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Saturday, October 3, 2026The Morning Brief →Sign in
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RPI Financial Life Planners

In PWD coverage since August 19, 2026 · 3 stories
2Deals on our tracker
Deal recordFull tracker →
Aug 19, 26Deal announcedStratos Wealth Enterprises · $400M — coverage
Aug 18, 26Deal announcedStratos Wealth Enterprises · $400M — coverage
PWD coverage
exit

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
M&A · Aug 19Stratos Wealth's 12th SEI-era deal adds $400M Illinois partner
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