Diversified Celebrates Major Milestone with SEI
Deepened Relationship Highlights Continued Stability, Supports Acquisitions, and Powers Growth
SEI also played an important strategic role in supporting Diversified's most recent acquisitions, growing their presence to include offices in
Serving approximately 2,000 client households with approximately
Commenting on Diversified's continued growth, Rosen said:
"As we focus on growing and scaling our business for the future, the seamless integration of SEI's technology and custody solutions, as well as the stability, optionality, and community that SEI provides, continue to make a difference. We do what we do to make our clients' lives easier, save them time, and redirect their efforts to the things they love, and SEI delivers those same benefits for our business.
"We're fortunate to serve the individuals and families that we do and advising more than
Highlighting the benefits of the strategic partnership,
"We remain steadfast in our commitment to enabling advisors to operate more efficiently, so they can serve their clients more effectively. The continued expansion of our relationship with Diversified shows how we can best support the totality of a growing advisory enterprise—whether we're solving for business evolution or transition, a financial advisor's needs, or an investor's individual goals.
"As we advance our capabilities and market presence, Andrew, Mike, and the entire Diversified family play an important role as a strategic partner in SEI's growth. Congratulations to the whole team on this major business milestone, which represents the impactful advice they provide to their clients. We're honored to help Diversified be a more meaningful part of their clients' lifelong financial stories and look forward to serving their growing team for years to come."
About SEI®
SEI (NASDAQ:SEIC) delivers technology and investment solutions that connect the financial services industry. With capabilities across investment processing, operations, and asset management, SEI works with corporations, financial institutions and professionals, and ultra-high-net-worth families to help drive growth, make confident decisions, and protect futures. As of
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