SEI is buying a majority stake in Stratos Wealth Holdings, a multifaceted financial services firm that includes a large registered investment advisory operation. Under the agreement, SEI will pay $527 ...

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

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 ...

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, ...

Partnership Reinforces Value of Advice, Delivering Wealth Management and Services at Scale OAKS, Pa., July 18, 2025 /PRNewswire/ -- SEI <su ...

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.