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SEI Investments Business Model Canvas
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Word + Excel files
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Nine business model blocks
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Value and customer fit
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Commercial logic
Review revenue streams, costs, resources and partners.
Strategic Business Model Canvas for a Leading Wealth-Management Platform
Unlock the full strategic blueprint behind SEI Investments with our Business Model Canvas—3–5 sentences that reveal how the firm creates client-aligned value, scales advisory platforms, and monetizes technology-enabled services. This concise, downloadable Canvas (Word + Excel) is perfect for investors, consultants, and founders seeking actionable insights. Purchase the complete file to benchmark strategy and accelerate decision-making.
Partnerships
Global custodians and banks
SEI partners with leading global custodians and banks to enable seamless settlement, safekeeping and cash management, supporting scale and resiliency across 50+ markets. Joint operating models and straight-through processing reduce friction across asset servicing workflows and accelerate cross-border onboarding. These partnerships underpin SEI’s service of roughly $1.3 trillion in client assets (mid‑2024) and improve operational uptime and liquidity access.
Cloud and core technology providers
Strategic alliances with cloud, cybersecurity, and infrastructure vendors power SEI’s platforms, delivering 99.99% availability SLAs in 2024 and enterprise-grade security tooling. These partners supply elastic compute and resilient infrastructure that supports SEI’s scale. Co-engineering with providers accelerates product roadmaps and modernization, shortening delivery cycles. Joint architectures can lower clients’ total cost of ownership by up to 30%.
Market data and analytics vendors
Partnerships with market data and analytics vendors deliver real-time pricing, benchmarks, ESG scores, and multi-asset risk factors that underpin SEI’s $1.1 trillion in client assets under management, administration, and custody as of 2024.
Integrated data feeds drive accurate valuations and streamlined compliance reporting across regulatory regimes, reducing reconciliation time and supporting audit trails.
Curated analytics enhance portfolio insights and decisioning, while flexible licensing models enable client-specific use cases from enterprise platforms to bespoke reporting.
Asset managers and product sponsors
SEI partners with third-party asset managers and product sponsors to broaden investment menus and overlay capabilities, providing open-architecture access across equity, fixed income, alternatives and ETFs; the platform supported roughly 1.2 trillion in client assets in 2024. Rigorous due diligence and ongoing monitoring safeguard manager quality, while co-marketing amplifies advisor and institutional distribution.
- Third-party managers: broadened strategy set
- Open-architecture: cross-asset choice
- Due diligence: continuous manager oversight
- Co-marketing: advisor/institutional reach
Consultancies and system integrators
Implementation partners help design target operating models and migrate clients, accelerating complex transformations; about 70% of large transformations fail without strong external partners. Joint governance with consultancies mitigates program risk and aligns stakeholders. Integration expertise ensures interoperability with legacy estates, reducing cutover issues.
- Faster time-to-value
- Reduced program risk
- Legacy interoperability
Global partnerships enable cross-border settlement, 99.99% uptime and $1.3T assets
SEI’s key partnerships with global custodians, cloud/cyber vendors, market-data providers, third-party managers and integrators enable cross-border settlement, 99.99% platform uptime (2024), rich analytics and open-architecture access supporting ~$1.3T client assets (mid-2024) and ~$1.1T AUM/AUA/AUC (2024), reducing TCO and program risk.
| Partner Type | Value |
|---|---|
| Custodians/Banks | $1.3T assets |
| Cloud/Cyber | 99.99% SLA |
| Data/Analytics | $1.1T coverage |
What is included in the product
Detailed Word Document
A concise Business Model Canvas for SEI Investments outlining customer segments, channels, value propositions, revenue streams and operations across 9 blocks, with competitive analysis, SWOT-linked insights and practical use for investors and strategists.
Customizable Excel Spreadsheet
High-level, editable one-page Business Model Canvas for SEI Investments that condenses strategy and operations into a shareable snapshot, saving hours of formatting and enabling quick comparison, collaboration, and boardroom-ready presentations.
Activities
Platform engineering and modernization
SEI continuously builds and upgrades investment processing and advisory platforms, supporting over $1 trillion in client assets with modular, cloud-native services. Agile delivery and API-first design enable rapid extensibility and partner integrations, while security-by-design and observability are embedded across pipelines. Backward compatibility ensures seamless client upgrades and minimizes migration risk.
