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 $14 million to $161 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
All locations:
Identified clients:
Avg client size:
$106 mil revenue
Median client size:
$46 mil revenue

Sei Investments client list

1The Miami Foundation501(c)(3)Miami, FL
2Independence Public Media of Philadelphia501(c)(3)Philadelphia, PA
3Los Angeles Philharmonic Association (LAP)501(c)(3)Los Angeles, CA
4Northwest Community Hospital (NCH)501(c)(3)Arlington Heights, IL
5Marvin M. Schwan Charitable Foundation501(c)(3)Earth City, MO
6The Children's Institute of Pittsburgh501(c)(3)Pittsburgh, PA
7Benjamin Rose Institute on Aging501(c)(3)Cleveland, OH
8Excela Health501(c)(3)Greensburg, PA
9Capital Health501(c)(3)Trenton, NJ
10Methodist Medical Center of Illinois501(c)(3)Peoria, IL
...and 34 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 Capital Research and Management Company, Voya Retirement Insurance and Annuity Co., Benefit Plans Admin Services, Inc., Ubs Financial Services, Inc., State Street Global Advisors, Capfinancial Partners, LLC, Global Retirement Partners LLC, Kestra Advisory Services LLC, Matrix Trust Company, and Alerus Financial, N.a..

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