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Private Wealth Daily
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Stratos Wealth Enterprises

In network coverage since August 19, 2026 · 4 stories
2Deals on our tracker
Deal recordFull tracker →
Aug 19, 26Deal announcedRPI Financial Life Planners · $400M — coverage
Aug 18, 26Deal announcedRPI Financial Life Planners · $400M — coverage
Network coverage
Succession & selling a firm

SEI-backed Stratos acquires $400 million Illinois planning firm

A multi-year search brings RPI into SEI-backed Stratos with its name intact.
Deals & PE · Aug 19The platform arms race turns to software and services
Features · Aug 19Wealth's talent war moves to the C-suite
M&A · Aug 19Stratos Wealth's 12th SEI-era deal adds $400M Illinois partner
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