SEI Completes First Stage of Strategic Investment in Stratos Wealth Holdings
SEI Investments Company (SEIC)
Last sei investments company earnings: 4/23 04:01 pm
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Source: PR Newswire
Business Partnership Highlights Commitment to Helping Advisors Scale and GrowOAKS, Pa., Dec. 3, 2025 /PRNewswire/ -- SEI® (NASDAQ: SEIC) today announced the completion of the first stage of its strategic investment in Stratos Wealth Holdings, a family of companies focused on supporting the success of financial advisors across business models and affiliation structures. SEI-Eclipse Holding Company, LLC, a newly formed entity, purchased the U.S.-based Stratos business for approximately $441 million, representing approximately 81% of the total transaction value.As previously announced, Founder and CEO Jeff Concepcion will continue to lead the Stratos business, which will operate under its brand and as an affiliated business of SEI. Stratos' 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.Commenting on the partnership, CEO Ryan Hicke said:
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- 12/3/25 - Form 144
- 12/3/25 - Form 8-K
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