SEI Investments and Stratos Wealth Holdings Form Business Partnership

SEI Investments and Stratos Wealth Holdings have entered a business partnership, with SEI making a strategic investment in Stratos. The partnership aims to help financial advisors scale and grow their businesses. Stratos, a family of companies with a national network of over 360 advisors, will operate under its brand and as an affiliated business of SEI. SEI's technology, custody, operations, and asset management capabilities will reinforce Stratos' existing offerings.

Title: SEI Investments and Stratos Wealth Holdings Announce Strategic Partnership

SEI Investments (SEIC) and Stratos Wealth Holdings have entered into a significant business partnership, with SEI making a strategic investment in Stratos. The partnership aims to enhance the scalability and growth of financial advisory businesses. Stratos, a family of companies with a national network of over 360 advisors, will continue to operate under its brand and as an affiliated business of SEI. SEI's technology, custody, operations, and asset management capabilities will reinforce Stratos' existing offerings [1].

The partnership was announced on July 18, 2025, with SEI investing approximately $527 million for a 57.5% equity stake in Stratos. The transaction is subject to regulatory approval and customary closing conditions, with the U.S.-based Stratos business expected to close in the second half of 2025 and the Mexico-based NSC business expected to close in the first half of 2026 [1][2].

Jeff Concepcion, Founder and CEO of Stratos, expressed enthusiasm about the partnership, stating that SEI's expertise and investment capital will help power growth and deliver highly personalized services to advisors. Ryan Hicke, CEO of SEI, emphasized that the partnership will help SEI enhance its service offerings and deliver more value to advisors and clients [1].

The partnership is expected to drive organic growth for Stratos and SEI, addressing industry challenges such as scalability, client acquisition, and succession planning. By combining SEI's technological prowess with Stratos' advisor network, the partnership is poised to deliver comprehensive solutions that meet the evolving needs of financial advisors and their clients [2].

References
[1] https://www.seic.com/newsroom/sei-and-stratos-wealth-holdings-announce-strategic-investment-and-business-partnership
[2] https://www.gurufocus.com/news/2987642/sei-investments-co-seic-announces-strategic-partnership-with-stratos-wealth-holdings-seic-stock-news