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 Tech Stack

STRATOS uses 8 technology products and services including eMoney, Bloomberg, Adobe, and more. Explore STRATOS's tech stack below.

  • eMoney
    Accounting
  • Bloomberg
    Accounting And Finance
  • Adobe
    Audio, Video, Graphics
  • Cloudflare DNS
    Domain Name Services
  • Microsoft Excel
    Editors
  • Envoy
    Load Balancers
  • PHP
    Programming Languages
  • Adobe Creative Suite
    Visualisation Software

Media & News

STRATOS's Email Address Formats

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

Frequently Asked Questions

What is STRATOS's phone number?

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You can contact STRATOS'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's stock symbol?

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STRATOS is a publicly traded company; the company's stock symbol is STOSUSD.

What is STRATOS's official website and social media links?

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STRATOS's official website is stratoswealth.com and has social profiles on LinkedIn.

What is STRATOS's NAICS code?

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STRATOS's NAICS code is 52 - Finance and Insurance.

How many employees does STRATOS have currently?

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As of July 2026, STRATOS has approximately 256 employees across 6 continents, including North AmericaSouth AmericaEurope. Key team members include Cfo: M. F.Chief Compliance Officer: M. D.Chief Financial Officer Chief Operating Officer: N. A.. Explore STRATOS's employee directory with LeadIQ.

What industry does STRATOS belong to?

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STRATOS operates in the Financial Services industry.

What technology does STRATOS use?

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STRATOS's tech stack includes eMoneyBloombergAdobeCloudflare DNSMicrosoft ExcelEnvoyPHPAdobe Creative Suite.

What is STRATOS's email format?

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

When was STRATOS founded?

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STRATOS was founded in 2008.
STRATOS logo

STRATOS

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

Phone number
Stock Symbol
STOSUSD
NAICS Code
52 - Finance and Insurance
Founded
2008
Employees
201-500

Section iconFunding & Financials

  • $250M$500M

    STRATOS's revenue is estimated to be in the range of $250M$500M

Section iconFunding & Financials

  • $250M$500M

    STRATOS's revenue is estimated to be in the range of $250M$500M

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