SEI Investments SEIC Business Segments
| Q1 '26 | Q4 '25 | Q3 '25 | Q2 '25 | Q1 '25 | ||
|---|---|---|---|---|---|---|
| Total Revenue by Business | ||||||
| Institutional Investors | $71.52M+4.4% | $72.82M+2.8% | $71.83M+0.3% | $69.34M-3.0% | $68.51M-4.6% | |
| Investment Advisors | $169.7M+24.2% | $156.16M+12.1% | $147.47M+16.3% | $137.19M+13.8% | $136.58M+11.3% | |
| Investments In New Businesses | $7.99M-51.6% | $8.32M-47.0% | $8.18M-47.6% | $16.55M+13.2% | $16.5M+15.4% | |
| Private Banks | $152.26M+10.6% | —— | $143.99M+3.8% | $141.45M+6.8% | $137.71M+5.8% | |
| Total segment profit by Business | ||||||
| Institutional Investors | $34.38M+5.3% | $34.49M+6.1% | $33.76M-0.1% | $33.49M+1.2% | $32.64M+3.1% | |
| Investment Advisors | $72M+12.3% | $71.89M+15.1% | $68.34M+20.6% | $61.39M+18.9% | $64.12M+15.0% | |
| Investments In New Businesses | -$1.2M+39.9% | -$3.12M+13.2% | -$3.69M-29.5% | -$1.88M+52.5% | -$2M+51.2% | |
| Private Banks | $32.23M+40.3% | —— | $23.23M-1.7% | $22.73M+10.8% | $22.97M+33.8% | |
| Total Segment Expenses by Business | ||||||
| Institutional Investors | $37.14M+3.5% | —— | —— | —— | $35.87M— | |
| Investment Advisors | $96.36M+33.0% | —— | —— | —— | $72.46M— | |
| Investments In New Businesses | $9.19M-50.3% | —— | —— | —— | $18.5M— | |
| Private Banks | $120.03M+4.6% | —— | —— | —— | $114.75M— | |
| Other segment expenses by Business | ||||||
| Institutional Investors | $1.92M+33.6% | $1.82M+1.8% | $1.39M-20.8% | $1.19M-24.2% | $1.43M-25.8% | |
| Investment Advisors | $2.81M+70.8% | $5.52M+205% | $1.64M+6.9% | $1.76M+54.1% | $1.65M-9.0% | |
| Investments In New Businesses | $747K-51.6% | $1.25M-33.2% | $1.14M-32.3% | $1.67M-6.2% | $1.54M-0.1% | |
| Private Banks | $5.35M+10.5% | —— | $5.88M+10.0% | $5.59M+1.6% | $4.84M-16.2% | |
| Non-controlling interest & other, net by Business | ||||||
| Institutional Investors | $0— | —— | —— | —— | —— | |
| Investment Advisors | $1.34M— | —— | —— | —— | —— | |
| Investments In New Businesses | $0— | —— | —— | —— | —— | |
| Private Banks | $0— | —— | —— | —— | —— | |
| Acquisition of Stratos EMIs (See Note 12) by Business | ||||||
| Institutional Investors | $0— | $0— | $0— | $0— | $0— | |
| Investment Advisors | $33.67M-27.8% | $46.64M+463% | $46.64M+463% | $46.64M+463% | $46.64M+463% | |
| Investments In New Businesses | $0— | $0— | $0— | $0— | $0— | |
| Foreign currency translation adjustments by Business | ||||||
| Institutional Investors | -$258K-160% | $15K+102% | —— | $840K— | $431K+437% | |
| Investment Advisors | $0— | $0— | $0— | $0— | $0— | |
| Investments In New Businesses | $0— | $0— | $0— | $0— | $0— | |
| Depreciation by Business | ||||||
| Institutional Investors | $464K+45.5% | $472K-20.7% | $474K-22.8% | $494K-17.4% | $319K-47.2% | |
| Investment Advisors | $1.77M-12.5% | $1.71M-19.8% | $1.89M-16.2% | $2M-8.7% | $2.03M-7.2% | |
| Investments In New Businesses | $117K+50.0% | $133K-27.7% | $122K-34.4% | $211K+24.1% | $78K-54.7% | |
| Private Banks | $2.64M+16.8% | —— | $2.68M+2.3% | $2.69M-4.9% | $2.26M-22.2% | |
| Sales, marketing & client service by Business | ||||||
| Institutional Investors | $8.46M-12.4% | $9.46M+3.1% | $9.82M-3.4% | $10.1M-6.3% | $9.66M-16.0% | |
| Investment Advisors | $18.31M+99.1% | $7.19M-32.8% | $8.82M+8.6% | $10.24M+30.7% | $9.2M+76.1% | |
| Investments In New Businesses | $2.34M-52.5% | $3.14M-39.5% | $3.84M-17.9% | $4.8M-2.8% | $4.93M+6.9% | |
| Private Banks | $10.82M+21.5% | $10.83M+6.0% | $10.72M+8.0% | $10.12M-4.0% | $8.91M-17.3% | |
| Amortization by Business | ||||||
| Institutional Investors | $1.96M+4.3% | $1.94M-0.9% | $1.96M+5.7% | $1.94M+3.6% | $1.88M-0.9% | |
| Investment Advisors | $8.54M+253% | $4.33M+106% | $2.47M+14.0% | $2.45M+14.1% | $2.42M+14.0% | |
| Investments In New Businesses | $416K-52.5% | $415K-62.1% | $416K-62.0% | $416K-64.8% | $875K-26.0% | |
