ENDI Corp.

SEI Investments CompanySEIC · Asset ManagementOaks, United States

60% matchPublicAI 30/100 ▼Green 4/100 ▲

SEI Investments Company is a publicly traded enterprise primarily focused on asset management. Leveraging its network of subsidiaries, SEI delivers a comprehensive suite of financial offerings. These encompass wealth, retirement, and investment solutions, alongside specialized asset management, asset administration, and outsourced investment processing services, in addition to general financial services and investment advisory expertise. Its extensive client roster serves a diverse array of financial entities, including private banks, independent financial advisors, investment managers, wealth management organizations, hedge fund managers, and broker-dealers. Additionally, it caters to corporations, institutional investors, various retirement schemes (both defined-benefit and defined-contribution), endowments, foundations, and non-profit organizations. Through its various entities, SEI actively manages customized client portfolios and also establishes and oversees a diverse range of mutual funds, covering equity, fixed income, and balanced strategies. Furthermore, the company directly engages in investments across public equity and fixed income markets. Its investment decisions are informed by a blend of fundamental and quantitative analytical techniques, integrating both top-down macroeconomic perspectives and bottom-up individual security analysis. Established in 1968, SEI maintains its headquarters in Oaks, Pennsylvania.

EdgeCo, LLCFinancial ServicesUnited States

64% match

EdgeCo Holdings provides technology-enabled solutions and support services to financial intermediaries and their clients through its subsidiary companies. Its offerings include full-service retirement plan administration, brokerage, advisory, and trust and custody solutions.

Clearwater Analytics Holdings, Inc. offers a cloud-based (Software-as-a-Service) platform engineered to automate and centralize the entire lifecycle of investment data. This encompasses aggregation, reconciliation, comprehensive accounting, and detailed reporting capabilities for a diverse clientele, including insurers, asset managers, corporations, institutional investors, and government entities. Their robust suite of solutions spans critical areas such as investment accounting and reporting, performance measurement, continuous compliance monitoring, and sophisticated risk analytics. A core offering, Clearwater Prism, grants users self-service access to consolidated data feeds originating from various systems—both Clearwater's proprietary platforms and those of external third-party vendors—covering accounting, compliance, performance, and risk domains. It also facilitates highly adaptable reporting functionalities for different stakeholders. Established in 2021, the company's headquarters are located in Boise, Idaho.

SALI Fund Services, LLC provides administrative and operational services for insurance-dedicated funds and related alternative investment vehicles. It serves asset managers, insurance companies, and wealth-management professionals using insurance and annuity platforms.

KFin TechnologiesKFINTECH · FintechIndia

61% matchPublic

KFin Technologies provides technology-driven financial services, including mutual fund solutions, corporate registry, pension systems, and private wealth management. It serves asset managers, corporate issuers, and financial intermediaries globally through software-as-a-service (SaaS) platforms for transaction management, fund accounting, and investor servicing.

OcorianFinancial ServicesJersey

61% matchAI 0/100Green 2/100 ▼

Ocorian is a global asset servicer that provides fund administration, corporate services, capital markets support, regulatory compliance, and private client wealth management. It serves asset managers, financial institutions, corporations, family offices, and high-net-worth individuals by managing complex administrative and fiduciary structures.