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, civic and social organizations, vocational rehabilitation services, and grantmaking foundations with revenues ranging from $9.2 million to $656 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 | University of Miami (UM) | 501(c)(3) | Coral Gables, FL | ||
| 4 | Doylestown Hospital | 501(c)(3) | Doylestown, PA | ||
| 5 | Butler Health System (BHS) | 501(c)(3) | Butler, PA | ||
| 6 | Jewish Federation of Broward County (JFBC) | 501(c)(3) | Davie, FL | ||
| 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 | University Athletic Association | 501(c)(3) | Gainesville, FL | ||
| ... | and 30 more Sei not-for-profit tax-exempt clients identified by Cause IQ | ||||
Competitors to Sei in the nonprofit sector include Fiduciary Investment Advisors, State Street Global Advisors, Benefit Plans Admin Services, Inc., Voya Retirement Insurance and Annuity Co., Capfinancial Partners, LLC, RBC Capital Markets, Raymond James and Associates, Global Retirement Partners LLC, Kestra Advisory Services LLC, and Matrix Trust Company.
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