SEIC - Mergers and acquisitions

New Leadership Appointments Reinforce SEI's Path Toward Becoming an AI-Native OrganizationOAKS, Pa., June 9, 2026 /PRNewswire/ -- SEI® (NASDAQ:SEIC) today announced the appointments of Sneha Shah as Chief AI Strategist, Michael Tryniszewski as Head of AI Orchestration, and William Coffey as Chief Data Officer (CDO), strengthening the company's leadership as it scales AI across the enterprise and advances its data strategy to drive growth, expand new business opportunities, and improve client outcomes. As Chief AI Strategist and Head of SEI Next, SEI's innovation unit, Shah will lead the company's enterprise AI strategy and external market voice; guide strategic decisions on how SEI builds, a

BEACHWOOD, Ohio, May 14, 2026 /PRNewswire/ -- Stratos Wealth Holdings ("Stratos") today announced it has completed the acquisition of 11 partner practices ranging from sole practitioners to multi-advisor teams, representing approximately $4.8 billion in total client assets, as of Dec. 31, 2025. These transactions were in progress prior to SEI's strategic investment in the Stratos business1 and reflect Stratos' focus on strategic investments in partner advisory practices to support growth initiatives, enhance enterprise value, and establish a clear path for succession. Stratos has pursued these acquisitions in response to a growing need among advisory practices for a more structured and scala

New, Fully Bundled Technology Solution to Deliver Real-time UMH and Tax Capabilities OAKS, Pa., Dec. 11, 2024 /PRNewswire/ -- SEI® (NASDAQ:SEIC) today announced the acquisition of LifeYield, a Boston-based, tax-smart technology provider. Through this acquisition, SEI will be the first in the industry to provide real-time, automated unified managed household (UMH) capabilities in a cost-effective, fully bundled overlay solution, providing the industry with the ability to look across all account registrations and implement a holistic financial plan to best optimize after-tax returns.

SEI to Leverage Unique Industry Position to Meet Market Demand and Streamline Investment Process for Alternatives OAKS, Pa., Dec. 21, 2023 /PRNewswire/ -- SEI® (NASDAQ:SEIC) today announced the acquisition of Altigo, a cloud-based technology platform that provides inventory, e-subscription, and reporting capabilities for alternative investments. With 35% of investors aged 25 to 44 years indicating an increased demand for alts1 and global alternative assets expected to hit $23 trillion by 20272, fund sponsors are seeking efficient access to private clients, and SEI believes those investors want access to a variety of high-quality alternative investment products. While not a material capital t

OAKS, Pa., Nov. 12, 2021 /PRNewswire/ -- SEI (NASDAQ:SEIC) today announced the acquisition of Novus Partners (Novus), a global portfolio intelligence platform company, designed to expand SEI's capabilities for both the institutional investor and investment management markets. "The financial services landscape is ever-evolving. Our markets continue to face an unprecedented pace of change, and we continuously seek opportunities to stay ahead of and manage this change," said Alfred P. West, Jr., SEI Chairman and CEO. "By making strategic investments in our solutions and workforce, we drive growth and help our clients make confident decisions for their futures." Novus' platform streamlines data

OAKS, Pa., Oct. 26, 2021 /PRNewswire/ -- SEI (NASDAQ:SEIC) today announced the acquisition of Finomial, an investor lifecycle management firm offering cloud-native financial technology. The technology is expected to be added to SEI's existing investor-focused platforms to further enhance automation and digitization capabilities, as well as reporting and transparency. "We were impressed with Finomial's cloud-native investor-focused technology platform. We see potential for immediate applications of their digital collaboration tools and solutions—not just in our outsourcing and fund administration services, but also in our wealth management solutions," said Steve Meyer, Head of SEI's Global W

LONDON, Oct. 21, 2021 /PRNewswire/ -- SEI (NASDAQ:SEIC) today announced the acquisition of Atlas, Capita's defined contribution (DC) master trust. Subject to regulatory approval, the deal extends a successful, long-term strategic partnership between SEI and Capita and positions the SEI Master Trust to continue delivering best-of-breed service at scale. Founded by Capita in 2015, the Atlas Master Trust is a leading master trust in the UK with over 110,000 members. SEI, one of the first commercial master trust providers in the UK, will welcome three employees to SEI's Institutional Group and one of the Atlas trustees to the SEI Trustee group. The combined assets under management of the SEI an

OAKS, Pa., March 31, 2021 /PRNewswire/ -- SEI (NASDAQ:SEIC) today announced the acquisition of Oranj's cloud-native technology platform providing digital collaboration tools to financial advisors and their clients. For advisors working with Independent Advisor Solutions by SEI, the acquisition is expected to unlock new opportunities for tech-forward client engagement, including a client portal that delivers the financial insights investors have come to expect in a digital-first world. "From shifting investor expectations to a rapidly evolving technology landscape, financial advisors are facing radical change. They have an opportunity—and a responsibility—to build better financial futures for