How many acquisitions has SEI made so far?

SEI has completed 11 acquisitions so far, with an average acquisition amount of $221M.

Which sectors does SEI target for acquisitions?

Most of SEI's acquisitions are in Investment Tech (6) and Asset Management (2).

In which year did SEI make the most acquisitions?

SEI was most active in 2021, with 4 acquisitions completed in that year.

List of 11 Acquisitions by SEI (Oct 2026)

Q: Which is SEI's latest acquisition?

SEI's most recent acquisition is Stratos Wealth, a Network of advisors providing financial planning, investment, and consulting services, acquired in July 2025.

Most viewed in 2019

SEI has made a total of 11 acquisitions. These deals span 10 sectors, including Investment Tech, Asset Management, and Cybersecurity, across United States and United Kingdom. Peak activity occurred in 2021 with 4 acquisitions, 2023 with 2, and 2025 with 1. Between 2020 and 2025, the average was 1.6 acquisitions per year, with 0 completed in the current calendar year. In July 2025, the firm acquired Stratos Wealth, a Beachwood-based advisor network founded in 2008 that provides financial planning, investment, and consulting services.

Here's the year on year acquisition history of SEI:

Number of Total Acquisitions

Year	# Acquisitions
2025	1
2024	1
2023	2
2021	4
2020	1
2017	1
2012	1

View all Acquisitions by SEI

Recent acquisitions by SEI

SEI's most recent acquisition - Stratos Wealth is a Network of advisors providing financial planning, investment, and consulting services, founded in 2008 and located in Beachwood. SEI acquired a 57.5% stake in it in July 2025 for a price of $*****.

Here is the list of all acquisitions by SEI sorted by the latest acquisition date:

Acquired on	Acquired Company	Acquisition Price	Facilitators	Stake Acquired	Acquisition Multiple
Jul 18, 2025	Stratos Wealth	ofcp	izmb	26	220
Dec 11, 2024	LifeYield	pdch	vnha	12	674
Dec 21, 2023	Altigo	bdb{	zkay	42	765
Jul 14, 2023	National Pension Trust	foab	evqo	79	137
Nov 12, 2021	Novus	fhcs	xwwg	26	763