On July 18, 2025, SEI announced that it will acquire a majority interest in Stratos Wealth.
On July 18, 2025, SEI (NASDAQ: SEI) announced that it will acquire a majority interest in Stratos Wealth Holdings (“Stratos”). Subject to applicable regulatory approval and other customary closing conditions, the transaction is expected to close in two stages: The U.S.-based Stratos business, representing approximately 80% of the transaction value, is expected to close in the second half of 2025, and the Mexico-based Stratos business is expected to close in the first half of 2026. Further terms of the deal were not disclosed.
SEI, headquartered in Oaks, Pennsylvania, is a leading global provider of financial technology, operations, and asset management services within the financial services industry. As of March 2025, SEI managed approximately $1.6 trillion in assets.
Stratos, based in Beachwood, Ohio, is a family of companies focused on supporting the growth of financial advisors across business models and affiliation structures. As of July 2025, Stratos advised more than $37 billion in client assets.
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