Stifel Financial

Name

Stifel Financial

Legal name

Stifel Financial Corp.

Website

https://stifel.com

Company type

Public

Founded year

1890

Operating status

Operating

Headcount range

5,001–10,000 employees

Ownership category

akta.pro rank

Product category

Diversified Financial Services

NAICS

Portfolio Management and Investment Advice (523940), Commercial Banking (522110), Securities, Commodity Contracts, and Other Financial Investments and Related Activities (523)

SIC

Investment Advice (6282), National Commercial Banks (6021), State Commercial Banks (6022), Asset-Backed Securities (6189)

akta.pro primary industry

Broker-Dealer Affiliated Wealth Advisory (FSAEABAB)

akta.pro secondary industries

Wealth Lending & Margin / Securities-Backed Lines (Retail) (FSAAAAAN), Corporate Finance Advisory (Strategic Finance, Capital Structure & Recaps) (FSAEAGAE)

Keywords

• Wealth management services
• Investment banking
• Institutional brokerage
• Equity research
• Asset management

Headquarters

HQ city

St Louis

HQ country

United States

HQ region

North America

Offices10 records

Markets served

GTM type

B2B and B2C

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Technology or R&D, Infrastructure

Revenue model

1. Wealth Management: Fee-based wealth management services for individuals and families including financial planning, asset management, and investment advisory services. Revenue generated through advisory fees and asset-based charges on client portfolios.
2. Investment Banking: Capital markets services including equity research, equity underwriting, debt underwriting, M&A advisory, and strategic advisory for corporate and institutional clients. Revenue generated through transaction fees and advisory retainers.
3. Institutional Brokerage and Trading: Institutional equity and fixed income trading and execution services for institutional clients including banks, insurance companies, and other financial institutions.
4. Banking and Lending: Securities-based lending, mortgage lending, and cash management services offered through Stifel Bank & Trust and Stifel Trust Company affiliates.

Pricing tiers

Go-to-market motion1 record

Distribution channels4 records

Marketing channels5 records

Core offering

Stifel Financial Corp. is a diversified financial services firm offering wealth management for individuals and families, investment banking and capital markets services for corporations and institutions, institutional equity and fixed income trading and research, and banking and lending services through Stifel Bank & Trust. The firm operates through more than 2,300 financial advisors across over 400 U.S. branch locations and dedicated institutional coverage teams in the U.S., Europe, and Canada.

Product overview

Stifel Financial is a diversified global wealth management and investment banking company offering a comprehensive suite of financial services through its platform-based model. The core product is the Stifel Wealth Tracker, a unified digital platform that provides clients with aggregated financial views, portfolio analysis, spending tracking, and integrated access to Stifel's research. Stifel Discover enhances this platform with personalized market insights powered by internal experts. The company operates through multiple specialized divisions including investment banking, equities, fixed income capital markets, and public finance, supported by acquired brands such as KBW (financial services specialist) and Eaton Partners (private capital advisory). The platform is complemented by integrated banking and lending services through Stifel Bank & Trust.

Differentiator

Problem solved

Functional benefit

Brands

• Stifel Wealth Tracker: Mobile application for organizing financial life, tracking investments, and accessing market research
• Stifel Discover
• Stifel Europe
• KBW (Keefe, Bruyette & Woods)
• Eaton Partners

Products and services

• Wealth Management
• Investment Banking
• Institutional Equities and Equity Research
• Fixed Income Capital Markets
• Public Finance
• Banking and Lending
• Stifel Wealth Tracker
• KBW (Keefe, Bruyette & Woods)
• Eaton Partners
• Stifel Europe
• Stifel Canada

Quantifiable outcome

• Assets under management grew to $550 billion as of year-end 2025, up from prior periods
• +4 more outcomes

Named customers4 records

Segments4 records

Ideal customer profiles4 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature2 records

Partnerships

Ten partnerships are on record, tiered minor, core and flagship.

