Syverson Strege Selects SEI Investments for Wealth Management Platform

Reuters11-18

Syverson Strege Selects SEI Investments for Wealth Management Platform

SEI Investments Company announced that Syverson Strege, a fee-only financial planning and investment management firm with $1 billion in assets under management, has selected SEI to support its investment management, custody, and technology needs. Syverson Strege will migrate its assets to SEI's platform and utilize SEI's Business Transition team to facilitate onboarding. The partnership aims to enhance Syverson Strege's operational efficiency and client experience through SEI's integrated custody, technology, investment management, and advanced planning capabilities.

Disclaimer: This news brief was created by Public Technologies (PUBT) using generative artificial intelligence. While PUBT strives to provide accurate and timely information, this AI-generated content is for informational purposes only and should not be interpreted as financial, investment, or legal advice. SEI Investments Company published the original content used to generate this news brief via PR Newswire (Ref. ID: PH26367) on November 18, 2025, and is solely responsible for the information contained therein.

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