SEI
SEI Investments Company, established in 1968 and headquartered in Oaks, Pennsylvania, is a global provider of technology and investment solutions for the financial services industry. Primarily serving institutional and personal wealth management clients, SEI offers a range of services including asset management, investment processing, and investment operations. Its client base comprises banks, investment advisors, investment managers, institutional investors, and affluent families. SEI also operates a corporate venture capital program, SEI Ventures, which invests in emerging technologies and business models to drive innovation and enhance its service offerings.
Past deals in Asset Management
Ctrl Alt
Corporate Round in 2025
Ctrl Alt is an alternative investment platform established in 2020 by Matt Ong, a seasoned professional with experience from Morgan Stanley and Credit Suisse. The company focuses on democratizing access to alternative assets, allowing individual investors to explore opportunities in tokenized investments like green energy and real estate. By collaborating with fintechs and investment platforms, Ctrl Alt simplifies the process of fractionalizing assets, thereby facilitating capital raising for asset holders. Committed to transparency and security, the platform adheres to the high standards set by the Financial Conduct Authority, ensuring a reliable investment experience. Based in London and Dundalk, Ireland, Ctrl Alt's team includes financial and product experts with backgrounds from prestigious financial institutions, enabling the company to blend industry knowledge with innovative technology.
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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