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SEI Investments SEIC Private Banks — Sales, marketing & client service
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Where this comes from
Reported directly by SEI Investments in its filing.
Tagged under the XBRL concept us-gaap:SellingAndMarketingExpense.
The source filing: SEI Investments’s 10-Q, filed July 27, 2026.
- Filed
- Jul 27, 2026, 3:00 PM EDT
- Fiscal quarter
- Q2 FY2026
- Calendar quarter
- Q2 2026
- Accession
- 0000350894-26-000048
| Line item | Investment Managers | Private Banks | Investment Advisors | Institutional Investors | Investments In New Businesses | Total |
|---|---|---|---|---|---|---|
| Total revenue | $227,679 | $156,879 | $177,897 | $69,702 | $9,460 | $641,617 |
| Less: | ||||||
| Operations & services | 96,643 | 57,113 | 50,833 | 20,747 | 2,515 | 227,851 |
| Sales, marketing & client service | 11,363 | 12,488 | 20,409 | 9,391 | 2,597 | 56,248 |
| Technology services & infrastructure | 13,578 | 30,544 | 8,828 | 1,561 | 1,333 | 55,844 |
| Strategic initiatives & new business development | 11,339 | 20,387 | 19,809 | 3,668 | 2,966 | 58,169 |
| Other segment expenses (1) | 3,155 | 4,688 | 1,987 | 1,459 | 628 | 11,917 |
| Total segment expenses | 136,078 | 125,220 | 101,866 | 36,826 | 10,039 | 410,029 |
Item 1. Financial Statements.
FAQ
- What is SEI Investments's private banks — sales, marketing & client service?
- SEI Investments (SEIC) reported private banks — sales, marketing & client service of $12.49M in Q2 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 23.4% year-over-year, from $10.12M to $12.49M.
- 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?
- Includes all expenditures related to acquiring new clients, maintaining existing relationships, and promoting the Private Banks segment's service offerings. This reflects the company's investment in business development and client retention efforts.
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