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

Gain insights into SEI Investments' Q2 2025 results, including the Stratos acquisition, Board appointments, and strategic growth investments.

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

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 ...

OAKS, Pa., July 18, 2025 /PRNewswire/ -- SEI ® (NASDAQ:SEIC) and Stratos Wealth Holdings today announced that they have entered into a business partnership, underscored by a shared commitment to ...

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 ...

Partnership Reinforces Value of Advice, Delivering Wealth Management and Services at Scale OAKS, Pa., July 18, 2025 /PRNewswire/ -- SEI® (NASDAQ:SEIC) and ...

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.

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 approaches this expansion from a position of strength, with InvestingPro analysis showing impressive revenue growth of 10.3% and a 38-year track record of consistent dividend payments.