SEI Family Office Services

Wealth management technology and outsourced service solutions for family offices and financial institutions

General Information
Company Name
SEI Family Office Services
Founded Year
2002
Location (Offices)
Indianapolis, United States +4
Founders / Decision Makers
Number of Employees
84
Industries
Financial Services, Wealth Management
Funding Stage
-
Social Media

SEI Family Office Services - Company Profile

SEI Family Office Services provides wealth management technology and outsourced service solutions for family offices and financial institutions. It supports the accounting, investment management, and reporting functions of family offices, private banks, private wealth advisors, and alternative asset managers. The company's award-winning Archway Platform and high-touch outsourced services efficiently handle complex partnership, portfolio, and corporate accounting, alongside bill payment, investment management, and multi-asset class data aggregation. As of Dec. 31, 2021, SEI Family Office Services has $555 billion in assets on the platform.

SEI (NASDAQ:SEIC) delivers technology and investment solutions within the financial services industry, managing, advising, or administering approximately $1.3 trillion in assets as of Dec. 31, 2021. It works with corporations, financial institutions, professionals, and ultra-high-net-worth families to solve problems, manage change, and protect assets for growth today and in the future. Founded in 2002, the United States-based company operates in the Financial Services and Wealth Management industries. For more information, visit seic.com/archway.

Taxonomy: Wealth management technology, Outsourced service solutions, Family offices, Financial institutions, Investment management, Ultra-high-net-worth clients, Asset management, Technology solutions, Financial services industry, Accounting, Data aggregation, Private wealth advisors, Alternative asset managers, Investment processing, Operations

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