Clermont Trust USA Goes Live on the SEI Wealth Platform

SEI Introduces Streamlined Implementation Model and Scalable Platform for 
Community Banks and Trust Companies

OAKS, Pa., Oct. 29, 2025 /PRNewswire/ -- SEI^® (NASDAQ:SEIC) today announced that Clermont Trust USA, an independent trust company serving family offices and high-net-worth individuals globally, is live on the SEI Wealth Platform^SM (SWP), leveraging an optimized configuration of SWP and a streamlined implementation model designed for regional and community banks and trust companies managing less than $1 billion in assets.

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