Insights

Strong Industry Position Stratos Wealth Partners operates within the competitive financial services sector with a substantial revenue range of 250 to 500 million dollars, indicating robust market presence and potential for growth partnerships.

Advisor-Centric Model The firm supports over 400 independent financial advisors by providing a comprehensive infrastructure, advanced technology, and strategic resources, representing opportunities to offer supporting solutions or technology upgrades tailored for financial advisory firms.

Recent Leadership Expansion With the appointment of a new Chief Operating Officer and recent strategic partnerships, there is a focus on operational excellence and scalability, opening avenues for targeted services that enhance firm growth and compliance capabilities.

Innovative Service Launches The introduction of Stratos Private Wealth for high-net-worth clients demonstrates a focus on expanding premium service offerings, suggesting potential collaboration opportunities in wealth management technology or luxury client engagement solutions.

Technology Integration Utilizing modern tech stacks such as Salesforce, Google Cloud, and analytics tools, Stratos shows a commitment to digital infrastructure, indicating opportunities for sales of advanced tech solutions to further streamline their operations and enhance advisor-client engagement.

Stratos Wealth Partners Tech Stack

Stratos Wealth Partners uses 8 technology products and services including Google Cloud CDN, Cloudflare, Salesforce, and more. Explore Stratos Wealth Partners's tech stack below.

  • Google Cloud CDN
    Content Delivery Network
  • Cloudflare
    Content Management System
  • Salesforce
    Customer Relationship Management
  • MySQL
    Database
  • Microsoft PowerPoint
    Editors
  • PHP
    Programming Languages
  • 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?

Minus sign iconPlus sign icon
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?

Minus sign iconPlus sign icon
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?

Minus sign iconPlus sign icon
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?

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

What is Stratos Wealth Partners's NAICS code?

Minus sign iconPlus sign icon
Stratos Wealth Partners's NAICS code is 52 - Finance and Insurance.

How many employees does Stratos Wealth Partners have currently?

Minus sign iconPlus sign icon
As of June 2026, Stratos Wealth Partners has approximately 257 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?

Minus sign iconPlus sign icon
Stratos Wealth Partners operates in the Financial Services industry.

What technology does Stratos Wealth Partners use?

Minus sign iconPlus sign icon
Stratos Wealth Partners's tech stack includes Google Cloud CDNCloudflareSalesforceMySQLMicrosoft PowerPointPHPGoogle Tag ManagerGoogle Analytics.

What is Stratos Wealth Partners's email format?

Minus sign iconPlus sign icon
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?

Minus sign iconPlus sign icon
Stratos Wealth Partners was founded in 2008.

Stratos Wealth Partners

Financial ServicesOhio, United States201-500 Employees

Stratos Wealth Partners is a financial services firm headquartered in Beachwood, Ohio. It operates as an independent, partner-owned and operated organization that serves more than 400 independent financial advisors nationwide by providing the infrastructure and resources they need to grow their own practices. The organization employs between 201 and 500 people, including more than 85 executives, functional, and support professionals, and it maintains a concierge team to assist advisors in delivering a full-service solution to clients. Stratos leverages an integrated technology and partner ecosystem, with a technology stack that includes Google Cloud CDN, Cloudflare, Salesforce, MySQL, PHP, Google Tag Manager, and Google Analytics. Recent developments include the 2023 launch of Stratos Private Wealth to expand services for UHNW and HNW clients, a 2025 partnership with SEI, and the appointment of Charis Jones as Chief Operating Officer, Head of Supervision.

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

Ready to create more pipeline?

Get a demo and discover why thousands of SDR and Sales teams trust
LeadIQ to help them build pipeline confidently.

ยฉ LeadIQ, Inc. All rights reserved.