SEI Investments
SEI Investments is a global provider of asset management, investment processing, and investment operations solutions for institutional and personal wealth management. It serves banks, investment advisors, investment managers, institutional investors, and affluent families, delivering technology and services that connect the financial services industry. Founded in 1968 and headquartered in Oaks, Pennsylvania, SEI offers asset management, fund administration, and outsourcing services to support clients' investment programs across public and private markets worldwide. It also operates a corporate venture program, SEI Ventures, to invest in emerging technologies that enhance its platforms and client offerings.
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Past deals in Pennsylvania
Archway Technology Partners
Acquisition in 2017
Archway Technology Partners, LLC is a software and service provider catering to the investment management and private wealth management sectors in the United States and internationally. The company offers a comprehensive suite of products designed to support accounting, investment management, and reporting functions for single and multi-family offices, private banks, investment advisors, and hedge funds. Among its key offerings is ATWeb, a web-deployed application that streamlines partnership and trust accounting, global investments, ownership structures, and performance reporting, while also facilitating essential administrative tasks such as bill payment and document management. Additionally, Archway provides FOIL, a mobile-enabled client portal, and Archway Reporting Technology, a custom report writer for in-house report design. The company also delivers client and professional services, including training, product support, implementation consulting, and software development. Established in 2002 and headquartered in Indianapolis, Indiana, Archway Technology Partners maintains regional offices in New York, Denver, and Oaks, Pennsylvania, and has formed strategic partnerships with various organizations in the industry.
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