Cause IQ vendor profile

Sei


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 New York and Pennsylvania (although they are present in other states as well).

Most Sei clients are health and welfare funds, hospitals, civic and social organizations, and grantmaking foundations with revenues ranging from $10 million to $582 million.

Previous legal names, trade names, or just variations of their name include: Sei Trust Company.

Primary location:
Oaks, PA
Clients in:
PA
Identified clients:
47
Avg client size:
$370 mil revenue
Median client size:
$43 mil revenue

Sei client list

  Name Type Location
1 National Education Association of the United States 501(c)(5) Washington, DC
2 The Miami Foundation 501(c)(3) Miami, FL
3 Latin American Youth Center 501(c)(3) Washington, DC
4 NDSU Foundation NDSU Foundation and Alumni Association 501(c)(3) Fargo, ND
5 Loyola University Chicago (LUC) 501(c)(3) Chicago, IL
6 Independence Public Media of Philadelphia 501(c)(3) Philadelphia, PA
7 Oklahoma State Fair 501(c)(3) Oklahoma City, OK
8 Jewish Federation of Broward County (JFBC) 501(c)(3) Davie, FL
9 Jewish Federation of Greater Seattle 501(c)(3) Seattle, WA
10 The Horizon Foundation of Howard County 501(c)(3) Columbia, MD
... and 37 more Sei not-for-profit tax-exempt clients identified by Cause IQ

Sei competitors

Competitors to Sei in the nonprofit sector include Oneamerica Retirement Services LLC, Benefit Plans Admin Services, Inc., Fiduciary Investment Advisors, Minnesota Life Insurance Company, US Bank, State Street Global Advisors, Voya Retirement Insurance and Annuity Co., Capfinancial Partners, LLC, RBC Capital Markets, and Planpilot, LLC.

Already a customer?

Log in to see a complete profile, including complete list of identified clients.

Interested in Cause IQ?

You're in good company! Cause IQ's customers include leading technology, accounting, financial services, consulting, fundraising, and other firms.

Our web-based information and tools help you grow, maintain, and serve your nonprofit clients.

and see Cause IQ in action!