Muriel Siebert & Co

What Muriel Siebert & Co does

Muriel Siebert & Co., LLC is a FINRA-registered broker-dealer and wholly owned subsidiary of NYSE-listed Siebert Financial Corporation (ticker SIEB), founded in 1967 and headquartered in New York. The firm operates a diversified financial services platform spanning retail self-directed brokerage, financial advisory, insurance and annuities, investment banking for middle-market companies, and corporate employee stock plan administration. It serves a broad individual investor base alongside several targeted vertical programs: athletes via the Gebbia Sports/Siebert.Endurance division, military personnel and first responders through Siebert.Valor, next-generation investors via Gen W, women investors through a dedicated program, and credit union members and corporate employees via partner referral channels (FFCU, NYBCU) and stock plan partnerships.

Core products include Siebert.Pro (an advanced trading platform with desktop, web, and mobile access), Siebert.NXT Managed Portfolios (discretionary investment advisory delivered through Siebert AdvisorNXT, LLC, a registered investment advisor), insurance and annuity products via Park Wilshire Companies, and RISE Prime Services through RISE Financial Services LLC. Supporting modules encompass the Fully Paid Lending Program, SIPC-protected Account Protection, and corporate stock plan administration. Technology is described as multi-platform brokerage infrastructure supporting desktop, web, and mobile trading alongside managed portfolio allocation, with no public disclosure of AI/ML components.

The firm's revenue mix draws from transaction fees on brokerage trades, recurring fees on advisory and managed portfolios, transaction-based insurance product distribution, professional services fees for corporate stock plan administration, and underwriting participation in public equity and debt offerings. Distribution combines direct online self-service account opening, advisor-assisted phone and in-person consultations, partner referral channels via credit unions, and B2B relationships for stock plan administration. Per company commentary, Siebert Financial Corporation's annual revenue grew from approximately $10 million in 2016 to approximately $100 million in 2025, with retail customers reporting nearly $20 billion in net worth as of Q1 2026. In February 2026, the firm led Arqitech's Series A to bridge decentralized and traditional finance, signaling a strategic option on digital asset infrastructure.

Name

Muriel Siebert & Co

Legal name

Siebert Financial Corporation

Website

https://siebertnet.com

Company type

Public

Founded year

1967

Operating status

Operating

Headcount range

101–250 employees

Short description

Muriel Siebert & Co., LLC is a FINRA-registered broker-dealer subsidiary of NYSE-listed Siebert Financial Corporation, offering retail brokerage, investment advisory, insurance, and investment banking services across specialized verticals including athletes, first responders, and next-generation investors.

Ownership category

akta.pro rank

Product category

Retail Brokerage

NAICS

Securities and Commodity Contracts Intermediation and Brokerage (5231), Portfolio Management and Investment Advice (523940), Investment Banking and Securities Intermediation (523150), Insurance Agencies and Brokerages (524210)

SIC

Security Brokers, Dealers & Flotation Companies (6211), Insurance Agents, Brokers & Service (6411)

akta.pro primary industry

Independent Broker-Dealers (Retail Network) (FSAAAAAC)

akta.pro secondary industries

Broker-Dealer Affiliated Wealth Advisory (FSAEABAB), Industry-Specialist / Sector-Focused M&A Advisory (FSAEAGAJ)

Keywords

• Retail brokerage services
• Investment advisory services
• Wealth management
• Securities trading platform
• Investment banking

Headquarters

HQ city

New York

HQ country

United States

HQ region

North America

Markets served

GTM type

B2B and B2C

Offering type

Services

Cost components

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

Revenue model

1. Brokerage and Custodial Services: Muriel Siebert & Co., LLC operates as a registered Broker Dealer and wholly owned subsidiary of Siebert Financial Corporation, providing brokerage and custodial related services. Revenue generated through transaction fees, account maintenance, and custody services for customer securities accounts.
2. Investment Advisory Services: Fee-based investment advisory and discretionary investment management through Siebert AdvisorNXT, LLC. Registered Investment Advisor providing personalized wealth planning and portfolio management for a fee.
3. Insurance Products: Insurance and annuity products offered through Park Wilshire Companies, Inc., a wholly owned insurance subsidiary of Siebert Financial Corporation.
4. Employee Share Plan Administration: Corporate services partnership with public companies to offer share plan administration solutions and services on behalf of their employees. Revenue from corporate partnerships for plan administration.
5. Underwriting and Capital Markets: Participates as underwriter in public equity and debt offerings for corporate issuers, generating fees from securities issuance participation.

Go-to-market motion3 records

Distribution channels5 records

Marketing channels6 records

Core offering

Muriel Siebert & Co., LLC is a registered broker-dealer providing retail and institutional brokerage, custodial, and investment advisory services through SiebertNXT managed portfolios. Complementary offerings include investment banking for middle-market companies, insurance and annuities via subsidiary Park Wilshire Companies, employee stock plan administration for public-company employers, and the RISE Financial Services prime brokerage division. Distribution combines self-directed online trading through the Siebert.Pro platform with advisor-assisted sales, credit-union partnerships, and specialized vertical programs for athletes, first responders, and next-generation investors.

