Sei is a firm that provides investment management, fiduciary trustee, commercial bank, third party administration, and financial advisor to nonprofit clients. They primarily provide their services regionally, with most clients in California and Pennsylvania (although they are present in other states as well).
Most Sei clients are health and welfare funds, hospitals, civic and social organizations, outpatient health care practitioners and facilities, and grantmaking foundations with revenues ranging from $14 million to $800 million.
Previous legal names, trade names, or just variations of their name include: Sei Trust Company.
| Name | Type | Location | |||
|---|---|---|---|---|---|
| 1 | The Miami Foundation | 501(c)(3) | Miami, FL | ||
| 2 | Latin American Youth Center | 501(c)(3) | Washington, DC | ||
| 3 | NDSU Foundation NDSU Foundation and Alumni Association | 501(c)(3) | Fargo, ND | ||
| 4 | UND Alumni Association and Foundation | 501(c)(3) | Grand Forks, ND | ||
| 5 | Loyola University Chicago (LUC) | 501(c)(3) | Chicago, IL | ||
| 6 | Independence Public Media of Philadelphia | 501(c)(3) | Philadelphia, PA | ||
| 7 | Doylestown Hospital | 501(c)(3) | Doylestown, PA | ||
| 8 | Los Angeles Philharmonic Association (LAP) | 501(c)(3) | Los Angeles, CA | ||
| 9 | Oklahoma State Fair | 501(c)(3) | Oklahoma City, OK | ||
| 10 | Jewish Federation of Greater Seattle | 501(c)(3) | Seattle, WA | ||
| ... | and 45 more Sei not-for-profit tax-exempt clients identified by Cause IQ | ||||
Competitors to Sei in the nonprofit sector include Fiduciary Investment Advisors, Minnesota Life Insurance Company, State Street Global Advisors, Voya Retirement Insurance and Annuity Co., Paychex, Inc., Oneamerica Retirement Services LLC, US Bank, RBC Capital Markets, Benefit Plans Admin Services, Inc., and Capfinancial Partners, LLC.
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