Cause IQ vendor profile

Sei Private Trust Company


Sei Private Trust Company is a firm that provides investment management, fiduciary trustee, commercial bank, third party administration, and financial advisor to nonprofit clients. They primarily provide their services regionally, with most clients in Pennsylvania, New Jersey, Iowa, and Ohio (although they are present in other states as well).

Most Sei Private Trust Company clients are hospitals, grantmaking foundations, and health and welfare funds with revenues ranging from $7.8 million to $589 million.

Primary location:
Oaks, PA
Clients in:
PA
Identified clients:
20
Avg client size:
$230 mil revenue
Median client size:
$38 mil revenue

Sei Private Trust Company client list

 NameTypeLocation
1Cooper University Health Care501(c)(3)Camden, NJ
2Princeton Health501(c)(3)Plainsboro, NJ
3Hunterdon Healthcare501(c)(3)Flemington, NJ
4Palisades Medical Center501(c)(3)North Bergen, NJ
5Excela Health501(c)(3)Greensburg, PA
6Unitypoint Health / Iowa Health System501(c)(3)West Des Moines, IA
7St. Luke's Hospital501(c)(3)Cedar Rapids, IA
8Lehigh Valley Hospital - Schuylkill501(c)(3)Allentown, PA
9Mount Aloysius College501(c)(3)Cresson, PA
10Boca Raton Regional Hospital (BRRH)501(c)(3)Boca Raton, FL
...and 10 more Sei Private Trust Company not-for-profit tax-exempt clients identified by Cause IQ

Sei Private Trust Company competitors

Competitors to Sei Private Trust Company in the nonprofit sector include Fiduciary Investment Advisors, Sei, Benefit Plans Admin Services, Inc., RBC Capital Markets, Well and Good LLC, Metlife Insurance Company, Prudential, State Street Bank, Massachusetts Mutual Life Ins Company, and TD Ameritrade.

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