List of SEI Wealth Platform Customers

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Logo Customer Industry Empl. Revenue Country Vendor Old Product New Product Category When SI
CIBC Private Wealth Management US Banking and Financial Services 800 $300M United States SEI Investments Company Legacy SEI Wealth Platform Asset and Wealth Management 2019 n/a
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Buyer Intent: Companies Evaluating SEI Wealth Platform

ARTW Buyer Intent uncovers actionable customer signals, identifying software buyers actively evaluating SEI Wealth Platform. Gain ongoing access to real-time prospects and uncover hidden opportunities. Companies Actively Evaluating SEI Wealth Platform for Asset and Wealth Management include:

  1. Bankers Trust, a United States based Banking and Financial Services organization with 565 Employees
  2. Eastern Bank, a United States based Banking and Financial Services company with 1998 Employees
  3. BlackRock, a United States based Banking and Financial Services organization with 21100 Employees

Discover Software Buyers actively Evaluating Enterprise Applications

Logo Company Industry Employees Revenue Country Evaluated
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FAQ - APPS RUN THE WORLD SEI Wealth Platform Coverage

SEI Wealth Platform is a Asset and Wealth Management solution from SEI Investments Company.

Companies worldwide use SEI Wealth Platform, from small firms to large enterprises across 21+ industries.

Organizations such as CIBC Private Wealth Management US are recorded users of SEI Wealth Platform for Asset and Wealth Management.

Companies using SEI Wealth Platform are most concentrated in Banking and Financial Services, with adoption spanning over 21 industries.

Companies using SEI Wealth Platform are most concentrated in United States, with adoption tracked across 195 countries worldwide. This global distribution highlights the popularity of SEI Wealth Platform across Americas, EMEA, and APAC.

Companies using SEI Wealth Platform range from small businesses with 0-100 employees - 0%, to mid-sized firms with 101-1,000 employees - 100%, large organizations with 1,001-10,000 employees - 0%, and global enterprises with 10,000+ employees - 0%.

Customers of SEI Wealth Platform include firms across all revenue levels — from $0-100M, to $101M-$1B, $1B-$10B, and $10B+ global corporations.

Contact APPS RUN THE WORLD to access the full verified SEI Wealth Platform customer database with detailed Firmographics such as industry, geography, revenue, and employee breakdowns as well as key decision makers in charge of Asset and Wealth Management.