Our Strategic Partners
Backed by Industry Leaders
Partnership Structure
Financial Planning & Investment Management
Strada Financial Group LLC is comprised of a team of dedicated wealth management professionals who are focused on you. To provide you with a more comprehensive experience, we have chosen to work with SEI ®, a global company delivering technology and investment solutions that connect the financial services industry.
To help you with your goals, we leverage services and expertise provided by SEI, including:
- Deep investment expertise
- Cutting-edge investment strategies and products
- World-class asset management technology
- On-going commitment to research
Partner Details
Who is SEI?
Learn more about SEI ®
SEI ®
- Safeguards your assets. SEI Private Trust Company (SPTC) maintains custody of all clients assets and holds them separately, in your name.
- Broad capabilities across investment processing, operations and asset management, SEI works with professionals to solve problems and manage change.
- A team of 4,000 employees dedicated to delivering technology and investment solutions that connect the financial servcies industry to power wealth.
- For more information visit www.seic.com
Other Key Partners
Putting Our Partnership to Work for You
CNL Financial Group
CNL Financial Group (CNL) is a private investment management firm providing real estate and alternative investments to the broker-dealer and institutional investment communities. Since its inception in 1973, CNL and/or its affiliates have formed or acquired companies with more than $34 billion in assets. CNL Strategic Capital is a company that owns private companies and seeks to provide long-term growth and monthly income.
eMoney advisor®
eMoney Advisor® is a wealth management platform that allows you access to monitor activity, track your progress toward goals, evaluate spending and much more. This solution helps us provide you with a clear picture of how well you're positioned to reach your goals and gains you access to a unified real time view of your financial portfolio.
CNL Financial group
CNL Financial Group (CNL) is a private investment management firm providing real estate and alternative investments to the broker-dealer and institutional investment communities. Since its inception in 1973, CNL and/or its affiliates have formed or acquired companies with more than $34 billion in assets. CNL Strategic Capital is a company that owns private companies and seeks to provide long-term growth and monthly income.
EMONEY ADVISOR®
eMoney Advisor® is a wealth management platform that allows you access to monitor activity, track your progress toward goals, evaluate spending and much more. This solution helps us provide you with a clear picture of how well you're positioned to reach your goals and gains you access to a unified real time view of your financial portfolio.
Disclosure: By including these links, we are not making a specific product recommendation.