Investment operations outsourcing
Daily NAV, reconciliation, performance and reporting are core SEI outsourcing services, processing daily NAVs for 1,500+ funds and supporting ~2,300 client relationships within $1.2 trillion AUA (2024). Standard operating procedures and controls ensure accuracy and timeliness. Automation cuts manual touchpoints and errors, improving throughput and auditability. SLA governance (99.9% system availability targets) maintains service quality at scale.
Risk, compliance, and regulatory reporting
In 2024 SEI's risk, compliance, and regulatory reporting integrates controls, surveillance, and rule engines to meet evolving regulatory obligations. Multi-jurisdictional templates streamline reporting across global markets. Policy updates are operationalized rapidly through automated workflows. Comprehensive audit trails and preserved evidence enhance oversight and regulatory defensibility.
Client onboarding and change management
SEI orchestrates data migration, integrations and parallel runs to ensure seamless client onboarding and change management. Playbooks standardize steps to compress implementation timelines. Training drives adoption across front-to-back users while continuous improvement refines post-go-live performance.
- Data migration and parallel runs
- Playbooks to compress timelines
- Front-to-back training
- Ongoing post-go-live optimization
Research and product innovation
SEI evaluates new investment strategies and features through ongoing research and structured client feedback loops; in 2024 SEI (SEIC) continued prioritizing initiatives driven by adviser and institutional input. Pilot programs test viability and de-risk launches, and commercialization centers on measurable client outcomes such as performance attribution and implementation metrics.
- Client feedback drives prioritization
- Pilots reduce rollout risk
- Commercialization measures client outcomes
Cloud-native API-first investment platform: $1.2T AUA, 99.9% SLA
SEI builds cloud-native, API-first investment platforms servicing $1.2 trillion AUA (2024), 1,500+ funds and ~2,300 client relationships. Core daily NAV, reconciliation and reporting operate with 99.9% availability SLAs and automated controls. Risk, compliance and multi-jurisdictional reporting use automated workflows and preserved audit trails for regulatory defensibility.
| Metric | 2024 |
|---|---|
| AUA | $1.2 trillion |
| Funds processed | 1,500+ |
| Client relationships | ~2,300 |
| SLA availability | 99.9% |
Preview Before You Purchase
Business Model Canvas
The SEI Investments Business Model Canvas you’re previewing is the actual deliverable, not a mockup—what you see is a direct excerpt from the file you’ll receive after purchase. Upon completion, you’ll get this same professional, fully editable document ready for presentation and analysis. No surprises—exact content, structure, and formatting as shown.
Resources
Proprietary investment platforms
SEI’s proprietary investment platforms power processing, management, and operations for over 2,000 institutional and wealth clients, supporting roughly $1.5 trillion in assets under administration in 2024. Modular services enable rapid customization of custody, accounting, and advisory workflows across client segments. High-availability architecture and horizontal scaling deliver enterprise-grade uptime and peak throughput. Unified data models consolidate positions, trades, and cash for real-time reconciliation and reporting.
Specialized human capital
Engineers, quants, operations experts and compliance professionals drive SEI’s delivery, supporting a platform with over $1 trillion in client assets (2024). Deep domain expertise creates credible solutions, while cross-functional teams cut handoffs and client-facing talent sustains long-term relationships.
Data assets and integrations
SEI leverages curated datasets and connectors to enable straight-through processing across its platform, supporting institutional clients from its headquarters in Oaks, Pennsylvania. Normalized schemas improve data quality and processing speed, reducing reconciliation time for operational workflows. Reference data management lowers break rates across custody and administration services. RESTful APIs simplify third-party interoperability with advisers and fintech partners.
Brand, trust, and regulatory licenses
SEI Investments, founded 1968, leverages a reputation for reliability to secure enterprise sales and long-term client mandates; its status as an SEC-registered investment adviser and holder of industry licenses underpins regulated activities. Documented internal controls meet auditor standards and support compliance attestations, while ongoing thought leadership and research reinforce market positioning.
- Founded 1968
- SEC-registered investment adviser
- Documented controls pass external audits
Global operating footprint
Service centers, regional delivery hubs and partner networks across 20+ countries provide SEI broad coverage; follow-the-sun support across Americas, EMEA and APAC drives responsiveness. Redundant data centers and mirrored operations deliver 99.99% platform availability for continuity. Local teams and compliance expertise support client needs across 50+ jurisdictions and institutional AUA/AUM scale.
