jan. 12, 2026. About SEI®SEI (NASDAQ:SEIC) is a leading global provider of financial technology, operations, and asset management services within the financial services industry. SEI tailors its solutions and services to help clients more effectively deploy their capital—whether that's money, time, or talent—so they can better serve their clients and achie

OAKS, Pa., Oct. 22, 2025 /PRNewswire/ -- SEI Investments Company (NASDAQ:SEIC) today announced financial results for the third quarter 2025. Relative to the third quarter 2024, EPS increased by 9%, and revenue and operating income grew by 8% and 11%, respectively, with operating margin increasing to 28%.  Consolidated Overview (In thousands, except earnings per share) For the Three Months Ended September 30, For the Nine Months  Ended September 30, 2025 2024 % 2025 2024 % Revenues $578,511 $537,396 8 % $1,689,456 $1,567,961 8 % Operating income 159,961 143,832 11 % 465,693 406,197 15 % Operating margin 28 % 27 % 4 % 28 % 26 % 8 % Net income attributable to SEI Investments 164,204 154,900 6