• Kristen FaulknerminorGTM or Marketing Partner · 20 June 2025Stifel signed Olympic gold medalist Kristen Faulkner as a brand ambassador, expanding the company's athlete ambassador roster that includes the Thompson sisters (soccer).
• Bryan Garnier & CocoreStrategic or Co-development Partner · 2 June 2025Stifel completed the acquisition of Bryan Garnier, a European investment banking firm, expanding its European coverage and capabilities. The acquisition adds significant presence in key European markets and healthcare/life sciences advisory expertise.
• St. Louis PGA Tour Champions EventcoreGTM or Marketing Partner · 10 September 2024Stifel became title sponsor of the St. Louis PGA Tour Champions event beginning in 2025, replacing the Charity Classic sponsorship. The event serves as a platform for client entertainment and brand visibility.
• U.S. Ski TeamflagshipGTM or Marketing Partner · 23 June 2024Title sponsorship of Stifel U.S. Ski Team provides prominent brand visibility in winter sports and aligns with Stifel's brand positioning around long-term wealth building and compound growth.
• Lord AbbettcoreStrategic or Co-development Partner · 12 June 2024Stifel & Lord Abbett formed a leveraged lending joint venture to expand private credit capabilities. The partnership combines Stifel's institutional distribution with Lord Abbett's fixed income expertise.
• MarexminorGTM or Marketing Partner · 28 May 2024Prime brokerage referral partnership providing clients with access to Marex's prime brokerage services. The partnership extends Stifel's institutional service offering without requiring internal development.
• Alyssa and Gisele ThompsonminorGTM or Marketing Partner · 30 June 2023Rising soccer stars Alyssa and Gisele Thompson joined Stifel's ambassador roster, representing the company's youth sports marketing initiatives.
• St. Louis CardinalscoreGTM or Marketing Partner · 2 May 2023Seven-year agreement with St. Louis Cardinals making Stifel the official jersey patch sponsor. Aligns Stifel brand with one of St. Louis's most prominent sports franchises.
• U.S. Ski & SnowboardflagshipGTM or Marketing Partner · 29 March 2023Stifel expanded its partnership with U.S. Ski & Snowboard to include naming rights of the Stifel U.S. Ski Team, representing the company's flagship brand sponsorship. The partnership includes title sponsorship of the U.S. Alpine Ski Team.
• Korea Investment & SecuritiesminorStrategic or Co-development Partner · 27 September 2022Joint venture between Stifel and Korea Investment & Securities to serve clients seeking cross-border investment banking and capital markets services between the U.S. and Korea.

Scale indicators9 records

Recent moves8 records

Expansion highlights9 records

Direct peers

• Piper Sandler Companies: Piper Sandler is a focused mid-market investment bank with significant public finance, equity research, and wealth management businesses. Directly comparable on mid-market equity underwriting, M&A advisory, and advisor recruiting dynamics.
• Oppenheimer Holdings: Oppenheimer operates a private client wealth management and full-service investment bank model nearly identical in structure to Stifel, including a KBW-style financial institutions practice. Directly comparable on advisor-led wealth and mid-market IB integration.
• Ameriprise Financial: Ameriprise has a large advisor-led wealth management platform with investment advisory and asset management offerings, overlapping with Stifel's core individual client franchise. Comparable in advisor recruitment model and fee-based AUM growth dynamics.
• Robert W. Baird: Baird is a private, employee-owned firm offering wealth management and mid-market investment banking with a similar advisor-led distribution model and equity research franchise. Comparable in mid-market focus, advisor recruitment strategy, and integrated banking/trading capabilities.
• Jefferies Financial Group: Jefferies is an investment banking-focused firm with equities, fixed income, and a growing wealth platform. Comparable on mid-market IB capabilities, institutional brokerage, and the leverage between trading and investment banking revenue cycles.
• LPL Financial Holdings: LPL is the largest independent broker-dealer with an advisor-led wealth management model and institutional/public finance capabilities. Comparable on advisor recruiting, fee-based AUM growth, and integrated platform offerings aimed at HNW clients.
• Raymond James Financial: Raymond James is one of the closest direct peers, operating a similarly integrated wealth management, investment banking, and asset management platform with a large U.S. advisor force and mid-market investment banking franchise. Both target HNW individuals and mid-market corporates with comparable fee-based and transactional revenue mixes.

Broad incumbents

• Morgan Stanley: Morgan Stanley is a global bulge-bracket investment bank with a massive wealth management division (Morgan Stanley Wealth Management) that competes with Stifel across HNW segments and mid-market advisory. Overlaps in investment banking, equity research, and advisor recruitment.
• JPMorgan Chase: JPMorgan competes across both Stifel's institutional and wealth businesses, with bulge-bracket IB capabilities, a top-tier research franchise, and an expanding private bank. The relevant overlap is mid-market IB and high-net-worth wealth advisory.
• Goldman Sachs: Goldman Sachs competes with Stifel in mid-market investment banking and increasingly in wealth management through Goldman Sachs Private Wealth. Comparable on M&A advisory and underwriting, though at significantly larger scale and broader product set.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat5 records

Key risks6 records

Key highlights6 records

Customer concentration

• Xx.com/stifel
• YouTubeyoutube.com/user/StifelFinancialCorp
• Facebookfacebook.com/StifelFinancial
• LinkedInlinkedin.com/company/stifel-financial-corp-
• Instagraminstagram.com/stifelfinancial

Revenue estimate

Valuation estimate

Number of profiles

Profiles8 records

Subsidiaries10 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A35 records

Investments17 records

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Stifel Financial