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Thomas Weisel Partners

Full company profile

uuid002ll34

Namestring
Thomas Weisel Partners
Legal namestring
Thomas Weisel Partners LLC
Company typeenum
Private
Founded yearint
1998
Short descriptiontext

Thomas Weisel Partners was a San Francisco-based, full-service investment bank focused on technology and healthcare growth sectors, offering advisory, institutional brokerage, equity research, and asset management services. Founded in 1998, it was acquired by Stifel Financial in 2010.

Operating statusenum
Acquired
Ownership categoryenum
Headcount rangeband
251–500
akta.pro rankint
HeadquartersSan Francisco, United States
HQ citystring
San Francisco
HQ countrystring
United States
HQ regionstring
North America
Markets served

Serves global market

Keyword5 values
investment banking services, technology sector banking, asset management services, institutional brokerage, equity research services
Industry3 codes
1Full-Service Brokerage (Wirehouse/Universal)
CodeFSAEACAAPrimaryYes
2Industry-Specialist / Sector-Focused M&A Advisory
CodeFSAEAGAJPrimaryNo
3Equity Capital Advisory (Private Equity Placements, Growth Capital)
CodeBPAHAOAEPrimaryNo
NAICS code3 codes
  • Securities, Commodity Contracts, and Other Financial Investments and Related Activities523
  • Portfolio Management and Investment Advice523940
  • Other Financial Investment Activities5239
SIC code3 codes
  • Security Brokers, Dealers & Flotation Companies6211
  • Security & Commodity Brokers, Dealers, Exchanges & Services6200
  • Investment Advice6282
Product category
Investment Banking
Social media profiles1 record
Cost components4 values
Personnel, Operations, Marketing or Sales, Technology or R&D
GTM typeB2B
B2B
Offering typeServices
Services
Core offering1 text field

Thomas Weisel Partners LLC was a full-service investment bank providing investment banking advisory, institutional brokerage, equity research, and asset management services. The firm focused primarily on technology and other growth-oriented sectors of the global economy, serving corporate and institutional clients.

Differentiator
Functional benefit
Problem solved
Product and service4 records
1Investment Banking
CategoryInvestment Banking
Description

Full-service investment banking advisory serving corporate and institutional clients in technology and growth sectors of the global economy.

2Institutional Brokerage
CategoryBrokerage Services
Description

Brokerage services provided to institutional clients, including sales and trading support anchored by sector-specialized research.

3Asset Management
CategoryAsset Management
Description

Asset management services for clients seeking exposure to technology and growth-sector investments.

4Equity Research
CategoryResearch Services
Description

Institutional equity research concentrated in technology and growth sectors, supporting the firm's investment banking and brokerage businesses.

No data
Peers10 records
TypeDirect peer
Description

A growth-focused investment bank with strong technology and healthcare IB practices plus an institutional brokerage and equity research platform — an analogous sector-focused mid-market full-service peer.

TypeBroad incumbent
Description

The acquirer of Thomas Weisel Partners and a broad mid-market full-service investment bank — comparable both as the platform that absorbed Thomas Weisel's franchise and as an incumbent whose broader capabilities now encompass what TWP offered.

TypeDirect peer
Description

An independent investment bank with specialized technology, healthcare, and growth markets practices alongside institutional brokerage — comparable as a sector-specialist mid-market IB serving similar growth-company clients.

TypeBroad incumbent
Description

A privately held full-service investment bank with institutional brokerage and equity research alongside tech/healthcare advisory — a broader incumbent peer with overlapping capabilities in the same growth sectors.

TypeDirect peer
Description

A middle-market full-service investment bank with deep technology and healthcare investment banking practices as well as equity research distribution — overlapping directly with Thomas Weisel's tech-focused IB and institutional brokerage model.

TypeDirect peer
Description

A boutique investment bank specializing exclusively in technology and life sciences sectors — a direct peer in serving growth-stage technology issuers with equity research and capital markets services.

TypeDirect peer
Description

A publicly traded full-service investment bank with strong sector-specialist advisory practices across technology, healthcare, and growth markets — directly comparable as a sector-focused mid-market IB competing for similar tech and healthcare mandates.

