Information on the Target

Graphene is a U.K.-based Infrastructure-as-a-Service provider that specializes in delivering advanced technological solutions for wealth managers, family offices, and independent financial advisers. Its core mission is to offer a secure and flexible infrastructure that empowers these entities with the control and capabilities necessary to enhance their operational efficiency and client service offerings.

The company has positioned itself uniquely in the market by allowing independent wealth managers to access institutional-grade services without the complexity or high costs associated with developing such platforms independently. By leveraging its embedded infrastructure, Graphene aims to transform how wealth management firms operate, providing them with true ownership of their technology and customer engagement strategies.

Industry Overview in the U.K.

The wealth management industry in the U.K. is undergoing significant transformation driven by advancements in technology and changing client expectations. Firms are increasingly seeking integrated solutions that combine comprehensive operational support with cutting-edge technology. As the financial landscape becomes more complex, wealth managers are prioritizing platforms that allow for scalability and innovation.

The race to adopt digital solutions has also intensified, with firms looking for ways to distinguish themselves in a crowded market. Factors such as regulatory changes, market volatility, and the growing importance of data analytics are reshaping how wealth management services are delivered. As a result, providers that can offer robust infrastructure and seamless client experiences are well-positioned to thrive.

Furthermore, the increasing demand for personalized and high-quality client service is prompting wealth managers to rethink their service models. The industry is witnessing a rise in collaborative and agile approaches, where technology plays a vital role in enabling wealth advisers to focus on client engagement rather than administrative burden.

This dynamic landscape presents substantial opportunities and challenges for existing players while encouraging new entrants who can provide innovative solutions that align with evolving market needs.

The Rationale Behind the Deal

This strategic partnership between SEI Investments (Europe) Limited and Graphene is driven by a shared ambition to elevate the standards of technology and operational support available to wealth management firms in the U.K. By integrating SEI's Wealth Platform, Graphene aims to enhance its service offerings, providing clients with richer, data-driven insights while improving overall operational efficiency.

Moreover, SEI Ventures' investment in Graphene underscores the venture capital program's commitment to fostering innovation in the wealth management sector. The alignment of SEI's technological expertise with Graphene's infrastructure capabilities is designed to unlock new growth avenues for both entities, ultimately benefiting their clients.

Information About the Investor

SEI (NASDAQ: SEIC) is a global leader in financial technology, operations, and asset management services for the financial services industry. The firm tailors its solutions to help clients optimize their capital, whether it’s financial resources, time, or talent. As of June 30, 2025, SEI manages and administers approximately $1.7 trillion in assets, making it a significant player in the investment landscape.

With a strong track record in the wealth management sector, SEI has continuously focused on developing innovative solutions that drive growth for its clients. Its venture program, SEI Ventures, seeks to identify and invest in pioneering companies that push the boundaries of financial technology and wealth management, demonstrating the firm’s commitment to shaping the future of the industry.

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This strategic investment and partnership could prove to be a significant opportunity for both SEI and Graphene in the evolving wealth management space. Graphene's innovative approach to providing infrastructure-as-a-service aligns well with the current trends of digital transformation and personalized service within the industry. By adopting SEI’s Wealth Platform, Graphene is likely to enhance its operational capabilities substantially, allowing it to serve a broader client base while enabling those clients to achieve better outcomes.

The combination of SEI's established reputation and expertise with Graphene's agile and client-centric model offers a compelling value proposition. This deal may empower independent wealth managers to effectively navigate an increasingly complex environment while maintaining their competitive edge.

Moreover, this alliance could facilitate further innovation in wealth management, creating a ripple effect that benefits the entire ecosystem. As challenges within the sector continue to evolve, having a technology partner like SEI can enhance resilience and adaptability for Graphene and its clients.

Overall, this strategic partnership represents a forward-thinking approach to meeting the demands of the market, making it a potentially lucrative investment for SEI and a strong boost for Graphene's growth trajectory.

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