SEI Launches Alternative Investment Product Marketplace, Expands Access to Private Markets
SEI (NASDAQ:SEIC) has launched its alternative investment product marketplace through SEI Access, a platform providing comprehensive investment solutions for wealth managers and financial advisors. The platform offers broader access to alternative investments across various asset classes and fund managers, including new additions like Constitution Capital Partners, Golub, and others.
The marketplace features a digital interface with educational tools, integrated subscription processing, and expanded distribution opportunities. As of December 31, 2024, SEI Access supports over 250 wealth management firms and 165 fund managers, providing access to approximately 300 alternative investment funds. The platform has processed about $4.9 billion in alternatives transactions with more than 22,500 subscriptions.
This launch builds upon SEI's private markets expertise and the acquisition of Altigo, enhancing their subscription automation technology. The company recently acquired LifeYield, aiming to deliver automated unified managed household capabilities.
SEI (NASDAQ:SEIC) ha lanciato il suo marketplace per prodotti di investimento alternativi tramite SEI Access, una piattaforma che offre soluzioni di investimento complete per gestori patrimoniali e consulenti finanziari. La piattaforma fornisce un accesso più ampio a investimenti alternativi in diverse classi di attivi e gestori di fondi, inclusi nuovi ingressi come Constitution Capital Partners, Golub e altri.
Il marketplace presenta un'interfaccia digitale con strumenti educativi, elaborazione integrata delle iscrizioni e opportunità di distribuzione ampliate. A partire dal 31 dicembre 2024, SEI Access supporta oltre 250 aziende di gestione patrimoniale e 165 gestori di fondi, offrendo accesso a circa 300 fondi di investimento alternativi. La piattaforma ha elaborato circa 4,9 miliardi di dollari in transazioni alternative con oltre 22.500 iscrizioni.
Questo lancio si basa sull'esperienza di SEI nei mercati privati e sull'acquisizione di Altigo, migliorando la loro tecnologia di automazione delle iscrizioni. L'azienda ha recentemente acquisito LifeYield, con l'obiettivo di offrire capacità automatizzate di gestione unificata delle famiglie.
SEI (NASDAQ:SEIC) ha lanzado su mercado de productos de inversión alternativa a través de SEI Access, una plataforma que ofrece soluciones de inversión integrales para gestores de patrimonio y asesores financieros. La plataforma proporciona un acceso más amplio a inversiones alternativas en diversas clases de activos y gestores de fondos, incluidos nuevos participantes como Constitution Capital Partners, Golub y otros.
El mercado cuenta con una interfaz digital con herramientas educativas, procesamiento de suscripciones integrado y oportunidades de distribución ampliadas. A partir del 31 de diciembre de 2024, SEI Access apoya a más de 250 empresas de gestión de patrimonio y 165 gestores de fondos, brindando acceso a aproximadamente 300 fondos de inversión alternativa. La plataforma ha procesado alrededor de 4.9 mil millones de dólares en transacciones alternativas con más de 22,500 suscripciones.
Este lanzamiento se basa en la experiencia de SEI en mercados privados y en la adquisición de Altigo, mejorando su tecnología de automatización de suscripciones. La empresa adquirió recientemente LifeYield, con el objetivo de ofrecer capacidades de gestión unificada automatizada de hogares.
SEI (NASDAQ:SEIC)는 SEI Access를 통해 대체 투자 상품 시장을 출시했습니다. 이 플랫폼은 자산 관리자와 재정 고문을 위한 포괄적인 투자 솔루션을 제공합니다. 이 플랫폼은 Constitution Capital Partners, Golub 등과 같은 새로운 추가 항목을 포함하여 다양한 자산 클래스와 펀드 관리자에 대한 대체 투자에 더 넓은 접근을 제공합니다.
이 시장은 교육 도구, 통합 구독 처리 및 확장된 배급 기회를 갖춘 디지털 인터페이스를 특징으로 합니다. 2024년 12월 31일 기준으로 SEI Access는 250개 이상의 자산 관리 회사와 165명의 펀드 관리자를 지원하며, 약 300개의 대체 투자 펀드에 대한 접근을 제공합니다. 이 플랫폼은 49억 달러의 대체 거래를 처리했으며 22,500건 이상의 구독이 있습니다.
이번 출시는 SEI의 사모 시장 전문성과 Altigo의 인수를 기반으로 하여 구독 자동화 기술을 향상시킵니다. 이 회사는 최근 LifeYield를 인수하여 자동화된 통합 관리 가정 기능을 제공할 계획입니다.
