SEI Investments SEIC Business Segments
| FY'25 | FY'24 | FY'23 | FY'22 | ||
|---|---|---|---|---|---|
| Total Revenue by Business | |||||
| Institutional Investors | $282.5M-1.1% | $285.72M-1.4% | $289.71M-10.4% | $323.35M-5.9% | |
| Investment Advisors | $577.4M+13.3% | $509.41M+16.8% | $436.3M-2.6% | $447.77M-7.3% | |
| Investments In New Businesses | $49.54M-17.7% | $60.22M+15.3% | $52.22M+3.9% | $50.25M+199% | |
| Total segment profit by Business | |||||
| Institutional Investors | $134.37M+2.6% | $131.02M+5.4% | $124.25M-17.8% | $151.1M-14.0% | |
| Investment Advisors | $265.74M+17.3% | $226.51M+27.9% | $177.16M-9.7% | $196.12M-19.2% | |
| Investments In New Businesses | -$10.68M+26.3% | -$14.48M+21.8% | -$18.53M+20.1% | -$23.19M+36.3% | |
| Other segment expenses by Business | |||||
| Institutional Investors | $5.83M-17.2% | $7.04M+22.0% | $5.77M+12.3% | $5.14M— | |
| Investment Advisors | $10.57M+67.9% | $6.3M+36.9% | $4.6M+13.7% | $4.05M— | |
| Investments In New Businesses | $5.6M-18.6% | $6.88M+97.3% | $3.49M-49.4% | $6.89M— | |
| Acquisition of Stratos EMIs (See Note 12) by Business | |||||
| Institutional Investors | $0— | $0-100% | $14.49M— | —— | |
| Investment Advisors | $186.55M+463% | $33.13M— | $0— | —— | |
| Investments In New Businesses | $0— | $0-100% | $6.96M— | —— | |
| Foreign currency translation adjustments by Business | |||||
| Investment Advisors | $0— | $0— | $0— | —— | |
| Investments In New Businesses | $0— | $0— | $0— | $0— | |
| Depreciation by Business | |||||
| Institutional Investors | $1.76M-27.0% | $2.41M+99.6% | $1.21M+5.8% | $1.14M-8.0% | |
| Investment Advisors | $7.62M-12.9% | $8.75M+329% | $2.04M+5.5% | $1.93M-47.0% | |
| Investments In New Businesses | $544K-23.6% | $712K-26.7% | $971K+17.7% | $825K+135% | |
| Sales, marketing & client service by Business | |||||
| Institutional Investors | $39.04M-6.2% | $41.61M-20.1% | $52.06M+2.4% | $50.85M— | |
| Investment Advisors | $35.44M+11.2% | $31.87M+11.6% | $28.55M+6.6% | $26.77M— | |
| Investments In New Businesses | $16.71M-13.9% | $19.41M+13.0% | $17.17M-22.5% | $22.15M— | |
| Private Banks | $40.59M-2.1% | $41.46M+11.2% | $37.27M-24.6% | $49.45M— | |
| Amortization by Business | |||||
| Institutional Investors | $7.72M+1.8% | $7.58M+3.4% | $7.33M-10.3% | $8.17M+252% | |
| Investment Advisors | $11.68M+36.7% | $8.54M+12.1% | $7.62M-23.1% | $9.91M-15.0% | |
| Investments In New Businesses | $2.12M-53.4% | $4.56M+27.4% | $3.58M-2.3% | $3.66M+395% | |
| Operations & services by Business | |||||
| Institutional Investors | $83.85M-2.3% | $85.81M-2.2% | $87.78M-8.4% | $95.86M— | |
| Investment Advisors | $177.82M+9.5% | $162.4M+11.9% | $145.09M+5.2% | $137.98M— | |
| Investments In New Businesses | $14.89M-23.5% | $19.45M+10.8% | $17.55M+5.6% | $16.63M— | |
| Private Banks | $211.19M+5.5% | $200.25M-0.3% | $200.95M-0.1% | $201.11M— | |
| Goodwill by Business | |||||
| Institutional Investors | $250.55M+1.1% | $247.92M+22.0% | $203.21M+4.8% | $193.93M— | |
| Investment Advisors | $314.64M— | —— | —— | —— | |
| Investments In New Businesses | $73.84M-8.5% | $80.68M+52.4% | $52.96M+15.1% | $46M— | |
| Goodwill, Written off Related to Sale of Business Unit by Business | |||||
| Institutional Investors | $0— | —— | —— | —— | |
| Investment Advisors | $0— | —— | —— | —— | |
| Investment Managers | $0— | —— | —— | —— | |
| Investments in New Businesses | $1.71M— | —— | —— | —— | |
| Strategic initiatives & new business development by Business | |||||
| Institutional Investors | $13.04M-8.4% | $14.24M-2.2% | $14.57M-4.2% | $15.21M— | |
| Investment Advisors | $52.26M+7.7% | $48.53M-2.3% | $49.66M-9.1% | $54.61M— | |
| Investments In New Businesses | $16.99M-27.5% | $23.43M-14.0% | $27.23M+23.7% | $22.01M— | |
| Private Banks | $85.4M-0.3% | $85.66M-1.4% | $86.89M-9.9% | $96.48M— | |
| Technology services & infrastructure by Business | |||||
| Institutional Investors | $6.38M+6.4% | $6M+13.5% | $5.28M+1.7% | $5.2M— | |
| Investment Advisors | $35.57M+5.2% | $33.81M+8.2% | $31.25M+10.6% | $28.25M— | |
| Investments In New Businesses | $6.04M+9.1% | $5.53M+4.2% | $5.31M-7.8% | $5.75M— | |
| Private Banks | $114.21M+3.7% | $110.16M+4.2% | $105.7M+2.8% | $102.84M— | |
| Total Revenue by Product | |||||
| Account fees and other | $83.51M+12.3% | $74.39M+19.8% | $62.1M+10.8% | $56.03M+18.3% | |
| Investment management fees from investment management agreements | $466.54M+7.1% | $435.66M+4.4% | $417.37M-2.5% | $428.18M-6.5% | |
| Investment management fees from pooled investment products | $410.65M-1.7% | $417.76M+0.3% | $416.36M-6.9% | $447.28M-9.7% | |
| Investment operations fees | $858.91M+14.5% | $749.99M+21.0% | $619.89M+6.9% | $579.81M+7.4% | |
| Investment processing fees - PaaS | $330.97M+9.2% | $303.1M+18.7% | $255.25M+0.9% | $253.03M+13.5% | |
| Investment processing fees - SaaS | $114.34M-2.8% | $117.63M+0.2% | $117.46M-1.9% | $119.67M-7.2% | |
| Professional services fees | $32.47M+22.0% | $26.62M-15.2% | $31.38M-70.7% | $107.03M+319% | |
| Total Revenue by Geography | |||||
| Canada | $48.63M+5.0% | $46.32M+1.5% | $45.63M-5.8% | $48.42M-8.2% | |
| Ireland | $88.88M+28.2% | $69.33M+10.9% | $62.52M+3.6% | $60.37M-13.5% | |
| Luxembourg | $37.1M+23.2% | $30.11M+26.9% | $23.73M+40.5% | $16.9M— | |
| United Kingdom | $165.02M+1.4% | $162.74M+10.1% | $147.8M-35.2% | $227.91M+37.5% | |
| United States | $1.96B+7.8% | $1.82B+10.8% | $1.64B+0.2% | $1.64B+0.5% |
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.
