SEI Investments Company (SEIC): Marketing Mix Analysis [Dec-2025 Updated]

You're trying to get a clear read on SEI Investments Company's market footing as of late 2025, and honestly, the 4 Ps framework shows a defintely focused strategy. They are clearly doubling down on tech-enabled B2B services, evidenced by their massive $1.8 trillion in assets under administration and the strategic Stratos investment expanding their Place. Promotion is showing real traction, with net sales hitting $106.3 million year-to-date through Q3, all feeding a fee-based Price structure that pulled in $1.689 billion in revenue over nine months. It's a focused, tech-driven play. See the full breakdown of their Product, Place, Promotion, and Price below.

SEI Investments Company (SEIC) - Marketing Mix: Product

You're looking at the core offerings of SEI Investments Company (SEIC) as of late 2025. The product strategy here is less about a single physical good and entirely about integrated, scalable financial services infrastructure and asset management expertise. It's a technology-and-service bundle designed to be the operational backbone for wealth managers and institutional clients.

Integrated technology, operations, and asset management solutions. SEI Investments Company is fundamentally a global provider of financial technology, operations support, and asset management services. This combination means the product isn't just the investment strategy; it's the entire processing and administrative ecosystem supporting it. As of September 30, 2025, SEI manages, advises, or administers approximately $1.8 trillion in assets across its various solutions.

SEI Wealth Platform (SWP) for end-to-end wealth processing services. The SEI Wealth Platform (SWP) is central to their technology offering, serving as an outsourcing solution for wealth managers. The momentum here is tangible, showing client commitment and platform stickiness. For the nine months ending September 30, 2025, SEI's Private Banking business saw significant activity on the platform:

A notable event in 2025 was a major client migration that moved approximately 19,800 accounts, representing $41.5 billion in AUM, onto the SEI Wealth Platform. Also, the platform is being configured for smaller players; one recent implementation was designed for regional and community banks managing less than $1 billion in assets. That's how you scale the product down while maintaining enterprise capability.

Diverse investment offerings: alternatives, ETFs, SMAs, and traditional mutual funds. SEI's asset management component offers a broad spectrum of investment vehicles. The asset base is growing, with ending assets under management (AUM) increasing by 5% from Q2 to Q3 2025.

• Growth in AUM during Q3 2025 was supported by positive net inflows in Advisors, specifically from ETF and SMA products, which offset outflows in traditional mutual funds.
• The Investment Managers segment experienced a double-digit revenue increase from alternative manager revenue in Q3 2025.
• The Investment Managers business also reported a record sales quarter in alternatives.
• Collective trust fund program assets within the Investment Managers segment totaled $231,088 million as of September 30, 2025.

New services like Luxembourg depositary offerings expand the global footprint. SEI is actively expanding its operational footprint to meet global regulatory and investment trends, particularly around private markets. In January 2025, SEI launched depositary services for Luxembourg alternative investment funds (AIFs), positioning itself in the world's second-largest fund center. This builds on their existing presence, as SEI has provided depositary services in Ireland for 25 years. The demand is clear: SEI's total depositary assets surged to $100 billion in 2024, up from $17 billion in 2018. By January 2025, they already serviced more than 430 funds from other centers.

Strategic investment in Stratos enhances the advice-driven wealth platform. To bolster the advice component of its ecosystem, SEI Investments completed the first stage of its strategic investment in Stratos Wealth Holdings on December 3, 2025. This move integrates an advice platform that respects advisor independence. The initial stage involved acquiring the U.S.-based Stratos business for approximately $441 million, which represented about 81% of the total transaction value. This initial purchase secured approximately 57.5% equity in the newly formed SEI-Eclipse Holding Company, LLC. For context, the advisors associated with Stratos advise on approximately $38 billion in client assets as of September 30, 2025. The second stage, involving the Mexico-based NSC business, is targeted for closure in 2026.

SEI Investments Company (SEIC) - Marketing Mix: Place

You're looking at how SEI Investments Company gets its sophisticated services into the hands of its institutional and advisory clients. Place, for SEI Investments Company, is less about physical shelf space and more about the digital and partnership channels that deliver technology and asset management solutions globally.

SEI Investments Company employs a global B2B distribution model, which is anchored by its core client-facing segments. This structure is designed to push specialized services directly to the firms that manage wealth or hold significant assets. The four core segments targeted are:

• Investment Advisors
• Institutional Investors
• Investment Managers
• Private Banks

The primary mechanism for direct-to-client delivery is the SEI Wealth Platform (SWP) technology. This platform acts as the digital distribution conduit, enabling direct service access for clients. Evidence of its adoption includes a major client migration in 2025 that moved approximately 19,800 accounts totaling $41.5 billion in assets under management onto the SWP in the first nine months of the year.

