Cause IQ vendor profile


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

Most Sei clients are hospitals, grantmaking foundations, health and welfare funds, and outpatient health care practitioners and facilities with revenues ranging from $16 million to $367 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:
$117 mil revenue
Median client size:
$41 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 Hospital / St Luke's Methodist Hospital501(c)(3)Cedar Rapids, IA
7Trihealth501(c)(3)Cincinnati, OH
8Aspirus Riverview Hospital501(c)(3)Wisconsin Rapids, WI
9AtlantiCare501(c)(3)Egg Harbor Township, NJ
10Bacharach Institute for Rehabilitation501(c)(3)Pomona, NJ
...and 17 more Sei not-for-profit tax-exempt clients identified by Cause IQ

Sei competitors

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

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