SEI (NASDAQ:SEIC) is a global provider of outsourced asset management, investment processing and investment operations solutions. The company's innovative solutions help corporations, financial institutions, financial advisors, and affluent families create and manage wealth. As of September 30, 2009, through its subsidiaries and partnerships in which the company has an interest, SEI administers $383 billion in mutual fund and pooled assets aims to manage $156 billion in assets. SEI aims to serve clients, conducts or is registered to conduct business and/or operations, from numerous offices worldwide.

CapIntel delivers an investment sales platform. The platform allows financial advisors to compare investments, build proposals, and better manage the sales process. It was founded in 2017 and is based in Toronto, Canada.

OneVest provides a wealth-as-a-service platform. The company offers solutions such as client management, portfolio management, compliance management, and more. The company was founded in 2021 and is based in Calgary, Canada.

Vise is an asset management platform. It uses artificial intelligence to help financial advisors build, manage, and explain personalized portfolios for their clients. The company was formerly known as Artificial Intelligence Labs. It was founded in 2016 and is based in New York, New York.

Advisor360 is a wealth technology company providing a financial advisory platform capable of CRM, performance reporting, financial planning, trading, model management and rebalancing, operations and workflow, analytics, and document imaging.

Visible Capital develops technology that helps clients of intermediaries, such as wealth managers, pension providers, and IFAs, provide their advisers with controlled access to their financial data. Visible Capital uses PSD2/open banking data to automate the collection of information required to onboard customers in the wealth sector.