SEI serves private banks, independent financial advisers, institutional investors, investment managers, wealth management organizations, corporations, and hedge fund managers. The company is focused on integrating artificial intelligence and capital allocation strategies to create value.
Cyborg Score Rationale
SEI demonstrated strong financial health with a return on equity of 30.26% and net margin of 31.14%, with quarterly revenue up 9.1% year-over-year. The company has consensus "Moderate Buy" rating from eight analysts with an average 1-year price target of $109.20.
Top Insights
SEI partnered with Pravati Capital in February 2026 to provide litigation finance as an alternative investment, modernizing access through integrated marketplace for wealth managers.
SEI partnered with TIFIN Give to offer white-labeled donor-advised fund solutions to bank and trust clients.
Q4 earnings exceeded expectations with revenue of $607.93 million versus estimates of $596.97 million.
SEI positions itself as "connective tissue" of financial services with world-class administration and asset management platforms, expanded by acquisition of Stratos to grow advisory footprint.
Named Competitors
SS&C Technologies — Financial services software and services provider
Broadridge — Operations and technology platform for financial services
Black Knight — Mortgage and financial services software platform