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.
| 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 | ||||
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.
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