Skip to content

SEI Investments SEIC Private Banks — Sales, marketing & client service

Other segment segments

Investment Advisors
$18.31M+99.1%
Institutional Investors
$8.46M-12.4%
Investments In New Businesses
$2.34M-52.5%

Similar metrics at other companies

SouthState logo
SSBGeneral Banking Unit — Business Development
$11.36M+74.5%
Jefferies Financial Group logo
JEFInvestment Banking and Capital Markets — Business development
$70.3M+19.8%
Webster Financial Corporation logo
WBSConsumer Banking — Marketing
$1.36M-31.6%
Fifth Third Bank logo
FITBCommercial Banking — Marketing expense
$1M0.0%
Webster Financial Corporation logo
WBSCommercial Banking — Marketing
$0
Fifth Third Bank logo
FITBConsumer and Small Business Banking — Marketing expense
$33M+73.7%

Other financials

Income statement

See full
Revenue$622.2M+12.8%
Operating income$189.5M+20.6%
Net income$174.5M+15.2%
EPS (diluted)$1.40+19.7%

Balance sheet

See full
Cash & equivalents$363.1M-48.9%
Total debt$69.5M+145%
Total equity$2.5B+8.5%
Total assets$396.9M-84.5%

Cash flow

See full
Operating cash flow$221.6M+51.3%
CapEx$6.4M-26.0%
Free cash flow$215.2M+56.1%

Valuation

See full
Market cap$10.76B-2.7%
Enterprise value$10.46B+1.4%
P/E14.6×-3.8×
P/S4.5×-0.6×

Profitability

See full
Operating margin27.9%+0.9pp
Net margin31.2%+3.4pp
FCF margin28%-1.1pp

Returns & leverage

See full
Return on equity31.4%+4.7pp
Debt / equity0.0×
Current ratio4.5×-1.1×

Where this comes from

Reported directly by SEI Investments in its filing.

Tagged under the XBRL concept us-gaap:SellingAndMarketingExpense.

The official record: SEI Investments’s 10-Q, filed April 27, 2026, on SEC EDGAR. View the filing →

Ask your AI about SEI Investments's private banks — sales, marketing & client service.

Connect your AI assistant and compare segments, right in your chat.

Connect your AI
Harbor at dusk
Claude

Questions, answered.

What is SEI Investments's private banks — sales, marketing & client service?
SEI Investments (SEIC) reported private banks — sales, marketing & client service of $10.82M in Q1 2026.
How has SEI Investments's private banks — sales, marketing & client service changed year-over-year?
SEI Investments's private banks — sales, marketing & client service increased by 21.5% year-over-year, from $8.91M to $10.82M.
What is the long-term trend for SEI Investments's private banks — sales, marketing & client service?
Over 3 years (2022 to 2025), SEI Investments's private banks — sales, marketing & client service has grown at a -6.4% compound annual growth rate (CAGR), from $49.45M to $40.59M.
What does private banks — sales, marketing & client service mean?
The total spending on sales, marketing, and client relationship management for the Private Banks segment.
How do you interpret private banks — sales, marketing & client service?
Higher spending may signal an aggressive growth strategy, whereas lower spending might indicate a focus on margin preservation or market saturation.
How does private banks — sales, marketing & client service compare across companies?
Comparable to selling, general, and administrative (SG&A) expenses specifically allocated to sales and marketing functions.