TypeDirect peer
Description

A diversified middle-market investment bank with significant technology investment banking and equity research distribution — comparable in offering a full-service platform with growing tech sector exposure.

TypeDirect peer
Description

A privately held investment bank with strong growth-company advisory practices and a dedicated investment management arm — a direct comparable as a sector-focused mid-market firm offering IB, brokerage, and asset management.

TypeBroad incumbent
Description

A diversified financial services firm with significant investment banking, institutional brokerage, and asset management — comparable as a larger incumbent with overlapping full-service capabilities.

Market position
Customer concentration

Classification, Details

Ideal customer profile2 records

Each record includes

Profile, Firmographic size, Sales motion, Sales cycle length, Buying structure, Purchase trigger, Buyer persona, Geography, Industry vertical, Primary use case, Description, Pain points, Evidence proof points, Target buyer

Technology focused
No
API detail
Has APIbool
No

Docs URL, Description

AI maturity
App detail

Has app

Core technology
Revenue estimate
Valuation estimate
Number of profiles
Profiles3 records

Each record includes

Name, Designation, Designation category, Overview, Profile commentary, Source

No data
No data
Funding overview

Funding stage, Last funding date, Total funding USD

Funding rounds1 record

Each record includes

Round, Amount USD, Date, Pre money valuation, Total investors, Investors, News

Investors1 record

Each record includes

Name, Type, Date of entry, Rounds participated, Website

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

M&A2 records

Each record includes

Name, Acquisition type, Announced date, Completed date, Status, Website, News

Investment58 records

Each record includes

Name, Round, Announced date, Lead investor, Website, News

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

Thomas Weisel Partners

Investment Bankingthomasweisel.com

Thomas Weisel Partners was a San Francisco-based, full-service investment bank focused on technology and healthcare growth sectors, offering advisory, institutional brokerage, equity research, and asset management services. Founded in 1998, it was acquired by Stifel Financial in 2010.

Thomas Weisel Partners firmographics

Firmographics
Name
Thomas Weisel Partners
Legal name
Thomas Weisel Partners LLC
Website
https://thomasweisel.com
Company type
Private
Founded year
1998
Operating status
Acquired
Headcount range
251–500 employees
Short description
Thomas Weisel Partners was a San Francisco-based, full-service investment bank focused on technology and healthcare growth sectors, offering advisory, institutional brokerage, equity research, and asset management services. Founded in 1998, it was acquired by Stifel Financial in 2010.
Ownership category
akta.pro rank

Thomas Weisel Partners industry classification

Industry
Product category
Investment Banking
NAICS
Securities, Commodity Contracts, and Other Financial Investments and Related Activities (523), Portfolio Management and Investment Advice (523940), Other Financial Investment Activities (5239)
SIC
Security Brokers, Dealers & Flotation Companies (6211), Security & Commodity Brokers, Dealers, Exchanges & Services (6200), Investment Advice (6282)
akta.pro primary industry
Full-Service Brokerage (Wirehouse/Universal) (FSAEACAA)
akta.pro secondary industries
Industry-Specialist / Sector-Focused M&A Advisory (FSAEAGAJ), Equity Capital Advisory (Private Equity Placements, Growth Capital) (BPAHAOAE)

Keywords

  • Investment banking services
  • Technology sector banking
  • Asset management services
  • Institutional brokerage
  • Equity research services

Where Thomas Weisel Partners is headquartered

Location

Headquarters

HQ city
San Francisco
HQ country
United States
HQ region
North America

Markets served

Thomas Weisel Partners business model

Business model
GTM type
B2B
Offering type
Services
Cost components
Personnel, Operations, Marketing or Sales, Technology or R&D

Thomas Weisel Partners product offering

Product offering

Core offering

Thomas Weisel Partners LLC was a full-service investment bank providing investment banking advisory, institutional brokerage, equity research, and asset management services. The firm focused primarily on technology and other growth-oriented sectors of the global economy, serving corporate and institutional clients.

