How SEI Investments’ (SEIC) Venture Backing of Graphene Could Reshape Its Wealth Tech Ambitions

• On October 2, 2025, SEI Investments announced that its European arm partnered with U.K.-based Graphene and made a venture capital investment to empower Graphene's wealth management technology for advisers, family offices, and wealth managers.
• This move enables Graphene to offer clients flexible, institutional-grade infrastructure using the SEI Wealth PlatformSM, underscoring SEI’s continued emphasis on scalable and integrated technology for the financial services sector.
• We’ll examine how SEI’s support for Graphene’s technology adoption may influence the company's positioning in wealth management solutions.

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SEI Investments Investment Narrative Recap

For SEI Investments, believing in the company's long-term growth hinges on its ability to lead in financial technology, scale solutions, and consistently deliver value for clients across the wealth management spectrum. While the partnership with Graphene underscores SEI’s ongoing focus on scalable technology, this move does not materially alter the key short-term catalyst, which remains large client onboarding and accelerated platform adoption; risks around margin pressure and delayed conversions continue to warrant attention.

Among recent announcements, the September 2025 selection by Nephila Capital Ltd. to enhance its operational efficiency via SEI’s services is particularly relevant. This highlights SEI’s active push to win new institutional clients and build critical momentum behind its next cycle of platform adoption, a central driver of near-term business performance and a counterbalance to ongoing earnings pressure from growth investments.

But before focusing too closely on SEI’s innovation streak, it’s important to remember the real risk investors should be aware of is that much depends on onboarding new large clients as projected, and if conversion lags...

Read the full narrative on SEI Investments (it's free!)

SEI Investments' outlook anticipates $2.5 billion in revenue and $733.0 million in earnings by 2028. This scenario is based on a 4.8% annual revenue growth rate and an increase in earnings of $43.7 million from the current $689.3 million.

Uncover how SEI Investments' forecasts yield a $101.00 fair value, a 18% upside to its current price.

Exploring Other Perspectives

Simply Wall St Community members offered three distinct fair value estimates for SEI, from US$75 to US$101 per share. While views differ widely, margin pressures tied to technology investments and hiring ahead of realized sales could become more relevant if projected sales growth falters.

Explore 3 other fair value estimates on SEI Investments - why the stock might be worth as much as 18% more than the current price!

Build Your Own SEI Investments Narrative

Disagree with existing narratives? Create your own in under 3 minutes - extraordinary investment returns rarely come from following the herd.

• A great starting point for your SEI Investments research is our analysis highlighting 3 key rewards that could impact your investment decision.
• Our free SEI Investments research report provides a comprehensive fundamental analysis summarized in a single visual - the Snowflake - making it easy to evaluate SEI Investments' overall financial health at a glance.

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This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.

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