Cause IQ vendor profile


Sei is a firm that provides investment management, third party administration, fiduciary trustee, and financial advisor to nonprofit clients. They operate nationwide, with nonprofit clients using their services across the country.

Most Sei clients are hospitals, colleges, universities, and professional schools, grantmaking foundations, health and welfare funds, and child and youth services with revenues ranging from $16 million to $360 million.

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

Primary location:
Oaks, PA
All locations:
Identified clients:
Avg client size:
$112 mil revenue
Median client size:
$45 mil revenue

Sei client list

1Art Institute of Chicago (AIC)501(c)(3)Chicago, IL
2The Home for Little Wanderers501(c)(3)Boston, MA
3Princeton Health501(c)(3)Plainsboro, NJ
4Butler Memorial Hospital (BHS)501(c)(3)Butler, PA
5UnityPoint Health501(c)(3)West Des Moines, IA
6St. Luke's Hospital501(c)(3)Cedar Rapids, IA
7Trihealth501(c)(3)Cincinnati, OH
8Aspirus Riverview Hospital501(c)(3)Wisc Rapids, WI
9AtlantiCare Health System501(c)(3)Egg Harbor Township, NJ
10Bacharach Institute for Rehabilitation501(c)(3)Pomona, NJ
...and 14 more Sei not-for-profit tax-exempt clients identified by Cause IQ

Sei competitors

Competitors to Sei in the nonprofit sector include Minnesota Life Insurance Company, Usi Consulting Group, State Street Global Advisors, Capfinancial Partners, LLC, Bank Of America, Voya Retirement Insurance and Annuity Co., Benefit Plans Admin Services, Inc., Morgan Stanley, Newport Group, Inc., and Fidelity Investments.

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