SEI and Stratos Wealth Holdings Announce Strategic Investment and Business Partnership

Partnership Reinforces Value of Advice, Delivering Wealth Management and Services at ScaleOAKS, 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 helping advisors scale and grow their businesses. SEI will make a strategic investment in the Stratos business, a family of companies focused on supporting the success of financial advisors across business models and affiliation ...