Insights

Target Independent Advisors Stratos Wealth Partners supports over 400 independent financial advisors by providing a reliable infrastructure, advanced technology, and support resources, indicating a strong opportunity to offer tailored financial technology solutions and compliance services.

Growing Ultra-High-Net-Worth (UHNW) Segment The recent launch of Stratos Private Wealth in 2023 to serve UHNW and high-net-worth clients presents an opportunity to introduce premium estate planning, exclusive investment management, and personalized advisory services targeting sophisticated clients.

Technology Integration Utilizing a tech stack featuring cloud services, analytics, and security tools, Stratos shows an openness to innovative technological solutions, creating a pathway to introduce cybersecurity, data analytics, and workflow automation services.

Leadership Expansion With recent executive appointments such as Charis Jones as COO, there is potential to connect with senior decision-makers for enterprise-level partnerships or strategic alliances in operational efficiency and compliance solutions.

Market Presence and Growth Operating with revenues between $250 million and $500 million and supporting a sizable workforce, Stratos is positioned for expansion and could be targeted for enterprise financial products, business growth solutions, and personalized investment offerings.

Stratos Wealth Partners Tech Stack

Stratos Wealth Partners uses 8 technology products and services including Open Graph, Cloudflare, MySQL, and more. Explore Stratos Wealth Partners's tech stack below.

  • Open Graph
    Content Management System
  • Cloudflare
    Content Management System
  • MySQL
    Database
  • Webpack
    Development
  • Sentry
    Issue Trackers
  • HSTS
    Security
  • Google Tag Manager
    Tag Management
  • Google Analytics
    Web Analytics

Stratos Wealth Partners's Email Address Formats

Stratos Wealth Partners uses at least 3 format(s):
Stratos Wealth Partners Email FormatsExamplePercentage
FLast@stratoswealthpartners.comJDoe@stratoswealthpartners.com
100%
FLast@stratoswp.comJDoe@stratoswp.com
87%
Last@stratoswp.comDoe@stratoswp.com
13%

Frequently Asked Questions

Where is Stratos Wealth Partners's headquarters located?

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Stratos Wealth Partners's main headquarters is located at Beachwood, Ohio 44122 United States. The company has employees across 5 continents, including North AmericaSouth AmericaEurope.

What is Stratos Wealth Partners's phone number?

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You can contact Stratos Wealth Partners's main corporate office by phone at . For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Stratos Wealth Partners's stock symbol?

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Stratos Wealth Partners is a publicly traded company; the company's stock symbol is STOSUSD.

What is Stratos Wealth Partners's official website and social media links?

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Stratos Wealth Partners's official website is stratoswealth.com and has social profiles on LinkedIn.

What is Stratos Wealth Partners's NAICS code?

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Stratos Wealth Partners's NAICS code is 52 - Finance and Insurance.

How many employees does Stratos Wealth Partners have currently?

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As of April 2026, Stratos Wealth Partners has approximately 255 employees across 5 continents, including North AmericaSouth AmericaEurope. Key team members include Cfo: M. F.Chief Operating Officer: C. J.Chief Revenue Officer (cro): S. D.. Explore Stratos Wealth Partners's employee directory with LeadIQ.

What industry does Stratos Wealth Partners belong to?

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Stratos Wealth Partners operates in the Financial Services industry.

What technology does Stratos Wealth Partners use?

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Stratos Wealth Partners's tech stack includes Open GraphCloudflareMySQLWebpackSentryHSTSGoogle Tag ManagerGoogle Analytics.

What is Stratos Wealth Partners's email format?

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Stratos Wealth Partners's email format typically follows the pattern of FLast@stratoswealthpartners.com. Find more Stratos Wealth Partners email formats with LeadIQ.

When was Stratos Wealth Partners founded?

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Stratos Wealth Partners was founded in 2008.

Stratos Wealth Partners

Financial ServicesOhio, United States201-500 Employees

Headquartered in Beachwood, Ohio, Stratos is an independent, partner-owned and operated financial services firm that works solely to facilitate the success of more than 400 independent financial advisors nationwide. The firm provides experienced financial advisors with a reliable infrastructure and resources that allow them the flexibility to develop and grow their own businesses. Stratos offers operational, strategic, and revenue-generating resources to advisors who are interested in going independent or are already independent. With more than 85 executive, functional, and support professionals in place, the firm has assembled a concierge team to assist our advisors in the execution of a full-service solution for their clients. This partnership provides advanced technology and communication tools alongside product and service partners that expand and grow every day, allowing us to further enhance the client experience.

For a list of states in which we are registered to do business, please visit www.stratoswealth.com

Section iconCompany Overview

Headquarters
Beachwood, Ohio 44122 United States
Phone number
Stock Symbol
STOSUSD
NAICS Code
52 - Finance and Insurance
Founded
2008
Employees
201-500

Section iconFunding & Financials

  • $250M$500M

    Stratos Wealth Partners's revenue is estimated to be in the range of $250M$500M

Section iconFunding & Financials

  • $250M$500M

    Stratos Wealth Partners's revenue is estimated to be in the range of $250M$500M

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