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

SEI Investments Co. (NASDAQ:SEIC), a large financial services and wealth management business with headquarters in Oaks, Pennsylvania, is acquiring Stratos Wealth Holdings, the Beachwood-based parent ...

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 ...

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

SEI will pay for a stake in a new business absorbing Stratos's 360 advisors.

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 has agreed to acquire a majority stake in Stratos Wealth Holdings, marking a significant move in the wealth management sector aimed at helping advisors scale their businesses.

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.

On July 18, SEI Investments announced a 57.5% investment in Stratos Wealth for $527 million in cash. Why it matters: While SEI’s investment advisors segment focuses on providing asset management ...