Cause IQ vendor profile

Sei Investments


Sei Investments is a firm that provides investment management, financial advisor, commercial bank, fiduciary trustee, and administrative support to nonprofit clients. They primarily provide their services regionally, with most clients in Pennsylvania, Illinois, and New Jersey (although they are present in other states as well).

Most Sei Investments clients are health and welfare funds, hospitals, and grantmaking foundations with revenues ranging from $10 million to $198 million.

Previous legal names, trade names, or just variations of their name include: Sei Investments Company; Sei Investment Management Corporation; Sei Investment Management; and Sei Investment Management Corp..

Primary location:
Oaks, PA
Clients in:
GA, PA
Identified clients:
39
Avg client size:
$113 mil revenue
Median client size:
$46 mil revenue

Sei Investments client list

 NameTypeLocation
1Northwest Community Hospital (NCH)501(c)(3)Arlington Heights, IL
2The Children's Institute of Pittsburgh501(c)(3)Pittsburgh, PA
3Marvin M. Schwan Charitable Foundation501(c)(3)Earth City, MO
4Benjamin Rose Institute on Aging501(c)(3)Cleveland, OH
5Excela Health501(c)(3)Greensburg, PA
6Carle Health Methodist Hospital501(c)(3)Urbana, IL
7Baptist Health System501(c)(3)Jacksonville, FL
8Firelands Regional Medical Center501(c)(3)Sandusky, OH
9Penn Highlands Elk501(c)(3)Saint Marys, PA
10Peter Kiewit Foundation501(c)(3)Omaha, NE
...and 29 more Sei Investments not-for-profit tax-exempt clients identified by Cause IQ

Sei Investments competitors

Competitors to Sei Investments in the nonprofit sector include State Street Global Advisors, Benefit Plans Admin Services, Inc., Voya Retirement Insurance and Annuity Co., Ubs Financial Services, Inc., Capital Research and Management Company, Capfinancial Partners, LLC, Alerus Financial, N.a., Global Retirement Partners LLC, Matrix Trust Company, and Kestra Advisory Services LLC.

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