SEI Private Trust Company

SEI Private Trust Company is a federally chartered limited-purpose savings association headquartered in Oaks, Pennsylvania. It is a specialized trust institution that provides custodial services, personal trust services, and asset safeguarding primarily for high-net-worth individuals, institutional investors, and wealth management firms. As a wholly owned subsidiary of SEI Investments Company, a global financial services firm founded in 1968, SEI Private Trust Company operates with approximately $250 million in total assets and serves as the custodial backbone for wealth management solutions.

The institution differentiates itself from traditional banks and brokerage firms by holding client assets in segregated accounts under the client's name rather than commingling funds. This trust company structure means that client assets are not assets of the firm itself, providing an additional layer of protection for investors.