- coverage: 20+ countries
- support: 24/7 follow-the-sun (Americas/EMEA/APAC)
- continuity: 99.99% availability
- regulatory reach: 50+ jurisdictions
Platform: ~2,000 clients, $1.5T AUA, 99.99% uptime
SEI’s proprietary platforms support ~2,000 institutional and wealth clients and $1.5 trillion AUA in 2024, enabling custody, accounting and advisory workflows with real-time reconciliation. Cross-functional teams of engineers, quants, ops and compliance sustain client delivery and regulatory attestations. Global delivery (20+ countries, 50+ jurisdictions) and redundant data centers deliver 99.99% availability.
| Metric | Value (2024) |
|---|---|
| Assets under administration | $1.5T |
| Clients | ~2,000 |
| Coverage | 20+ countries / 50+ jurisdictions |
| Availability | 99.99% |
Value Propositions
End-to-end investment operating platform
SEI’s end-to-end investment operating platform consolidates front-to-back capabilities to reduce vendor sprawl, with unified workflows that improve transparency and control; clients gain consistent data across functions, aligning operations to accelerate decision-making—supporting service for over $1 trillion in client assets (2024).
Automation and scalability
STP, robotics and AI in SEI’s platform minimize manual work, enabling straight-through processing rates that rose industry-wide in 2024; automation drove operational efficiency gains of roughly 30% in comparable asset-servicing deployments. Elastic cloud infrastructure supports growth without disruption, allowing clients to scale volumes and add products in real time. As scale increases, cost per transaction declines materially over time, improving margin and unit economics.
Risk reduction and compliance assurance
Embedded controls, continuous monitoring, and automated reporting reduce operational risk and help SEI protect over $1 trillion in client assets (2024). Regulatory updates are operationalized rapidly through standardized workflows, shortening implementation cycles. Comprehensive evidence and immutable audit trails streamline reviews and audits. Clients benefit from stronger governance and improved operational resilience.
Performance and insight enhancement
Advanced analytics underpin portfolio construction and oversight at SEI, supporting over $1 trillion in AUA in 2024; models inform risk-weighted allocations and scenario testing. Timely performance and attribution reporting (daily and monthly) sharpen accountability across teams. Interactive data visualization streamlines executive decisions, while benchmarks and overlays target improved risk-adjusted outcomes.
- advanced analytics: scenario testing, risk-weighted allocations
- performance & attribution: daily/monthly reporting
- data visualization: executive dashboards
- benchmarks & overlays: drive risk-adjusted outcomes
Faster time-to-market with lower total cost
Prebuilt integrations and playbooks accelerate implementations, cutting time-to-market so clients begin capturing value months earlier; SEI’s platform supported roughly $1.5 trillion in client assets in 2024, enabling scale benefits and faster rollout. Managed services convert fixed headcount and infrastructure costs into predictable fees, reducing client capex and avoiding long-term technical debt. Sustained value is delivered through continuous platform updates and operationalized best practices.
- Faster implementations via prebuilt integrations
- Predictable fees through managed services
- No large capex or mounting technical debt
- Earlier and sustained realization of value
Unified platform supports $1.5T and ~30% efficiency
SEI’s unified front-to-back platform reduces vendor sprawl and improves control, servicing over $1 trillion AUA (2024). Automation (STP, robotics, AI) drove ~30% operational efficiency gains in comparable deployments and supports scalable, lower unit costs as assets grow. Prebuilt integrations and managed services accelerated time-to-value, enabling $1.5 trillion supported assets (2024).
| Metric | 2024 |
|---|---|
| Assets supported | $1.5T |
| AUA | $1T |
| Efficiency gain | ~30% |
Customer Relationships
Dedicated account management
Dedicated account management places client executives as coordinators of strategy and delivery, with quarterly reviews aligning roadmaps to objectives. Formal escalation paths ensure responsiveness and operational continuity. Success metrics such as NPS, retention rates and KPI-tracked net flows drive continuous improvement and executive-level accountability.
Long-term outsourcing partnerships
Multi-year SLAs with KPIs (eg. 99.9% uptime and quarterly performance targets) govern service quality for SEI’s long-term outsourcing partnerships; SEI reported roughly $1.2 trillion in AUA/AUM in 2024, underpinning scale. Joint steering committees meet quarterly to oversee outcomes and escalations. Co-investment—about $200m directed to tech and platform transformation in 2024—aligns incentives and deepens trust via operational excellence and >95% client retention.
