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

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

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.

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 ...

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: ...