SEI Investments Company
Overview
SEI Investments Company is a global provider of technology and investment solutions for the financial services industry, offering asset management, investment processing, and investment operations to financial institutions, private banks, investment advisors, and institutional investors.
Investments
| Company | Date | Stage | Lead |
|---|---|---|---|
| Wealthie | Apr 2026 | Accelerator | Co-investor |
| Avantos | Feb 2026 | Series A | Co-investor |
| TIFIN | Feb 2024 | Strategic | Lead |
| Bud | Jun 2022 | Series B | - |
| Stanza Living | Apr 2021 | Series D | Co-investor |
Key People
Michael Beattie
Managing Director, President Advisors' Inner Circle Funds, Investment Manager Services Division
Randy Cusick
Managing Director And Client Portfolio Manager
Ashley Smith
Human Resource Partner
Christine Undorfer Bunton
Director Of Investor Servicing
Jason Ehrlich
Director - Investor Services At SEI
Jessica Romano
Investor Services Director
Rebecca Hettinger
Director AIFS Investor Services
Rob Bonanno
Investor Servicing Director
Robert Baker
Investor Services Director
Scott Masulis
Director Investor Services
Casey Gillespie
Client Portfolio Manager
Chris Keblusek
Portfolio Manager
Christopher Furlong
Portfolio Manager
David Aniloff
Portfolio Manager
David Zhang
Portfolio Manager
FIA George Tyrakis
Portfolio Manager
Sector & Stage Mix
Industry, funding stage, and valuation band breakdowns.
