When was Stratos Wealth founded?

Stratos Wealth was founded in 2008.

Where is Stratos Wealth located?

Stratos Wealth is headquartered in Beachwood, United States.

Who is the current CEO of Stratos Wealth?

Jeff Concepcion of Stratos Wealth. They have also founded 1 company.

How many employees does Stratos Wealth have?

As of Sep 30, 2026, the latest employee count at Stratos Wealth is 255.

How much is Stratos Wealth worth?

The last known valuation of Stratos Wealth was $***** as of Jul 18, 2025.

Where does Stratos Wealth rank among its competitors?

Stratos Wealth ranks 502nd amongst 10878 active competitors, of which 288 are funded. It stands 11th in terms of total funding among its competitors. The most recent competitor to raise funding was Goldman Sachs, which secured $1M in Aug, 2026.

Who are the top competitors of Stratos Wealth?

Stratos Wealth's top competitors include Fidelity Investments, FIS and S&P Global. Among them, Goldman Sachs secured the most recent funding round in August, 2026.

Stratos Wealth - 2026 Company Profile, Team & Competitors

Q: Is Stratos Wealth an acquired company?

Stratos Wealth got acquired by SEI on Jul 18, 2025.

Company Details

Network of advisors providing financial planning, investment, and consulting services. It offers resources and support for advisors to serve their clients. The network provides business models, technology, and transition support. Compliance, practice management, and consulting are available. It also offers advisory operations, succession planning, and marketing assistance.

Website: www.stratoswealth.com/
Social
Email ID: *****@stratoswp.com
Phone Number: +1 **********

Key Metrics

Founded Year

2008

Location

Beachwood, United States

Stage

Acquired

Last Known Valuation

$***** as on Jul 18, 2025

Ranked

502^nd among 10878 active competitors

Employee Count

255 as on Sep 30, 2026

Similar Companies

Fidelity Investments & 33755 more

Exit Details

Acquired by SEI (Jul 18, 2025)

View Stratos Wealth's full profile

Stratos Wealth is associated with 1 legal entity given below:

Legal Entity Name	Date of Incorporation	Revenue	Latest Employee Count	Documents
Stratos Wealth Partners Ltd CIN: 4786691 , United States, Active	Feb 09, 2010	-	74 (As on Dec 31, 2024)	-

Stratos Wealth got acquired by SEI on Jul 18, 2025 at an acquisition amount of $*****.

Click here to take a look at Stratos Wealth's acquisition in detail

Stratos Wealth has not raised any funding rounds yet.

The founders of Stratos Wealth is Jeff Concepcion. Jeff Concepcion is the CEO of Stratos Wealth.

Here are the details of Stratos Wealth's key team members:

Jeff Concepcion: Founder & CEO of Stratos Wealth.

View details of Stratos Wealth's Founder profiles and Board Members

Stratos Wealth's employee count trend

Stratos Wealth has 255 employees as of Sep 26. Here is Stratos Wealth's employee count trend over the years:

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Top competitors of Stratos Wealth include Fidelity Investments, FIS and S&P Global. Here is the list of Top 10 competitors of Stratos Wealth, ranked by Tracxn score:

Rank	Company Details	Short Description	Total Funding	Investors	Tracxn Score
1st	Fidelity Investments 1946, Boston (United States), Series F	Provider of brokerage accounts, retirement planning, wealth management, and trading platforms	$4.71B	World Capital Holdings Group, Burman Family ... & 5 others	81/100
2nd	FIS 1968, Jacksonville (United States), Acquired	Provider of software suite for banks and financial institutions	-	HP, Actua & 10 others	80/100
3rd	S&P Global 1917, New York City (United States), Public	Provider of essential intelligence and market analysis for global finance	-	Constellation Ventures, Temasek & 5 others	79/100
4th	Investec 1974, London (United Kingdom), Acquired	Specialist bank and wealth manager serving private and institutional clients	-	RBS International, Swedfund & 1 others	78/100
5th	Morgan Stanley 1935, New York City (United States), Public	Provider of wealth management, investment banking, sales, trading, and research services	-	Sagard, IFC Asset Management Company & 3 others	75/100
6th	Goldman Sachs 1869, New York City (United States), Public	Provider of investment banking asset management and financial advisory services	-	Berkshire Hathaway, Bondeinvest.com & 4 others	74/100
7th	Wells Fargo 1852, San Francisco (United States), Public	Provider of diverse financial services and online banking	-	Edgerock Wealth, Berkshire Hathaway & 4 others	73/100
8th	Blackstone 1985, New York City (United States), Public	Diversified investment management firm	-	First Generation Capital, Stroud Companies ... & 2 others	72/100
9th	Vanguard 1976, Malvern (United States), Series B	Diversified investment management firm	$31.7M	Raymond James, World Capital Holdings Group ... & 5 others	71/100
10th	Affiliated Managers Group 1993, West Palm Beach (United States), Public	Provider of asset management services	-	TA Associates, Mount Lucas Management	71/100
502nd	Stratos Wealth 2008, Beachwood (United States), Acquired	Network of advisors providing financial planning, investment, and consulting services	-	-	41/100