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

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

SEI will pay for the stake with about $527 million in cash, it said, while legacy equity holders in Stratos will own the outstanding 42.5%. That stake “is subject to put/call rights that, if fully ...

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 ...

NTV Asset Management cut its JPMorgan Chase stake by 7% in Q1, offloading over 2,300 shares worth roughly $7.6 million. The ...

Stratos Wealth Advisors increased its holdings in Danaher by 13.1% during the first quarter, showcasing bullish confidence ...

On June 29, 2025, Stratos Wealth Partners, Ltd., a Registered Investment Advisor, is proud to announce it has been named to The Plain Dealer's list of Top Workplaces in Northeast Ohio for the year ...