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.

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

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 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 ...

Stratos Wealth Holdings has bolstered its senior leadership team with a new chief operating officer. The family of companies which includes Stratos Wealth Partners, Stratos Wealth Advisors, and ...

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 ...