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Specialized Wealth Services Stratos launched Stratos Private Wealth to cater to UHNW and HNW clients, offering specialized financial services. This presents an opportunity to target high-net-worth individuals seeking tailored financial advisory services.

Technology Integration Stratos leverages advanced technology such as Facebook Pixel, Google Cloud, React, and Bootstrap in its operations. Highlighting the firm's tech-savvy approach can appeal to tech-focused advisors looking for a partner with sophisticated digital capabilities.

Expanding Advisor Network With more than 350 independent financial advisors nationwide, Stratos offers a network for expansion. Targeting advisors interested in going independent or looking for a partner to enhance their businesses could lead to collaborative opportunities.

Robust Revenue Stream Stratos falls within the revenue range of $100M - 1B, indicating financial stability. Positioning services tailored for mid to large-sized enterprises can attract businesses seeking a reliable financial services partner with a proven track record of financial success.

Industry Peer Analysis Comparing Stratos to industry peers like Quantum, Synergy, and Paradigm, who operate within a similar revenue bracket, can provide insights into potential competitive advantages or areas for differentiation. Identifying unique value propositions can help in shaping targeted sales strategies to stand out in the market.

Similar companies to STRATOS

STRATOS Tech Stack

STRATOS uses 8 technology products and services including Facebook Pixel, Google Cloud, React, and more. Explore STRATOS's tech stack below.

Facebook Pixel
Analytics
Google Cloud
Infrastructure As A Service
React
Javascript Frameworks
RequireJS
Javascript Frameworks
Lodash
Javascript Libraries
Polyfill
Javascript Libraries
Bootstrap
UI Frameworks
Facebook
Widgets

Media & News

launched Stratos Private Wealth on Jan 1st '23.
In 2023, Stratos Wealth Enterprises launched Stratos Private Wealth to boost services for UHNW and HNW clients.
Apr 04, 2024 | www.globaldata.com

STRATOS's Email Address Formats

STRATOS uses at least 3 format(s):

STRATOS Email Formats	Example	Percentage
FLast@stratoswealthpartners.com	JDoe@stratoswealthpartners.com	99%
Last@stratoswealthpartners.com	Doe@stratoswealthpartners.com	1%
FLast@stratoswp.com	JDoe@stratoswp.com	86%
Last@stratoswp.com	Doe@stratoswp.com	14%

Frequently Asked Questions

Where is STRATOS's headquarters located?

STRATOS's main headquarters is located at Beachwood, OH 44122 US. The company has employees across 6 continents, including North AmericaEuropeAsia.

What is STRATOS's phone number?

You can contact STRATOS's main corporate office by phone at

+1-440-505-****

. 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?

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

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

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

How much revenue does STRATOS generate?

As of October 2024, STRATOS's annual revenue reached $750M.

What is STRATOS's NAICS code?

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

How many employees does STRATOS have currently?

As of October 2024, STRATOS has approximately 501 employees across 6 continents, including North AmericaEuropeAsia. Key team members include Chief Investment Officer / Portfolio Manager: J. N.Chief Information Security Officer: J. S.Chief Financial Officer Chief Operating Officer: N. A.. Explore STRATOS's employee directory with LeadIQ.

What industry does STRATOS belong to?

STRATOS operates in the Financial Services industry.

What technology does STRATOS use?

STRATOS's tech stack includes Facebook PixelGoogle CloudReactRequireJSLodashPolyfillBootstrapFacebook.

What is STRATOS's email format?

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

When was STRATOS founded?

STRATOS was founded in 2008.

STRATOS

STRATOS

Financial ServicesOhio, United States501-1000 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 350 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 75 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

Company Overview

Headquarters: Beachwood, OH 44122 US
Phone number: ✕
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+1-440-505-****
Website: stratoswealth.com
Stock Symbol: STLW
NAICS Code: 52 - Finance and Insurance
Founded: 2008
Employees: 501-1000

Media & News

launched Stratos Private Wealth on Jan 1st '23.
Apr 04, 2024 | www.globaldata.com

Funding & Financials

$100M$1B
STRATOS's revenue is in the range of $100M$1B

Funding & Financials

$100M$1B
STRATOS's revenue is in the range of $100M$1B

Company Leadership

J. N.
Chief Investment Officer / Portfolio Manager
✕
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J. S.
Chief Information Security Officer
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N. A.
Chief Financial Officer Chief Operating Officer
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J. C.
Founder And Ceo
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M. O.
Managing Partner & Director Of National Sales
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Employee Directory

B. G.
Partner - Wealth Advisor
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B. N. R.
Managing Partner
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B. H.
Wealth Advisor And Founding Partner
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B. M.
Managing Partner
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B. B.
Partner And Wealth Advisor
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