SEI announced the launch of the SEI Pathfinder Portal on October 22, 2026, to provide financial advisors with tools for business valuation, succession planning, and lifecycle support.
Portal Features and Capabilities
The SEI Pathfinder Portal combines guided support, advisor networking, educational resources, valuation capabilities, and planning tools into a single offering. According to SEI, the platform helps advisors assess their firms and translate long-term goals into actionable business plans on their own terms.
The portal is designed to support advisors throughout the full business lifecycle, enabling them to gain clarity on estimated values, build readiness, explore growth opportunities, move to action, and maintain control over sensitive research and document sharing.
Industry Context and Executive Insights
SEI noted that industry data shows approximately one-third of advisors plan to retire in the next 10 years, yet 58% of advisors do not have a fully documented succession plan. This gap underscores the need for earlier and more intentional planning.
Shauna Mace, Head of Practice Management and Independent Advisor Solutions at SEI, stated that the portal helps advisors understand the business they are building today and plan proactively for growth, continuity, and ownership transitions. As of September 30, 2026, SEI manages, advises, or administers approximately $2 trillion in assets.
Key facts and where they come from
- SEI announced the launch of the SEI Pathfinder Portal on October 22, 2026.
today announced the launch of the SEI Pathfinder Portal, a new advisor success portal
- Approximately one-third of advisors plan to retire in the next 10 years.
Approximately one-third of advisors plan to retire in the next 10 years
- 58% of advisors do not have a fully documented succession plan.
yet 58% of advisors do not have a fully documented succession plan
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