Sei is a firm that provides investment management, fiduciary trustee, third party administration, commercial bank, and financial advisor to nonprofit clients. They operate nationwide, with nonprofit clients using their services across the country.
Most Sei clients are health and welfare funds, hospitals, and grantmaking foundations with revenues ranging from $13 million to $552 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 | Luminis Health Anne Arundel Medical Center (AAMC) | 501(c)(3) | Annapolis, MD | ||
| 4 | Princeton Health | 501(c)(3) | Plainsboro, NJ | ||
| 5 | Doylestown Hospital | 501(c)(3) | Doylestown, PA | ||
| 6 | Butler Health System (BHS) | 501(c)(3) | Butler, PA | ||
| 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 | Capital Region Medical Center (CRMC) | 501(c)(3) | Jefferson City, MO | ||
| ... | and 32 more Sei not-for-profit tax-exempt clients identified by Cause IQ | ||||
Competitors to Sei in the nonprofit sector include Voya Retirement Insurance and Annuity Co., Benefit Plans Admin Services, Inc., Fiduciary Investment Advisors, State Street Global Advisors, RBC Capital Markets, Capfinancial Partners, LLC, Global Retirement Partners LLC, Kestra Advisory Services LLC, Fidelity, and Matrix Trust Company.
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