TIFIN Partners with SEI to Launch Donor-Advised Fund Platform
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Jan 29 2026
0mins
Should l Buy SEIC?
Source: Newsfilter
- Strategic Partnership: TIFIN Give has partnered with SEI to launch a white-labeled donor-advised fund solution aimed at helping banks and wealth clients drive growth through modern philanthropy, which is expected to enhance client loyalty and asset retention.
- Platform Benefits: The platform combines a branded donor experience with comprehensive administration and investment flexibility, enabling banks to launch proprietary charitable funds within their ecosystem, streamlining clients' donation processes and reporting workflows.
- Market Demand: Many banks and trust organizations have seen charitable assets migrate to large national providers due to the absence of modern in-house DAF offerings; this partnership addresses that market gap, helping banks retain assets and attract the next generation of clients.
- Technology-Driven: The TIFIN Give platform offers a fully digital, intuitive user experience designed to reduce operational friction and enhance client experience, supporting bank and trust clients in integrating charitable planning into their overall wealth management strategies.
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Analyst Views on SEIC
Wall Street analysts forecast SEIC stock price to rise
5 Analyst Rating
4 Buy
1 Hold
0 Sell
Strong Buy
Current: 77.210
Low
102.00
Averages
109.75
High
120.00
Current: 77.210
Low
102.00
Averages
109.75
High
120.00
About SEIC
SEI Investments Company is a global provider of financial technology, operations, and asset management services within the financial services industry. Its segments include Private Banks, Investment Advisors, Institutional Investors, Investment Managers, and Investments in New Businesses. Its Investment Managers segment provides an outsourced investment management operating platform to alternative and traditional asset managers, fund companies, and sovereign wealth funds. The Institutional Investors segment provides outsourced chief investment officer solutions, including investment management and administrative outsourcing platforms, to retirement plan sponsors, healthcare systems, higher education and other not-for-profit organizations worldwide. The Investment Advisors segment provides investment management and investment processing platforms to affluent investors through a network of independent registered investment advisors and other investment professionals in the United States.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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- Strategic Partnership: Huntington Bank has selected the SEI Wealth Platform (SWP) to unify its wealth management systems, which will enable Huntington Private Bank to provide more efficient investment services, enhance customer experience, and strengthen market competitiveness.
- Technology Upgrade: Huntington will implement SEI Data Cloud services and streamlined digital workflow solutions to optimize account onboarding and other critical workflows, thereby improving operational efficiency and reducing management costs to support sustainable growth.
- Asset Management Scale: As of December 31, 2025, SEI manages approximately $8.1 trillion in assets on its wealth management platforms, with $1.9 trillion on SWP, showcasing its strong influence and market position in the industry.
- Enhanced Client Services: Through its collaboration with SEI, Huntington Bank will be able to offer more comprehensive and personalized wealth solutions, further solidifying its role as a strategic financial partner and meeting the evolving needs of future clients.
See More
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- Transformational Partnership: On March 9, SEI Investments announced a collaboration with IBM to accelerate enterprise transformation through the integration of agentic AI and automation, aiming to identify opportunities for process redesign and modernization via a comprehensive data-driven review.
- Productivity Enhancement: The partnership focuses on deploying AI to automate routine tasks, allowing teams to shift their focus toward higher-value, relationship-driven activities, which is expected to significantly elevate service quality and strengthen client trust.
- Enhanced Decision-Making: IBM Consulting will work closely with SEI’s subject matter experts to embed agentic AI into daily operations using the IBM Enterprise Advantage platform, aiming to transform the operating model and enhance decision-making capabilities, further differentiating SEI Investments in the highly regulated financial services market.
- Innovation and Development: By making automation the engine of growth, SEI Investments aims to innovate faster and scale with greater confidence, creating new opportunities for professional development within the organization’s workforce.
See More
Insider at SEI Investments (SEIC.US) Plans to Sell $5.44 Million in Common Stock via Form 144
- Stock Sale Announcement: Alfred Paul West Jr. intends to sell 67,000 shares of its common stock on March 10.
- Market Value: The total market value of the shares being sold is approximately $5.44 million.
See More
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- Collaboration for Transformation: SEI's partnership with IBM aims to accelerate enterprise transformation through agentic AI and automation, modernizing operations and enhancing client value, thereby reinforcing the company's commitment to sustainable growth.
- Data-Driven Assessment: The collaboration will involve a comprehensive data-driven review of current operational systems and workflows, aimed at improving productivity and enhancing client experience by streamlining everyday interactions and expanding automation.
- Automation Enhancing Service Quality: By reducing manual, repetitive tasks, SEI's teams will focus more on higher-value, relationship-driven activities, further elevating service quality, strengthening client trust, and creating more opportunities for professional growth.
- Strategic Platform Utilization: SEI will leverage IBM's Enterprise Advantage platform as a strategic enabler to accelerate operating model transformation, enhance decision-making, and position the company for future growth powered by AI and data.
See More
SEI Partners with IBM to Enhance Enterprise Efficiency
- Transformational Partnership: SEI's collaboration with IBM aims to conduct a comprehensive data-driven review using agentic AI and automation, enhancing operational efficiency and client experience to maintain a competitive edge in the financial services sector.
- Productivity Boost through Automation: The initiative will streamline everyday client interactions and expand automation of routine tasks, significantly improving productivity and allowing teams to focus more on high-value, relationship-driven activities, thereby elevating service quality.
- Data-Driven Decision Making: SEI will leverage IBM's Enterprise Advantage platform to accelerate operating model transformation and enhance employee and client experiences, thereby improving decision-making capabilities and market competitiveness in an AI and data-driven future.