| Private Banks | $5.65M+7.0% | —— | $5.43M+5.4% | $5.34M+5.0% | $5.28M+3.2% | |
| Operations & services by Business | ||||||
| Institutional Investors | $21.57M+4.4% | $21.45M-1.4% | $21.01M-1.0% | $20.72M-2.3% | $20.67M-4.4% | |
| Investment Advisors | $47.45M+15.6% | $47.77M+9.4% | $46.21M+15.2% | $42.8M+8.3% | $41.04M+5.1% | |
| Investments In New Businesses | $2.04M-58.9% | $2.48M-47.3% | $1.81M-62.1% | $5.64M+11.5% | $4.96M+0.9% | |
| Private Banks | $54.59M+8.6% | $53.62M+0.9% | $54.04M+6.5% | $53.25M+10.7% | $50.29M+4.2% | |
| Goodwill by Business | ||||||
| Institutional Investors | $62.45M+0.5% | $62.71M+1.6% | $62.7M+0.1% | $62.99M+1.9% | $62.15M+0.6% | |
| Investment Advisors | $252.24M+688% | $218.57M+560% | $32.02M— | $32.02M— | $32.02M— | |
| Investments In New Businesses | $18.46M0.0% | $18.46M-8.5% | $18.46M-8.5% | $18.46M-8.5% | $18.46M-8.5% | |
| Strategic initiatives & new business development by Business | ||||||
| Institutional Investors | $3.61M+41.1% | $4.05M+0.1% | $4.17M+29.8% | $2.27M-33.4% | $2.56M-28.6% | |
| Investment Advisors | $18.96M+61.9% | $15.07M+24.7% | $13.39M+13.6% | $12.09M0.0% | $11.71M-6.7% | |
| Investments In New Businesses | $2.77M-51.4% | $3M-50.6% | $3.47M-41.5% | $4.82M-10.9% | $5.7M-5.3% | |
| Private Banks | $19.68M-12.1% | $20.21M-9.1% | $21.31M-0.1% | $21.5M+3.1% | $22.38M+5.3% | |
| Technology services & infrastructure by Business | ||||||
| Institutional Investors | $1.58M+2.2% | $1.57M+0.8% | $1.68M+11.6% | $1.58M+8.4% | $1.55M+4.9% | |
| Investment Advisors | $8.82M-0.5% | $8.72M+2.0% | $9.07M+5.6% | $8.91M+6.8% | $8.87M+6.4% | |
| Investments In New Businesses | $1.29M-5.6% | $1.56M+6.8% | $1.6M+16.8% | $1.5M+7.4% | $1.37M+5.6% | |
| Private Banks | $29.59M+4.4% | $28.8M+0.6% | $28.81M+3.8% | $28.27M+5.2% | $28.34M+5.3% | |
| Total Revenue by Product | ||||||
| Account fees and other | $21.29M+2.9% | $22.65M+10.8% | $20.68M+13.3% | $19.48M+6.6% | $20.69M+18.8% | |
| Investment management fees from investment management agreements | $125.55M+14.0% | $124.18M+10.1% | $119.81M+8.9% | $112.39M+6.8% | $110.16M+2.4% | |
| Investment management fees from pooled investment products | $107.65M+9.9% | $107.9M+4.3% | $105.73M-1.0% | $99.08M-4.8% | $97.94M-5.4% | |
| Investment operations fees | $244.04M+20.2% | $231.73M+14.0% | $217.14M+14.9% | $207.08M+13.8% | $202.96M+15.4% | |
| Investment processing fees - PaaS | $88.27M+11.5% | $86.21M+7.6% | $83.27M+6.4% | $82.35M+11.4% | $79.14M+11.7% | |
| Investment processing fees - SaaS | $25.47M-17.5% | $26.09M-12.3% | $25.79M-9.6% | $31.6M+10.2% | $30.86M+0.6% | |
| Professional services fees | $9.92M+3.2% | $9.16M+22.2% | $6.09M-6.2% | $7.62M+10.0% | $9.61M+68.1% | |
| Total Revenue by Geography | ||||||
| Canada | $13.2M+15.8% | $12.84M+9.8% | $12.52M+5.5% | $11.87M+3.4% | $11.4M+1.1% | |
| Ireland | $24.9M+18.7% | $24.33M+29.8% | $22.21M+24.7% | $21.37M+30.0% | $20.98M+28.4% | |
| Luxembourg | $10.25M+28.8% | $11.1M+32.7% | $9.57M+20.2% | $8.48M+21.3% | $7.95M+17.2% | |
| United Kingdom | $43.94M+14.6% | $42.92M+4.2% | $42.9M+3.4% | $40.86M-0.4% | $38.34M-1.9% | |
| United States | $529.9M+12.1% | $516.73M+8.3% | $491.31M+7.2% | $477.02M+7.7% | $472.68M+7.9% |
Chart any of these lines over time, or line them up against competitors.
Compare these in charts →Questions, answered.
- How does SEI Investments break its business down?
- SEI Investments (SEIC) reports total revenue by business across 4 parts — Institutional Investors, Investment Advisors, Investments In New Businesses and Private Banks. Each is extracted from the segment footnotes and tracked over time.
- Where does SEI Investments's segment data come from?
- Segment breakdowns are pulled from the segment footnotes in SEI Investments's SEC filings (the XBRL dimensional tags), so every line ties back to a reported figure. Switch between quarterly, annual, and TTM, or open any segment for its full history.
