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, civic and social organizations, outpatient health care practitioners and facilities, hospitals, and grantmaking foundations with revenues ranging from $13 million to $800 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 | UND Alumni Association and Foundation | 501(c)(3) | Grand Forks, ND | ||
| 6 | Loyola University Chicago (LUC) | 501(c)(3) | Chicago, IL | ||
| 7 | Independence Public Media of Philadelphia | 501(c)(3) | Philadelphia, PA | ||
| 8 | Oklahoma State Fair | 501(c)(3) | Oklahoma City, OK | ||
| 9 | Jewish Federation of Broward County (JFBC) | 501(c)(3) | Davie, FL | ||
| 10 | Jewish Federation of Greater Seattle | 501(c)(3) | Seattle, WA | ||
| ... | and 42 more Sei not-for-profit tax-exempt clients identified by Cause IQ | ||||
Competitors to Sei in the nonprofit sector include Fidelity, Matrix Trust Company, Kestra Advisory Services LLC, Raymond James and Associates, Principal, Global Retirement Partners LLC, Benefit Plans Admin Services, Inc., US Bank, Capfinancial Partners, LLC, and Oneamerica Retirement Services LLC.
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