SEI Investments competitors, on the record
The companies SEI Investments itself names as competitors in its annual reports, 2023 to 2025, each with the sentence it appears in and the filing it came from.
Who SEI Investments names
| Company | Named in |
|---|---|
| Aon Hewitt | 2025 |
| Avaloq | 2025 |
| BlackRock | 2025 |
| BNY Mellon | 2025 |
| Charles Schwab & Co., Inc. | 2025 |
| Citco | 2025 |
| Envestnet | 2025 |
| Fi-Tek | 2025 |
| Fidelity Investments | 2025 |
| Fidelity National Information Services, Inc. (FIS) | 2025 |
| FNZ UK Ltd. | 2025 |
| Goldman Sachs | 2025 |
| LPL Financial | 2025 |
| Mercer | 2025 |
| Northern Trust | 2025 |
| Orion | 2025 |
| SS&C Innovest | 2025 |
| SS&C Technologies | 2025 |
| State Street | 2025 |
| Willis Towers Watson | 2025 |
In its own words
Aon Hewitt, Goldman Sachs, Mercer, Willis Towers Watson
Word for word“Competitors for OCIO services at larger institutional investors may include global advisory firms offering fiduciary consulting and management services, such as Mercer, Aon Hewitt and Willis Towers Watson, as well as asset management firms like BlackRock and Goldman Sachs.” 10-K for 2025
Avaloq, Fi-Tek, Fidelity National Information Services, Inc. (FIS), FNZ UK Ltd., SS&C Innovest
Word for word“Our competitors include in-house information technology organizations, as well as wealth management technology service providers such as Fidelity National Information Services, Inc. (FIS), Fi-Tek, SS&C Innovest, FNZ UK Ltd. and Avaloq.” 10-K for 2025
BlackRock, LPL Financial
Word for word“Competitors for our asset management services may include in-house investment teams and global asset management firms, such as LPL Financial and BlackRock.” 10-K for 2025
BNY Mellon, Citco, Northern Trust, SS&C Technologies, State Street
Word for word“They include SS&C Technologies, State Street, BNY Mellon, Northern Trust, and Citco.” 10-K for 2025
Charles Schwab & Co., Inc., Envestnet, Fidelity Investments, Orion
Word for word“Principal competitors include investment advisory platform providers, such as Envestnet and Orion, as well as diversified firms that focus on custody operations, such as Charles Schwab & Co., Inc., and Fidelity Investments.” 10-K for 2025
Read from SEI Investments’s annual reports (10-K for 2025, 10-K for 2024, 10-K for 2023) and the financial data it files with the SEC, as of 2026-02-23. Every quotation is word for word from the filing linked beside it; how these pages are built and checked. The full record is in its company data sheet.