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.

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

Founder, Executive Chairman and Board Member

Past deals in Investment Banking

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.

Tifin

Venture Round in 2024
Tifin is a fintech platform founded in 2018, based in New York City, that develops and operates companies focused on wealth management, investments, and personal finance. By leveraging investment intelligence, data science, and advanced technology, Tifin aims to enhance the investor experience with innovative products tailored to individual needs. The company emphasizes the importance of making investing a significant contributor to financial well-being. Tifin also has regional offices in Boulder, Bengaluru, Charlotte, and Mumbai, reflecting its broad market reach and commitment to evolving the financial services landscape.

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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