Merging Vision with Scale: How SEI Is Reshaping WealthTech from the Inside Out with Perry Moutzouros & Mathew Dellorso

This week, Jack talks with Perry Moutzouros (Oranj) and Mathew Dellorso (Altigo) about how their companies joined SEI and are now driving innovation from within. Perry shares how Oranj reimagined advisor-facing technology, while Mathew explains how Altigo revolutionized access to alternative investments. Together with SEI, they’re building a unified, streamlined wealthtech ecosystem that enhances the advisor and client experience. The conversation explores scaling challenges, advisor education, the growing role of AI, and SEI’s broader strategy to deliver personalized, tax-smart, multi-account solutions.

In this episode:

(00:00) - Intro

(01:40) - The origin and evolution of Oranj

(04:31) - Matt’s journey to launching Altigo

(08:57) - Perry's role in SEI's long-term technology strategy

(11:15) - How SEI Access is transforming the alt investment experience

(15:30) - What’s next for SEI Connect

(18:10) - Scaling the marketplace

(23:29) - Why advisor education is the key to alt adoption

(25:11) - Can AI bridge the education gap?

(27:57) - Matt’s and Perry's interests outside of work

Quotes

" Alts in client portfolios can create good outcomes.