List of SEI Wealth Platform Customers
Oaks, 19456, PA,
United States
Since 2010, our global team of researchers has been studying SEI Wealth Platform customers around the world, aggregating massive amounts of data points that form the basis of our forecast assumptions and perhaps the rise and fall of certain vendors and their products on a quarterly basis.
Each quarter our research team identifies companies that have purchased SEI Wealth Platform for Asset and Wealth Management from public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources, including the customer size, industry, location, implementation status, partner involvement, LOB Key Stakeholders and related IT decision-makers contact details.
Companies using SEI Wealth Platform for Asset and Wealth Management include: MassMutual, a United States based Insurance organisation with 11000 employees and revenues of $10.70 billion, Regions Bank, a United States based Banking and Financial Services organisation with 19969 employees and revenues of $7.53 billion, Webster Bank, a United States based Banking and Financial Services organisation with 4297 employees and revenues of $2.58 billion, CIBC Private Wealth Management US, a United States based Banking and Financial Services organisation with 800 employees and revenues of $300.0 million and many others.
Contact us if you need a completed and verified list of companies using SEI Wealth Platform, including the breakdown by industry (21 Verticals), Geography (Region, Country, State, City), Company Size (Revenue, Employees, Asset) and related IT Decision Makers, Key Stakeholders, business and technology executives responsible for the software purchases.
The SEI Wealth Platform customer wins are being incorporated in our Enterprise Applications Buyer Insight and Technographics Customer Database which has over 100 data fields that detail company usage of software systems and their digital transformation initiatives. Apps Run The World wants to become your No. 1 technographic data source!
Apply Filters For Customers
| Logo | Customer | Industry | Empl. | Revenue | Country | Vendor | Application | Category | When | SI | Insight |
|---|---|---|---|---|---|---|---|---|---|---|---|
 |
CIBC Private Wealth Management US | Banking and Financial Services | 800 | $300M | United States | SEI Investments Company | SEI Wealth Platform | Asset and Wealth Management | 2019 | n/a |
In 2019 CIBC Private Wealth Management US implemented SEI Wealth Platform as its Asset and Wealth Management system to support front to back wealth servicing for high net worth and ultra high net worth clients with account sizes from one million to twenty million. The SEI Wealth Platform is positioned to centralize client onboarding, account administration, trading workflows and performance reporting, aligning the application directly with wealth management and client service functions.
Configuration focused on standardizing new account onboarding and account funding workflows, including cost basis input, account opening and delink procedures, beneficiary and title changes, charitable gift processing and daily money movement. Functional capabilities implemented include account maintenance, trade placement and review, standing letter of authorization setup, fee reporting, holdings and balance reconciliation, and performance report generation to support Relationship Managers and Client Service staff.
The deployment integrated the SEI Wealth Platform with front office and operations touchpoints that are explicitly in use at CIBC Private Wealth Management US, including CRM systems Salesforce and Tichino, reporting engines APX Temenos and Black Diamond, Trust Desk wealth tooling, and custody connectivity to TD Ameritrade Schwab and Fidelity. Operational coverage extended across Relationship Management Client Service Managers custodial partners and the operations department with execution and reconciliation flows moving through those connected systems.
Governance and process changes were implemented to formalize RM to operations handoffs and to route client inquiries through centralized service channels via mail email and phone, with explicit SLAs for daily transaction processing and problem resolution. Training and documentation were incorporated into the rollout to support account servicing tasks such as preparing client meeting materials expense reporting and mentoring less experienced staff, embedding the SEI Wealth Platform into ongoing wealth servicing workflows.
|
 |
MassMutual | Insurance | 11000 | $10.7B | United States | SEI Investments Company | SEI Wealth Platform | Asset and Wealth Management | 2016 | n/a |
In 2016, MassMutual Trust implemented the SEI Wealth Platform to modernize its private banking and trust services and to leverage SEI Investments Company's integrated wealth management infrastructure in the United States. The deployment targeted MassMutual Trust operations and centered on the Asset and Wealth Management application footprint for trust and private banking business functions.
The implementation included SEI Wealth Platform Client Acquisition Services, an Advisor Desktop Experience, and an operational outsourcing arrangement, reflecting module-level adoption announced by SEI. The Advisor Desktop Experience centralized advisor-facing workflows and client data views, while Client Acquisition Services supported account opening and onboarding workflows consistent with Asset and Wealth Management functional patterns.
Operational outsourcing moved selected back-office processing into SEI's managed service layer, aligning custody, recordkeeping, and transaction processing flows with SEI Wealth Platform operational processes as described in the announcement. The SEI Wealth Platform became the central platform for client lifecycle management, advisor interaction, and outsourced operations across MassMutual Trust's private banking and trust lines in the United States.
Governance changes emphasized vendor-managed operations and consolidation of advisor tooling under the SEI Wealth Platform, requiring vendor governance structures, service level agreements, and a coordinated rollout across trust operations. The SEI Wealth Platform served as the core Asset and Wealth Management system for these business functions within MassMutual Trust.
|
 |
Regions Bank | Banking and Financial Services | 19969 | $7.5B | United States | SEI Investments Company | SEI Wealth Platform | Asset and Wealth Management | 2016 | n/a |
In 2016 Regions Bank began an 18 month conversion to the SEI Wealth Platform to centralize its private wealth, asset management, and institutional services within the Asset and Wealth Management category. The program targeted unification of front, middle, and back office functions across the United States, aligning operational processes for wealth and institutional services under a single platform.
The implementation delivered front office, trust accounting, and securities processing capabilities as components of the SEI Wealth Platform and followed a phased conversion schedule that went live October 2, 2017 in the United States. The rollout consolidated trust accounting and securities processing workflows, restructured operational handoffs between front, middle, and back office teams, and was intended to improve operational efficiency and client experience.
|
 |
|
Banking and Financial Services | 4297 | $2.6B | United States | SEI Investments Company | SEI Wealth Platform | Asset and Wealth Management | 2016 | n/a |
|
Buyer Intent: Companies Evaluating SEI Wealth Platform
- Philtrust Bank, a Philippines based Banking and Financial Services organization with 902 Employees
- Artemis Fund Managers, a United Kingdom based Banking and Financial Services company with 300 Employees
- Bankers Trust, a United States based Banking and Financial Services organization with 565 Employees
Discover Software Buyers actively Evaluating Enterprise Applications
| Logo | Company | Industry | Employees | Revenue | Country | Evaluated | ||
|---|---|---|---|---|---|---|---|---|
| No data found | ||||||||