To bolster its reach within the Investment Advisors segment, SEI Investments Company completed the first stage of its strategic investment in Stratos Wealth Holdings. This expansion brings a network of over 350 experienced financial advisors and financial planning practitioners working across 29 states in the US under the SEI umbrella. Advisors associated through the Stratos network service approximately $38 billion in client assets. This move is part of a larger strategy to integrate advice capabilities with SEI Investments Company's administration and asset management strengths.

The company's physical and operational footprint is substantial, supporting its expansive service delivery. As of September 30, 2025, the physical and operational presence supports approximately $1.8 trillion in assets under administration, advice, or management. The company's headquarters in Oaks, Pennsylvania, anchors a defintely global service model.

The global distribution network is supported by service centers across key financial hubs. Here is a look at the geographic anchors and the scale of assets they support or interact with:

The effectiveness of this distribution strategy is reflected in the operational activity across the segments for the nine months ending September 30, 2025. The focus on platform adoption and client retention drives availability where and when clients need the service:

• Completed SWP Client Implementations: 13
• Client Re-contracts: 12
• New Professional Services Engagements: 21
• Total Launched Projects: 14 across 13 firms

Furthermore, the revenue generation tied to these distribution channels in Q2 2025 shows the relative contribution from each segment:

SEI Investments Company (SEIC) - Marketing mix: Promotion

You're looking at the results of SEI Investments Company's (SEIC) go-to-market execution as of late 2025. The promotion strategy, which is really about communicating value and driving adoption of their platforms and services, appears tightly coupled with their enterprise strategy, which CEO Ryan Hicke noted is being executed with discipline. This focus is clearly translating into tangible sales momentum.

The results show record sales activity. For the nine-month period ending September 30, 2025, net sales events hit a record $106.3 million. The third quarter itself contributed $30.5 million to that total. This success was led by record results from the Investment Managers segment, showing strong demand for their outsourcing solutions and client expansions.

The promotion of SEI Investments Company's capabilities is heavily supported by strategic alliances. The partnership with Stratos Wealth Holdings is a prime example of promoting an enhanced, holistic advice ecosystem. SEI Investments Company completed the first stage of this investment in December 2025, acquiring the U.S.-based Stratos business for approximately $441 million. SEI now holds a 57.5% equity stake in SEI-Eclipse Holding Company, with the total cash consideration for that stake being approximately $544 million. Stratos brings a network of over 350 financial advisors, and this transaction plugs an advice-oriented distribution platform directly into SEI Investments Company's technology, custody, and operations capabilities.

To support this growth and future margin expansion, SEI Investments Company is making targeted investments. Management has explicitly stated they are allocating capital to the highest-return opportunities, focusing on both technology and talent acquisition.

The core marketing message centers on helping wealth managers navigate industry shifts. The promotion of the SEI Wealth Platform (SWP) is geared toward demonstrating how SEI Investments Company addresses the need for digital transformation and operational efficiency. The numbers from the Private Banking business for the nine months ended September 30, 2025, reflect this focus:

This execution on the platform side is a key promotional proof point, especially when you consider that the Project Management Office (PMO) team has launched more than 80 enterprise-scale digital transformation projects globally since 2020. The ability to manage concurrent, complex change is a powerful message to a market where a McKinsey study suggests 70% of digital transformation initiatives fail. SEI Investments Company is using these concrete delivery statistics to promote its specialized expertise.

The overall performance metrics underscore the success of the integrated sales and promotion efforts across the enterprise:

• Consolidated Revenues increased 8% year-over-year for the nine months ended September 30, 2025.
• Consolidated Operating Income increased 15% year-over-year for the nine months ended September 30, 2025.
• Consolidated Operating Margin reached 28% for the nine months ended September 30, 2025.
• Diluted Earnings Per Share (EPS) grew 32% year-over-year for the nine months ended September 30, 2025.
• Assets Under Administration (AUA) rose 7% quarter-over-quarter as of Q3 2025.

SEI Investments Company (SEIC) - Marketing Mix: Price

SEI Investments Company (SEIC) revenue model centers on fees, directly linked to assets under management (AUM) and assets under administration (AUA).

Total consolidated revenue for the nine months ended September 30, 2025, was $1.689 billion.

Fee structures are intricate, encompassing custody fees and management fees, often referred to as wrap fees, which do not include all execution charges.

The Integrated Cash Program represents a notable component of revenue generation.

The pricing mechanism is directly influenced by the scale of assets SEI manages or administers, with ending AUM increasing by 5% from Q2 to Q3 2025, and ending AUA increasing by 7% over the same period.

Specific transaction-based charges are applied across certain services, which you need to factor into the total cost of service for clients.

• Assets under management, advised, or administered as of September 30, 2025, totaled approximately $1.8 trillion.
• ACH Outgoing Wire Transfer Fee for business accounts is No charge.
• SEI Investments Company repurchased 1.6 million shares of common stock in Q3 2025 for $141.6 million.
• The average price paid per share during the Q3 2025 repurchase was $90.02.