Cause IQ vendor profile

Sei


Sei is a firm that provides investment management, fiduciary trustee, third party administration, commercial bank, and financial advisor to nonprofit clients. They operate nationwide, with nonprofit clients using their services across the country.

Most Sei clients are health and welfare funds, hospitals, civic and social organizations, vocational rehabilitation services, and grantmaking foundations with revenues ranging from $8.2 million to $429 million.

Previous legal names, trade names, or just variations of their name include: Sei Trust Company.

Primary location:
Oaks, PA
All locations:
PA
Identified clients:
44
Avg client size:
$365 mil revenue
Median client size:
$38 mil revenue

Sei client list

 NameTypeLocation
1Financial Industry Regulatory Authority (FINRA)501(c)(6)Rockville, MD
2NDSU Foundation NDSU Foundation and Alumni Association501(c)(3)Fargo, ND
3University of Miami (UM)501(c)(3)Coral Gables, FL
4Doylestown Health501(c)(3)Doylestown, PA
5Butler Health System (BHS)501(c)(3)Butler, PA
6Jewish Federation of Broward County (JFBC)501(c)(3)Davie, FL
7Jewish Federation of Greater Seattle501(c)(3)Seattle, WA
8The Horizon Foundation of Howard County501(c)(3)Columbia, MD
9Saint Lukes Health System501(c)(3)Kansas City, MO
10Capital Region Medical Center (CRMC)501(c)(3)Jefferson City, MO
...and 34 more Sei not-for-profit tax-exempt clients identified by Cause IQ

Sei competitors

Competitors to Sei in the nonprofit sector include Voya Retirement Insurance and Annuity Co., Benefit Plans Admin Services, Inc., Fiduciary Investment Advisors, State Street Global Advisors, Capfinancial Partners, LLC, RBC Capital Markets, US Bank, Global Retirement Partners LLC, Kestra Advisory Services LLC, and Fidelity.

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