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

SEI® (NASDAQ: SEIC) has announced a strategic partnership and investment in Stratos Wealth Holdings, a move aimed at expanding its footprint in the independent financial advisor space.

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 ...

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, 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, whose wealth management entities oversee a combined $22.8 billion in client assets, has launched a private wealth model, the firm’s first foray into a branded, single ...

Stratos Wealth Holdings, ("Stratos"), announced that its three affiliated companies, Stratos Wealth Partners, Stratos Wealth Advisors and Stratos Wealth Management recruited a combined $3.5 ...

Stratos Wealth Holdings, a financial services holding company based in Beachwood, Ohio, is acquiring a majority stake in San Diego-based BWM Financial and rebranding it as Stratos Private Wealth ...

Stratos Wealth Partners LTD. raised its position in shares of U.S. Bancorp (NYSE:USB – Free Report) by 4.6% during the 4th quarter, according to its most recent disclosure with the Securities ...

The San Diego-based high-net-worth wealth manager, a part of Stratos Wealth Holdings, said it would rebrand a pair Stratos-affiliated practices to boost its presence on the East Coast. Heald ...

Stratos Wealth Partners, an RIA catering to hybrid, independent and W2 advisors, recruited 7 advisors representing an estimated $1 billion of total client assets in 2024. The firm began 2024 on a ...