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 and New Jersey (although they are present in other states as well).

Most Sei Investments clients are health and welfare funds, grantmaking foundations, and hospitals with revenues ranging from $9.2 million to $288 million.

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

Primary location:
Oaks, PA
Clients in:
GA, PA
Identified clients:
40
Avg client size:
$118 mil revenue
Median client size:
$35 mil revenue

Sei Investments client list

  Name Type Location
1 The Children's Institute of Pittsburgh 501(c)(3) Pittsburgh, PA
2 Marvin M. Schwan Charitable Foundation 501(c)(3) Earth City, MO
3 Benjamin Rose Institute on Aging 501(c)(3) Cleveland, OH
4 Excela Health 501(c)(3) Greensburg, PA
5 Capital Health 501(c)(3) Trenton, NJ
6 Carle Health Methodist Hospital 501(c)(3) Urbana, IL
7 Baptist Health System 501(c)(3) Jacksonville, FL
8 Firelands Regional Medical Center 501(c)(3) Sandusky, OH
9 Penn Highlands Elk 501(c)(3) Saint Marys, PA
10 Peter Kiewit Foundation 501(c)(3) Omaha, NE
... and 30 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 Minnesota Life Insurance Company, Cambridge Investment Research Inc, Capfinancial Partners, LLC, Healthcare Community Securities Cor, State Street Global Advisors, Oneamerica Retirement Services LLC, Capital Research and Management Company, Benefit Plans Admin Services, Inc., Ubs Financial Services, Inc., and Kestra Advisory Services LLC.

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