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SEI Announces Strategic Partnership with Zocks
SEI announced a strategic partnership with Zocks, an AI assistant built specifically for financial advisors, expanding its advisor services ecosystem of partners with a resource intended to help firms reduce administrative burdens, strengthen client engagement, and scale more efficiently. Zocks helps automate meeting preparation, meeting notes, client follow-up, CRM and planning updates, client onboarding, forms, and client intelligence workflows. The platform is designed to help advisors spend less time on administrative work and more time delivering personalized service and advice to clients. As part of the relationship, SEI and Zocks plan to collaborate on advisor education, thought leadership, webinars, adoption resources, and practice management programming to help firms identify high-value use cases and build confidence in AI-enabled workflows.
SEI Appoints Sneha Shah as New CEO
SEI appointed Sneha Shah…
SEI and Carlyle Enhance Partnership to Expand Private Market Access
SEI (SEIC) and global investment firm Carlyle (CG), announced an enhanced partnership, designed to expand access to institutional-quality private market capabilities across wealth and retirement channels, including through the development of new collaborative solutions. As demand for private markets continues to grow, investors and their advisors are seeking more streamlined and efficient ways to access a broader range of private market strategies within their portfolios. The strategic partnership builds on a multi-year relationship between Carlyle and SEI and brings together Carlyle's global private markets expertise, deep investment experience, and client-focused approach with SEI's capabilities across research, implementation, and client delivery. Together, the firms will aim to support the development of private market solutions for wealth and retirement investors including the design of model portfolios. The enhanced relationship will also include collaboration on private market strategies for the defined contribution market, reflecting SEI's leading position in the retirement services space.
SEI Reports Q1 Revenue of $622.18M, Beating Consensus
Reports Q1 revenue $622.18M, consensus $610.23M. "We began 2026 with a defining quarter for SEI, validating our strategy, execution, and the scalability of our operating model. We delivered strong earnings growth, meaningful margin expansion, and incredible sales results, driven by broad-based momentum across our core growth engines," said CEO Ryan Hicke. "Client demand for outsourcing, technology and administrative excellence, and professional services continues to accelerate. Additionally, evidence of progress in asset management is building, and our ongoing investment in AI and automation is strengthening the foundation of a more nimble, innovative, scalable, and resilient enterprise. We believe SEI is well positioned to deliver sustained value for our clients, employees, and shareholders."
Pravati Capital Partners with SEI for Litigation Finance
Pravati Capital announced a strategic partnership with SEI to offer litigation finance as an alternative investment opportunity through SEI Access, an enhanced, end-to-end alternatives platform and product marketplace designed for registered investment advisors and wealth managers. By joining SEI's platform, Pravati's litigation finance strategies will be available to financial advisors through a more efficient, integrated experience - enabling them to evaluate, access and manage exposure to alternative investments. The collaboration aligns with Pravati's mission to modernize access to litigation finance while supporting advisors seeking differentiated alternatives beyond traditional assets tied to broader market performance.
This page is for research only and is not investment advice. Models can be wrong. Past performance does not guarantee future results.