SEI (NASDAQ:SEIC) a lancé son marché de produits d'investissement alternatifs via SEI Access, une plateforme offrant des solutions d'investissement complètes pour les gestionnaires de patrimoine et les conseillers financiers. La plateforme permet un accès élargi aux investissements alternatifs dans diverses classes d'actifs et gestionnaires de fonds, y compris de nouveaux entrants tels que Constitution Capital Partners, Golub et d'autres.
Le marché dispose d'une interface numérique avec des outils éducatifs, un traitement des abonnements intégré et des opportunités de distribution élargies. Au 31 décembre 2024, SEI Access soutient plus de 250 entreprises de gestion de patrimoine et 165 gestionnaires de fonds, offrant un accès à environ 300 fonds d'investissement alternatifs. La plateforme a traité environ 4,9 milliards de dollars en transactions alternatives avec plus de 22 500 abonnements.
Ce lancement s'appuie sur l'expertise de SEI dans les marchés privés et sur l'acquisition d'Altigo, améliorant leur technologie d'automatisation des abonnements. L'entreprise a récemment acquis LifeYield, visant à offrir des capacités de gestion de foyer unifiées et automatisées.
SEI (NASDAQ:SEIC) hat seinen Marktplatz für alternative Anlageprodukte über SEI Access gestartet, eine Plattform, die umfassende Anlagelösungen für Vermögensverwalter und Finanzberater bietet. Die Plattform ermöglicht einen breiteren Zugang zu alternativen Anlagen über verschiedene Anlageklassen und Fondsmanager, einschließlich neuer Anbieter wie Constitution Capital Partners, Golub und andere.
Der Marktplatz verfügt über eine digitale Schnittstelle mit Bildungstools, integriertem Abonnementprozess und erweiterten Vertriebsmöglichkeiten. Zum 31. Dezember 2024 unterstützt SEI Access über 250 Vermögensverwaltungsfirmen und 165 Fondsmanager und bietet Zugang zu etwa 300 alternativen Investmentfonds. Die Plattform hat etwa 4,9 Milliarden Dollar an alternativen Transaktionen mit mehr als 22.500 Abonnements verarbeitet.
Dieser Start basiert auf SEIs Expertise im Bereich private Märkte und der Übernahme von Altigo, die ihre Abonnementautomatisierungstechnologie verbessert. Das Unternehmen hat kürzlich LifeYield übernommen, um automatisierte, einheitliche Haushaltsmanagement-Funktionen anzubieten.
- Platform processes $4.9B in alternatives transactions
- Network of 250+ wealth management firms and 165 fund managers
- Access to 300 alternative investment funds
- Strategic acquisition of LifeYield enhancing capabilities
- None.
Insights
SEI's launch of its alternative investment marketplace represents a strategic evolution of their business model, positioning them as an infrastructure player in the rapidly growing alternatives space. The SEI Access platform addresses several critical friction points that have historically wider adoption of alternative investments: complex paperwork, operational inefficiencies, and distribution channels.
What's particularly compelling is SEI's end-to-end approach that combines discovery, education, transaction processing, and post-investment management in a unified platform. This creates a potential two-sided network effect – as more advisors join, more fund managers will want distribution through the platform, attracting even more advisors, and so on.
The
The strategic acquisitions of Altigo (subscription automation) and LifeYield (household-level portfolio optimization) reveal a coherent technology strategy. By combining alternatives access with unified managed household capabilities, SEI is positioning to capture value across the entire advisor technology stack rather than just executing transactions.
The timing of SEI's marketplace launch aligns perfectly with structural shifts in wealth management. With private markets outperforming public markets over most timeframes, advisor demand for alternatives access has intensified dramatically. What's been missing is technology infrastructure to make alternatives operationally feasible for most advisory practices.
This launch establishes SEI as an alternatives ecosystem at scale, with 165 fund managers and 300 investment funds already on the platform. The recent addition of institutional-quality managers like StepStone Group, Neuberger Berman, and Golub significantly elevates the platform's credibility and investment opportunity set.
Most alternatives platforms focus exclusively on transaction efficiency, but SEI's integration of educational tools addresses another critical barrier – advisor knowledge gaps. By providing consistent, comparable fund attributes, SEI enables advisors to conduct due diligence more effectively, potentially accelerating adoption rates.
What's most significant is SEI's potential to expand the addressable market for alternatives. While institutional investors have
The platform's 22,500+ subscriptions demonstrates that SEI has already solved for the initial adoption hurdle. If they can maintain this momentum, SEI Access could become a significant growth driver for the company.
