Accessibility StatementSkip Navigation SEI Introduces Streamlined Implementation Model and Scalable Platform for Community Banks and Trust Companies OAKS, Pa., Oct. 29, 2025 /PRNewswire/ -- SEI (NASDAQ:SEIC) today announced that Clermont Trust USA, an independent trust company serving family offices and high-net-worth individuals globally, is live on the SEI Wealth Platform (SWP), leveraging an optimized configuration of SWP and a streamlined implementation model designed for regional and community banks a ...

Q3 2025 Earnings Presentation Q3 2025 SEI Earnings Presentation Safe Harbor Statement This presentation 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," "remain" and "continue" or "appear." Our forward-looking statements include our current expectations as to: You should not place undue reliance on our forward-look ...