Business
SEI and Stratos Wealth Holdings Announce Strategic Investment and Business Partnership
Partnership Reinforces Value of Advice, Delivering Wealth Management and Services at Scale OAKS, Pa., July 18, 2025 /PRNewswire/ -- SEI® (NASDAQ:SEIC) and
About this update from Sei Investments Company
[{"type":"text","content":"\n Partnership Reinforces Value of Advice, Delivering Wealth Management and Services at Scale\n \n \n 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 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 structures. Based in Beachwood, OH, Stratos includes a national network of more than 360 experienced financial advisors and financial planning practitioners working across 26 states throughout the United States.\n Founder and CEO Jeff Concepcion will continue to lead the Stratos business, which will operate under its recognized brand and as an affiliated business of SEI. Stratos' existing business and client service model, including custodial relationships, will continue, and its current offerings will be reinforced by SEI's capabilities across technology, custody, operations, and asset management.\n \n Commenting on the partnership, Concepcion said:\n \n \"As we strive to impact advisors' success, we were seeking a partner that would not only provide investment capital, but also the expertise to help power growth. Working with SEI is a key aspect of our ongoing strategic vision, which provides advisors with the flexibility they need to achieve their goals. We're excited about this partnership because it strengthens our offerings. SEI's robust set of solutions and services will enhance our ability to operate at scale, while delivering advisors a highly personalized level of service.\"\n \"We have worked closely with SEI for 15 years, and we appreciate their shared commitment to consistently delivering value to our advisors. We are closely aligned with their leadership on how to foster independence—a key for advisors in helping clients meet their financial goals. SEI's breadth of capabilities and its connections across the industry can significantly enhance and advance the services we deliver to make doing business and serving clients more seamless for advisors.\"\n \n Ryan Hicke, CEO of SEI, added:\n \n \"We're making a strategic investment that reinforces our unwavering belief in financial advisors and their deli...