Differentiator

Problem solved

Functional benefit

Products and services

  • Investment Banking Full-service investment banking advisory serving corporate and institutional clients in technology and growth sectors of the global economy.
  • Institutional Brokerage Brokerage services provided to institutional clients, including sales and trading support anchored by sector-specialized research.
  • Asset Management Asset management services for clients seeking exposure to technology and growth-sector investments.
  • Equity Research Institutional equity research concentrated in technology and growth sectors, supporting the firm's investment banking and brokerage businesses.

Companies that use Thomas Weisel Partners

Customer profile

Ideal customer profiles2 records

Thomas Weisel Partners technology and API

Technology

Technology focussed No

API detail

Has API
No
API docs
API detail

Core technology

AI maturity

App detail

Thomas Weisel Partners competitors and assessment

Company assessment

Direct peers

  • Cowen (now TD Cowen): A growth-focused investment bank with strong technology and healthcare IB practices plus an institutional brokerage and equity research platform — an analogous sector-focused mid-market full-service peer.
  • Canaccord Genuity: An independent investment bank with specialized technology, healthcare, and growth markets practices alongside institutional brokerage — comparable as a sector-specialist mid-market IB serving similar growth-company clients.
  • Jefferies Group: A middle-market full-service investment bank with deep technology and healthcare investment banking practices as well as equity research distribution — overlapping directly with Thomas Weisel's tech-focused IB and institutional brokerage model.
  • Needham & Company: A boutique investment bank specializing exclusively in technology and life sciences sectors — a direct peer in serving growth-stage technology issuers with equity research and capital markets services.
  • Houlihan Lokey: A publicly traded full-service investment bank with strong sector-specialist advisory practices across technology, healthcare, and growth markets — directly comparable as a sector-focused mid-market IB competing for similar tech and healthcare mandates.
  • Piper Sandler: A diversified middle-market investment bank with significant technology investment banking and equity research distribution — comparable in offering a full-service platform with growing tech sector exposure.
  • William Blair: A privately held investment bank with strong growth-company advisory practices and a dedicated investment management arm — a direct comparable as a sector-focused mid-market firm offering IB, brokerage, and asset management.

Broad incumbents

  • Stifel Financial Corp. The acquirer of Thomas Weisel Partners and a broad mid-market full-service investment bank — comparable both as the platform that absorbed Thomas Weisel's franchise and as an incumbent whose broader capabilities now encompass what TWP offered.
  • Robert W. Baird: A privately held full-service investment bank with institutional brokerage and equity research alongside tech/healthcare advisory — a broader incumbent peer with overlapping capabilities in the same growth sectors.
  • Raymond James: A diversified financial services firm with significant investment banking, institutional brokerage, and asset management — comparable as a larger incumbent with overlapping full-service capabilities.

Market position

Customer concentration

Thomas Weisel Partners social profiles

Digital presence

Thomas Weisel Partners financial estimates

Financial estimate

Revenue estimate

Valuation estimate

Thomas Weisel Partners leadership team

Management profile

Number of profiles

Profiles3 records

Thomas Weisel Partners funding detail

Funding detail

Funding overview

Funding rounds1 record

Investors1 record

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

Thomas Weisel Partners M&A and investment

M&A and investment

M&A2 records

Investments58 records

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

Frequently asked questions about Thomas Weisel Partners

What does Thomas Weisel Partners do?

Thomas Weisel Partners LLC was a full-service investment bank providing investment banking advisory, institutional brokerage, equity research, and asset management services. The firm focused primarily on technology and other growth-oriented sectors of the global economy, serving corporate and institutional clients.

Is Thomas Weisel Partners a public or private company?

Thomas Weisel Partners is a private company. It is classified as corporate owned and is currently acquired.

When was Thomas Weisel Partners founded?

Thomas Weisel Partners was founded in 1998. It employs 251 to 500 people.

Where is Thomas Weisel Partners based?

Thomas Weisel Partners is headquartered in San Francisco, United States, in the North America region.

Who are Thomas Weisel Partners's main competitors?

Direct peers on record are Cowen (now TD Cowen), Canaccord Genuity, Jefferies Group, Needham & Company, Houlihan Lokey, Piper Sandler and William Blair. Broad incumbents are Stifel Financial Corp., Robert W. Baird and Raymond James.

Does Thomas Weisel Partners have an API?

No public API is recorded for Thomas Weisel Partners.

