SEI Investments Completes First Stage of Stratos Wealth Holdings Acquisition
SEI Investments has completed the first stage of acquiring Stratos Wealth Holdings, purchasing the U.S.-based Stratos business for $441 million. This is part of a strategic investment through SEI-Eclipse Holding Company, LLC. The second stage involves acquiring the Mexico-based NSC business by 2026. SEI will pay $544 million for 57.5% of SEI-Eclipse, with legacy Stratos equity holders retaining 42.5%, subject to put/call rights. Stratos has over 350 financial advisors across 29 states.
SEI has completed the first stage of its strategic investment in Stratos Wealth Holdings, acquiring the U.S.-based Stratos business for approximately $441 million through its newly formed entity, SEI-Eclipse Holding Company, LLC. This represents about 81% of the total transaction value. The agreement includes plans for a second stage, with the purchase of the Mexico-based NSC business expected to close in 2026. SEI will ultimately pay around $544 million for 57.5% of SEI-Eclipse Holding Company, while certain legacy Stratos equity holders will retain 42.5%, subject to put/call rights that could result in SEI owning 100% of the entity. Stratos, based in Beachwood, Ohio, comprises a national network of more than 350 financial advisors across 29 states. Disclaimer: This news brief was created by Public Technologies (PUBT) using generative artificial intelligence. While PUBT strives to provide accurate and timely information, this AI-generated content is for informational purposes only and should not be interpreted as financial, investment, or legal advice. SEI Investments Company published the original content used to generate this news brief via PR Newswire (Ref. ID: PH38485) on December 03, 2025, and is solely responsible for the information contained therein. © Copyright 2025 - Public Technologies (PUBT)