- Combining Industry Expertise: By merging SEI's deep knowledge of the complex financial industry with IBM's expertise in process intelligence and agentic AI, both parties will unlock new levels of efficiency, further solidifying SEI's market position.
See More
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- Live Webcast: The presentation will be available via live webcast, allowing global investors to access real-time information, which enhances the company's transparency and investor trust, potentially attracting more attention from prospective investors.
- Asset Management Scale: As of December 31, 2025, SEI manages, advises, or administers approximately $1.9 trillion in assets, demonstrating its strong position and market influence within the financial services industry, further solidifying its status as a sector leader.
- Client Service Optimization: SEI offers tailored financial technology and asset management solutions aimed at helping clients deploy capital more effectively, thereby enhancing service quality and achieving growth objectives, reflecting the company's strong commitment to meeting client needs.
See More
SEI Partners with Huntington Bank to Enhance Wealth Management
- Strategic Partnership: Huntington Bank has selected the SEI Wealth Platform (SWP) to unify its wealth management systems, which will enable Huntington Private Bank to provide more efficient investment services, enhance customer experience, and strengthen market competitiveness.
- Technology Upgrade: Huntington will implement SEI Data Cloud services and streamlined digital workflow solutions to optimize account onboarding and other critical workflows, thereby improving operational efficiency and reducing management costs to support sustainable growth.
- Asset Management Scale: As of December 31, 2025, SEI manages approximately $8.1 trillion in assets on its wealth management platforms, with $1.9 trillion on SWP, showcasing its strong influence and market position in the industry.
- Enhanced Client Services: Through its collaboration with SEI, Huntington Bank will be able to offer more comprehensive and personalized wealth solutions, further solidifying its role as a strategic financial partner and meeting the evolving needs of future clients.
See More
SEI Investments Partners with IBM to Drive Enterprise Transformation
- Transformational Partnership: On March 9, SEI Investments announced a collaboration with IBM to accelerate enterprise transformation through the integration of agentic AI and automation, aiming to identify opportunities for process redesign and modernization via a comprehensive data-driven review.
- Productivity Enhancement: The partnership focuses on deploying AI to automate routine tasks, allowing teams to shift their focus toward higher-value, relationship-driven activities, which is expected to significantly elevate service quality and strengthen client trust.
- Enhanced Decision-Making: IBM Consulting will work closely with SEI’s subject matter experts to embed agentic AI into daily operations using the IBM Enterprise Advantage platform, aiming to transform the operating model and enhance decision-making capabilities, further differentiating SEI Investments in the highly regulated financial services market.
- Innovation and Development: By making automation the engine of growth, SEI Investments aims to innovate faster and scale with greater confidence, creating new opportunities for professional development within the organization’s workforce.
See More
Insider at SEI Investments (SEIC.US) Plans to Sell $5.44 Million in Common Stock via Form 144
- Stock Sale Announcement: Alfred Paul West Jr. intends to sell 67,000 shares of its common stock on March 10.
- Market Value: The total market value of the shares being sold is approximately $5.44 million.
See More
SEI Partners with IBM to Enhance Enterprise Efficiency
- Collaboration for Transformation: SEI's partnership with IBM aims to accelerate enterprise transformation through agentic AI and automation, modernizing operations and enhancing client value, thereby reinforcing the company's commitment to sustainable growth.
- Data-Driven Assessment: The collaboration will involve a comprehensive data-driven review of current operational systems and workflows, aimed at improving productivity and enhancing client experience by streamlining everyday interactions and expanding automation.
- Automation Enhancing Service Quality: By reducing manual, repetitive tasks, SEI's teams will focus more on higher-value, relationship-driven activities, further elevating service quality, strengthening client trust, and creating more opportunities for professional growth.
- Strategic Platform Utilization: SEI will leverage IBM's Enterprise Advantage platform as a strategic enabler to accelerate operating model transformation, enhance decision-making, and position the company for future growth powered by AI and data.
See More
SEI Partners with IBM to Enhance Enterprise Efficiency
- Transformational Partnership: SEI's collaboration with IBM aims to conduct a comprehensive data-driven review using agentic AI and automation, enhancing operational efficiency and client experience to maintain a competitive edge in the financial services sector.
- Productivity Boost through Automation: The initiative will streamline everyday client interactions and expand automation of routine tasks, significantly improving productivity and allowing teams to focus more on high-value, relationship-driven activities, thereby elevating service quality.
- Data-Driven Decision Making: SEI will leverage IBM's Enterprise Advantage platform to accelerate operating model transformation and enhance employee and client experiences, thereby improving decision-making capabilities and market competitiveness in an AI and data-driven future.
- Combining Industry Expertise: By merging SEI's deep knowledge of the complex financial industry with IBM's expertise in process intelligence and agentic AI, both parties will unlock new levels of efficiency, further solidifying SEI's market position.
See More
SEI to Participate in 47th Annual Institutional Investors Conference
- Conference Participation: SEI will participate in the 47th Annual Institutional Investors Conference hosted by Raymond James & Associates in Orlando, FL, on March 2, 2026, where CEO Ryan Hicke will present at 3:25 p.m. Eastern Time, showcasing the company's leadership in financial technology.
- Live Webcast: The presentation will be available via live webcast, allowing global investors to access real-time information, which enhances the company's transparency and investor trust, potentially attracting more attention from prospective investors.
- Asset Management Scale: As of December 31, 2025, SEI manages, advises, or administers approximately $1.9 trillion in assets, demonstrating its strong position and market influence within the financial services industry, further solidifying its status as a sector leader.
- Client Service Optimization: SEI offers tailored financial technology and asset management solutions aimed at helping clients deploy capital more effectively, thereby enhancing service quality and achieving growth objectives, reflecting the company's strong commitment to meeting client needs.
See More