Product overview

Muriel Siebert & Co., LLC operates as a diversified brokerage and financial services firm under Siebert Financial Corporation (NYSE-listed), offering a platform-plus-services model. The core offerings include Siebert.Pro for advanced trading (desktop, web, mobile), Self-Directed Investments for brokerage account services, and Investment Banking for middle-market companies. Wealth management is handled through Siebert.NXT Managed Portfolios (discretionary investment advisory via Siebert AdvisorNXT LLC), while Insurance products are offered through Park Wilshire Companies. Specialized programs include Siebert.Valor (military/first responders), Siebert.Endurance (athlete-focused via Gebbia Sports), Stock Plans (employee share plan administration), Gen W (next-gen investors), and Investment Club Member programs. Supporting services include Financial Advice, Fully Paid Lending Program, Account Protection, and RISE Prime Services. The company is controlled by the Gebbia family and reported approximately $100 million in annual revenue in 2025 with nearly $20 billion in retail customer net worth as of Q1 2026.

Differentiator

Problem solved

Functional benefit

Brands

• Siebert.Pro: Advanced trading platform with desktop, web, and mobile capabilities
• Siebert.NXT
• Siebert.Valor
• Siebert.Endurance
• RISE Prime Services
• Gen W

Products and services

• Siebert.Pro Advanced multi-channel trading platform providing desktop, web, and mobile tools with functionality and speed for active traders to manage wealth; serves self-directed individual investors and active traders.
• Self-Directed Investments Brokerage service offering diverse investment options and multiple account types for retail investors building portfolios aligned with financial aspirations.
• Financial Advice Personalized wealth planning and advisory service providing flexible engagement options tailored to individual life circumstances and preferences for retail clients.
• Siebert.NXT Managed Portfolios Discretionary investment management service delivered through Siebert AdvisorNXT LLC, a registered investment advisor providing tailored portfolio management for a fee.
• Insurance Insurance products and annuity investments offered through Park Wilshire Companies, Inc., a wholly owned subsidiary of Siebert Financial Corporation.
• Investment Banking Full suite of investment banking services tailored for middle-market companies, including underwriting of public equity and debt offerings.
• Siebert.Valor Specialized portfolio program designed for military personnel, police officers, firefighters, veterans, and their families, providing tailored retirement and wealth management.
• Siebert.Endurance (Gebbia Sports) Athlete-focused financial services program (Gebbia Sports) handling NIL monetization, wealth management, and financial education for professional and college athletes.
• Stock Plans Employee share plan administration solutions and corporate services partnering with public companies to offer share plan services on behalf of their employees.
• Fully Paid Lending Program Lending program allowing customers to borrow against their fully paid securities held in brokerage accounts.
• Gen W Next-generation investor program targeting younger investors with early investing education and goal-based investing services.
• Investment Club Member Program for investment club members to access Siebert's brokerage and advisory services collaboratively for group investing.
• RISE Prime Services Registered broker dealer division of RISE Financial Services LLC providing prime brokerage services.

Quantifiable outcome

• Revenue growth from $10 million (2016) to $100 million (2025)
• +2 more outcomes

Named customers4 records

Segments7 records

Ideal customer profiles7 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature2 records

Scale indicators3 records

Recent moves4 records

Expansion highlights5 records

Direct peers

• Robinhood Markets: Self-directed retail brokerage with mobile-first trading, educational content, and growing retirement/advisory offerings. Direct competitor for Siebert's Gen W and self-directed retail customer base.
• TradeStation: Active-trader brokerage with desktop, web, and mobile platforms plus options/futures. Closely comparable to Siebert.Pro's professional trading tools and functionality.
• Public.com: Retail-focused brokerage with social/investment-community features, fractional shares, and expanding advisory products. Competes for the same self-directed retail and community-investing segments as Siebert.
• SoFi Technologies: Full-service consumer fintech offering brokerage, managed investing, lending, and banking. Overlaps with Siebert's combined brokerage, advisory, and Fully Paid Lending program.
• Interactive Brokers: Operates a multi-asset retail and professional brokerage platform with advanced desktop/web/mobile trading tools. Directly comparable to Siebert.Pro's active-trader positioning and self-directed brokerage model.
• Webull: Digital-first brokerage with advanced desktop and mobile trading tools targeted at active retail traders. Comparable to Siebert.Pro's professional-grade active-trader proposition.
• E*TRADE (Morgan Stanley): Full-service retail broker-dealer combining self-directed trading, managed portfolios, and corporate stock-plan administration. Closely mirrors Siebert's platform-plus-advisory-plus-stock-plan model.

Emerging players

• Stash: Beginner-investor platform combining self-directed brokerage with managed portfolios and financial education. Highly comparable to Siebert's Gen W and Investment Club Member programs.

Broad incumbents

• Charles Schwab: Large, established broker-dealer with retail trading, wealth advisory, and corporate stock-plan services. Competes across Siebert's full offering but at vastly greater scale and as a broad incumbent.

Others

• Apex Fintech Solutions: B2B brokerage infrastructure provider powering many fintech brokerages. Adjacent/ecosystem peer relevant to Siebert's technology stack and prime-brokerage (RISE) ambitions.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat5 records

Key risks6 records

Key highlights7 records

Customer concentration

• Xx.com/siebertco
• Facebookfacebook.com/siebertnet
• LinkedInlinkedin.com/company/64247
• Instagraminstagram.com/siebertfinancial

Revenue estimate

Valuation estimate

Number of profiles

Profiles2 records

Subsidiaries4 records

Funding overview

Funding rounds

Investors

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

M&A1 record

Investments1 record

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

Frequently asked questions about Muriel Siebert & Co