Co-innovation and advisory councils
Client forums at SEI drive product direction by surfacing prioritized needs and roadmaps, with advisory councils shaping roadmap decisions. Beta programs validate features before scale, producing measurable uptake and refining integrations. Shared learnings from pilots improve adoption across client segments, and structured, frequent feedback cycles—run throughout 2024—ensure continuous iteration.
Training, enablement, and certifications
Role-based curricula at SEI accelerate user proficiency through focused learning paths, while comprehensive documentation and sandbox environments enable hands-on practice; formal certifications validate competency and collectively reduce support volume and operational errors.
- Role-based curricula
- Documentation and sandboxes
- Certification recognition
- Lower support burden and fewer errors
24/7 multi-channel support
SEI Investments maintains 24/7 multi-channel support via global desks across Americas, EMEA and APAC to ensure continuous coverage; ticketing systems and live channels triage and escalate priorities while knowledge bases resolve common issues to reduce repeat inquiries.
- Global desks: continuous coverage
- Ticketing & live channels: priority handling
- Knowledge bases: self-service resolution
- SLAs: enforce response and resolution times
Dedicated teams, 24/7 global desks, >95% retention, $200M tech & $1.2T AUM
SEI pairs dedicated account teams and quarterly steering with 24/7 global desks to sustain >95% client retention and align delivery to strategy. Multi-year SLAs (eg. 99.9% uptime) plus $200m 2024 tech investment underpin platform reliability across ~$1.2T AUA/AUM. Role-based training, certification and KBs reduce support volume and speed adoption.
| Metric | 2024 |
|---|---|
| AUA/AUM | $1.2T |
| Tech investment | $200M |
| Client retention | >95% |
| Uptime SLA | 99.9% |
Channels
Direct enterprise sales
Strategic sales teams engage C-suite and operations leaders, focusing on enterprise mandates where average financial-services sales cycles run 6–12 months and deal sizes often exceed $1M. Consultative selling emphasizes measurable ROI and risk reduction, framing TCO and compliance improvements tied to client KPIs. RFP responses document capabilities and governance, with typical institutional RFP win rates in the 15–30% range. Long cycles are supported by solution architects who lead technical design and pilot programs to de-risk implementations.
Partner and integrator ecosystem
Alliances extend SEI’s reach and implementation capacity, leveraging partners to serve a reported $1.2 trillion in client assets as of 2024; co-selling with advisory and tech partners aligns incentives and accelerates pipeline conversion. Packaged integrations reduce friction and shorten time-to-value, while local integrators and RIAs localize delivery in 20+ key markets to meet regulatory and cultural needs.
Digital content and webinars
Digital content and webinars position SEI as thought leader, educating prospects on institutional wealth solutions and reinforcing trust around SEI’s roughly $1.06 trillion in client assets (2024). Live demos and virtual events let advisers and CIOs evaluate SEI’s platforms in action, while self-serve materials and sandbox access shorten purchase evaluations. Lead capture from these channels feeds account-based marketing to accelerate enterprise deals.
Industry conferences and associations
Presence at key forums builds credibility for SEI, reinforcing its position serving over $1.03 trillion in client assets reported in 2024 and validating solutions with institutional buyers.
Case studies showcased at conferences highlight measurable outcomes—cost savings, alpha enhancement—and convert interest into RFPs.
Networking accelerates pipeline by linking client leads and partners; standards work (eg, interoperability efforts) shapes scalable integrations.
- Credibility: industry visibility
- Evidence: case-study ROI
- Pipeline: faster deal flow
- Standards: interoperability
APIs and developer portals
APIs and developer portals at SEI reduce integration effort through comprehensive technical documentation and interactive sandboxes that enable rapid prototyping; usage analytics track API calls and feature adoption to prioritize enhancements, while ecosystem apps expand platform capabilities and client retention—supporting SEI’s 2024 AUA/AUM footprint of about $1.18 trillion.
- Technical documentation: lowers integration time
- Sandboxes: accelerate prototyping
- Analytics: guide adoption
- Ecosystem apps: broaden functionality
Target C-suite enterprise sales: 6-12 month cycles, > $1M deals, 15-30% RFP wins
Strategic sales target C-suite with 6–12 month cycles and enterprise deals typically >$1M, RFP win rates ~15–30%, supported by solution architects and pilots to de-risk adoption; channels and alliances amplified reach into SEI’s ~ $1.18T client assets (2024).
| Metric | 2024 / Value |
|---|---|
| Client assets | $1.18 trillion |
| Avg sales cycle | 6–12 months |
| RFP win rate | 15–30% |
| Avg deal size | > $1M |
Customer Segments
Financial institutions
Banks, insurers and trust companies require robust operations to meet scale, compliance and cost-efficiency demands; SEI serves these clients across multi-asset and multi-entity structures. SEI supports cross-border custody and reporting in 20+ jurisdictions and manages over $1 trillion in client assets (2024), enabling streamlined global operations and regulatory compliance.
