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 (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 $185 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:
PA, GA
Identified clients:
40
Avg client size:
$113 mil revenue
Median client size:
$35 mil revenue

Sei Investments client list

  Name Type Location
1 Northwest Community Hospital (NCH) 501(c)(3) Arlington Heights, IL
2 The Children's Institute of Pittsburgh 501(c)(3) Pittsburgh, PA
3 Marvin M. Schwan Charitable Foundation 501(c)(3) Earth City, MO
4 Benjamin Rose Institute on Aging 501(c)(3) Cleveland, OH
5 Excela Health 501(c)(3) Greensburg, PA
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 Cambridge Investment Research Inc, Oneamerica Retirement Services LLC, Capfinancial Partners, LLC, State Street Global Advisors, Ubs Financial Services, Inc., Capital Research and Management Company, Benefit Plans Admin Services, Inc., Voya Retirement Insurance and Annuity Co., Fiduciary Investment Advisors, LLC, and State Street Bank and Trust.

Already a customer?

Log in to see a complete profile, including complete list of identified clients.

Interested in Cause IQ?

You're in good company! Cause IQ's customers include leading technology, accounting, financial services, consulting, fundraising, and other firms.

Our web-based information and tools help you grow, maintain, and serve your nonprofit clients.

and see Cause IQ in action!