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 $10 million to $285 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:
42
Avg client size:
$125 mil revenue
Median client size:
$36 mil revenue

Sei Investments client list

  Name Type Location
1 Independence Public Media of Philadelphia 501(c)(3) Philadelphia, PA
2 Marvin M. Schwan Charitable Foundation 501(c)(3) Earth City, MO
3 Benjamin Rose Institute 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 Firelands Regional Medical Center 501(c)(3) Sandusky, OH
8 Baptist Health System 501(c)(3) Jacksonville, FL
9 Peter Kiewit Foundation 501(c)(3) Omaha, NE
10 Penn Highlands Healthcare 501(c)(3) Saint Marys, PA
... and 32 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 Matrix Trust Company, Alerus Financial, N.a., Raymond James and Associates, Kestra Advisory Services LLC, Fidelity, Principal, Merrill Lynch, Minnesota Life Insurance Company, Healthcare Community Securities Cor, and Ubs Financial Services, Inc..

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