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.

Sean Denham

CFO, Finance and COO, Operations

Andy Mitchell

Managing Director and Head of Asset Management Distribution

Sneha Shah

Executive Vice President and Head of New Business Ventures SEI

Alfred West Jr.

Founder, Executive Chairman and Board Member

Past deals in Asset Management

Ctrl Alt

Corporate Round in 2025
Founded in 2020 by Matt Ong, Ctrl Alt enables fintech platforms and investment firms to offer their clients access to alternative assets like green energy and property through tokenization. By facilitating fractional ownership of these assets, Ctrl Alt helps asset holders raise capital more efficiently. Headquartered in London with a team comprising financial and product experts from institutions such as Morgan Stanley, Credit Suisse, and Revolut.

ALTIGO

Acquisition in 2023
Altigo is a cybersecurity and open-source software that enables secure electronic alternative investment transactions between asset managers, wealth advisors, custodians, and transfer agents by utilizing online technological tools and digital workflows.

ForwardLane

Seed Round in 2020
ForwardLane Inc. is an artificial intelligence company based in New York, specializing in providing digital advisory and distribution solutions for wealth management, asset management, and commercial banking. Founded in 2014, the company has developed a patented AI-powered insight platform that leverages natural language processing to synthesize data and generate actionable insights for financial advisors and fund distributors. This platform acts as a virtual analyst, analyzing client data daily to identify growth opportunities and enhance client engagement. ForwardLane also offers tools like the A1 signal engine, which automates insights, and ForwardLane Goal Miner, designed to extract financial goals from unstructured data. With additional locations in London and a development center in Fort Lauderdale, ForwardLane aims to streamline decision-making processes for financial institutions, enabling them to transform complex data into meaningful intelligence and foster proactive client interactions.
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