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SEI Enters Strategic Partnership with Stratos Wealth Holdings for $527 Million Investment.

Jul 20, 2025•11 months ago

Contract Type

partnership

OaksSoftware

Description

SEI has acquired a 57.5% equity stake in Stratos Wealth Holdings as part of a $527 million investment aimed at expanding SEI's presence in the financial advisor sector. Stratos will continue to operate under its existing leadership, enhancing its service offerings through SEI's resources.

Company Information

Company

SEI

Location

Oaks, Pennsylvania, United States

About

SEI (NASDAQ: SEIC) is a leading global provider of financial technology, operations, and asset management services within the financial services industry. SEI tailors its solutions and services to help clients more effectively deploy their capital—whether that's money, time, or talent—so they can better serve their clients and achieve their growth objectives. As of Sept. 30, 2025, SEI manages, advises, or administers approximately $1.8 trillion in assets.

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Strategic partnership established

Partnership agreements typically involve technology integration and joint go-to-market strategies

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Companies with recent agreements are 2.3x more likely to make additional purchases within 6 months