SEI Private Trust Co

1 Freedom Valley Dr
Oaks, PA 19456

SEI Private Trust Co, based in Oaks, PA, is a leading provider of enterprise platform solutions for wealth management, offering innovative technology solutions to address complex business challenges. With a focus on operational excellence through business process outsourcing and data management, SEI helps clients improve efficiency and performance in asset management, connecting investors to achieve their financial goals and make confident decisions.

With $1.4 trillion in assets under management and over 5,000 employees globally, SEI serves a diverse range of clients including RIAs, independent broker-dealer advisors, wealth and asset managers, banks, institutional investors, and families. Through their commitment to building brave futures and delivering technology and investment solutions, SEI empowers clients to power growth, make informed decisions, and protect their financial futures.

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