SEI (advisor solutions)
SEI's technology, custody and investment services for independent advisers.
seic.comSEI's advisor pages describe a platform, custody through SEI Private Trust Company, and investment portfolios aimed at independent advisers. The company does not use the term TAMP on that page.
SEI was founded in 1968, is public, and is based in Oaks, Pennsylvania. Its 10-K lists investment advisors as one of four client segments.
In the filings
167 of 8,572 wealth-focused RIAs, or 2%, name SEI as a custodian on Form ADV. See the full record.
What it does
- Advisor technology platform
- Custody
- Investment portfolios
- Practice growth support
Coverage
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Others in TAMPs and models
All TAMPs and models vendors- Adhesion WealthAssetMark-owned unified managed account platform with outsourced trading.
- AssetMarkTurnkey asset management and technology platform for independent advisers.
- EnvestnetWealth technology and managed-account platform, owned by a Bain Capital-led group.
- Focus Advisor SolutionsFocus Financial's service TAMP, formerly Buckingham Strategic Partners.
- GeoWealthChicago TAMP and software provider with a model marketplace and private-markets models.
- Orion Portfolio SolutionsOrion's open-architecture TAMP, including the Brinker Capital Investments strategies.