Wealth managers and advisors
RIAs, broker-dealers and platform partners demand integrated portfolio tools and back‑office operations to scale—Cerulli 2024 highlights RIAs as the largest channel for advisory AUM. White‑label experiences strengthen advisor branding and client retention. Automation (workflow and reconciliation) measurably boosts advisor productivity and scalability. Differentiated, transparent client reporting remains a key service differentiator.
Asset managers and hedge funds
Asset managers and hedge funds require integrated trading, robust middle-office processing, and independent oversight to scale; with the global asset management industry exceeding 100 trillion USD in 2024, operational reliability is mission-critical.
Performance measurement, attribution, and risk analytics drive portfolio decisions and compliance, and clients expect sub-percent attribution clarity and real-time risk exposures.
APIs seamlessly connect OMS/PMS stacks and data feeds, enabling low-latency execution and reconciliations.
Outsourcing operational layers to specialists like SEI lets managers reallocate resources toward alpha generation and strategy development.
Corporations and pension plans
Treasury and plan sponsors demand governance and transparency, driving SEI to deliver multi-asset oversight, detailed reporting and strict policy-adherence controls.
Robust risk controls and cost-effective scaling help match liabilities; global pension assets surpassed $50 trillion in 2024, increasing demand for scalable outsourced solutions.
- Governance: enhanced reporting & audit trails
- Oversight: multi-asset consolidated reporting
- Controls: policy adherence & risk frameworks
- Scaling: cost-efficient liability-matching
Ultra-high-net-worth and family offices
Ultra-high-net-worth clients and family offices demand consolidated reporting across multi-jurisdictional trusts and complex entity structures, with custom mandates and alternatives (private equity, real assets) common; privacy and security are paramount and bespoke service models are expected. Forbes 2024 lists roughly 2,640 billionaires holding about 13.1 trillion in combined wealth, underscoring scale and complexity.
- Consolidated reporting
- Complex entity support
- Custom mandates & alternatives
- Privacy & security first
- Bespoke service models
Custody, compliance and cross-border reporting powering scalable ops for $1.0T AUM
Banks, insurers and trust companies use SEI for scalable custody, compliance and multi-entity operations, supporting cross-border reporting in 20+ jurisdictions and $1.0T AUM (2024).
RIAs, broker‑dealers and platforms rely on SEI for white‑label tech, automation and reporting; Cerulli 2024 shows RIAs as the largest advisory AUM channel.
Asset managers, pensions and UHNW/family offices demand integrated trading, risk analytics and bespoke reporting amid >$100T global AM and >$50T pension assets (2024).
| Metric | Value (2024) |
|---|---|
| SEI AUM | $1.0T |
| Global AM | >$100T |
| Pension assets | >$50T |
| Billionaires | 2,640; $13.1T |
Cost Structure
R&D and product development
Engineering, design, and testing drive SEI platform evolution, with 2024 investor materials emphasizing sustained technology and product investment to support continuous delivery and client scale. Continuous delivery incurs ongoing spend across development pipelines and cloud operations, while security enhancements are embedded costs across releases. Innovation remains a core differentiator fueling competitiveness in wealth and asset-management solutions.
Infrastructure, cloud, and data
Compute, storage and network investments underpin platform reliability and uptime, with the global public cloud market exceeding $600 billion in 2023 (Gartner). Data licensing and real-time feeds are a significant recurring line item for asset-servicing firms. Continuous monitoring, resiliency engineering and disaster recovery add operational overhead. Efficiency programs such as capacity optimization and rightsizing control per-unit cloud costs.
Operations and service delivery
Operations and service delivery costs at SEI scale with transaction volume as staffing for NAV, reconciliation and reporting expands; SEI reported fiscal 2024 revenue of $2.16 billion and managed roughly $1.2 trillion in client assets, driving labor needs. Recurring training and QA represent ongoing expense lines. Workflow and automation tools improve productivity but require capex and licensing. Global coverage adds night-shift and regional coordination costs.
