Strategic Partnership Between SEI and Graphene: Enhancing Wealth Management Infrastructure

SEI Partners with Graphene to Elevate Wealth Management Infrastructure

On October 2, 2025, SEI® (NASDAQ: SEIC) officially announced an exciting new partnership with Graphene, a prominent Infrastructure-as-a-Service provider based in the U.K. This strategic alliance has been designed to significantly enrich the services offered to wealth managers, family offices, and independent financial advisers through the SEI Wealth Platform™. This innovative collaboration also includes a strategic investment from SEI Ventures Inc., which aims to bolster Graphene's capabilities in the U.K. wealth management landscape.

Graphene is set to harness the power of the SEI Wealth Platform to deliver a robust, fully integrated wealth management infrastructure. This upgrade will empower firms of any size to utilize institutional-grade operations and technology effectively. The new arrangement not only allows participants to manage their own data-driven platforms but also promises a much faster onboarding experience, minimizing the typical delays associated with integrating such complex systems.

Comments from Leadership

Jim London, the CEO of SEI Investments (Europe) Limited, expressed enthusiasm regarding this partnership. "We are excited to partner with Graphene to provide their clients seamless access to SEI's comprehensive suite of integrated technology, operations, and data solutions. By combining our platform capabilities with Graphene's secure digital infrastructure, we are empowering wealth managers of all sizes with a strong operational foundation that allows them to remain focused on developing innovative strategies that drive growth and enhance customer outcomes," he stated.

In tandem, Kevin Mitchell, Co-Founder and CEO of Graphene, emphasized the innovative approach of their services. "Most independent wealth managers operate on platforms they don't control, limiting their ability to scale, differentiate, or capture the full economic value of their businesses. Graphene exists to change that. Our embedded infrastructure model gives firms true ownership of their technology and platform experience—without the complexity, cost, or risk of building and maintaining it themselves,” he explained. "Working strategically with SEI adds the scale and depth to move faster and give our firms access to institutional-grade services that materially enhance their overall proposition. Together, we're enabling independent firms to deliver stronger outcomes for clients while building more scalable and sustainable businesses."

SEI Ventures and Future Vision

In addition to solidifying this strategic partnership, SEI Ventures Inc., which is based in the U.S., made a key investment in Graphene. SEI Ventures focuses on identifying and creating sustainable growth opportunities, particularly through investments that explore the emerging frontiers of wealth management and its effects on the industry.

Alex Cochand, Director of the SEI Venture Studio, mentioned the growing complexities within wealth management and the fintech industry. "As wealth management demands increasingly grow complex and the fintech landscape accelerates its exploration of frontier technologies, we're making strategic investments in companies that are pushing the boundaries of what's possible. As we imagine new growth engines for SEI, Graphene unlocks access to a different part of the market and data-driven solutions that enable wealth managers and advisers to compete and thrive,” he said.

About SEI

Established as a leading global provider of financial technology, operations, and asset management services, SEI has been a cornerstone of innovation in the financial services industry. As of June 30, 2025, the company managed, advised, or administered approximately $1.7 trillion in assets. SEI's tailored solutions are designed to assist clients in deploying their resources—be it capital, time, or talent—effectively, allowing them to better serve their client base while reaching their growth and operational objectives.

With this strategic collaboration between SEI and Graphene, the landscape of wealth management technology is set to evolve, equipping financial professionals with the tools necessary to compete in a dynamic market.