SEI is buying a majority stake in Stratos Wealth Holdings, a multifaceted financial services firm that includes a large ...

SEI Investments Co. (NASDAQ:SEIC), a large financial services and wealth management business with headquarters in Oaks, ...

The transaction will see SEI effectively own 57.5% of Stratos' operating businesses as previous backer Emigrant Partners exits its position.

SEI Investments has agreed to take a majority stake in Stratos Wealth Holdings, a family of companies that supports a network of independent financial advisers, for about $527 million in cash.

Q2 2025 Management View CEO Ryan Hicke highlighted SEI's strategic investment in Stratos, describing it as "a leader in the independent advisory space with a proven track record in organic growth, ...

SEI® (NASDAQ:SEIC) and Stratos Wealth Holdings today announced that they have entered into a business partnership, underscored by a shared commitment to helping advisors scale and grow their ...

SEI, a financial services giant whose businesses include fintech and custodian services to advisors, announced that it was buying a 57.7% stake in Stratos Wealth Holdings, whose businesses include a ...

Keefe, Bruyette & Woods analyst Kyle Voigt reiterated SEI Investments with a Market Perform and lowered the price target from ...

SEI Investments Co (SEIC) reports strong Q2 performance with record net sales, strategic investments, and leadership enhancements despite margin pressures.

Stratos Wealth Holdings, a financial services holding company based in Beachwood, Ohio, ... SEI To Buy Majority Stake In Stratos Holding Company For $527M; Blame It On Tariffs: ...