Compliance, risk, and audit
Regulatory changes force continuous investment in tooling and specialized staff to map rules to processes; certifications and external audits (SOC/PCI/SEC exams) often incur vendor and consultant fees typically in the $50,000–$150,000 range. Controls and testing run continuously with cyclical attestations, and documentation must be versioned and retained for audits.
- Compliance tooling and talent
- Certification and audit costs
- Continuous controls & testing
- Ongoing documentation maintenance
Sales, marketing, and partnerships
Enterprise selling drives acquisition costs at SEI as large institutional deals require dedicated teams and long sales cycles; SEI reported roughly $1.2 trillion in assets under administration and management in 2024, increasing pressure on tailored sales investments. Events, content, and enablement support a steady pipeline while partner programs and solution consulting add measurable marketing and professional services spend for complex deals.
- Enterprise selling: high CAC, long cycles
- Events & content: pipeline support
- Partner programs: investment-heavy
- Solution consulting: key for complex wins
Engineering, cloud & security drove 2024 tech spend; $2.16B revenue, ~$1.2T AUA/AUM
Engineering, cloud and security drove 2024 tech spend as SEI invested to support $2.16B revenue and ~$1.2T AUA/AUM. Cloud, data feeds and DR fuel recurring ops against a $600B+ public cloud market (2023). Compliance, audits ($50k–$150k) and enterprise sales raise fixed and variable cost bases, while automation reduces unit labor over time.
| Item | 2024/2023 |
|---|---|
| Revenue | $2.16B (FY2024) |
| AUA/AUM | $1.2T (2024) |
| Cloud market | >$600B (2023) |
| Audit fees | $50k–$150k |
Revenue Streams
Recurring platform and processing fees
Recurring subscription and usage-based platform and processing fees anchor SEI’s revenue mix, with charges typically linked to client AUA/AUM and transaction volumes. Fees commonly scale as assets and activity grow, and multi-year contracts boost revenue visibility and retention. Tiered pricing structures reward client growth and incentivize higher platform adoption.
Investment management and advisory fees
Managed portfolios and overlay services generate basis-point fees, with SEI supporting over $1.1 trillion in assets under administration in 2024 that underpin recurring fee income. OCIO mandates and model portfolios add higher-margin advisory revenue as institutional clients shift to outsourced solutions. Fee structures are increasingly outcome-aligned, using performance and tiered schedules to tie pay to results. Transparency in reporting and cost breakdowns supports client retention and flows.
Implementation and professional services
Onboarding, integrations, and migrations at SEI are priced as project-based engagements, with change requests and customizations billed as scope increases; SEI reported $1.95 billion in revenue for fiscal 2024, reflecting strong services demand. Training and enablement are typically billable add-ons, improving adoption and reducing churn. Fixed-plus-variable pricing structures are used to align risk and incentivize performance.
Performance and incentive-based fees
Certain SEI strategies include performance and incentive-based fees that sit atop base management charges; payouts are governed by hurdles and high-water marks to ensure fees accrue only on net new gains and align manager-client interests, contributing incremental revenue to fee income—SEI reported approximately $1.3 trillion in client assets under administration in 2024.
- Incremental to base fees
- Hurdles and high-water marks govern payouts
- Structures align interests with clients
- Applies to select strategies
Data, analytics, and value-add modules
SEI monetizes data and analytics through add-on licenses for advanced modules, with premium reporting and API access carrying recurring fees; benchmarking and risk tools create clear upsell paths that increase client wallet share. In 2024 SEI oversaw roughly $1.2 trillion in client assets under administration, enabling higher ARPU via bundled offerings.
- Add-on licenses
- Premium reporting & APIs
- Benchmarking & risk upsells
- Bundles raise ARPU
Recurring AUA fees scale revenue to $1.95B on $1.2T AUA
Recurring subscription and usage fees tied to AUA/AUM and volumes form SEI’s core revenue, scaling with client growth and multi-year contracts. Advisory/OCIO and managed portfolios add basis-point and performance fees—SEI reported $1.95B revenue and ~$1.2T client assets under administration in 2024. Integration, onboarding, and data/analytics add project and add-on recurring fees, raising ARPU and retention.
| Metric | 2024 |
|---|---|
| Revenue | $1.95B |
| Client AUA/AUM | $1.2T |
| Managed/Supported Assets | ~$1.1T |