Sei is a firm that provides investment management, fiduciary trustee, third party administration, commercial bank, and financial advisor to nonprofit clients. They primarily provide their services regionally, with most clients in Pennsylvania (although they are present in other states as well).
Most Sei clients are health and welfare funds, hospitals, civic and social organizations, vocational rehabilitation services, and grantmaking foundations with revenues ranging from $10 million to $670 million.
Previous legal names, trade names, or just variations of their name include: Sei Trust Company.
| Name | Type | Location | |||
|---|---|---|---|---|---|
| 1 | Financial Industry Regulatory Authority (FINRA) | 501(c)(6) | Rockville, MD | ||
| 2 | NDSU Foundation NDSU Foundation and Alumni Association | 501(c)(3) | Fargo, ND | ||
| 3 | University of Miami (UM) | 501(c)(3) | Coral Gables, FL | ||
| 4 | Doylestown Health | 501(c)(3) | Doylestown, PA | ||
| 5 | Butler Memorial Hospital (BHS) | 501(c)(3) | Butler, PA | ||
| 6 | Jewish Federation of Broward County (JFBC) | 501(c)(3) | Davie, FL | ||
| 7 | Jewish Federation of Greater Seattle | 501(c)(3) | Seattle, WA | ||
| 8 | The Horizon Foundation of Howard County | 501(c)(3) | Columbia, MD | ||
| 9 | Saint Lukes Health System | 501(c)(3) | Kansas City, MO | ||
| 10 | Aspirus Wisconsin Rapids Hospital | 501(c)(3) | Wisconsin Rapids, WI | ||
| ... | and 30 more Sei not-for-profit tax-exempt clients identified by Cause IQ | ||||
Competitors to Sei in the nonprofit sector include Fiduciary Investment Advisors, Capfinancial Partners, LLC, RBC Capital Markets, Benefit Plans Admin Services, Inc., Voya Retirement Insurance and Annuity Co., State Street Global Advisors, Raymond James and Associates, Matrix Trust Company, Kestra Advisory Services LLC, and Fidelity.
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