SEI Private Wealth Management
SEI is a financial services company founded in 1968 that delivers technology and investment solutions to corporations, financial institutions, professionals and ultra-high-net-worth families. The company manages is a dvises, or administers approximately $1.5 trillion in assets globally from its headquarters in Oaks, Pennsylvania and additional locations in the United States, Canada, Europe and India. Industries it has a preference for include: Diversified/Conglomerates, Aerospace, Agribusiness, Automobiles; Other Vehicles & Parts, Biotechnology, Business Services, Construction, Consumer Discretionary, Consumer Products (CPG; FMCG), Consumer Services, Defence, Education/Training, Energy & Utilities, Environmental Services, Insurance, Financial Services, Food & Beverage, Forestry & Timber, Hardware, Healthcare, Healthcare Specialist, Real Estate Operations, Industrial Machinery, Industrials, IT Services, Information Technology, Software / Internet, Logistics & Distribution, Marketing/Advertising, Manufacturing, Media (Text; Video; Audio), Medical Devices & Equipment, Mining, Oil & Gas, HR & Recruitment, Packaging, Pharmaceuticals, Power & Utilities, Raw Materials & Natural Resources, Renewable Energy, Retail, Telecoms & Data , Telecoms & Media, Transportation Services, Travel & Leisure Verticals it has a preference for include: Artificial Intelligence (AI) / Machine Learning, CleanTech, Cloud Computing, FinTech, SaaS. It's preferred route(s) to market include: Primary Funds and Secondary Funds. First time funds may be considered.