SEI Access to Offer Wealth Managers and Advisors a Digital, Public Market Experience for Private Markets
As the investor demand for personalization and investment choice soars, advisors, wealth managers, and fund managers continue to focus on alternative investments. SEI Access' advisor-centric approach offers wider access to alternative investment products across a variety of asset classes and fund managers, including recent additions Constitution Capital Partners, Golub, Neuberger Berman, OpenVC, StepStone Group (Nasdaq: STEP), and Tall Trees Capital Management, as well as long-time subscription automation technology clients Cantor Fitzgerald, Capital Square, and InvestX.
A true end-to-end solution, SEI Access features:
- An intuitively designed digital marketplace and education forum, where advisors can evaluate funds and make informed decisions using consistent, easy-to-compare fund attributes
- Integrated subscription processing capabilities, enabling execution and investment management directly from the marketplace using the platform's smart workflow that combines electronic subscription documents, proprietary firm paperwork, custodian forms, and e-signature tools to help ensure fast and accurate transaction processing
- Value for fund managers with expanded distribution opportunities—as a top-five administrator of
U.S. private assets1—across a wide network of independent wealth managers, accelerated subscription-to-funding via paperless processing, and simplified workflows to increase adoption and engagement among advisors
Kevin Crowe, Senior Vice President and Head of SEI Access, said:
"Access to alternative investment products remains largely exclusive to institutions and high-net-worth investors—and challenges with disclosures, fee structures, valuations, reporting, and manual processes persist. SEI Access not only provides automated processing power, but it will deliver wider access to in-demand alternative investments, increased transparency, and robust educational tools to help advisors make confident, personalized financial decisions that align with their clients' wealth goals.
"The breadth of SEI's capabilities across technology, operations, and asset management—coupled with the breadth of the markets we serve—enables us to connect the industry in ways that others cannot. The introduction of SEI Access further underpins SEI as a premier alternatives ecosystem."
SEI Access builds upon SEI's deep private markets expertise and acquisition of Altigo, a subscription automation technology that powers native transaction processing. The company is committed to making strategic investments in innovative technologies that provide clients enhanced capabilities and solutions that drive growth. SEI reinforced this commitment with its recent announcement of the acquisition of LifeYield, positioning the company to be the first in the industry to deliver real-time, automated unified managed household (UMH) capabilities in a cost-effective, fully bundled overlay solution.
As of Dec. 31, 2024, SEI Access supports more than 250 wealth management firms and 165 fund managers, providing access to approximately 300 alternative investment funds. With more than 22,500 subscriptions, the platform has processed approximately
1AUA rankings based on Convergence "Administrator Market Segment by Fund Assets" data as of Nov. 30, 2024.
About SEI®
SEI (NASDAQ:SEIC) delivers technology and investment solutions that connect the financial services industry. With capabilities across investment processing, operations, and asset management, SEI works with corporations, financial institutions and professionals, and ultra-high-net-worth families to help drive growth, make confident decisions, and protect futures. As of Dec. 31, 2024, SEI manages, advises, or administers approximately
About SEI AccessTM
SEI AccessTM is an end-to-end alternatives platform designed to improve the product selection and investment experience for registered investment advisors, broker-dealers, and their clients. Alternative investment fund managers use the end-to-end service to access a wider distribution network and manage the subscription process more easily. The platform's smart workflow combines electronic subscription documents, proprietary firm paperwork, custodian forms, and e-signature capabilities to help ensure fast and accurate transaction processing. As of Dec. 31, 2024, SEI Access has processed more than
Forward-looking statements
This release contains forward-looking statements within the meaning or the rules and regulations of the Securities and Exchange Commission. In some cases, you can identify forward-looking statements by terminology, such as "may," "will," "expect," "believe" and "continue" or "appear." Our forward-looking statements include our current expectations as to:
- the demand for and focus on alternative investment products, and
- the benefits and/or advantages of our products and services.
You should not place undue reliance on our forward-looking statements, as they are based on the current beliefs and expectations of our management and subject to significant risks and uncertainties, many of which are beyond our control or are subject to change. Although we believe the assumptions upon which we base our forward-looking statements are reasonable, they could be inaccurate. Some of the risks and important factors that could cause actual results to differ from those described in our forward-looking statements can be found in the "Risk Factors" section of our Annual Report on Form 10-K for the year ended Dec. 31, 2024, filed with the Securities and Exchange Commission.
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SOURCE SEI Investments Company
FAQ
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