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Stratos Wealth Holdings

Finance ~560 employees
Founded
--
Employees (Est.)
~560
28 leaders known
Total Funding
$441.0M
Funding Rounds
1
Last Funding
2025-12-03

About Stratos Wealth Holdings

Stratos Wealth Partners is a financial advisory firm in the United States focused on aligning with clients' needs and goals to provide personalized financial guidance. Their mission is to simplify complex financial concerns, offer objective advice, and prioritize clients' interests to help them achieve financial freedom.

Products & Services

Financial Planning:Comprehensive planning to manage clients' financial future.
Retirement Planning:Strategies to prepare for a secure retirement.
Estate Planning:Guidance on managing and transferring wealth.
Tax Planning:Solutions to optimize tax obligations.
Investment Management:Professional management of investment portfolios.
Social Security Planning:Assistance in maximizing Social Security benefits.
Business Planning:Support for business owners in financial strategy.
Risk Management:Strategies to mitigate financial risks.
Financial Coordination:Holistic coordination of financial aspects.
Charitable Giving:Planning for impactful philanthropy.
Insurance Planning:Solutions for insurance needs and protection.
High Net Worth Planning:Specialized services for high net worth individuals.

Specialties

Wealth Management Financial Planning Investment Advisory Retirement and Estate Planning High Net Worth Planning

Funding History

Debug: View Raw Funding Data
# Type Amount Fields Date Fields Investors
1 RT: Strategic Investment
T: -
FT: Strategic Investment 		A: 441000000
MR: -
FA: $441 million
FAN: 441000000 		D: 2025-12-03
FD: 2025-12-03 		1 investors
Strategic Investment Latest
2025-12-03
$441.0M
1 investor (Pro only)

Growth Metrics

+45%
Employee Growth
YoY
3.2x
Funding Growth
Last Round
12
Markets
Operating
10K+
Customers
Active

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Team & Leadership

J

Jeffrey Concepcion

Founder and CEO

C

Charles Shapiro

Founding Partner & Chief Development Officer

C

Chris Walling

Founding and Managing Partner

G

Gary Kuhn

National Business Development Manager

M

Michael O'Brien

Managing Partner | National Director of Sales

B

Bobbie Meola

Managing Partner

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Recent News

Stratos Wealth Holdings Announces New Product Launch

2 days ago

Company unveils innovative solution to transform the industry, expanding market reach and capabilities...

Read more →

Leadership Team Expands with Industry Veteran

1 week ago

New executive brings 20+ years of experience to accelerate growth and strategic initiatives...

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Company Recognized as Industry Leader

2 weeks ago

Receives prestigious award for innovation and customer satisfaction in competitive market...

Read more →

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Key Competitors

C1

Competitor Alpha

Series B · $50M raised

C2

Competitor Beta

Series C · $120M raised

C3

Competitor Gamma

Series A · $25M raised

C4

Competitor Delta

Seed · $10M raised

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Company Details

Industries
Finance
Company Size
~560 employees (est.)

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