About Stratos Wealth
Stratos Wealth is a Financial Services company based in Beachwood (United States) founded in 2008 by Jeff Concepcion, and was acquired by sei in July 2025. Network of advisors providing financial planning, investment, and consulting services. The company has 69 employees. Its chief executive, as recorded, is Jeff Concepcion. Stratos Wealth offers products and services including Affiliation Models, Practice Management, and M&A Services. Its focus areas include Asset Management and Diversified. Its legal entity is Stratos Wealth Partners, Ltd. Its competitors include Fidelity Investments, Morgan Stanley and Northwestern Mutual; 1 of its 3 listed competitors has raised funding.
Company details
Established in 2008 and based in Beachwood, United States, Stratos Wealth operates in the financial services sector. A network of advisors is supported with resources for client-focused financial planning, investment management, and consulting. Business models, technology platforms, and transition assistance are supplied. Compliance oversight, practice management tools, advisory operations, succession planning, and marketing support are also made available to participants.
- Headquarters Beachwood, United States
- Employees 69
- Founders Jeff Concepcion
- Stage Acquired
- SectorsFinancial Services
- Email••••••••
- Phone•••• ••••
- Website stratoswealth.com
- Social LinkedIn X Facebook
- Acquired by sei (Jul 2025)
- Legal Name Stratos Wealth Partners, Ltd.
Products & Services of Stratos Wealth
Stratos Wealth offers a comprehensive portfolio of products and services, including Affiliation Models, Practice Management, and M&A Services.
Supports financial advisors in forming business affiliations.
Offers tools and consulting for managing advisory practices.
Provides assistance with mergers and acquisitions for advisors.
Investors in Stratos Wealth
Stratos Wealth has secured backing from 1 investor, including institutional investors. Prominent investors backing the company include sei.
| Investor | Description | Founded Year | Domain | Location |
|---|---|---|---|---|
Wealth and investment management solutions are offered to institutional investors. | 1968 | seic.com | Oaks, United States |
Investor details for Stratos Wealth
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People of Stratos Wealth
24 people are tracked at Stratos Wealth (12 in leadership, 12 in team); the tracked headcount is 69.
| Name | Role | Group |
|---|---|---|
Jeff Concepcion | Founder & CEO | Leadership |
Sean Laughlin | Managing Director | Leadership |
Jon P. | Director Of Regulatory Compliance | Leadership |
Lindsay Buchholzer Fritz | Director Of Advisor Onboarding | Leadership |
Jennifer K Collins | Director Of Advisory Operations | Leadership |
Heather Meder | Director Of Human Resources | Leadership |
Charles Shapiro | Founding Partner, CDO | Leadership |
Michael Chaffee | Partner | Leadership |
Kathryn Louttit | Chief Compliance Officer And Legal Counsel | Leadership |
John Nichol | Chief Investment Officer / Portfolio Manager | Leadership |
Christopher Radzinski | Director Of Project Management | Leadership |
Kevin Elvington | Director Of Marketing | Leadership |
Megan Pappas | Operations Manager | Team |
Judd Beam | Portfolio Manager | Team |
Ava Marti | Licensing And Registration Specialist | Team |
Klyne McComas | Database Analyst | Team |
Autumn Harvey | Investment Operations Manager | Team |
Meghan Amorgianos | Transition Specialist | Team |
Trent Dixon | Processing Specialist | Team |
Jennifer Bullock | Marketing Manager | Team |
4 more people are available in the full profile.
Complete people profiles for Stratos Wealth
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Timeline of Stratos Wealth
2 dated milestones of Stratos Wealth across 17 years, from founding to its latest funding, stage changes and deals.
- Founded Stratos Wealth is founded.
- Exit Acquired by sei.
Competitors of Stratos Wealth
Stratos Wealth has 3 listed competitors in our database, 1 of them funded. They include Fidelity Investments, Morgan Stanley and Northwestern Mutual.
| Company Name | Domain | Founded | HQ Location | Total funding | Employees | Description |
|---|---|---|---|---|---|---|
| fidelity.com | 1946 | Boston, United States | $517.99M | 24,000 | Provider of brokerage accounts, retirement planning, wealth management, and trading platforms | |
| morganstanley.com | 1935 | New York, United States | 49 | Wealth management, investment advisory, and financial services are provided. | ||
| northwesternmutual.com | 1857 | Milwaukee, United States | 6,661 | Northwestern Mutual is engaged in financial planning and insurance services. |
Detailed competitors of Stratos Wealth
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Web traffic of Stratos Wealth
The website of Stratos Wealth (stratoswealth.com) receives about 2.6K visits a month.
- Monthly visits2.6K
▲ 18.1% vs previous month
Top companies in Asset Management
3 companies that operate in the same segment as Stratos Wealth (Asset Management) in United States, ranked by their profile score on The Company Check.
| Company | Description | Founded | Location | Total funding | Revenue | Employees |
|---|---|---|---|---|---|---|
Provider of brokerage accounts, retirement planning, wealth management, and trading platforms | 1946 | Boston, Massachusetts, United States | USD 517.99 M | |||
Investment banking services are delivered across multiple financial sectors. | 1869 | New York, New York, United States | USD 126.21 B | 46,500 | ||
Mutual life insurance company | 1851 | Springfield, United States | 10,466 |
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Related news about Stratos Wealth
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Frequently Asked Questions about Stratos Wealth
Stratos Wealth was founded in 2008.
Stratos Wealth is headquartered in Beachwood, United States. It is registered at Beachwood, Ohio, United States.
Jeff Concepcion is the CEO of Stratos Wealth, as recorded in our data. They have also founded this company.
Stratos Wealth has 69 employees.
Established in 2008 and based in Beachwood, United States, Stratos Wealth operates in the financial services sector. A network of advisors is supported with resources for client-focused financial planning, investment management, and consulting. Business models, technology platforms, and transition assistance are supplied. Compliance oversight, practice management tools, advisory operations, succession planning, and marketing support are also made available to participants.
Stratos Wealth's top competitors include Fidelity Investments, Northwestern Mutual and Morgan Stanley.
Stratos Wealth offers Affiliation Models, Practice Management, and M&A Services.
Stratos Wealth has 1 investor. Key investors include sei.
Stratos Wealth operates through Stratos Wealth Partners, Ltd..
Yes. Stratos Wealth was acquired by sei in July 2025.