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

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 family of three companies based in Beachwood, Ohio, nearly tripled the amount of client assets recruited in 2024 compared to the previous year, the firm announced.