What industry is Thomas Weisel Partners in?

Thomas Weisel Partners's product category is Investment Banking. Its primary akta.pro industry code is FSAEACAA, Full-Service Brokerage (Wirehouse/Universal), with a secondary code of FSAEAGAJ, Industry-Specialist / Sector-Focused M&A Advisory. Its NAICS code is 523 and its SIC code is 6211.

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Live signals
GlobeNewswireStetson Provides Litigation UpdateThomas Weisel Partners Canada filed an appeal notice with the Ontario Court of Appeal against a Superior Court order that found it breached a bought deal engagement letter with Stetson. The court ordered Weisel to pay $16,042,669 plus interest and costs for the 2008 failed financing. Stetson intends to defend the appeal aggressively.GlobeNewswireStetson Provides UpdateStetson Oil & Gas Ltd. submitted an application to the North Dakota Industrial Commission for non-standard spacing approval to re-complete its abandoned well in the Bakken zone. The company also advanced a legal claim against Thomas Weisel Partners Canada Inc., with mediation scheduled for November 2011 and a trial in February 2012.BloombergWhy Tom Wiesel Wants to Build StifelThomas W. Weisel became co-chairman of Stifel Financial after the bank acquired his firm, Thomas Weisel Partners Group, for nearly $200 million. He aims to boost Stifel's profile with Bay Area investors, but faces a drought of IPOs and competition from larger banks.GlobeNewswireStifel and Thomas Weisel Partners Complete Strategic MergerStifel Financial Corp. completed its merger with Thomas Weisel Partners Group, Inc., with shareholders receiving 0.1364 Stifel shares per Thomas Weisel share. The combined firm will operate under the Stifel name, with the investment banking platform named Stifel Nicolaus Weisel. The merger is expected to be accretive to book value, earnings per share, and growth rate.GlobeNewswireInformatica to Present at Thomas Weisel Partners Technology & Telecom ConferenceInformatica's CEO Sohaib Abbasi and CFO Earl Fry will present a corporate overview at the Thomas Weisel Partners Technology & Telecom Conference in San Francisco on February 8, 2010. A live audio webcast will be available at informatica.com/investor, with an archive until February 16.GlobeNewswireMicrosemi to Present at the Thomas Weisel Partners 2010 Technology and Telecom ConferenceMicrosemi CEO James J. Peterson will present at the Thomas Weisel Partners 2010 Technology and Telecom Conference in San Francisco on February 8-10, 2010. A live webcast will be available on February 9 at 10:20 am PST. The company is a manufacturer of analog mixed-signal integrated circuits and high reliability semiconductors.GlobeNewswireExide Technologies to Present at Thomas Weisel Partners Alternative Energy & Natural Resources Conference 2009 on November 10thExide Technologies announced that CEO Gordon A. Ulsh and President Edward J. O'Leary will present at the Thomas Weisel Partners Alternative Energy & Natural Resources Conference on November 10, 2009, at the New York Palace Hotel. The presentation will be webcast live on the company's website, with a replay available for 30 days.GlobeNewswireIMAX Corporation to Present At the Thomas Weisel Partners Consumer Conference 2009IMAX CEO Richard L. Gelfond will present at the Thomas Weisel Partners Consumer Conference on October 1st, webcast live from the New York Palace Hotel. The company reported 394 IMAX theatres operating in 44 countries as of June 30, 2009. The presentation will be archived for 30 days.GlobeNewswireAmerica's Car-Mart, Inc. to Present At Thomas Weisel Partners Consumer ConferenceAmerica's Car-Mart, Inc. will present at the Thomas Weisel Partners Consumer Conference on October 1, 2009, in New York City. Chairman T.J. Falgout, CEO William Henderson, and CFO Jeffrey Williams will speak. The company operates 96 dealerships in eight states, focusing on the Buy Here/Pay Here segment.GlobeNewswireMedicis to Present At Thomas Weisel Partners Healthcare ConferenceMedicis announced it will present at the Thomas Weisel Partners Annual Healthcare Conference in Boston on September 10, 2009, with a live webcast available via its corporate website. The company, a specialty pharmaceutical firm, will also provide an archive of the webcast for 10 business days.