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SEI Investments Completes First Stage of Stratos Acquisition

Story Highlights
  • SEI completed the first stage of its investment in Stratos, acquiring the U.S. business for $441 million.
  • The partnership aims to enhance SEI’s ecosystem with Stratos’ advice platform, driving growth and scalability.
  • Looking for the best stocks to buy? Follow the recommendations of top-performing analysts.
SEI Investments Completes First Stage of Stratos Acquisition

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An update from SEI Investments Company ( (SEIC) ) is now available.

On December 3, 2025, SEI Investments Company announced the completion of the first stage of its strategic investment in Stratos Wealth Holdings, acquiring the U.S.-based Stratos business for approximately $441 million. This acquisition represents about 81% of the total transaction value, with the second stage involving the purchase of the Mexico-based NSC business expected to close in 2026. The partnership aims to enhance SEI’s ecosystem by integrating Stratos’ advice platform, which aligns with trends in fee-based wealth management and respects advisor independence. This move is expected to bolster SEI’s capabilities in technology, custody, operations, and asset management, ultimately driving sustainable growth and helping advisors scale their businesses.

The most recent analyst rating on (SEIC) stock is a Buy with a $93.00 price target. To see the full list of analyst forecasts on SEI Investments Company stock, see the SEIC Stock Forecast page.

Spark’s Take on SEIC Stock

According to Spark, TipRanks’ AI Analyst, SEIC is a Outperform.

SEI Investments Company scores well due to its strong financial performance and positive earnings call, which highlighted record earnings and strategic wins. However, technical indicators suggest a bearish trend, and valuation metrics indicate the stock is fairly priced. The positive outlook from the earnings call and robust financial health are the most significant factors driving the score.

To see Spark’s full report on SEIC stock, click here.

More about SEI Investments Company

SEI Investments Company is a leading global provider of financial technology, operations, and asset management services within the financial services industry. The company tailors its solutions and services to help clients more effectively deploy their capital, whether that’s money, time, or talent, to better serve their clients and achieve growth objectives. As of September 30, 2025, SEI manages, advises, or administers approximately $1.8 trillion in assets.

Average Trading Volume: 690,266

Technical Sentiment Signal: Buy

Current Market Cap: $9.79B

For detailed information about SEIC stock, go to TipRanks’ Stock Analysis page.

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