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SEI Investments Partners with Stratos Wealth Holdings to Enhance Financial Advisory Growth
Jul 20, 2025•11 months ago
Contract Type
partnership
OaksSoftwareDescription
SEI Investments has formed a business partnership with Stratos Wealth Holdings, making a strategic investment of approximately $527 million for a 57.5% equity stake. This partnership is designed to support financial advisors in scaling their businesses and enhancing service offerings with SEI's expertise and resources.
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Agreement Insights
Based on industry dataStrategic partnership established
Partnership agreements typically involve technology integration and joint go-to-market strategies
Contract momentum indicator
Companies with recent agreements are 2.3x more likely to make additional purchases within 6 months