Cause IQ vendor profile

Sei


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, 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 $14 million to $763 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:
56
Avg client size:
$386 mil revenue
Median client size:
$42 mil revenue

Sei client list

  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 46 more Sei not-for-profit tax-exempt clients identified by Cause IQ

Sei competitors

Competitors to Sei in the nonprofit sector include Massachusetts Mutual Life Insurance Co., Principal Financial Group, Charles Schwab Bank, Bank Of New York Mellon, Newport Trust Company, Planpilot, LLC, Newport Group, Inc., Comerica Bank, Brighthouse Life Insurance Company, and Ubs Financial Services Inc.

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