StoneX Wealth Management
- Company typePublic
- Founded1905
- HeadquartersNew York, United States
- Headcount11–50
- GTM typeB2B and B2C
- OfferingServices
What StoneX Wealth Management does
StoneX Wealth Management is a division of StoneX Group Inc. (NASDAQ: SNEX), providing integrated wealth management and brokerage services through wholly owned subsidiaries StoneX Securities Inc. (FINRA/SIPC member), StoneX Advisors Inc., and Trust Advisory Group, Ltd. The platform delivers personalized wealth and estate management, managed portfolios, retirement and college planning, lending solutions, life insurance and annuities, tax planning, and succession planning for HNW families, with an additional self-directed brokerage offering for clients who prefer to manage their own portfolios. The firm is licensed and registered in all 50 U.S. states and extends distribution into Latin America (Argentina, Brazil) and additional localized markets in Japan and the United Kingdom.
The business operates through a network of 500+ affiliated financial professionals serving 97,000+ investment clients with $16B+ in assets under management, and the firm states it does not mandate or incentivize proprietary product recommendations, supporting an open-architecture, fee-based advisory and brokerage model. Underlying technology consists of an integrated digital platform with an online account access portal, advisor workstations, and supplementary products including StoneX Digital (digital-asset execution and custody), StoneX Prime (institutional prime brokerage), and StoneX Hedge (commodity hedging for commercial clients), positioning the division within StoneX Group's broader financial services ecosystem. The platform is headquartered in Birmingham, Alabama (regional) with the parent company's global headquarters at 230 Park Avenue, New York, and is rooted in a 100+ year industry legacy dating to 1905.
StoneX Wealth Management firmographics
Firmographics- Name
- StoneX Wealth Management
- Legal name
- StoneX Group Inc.
- Website
- https://wealth.stonex.com
- Company type
- Public
- Founded year
- 1905
- Operating status
- Operating
- Headcount range
- 11–50 employees
- Ownership category
- akta.pro rank
StoneX Wealth Management industry classification
Industry- Product category
- Wealth Management
- NAICS
- Portfolio Management and Investment Advice (523940), Portfolio Management and Investment Advice (52394), Trust, Fiduciary, and Custody Activities (523991)
- SIC
- Investment Advice (6282), Security & Commodity Brokers, Dealers, Exchanges & Services (6200)
- akta.pro primary industry
- Broker-Dealer Affiliated Wealth Advisory (FSAEABAB)
- akta.pro secondary industries
- Hybrid Advice (Advisor + Digital) Platforms (FSAAAAAE), Financial Planning & Goals-Based Advice (Mass Affluent) (FSAAAAAF), Advisory Portfolio Management (Non-Discretionary) (FSAAABAD), Active Crypto Asset Managers (Discretionary) (FSADAHAA)
Keywords
Where StoneX Wealth Management is headquartered
LocationHeadquarters
- HQ city
- New York
- HQ country
- United States
- HQ region
- North America
Offices2 records
Markets served
StoneX Wealth Management business model
Business model- GTM type
- B2B and B2C
- Offering type
- Services
- Cost components
- Personnel, Operations, Technology or R&D, Marketing or Sales, Infrastructure
Revenue model
- Wealth Management and Advisory Services: The firm generates revenue through registered investment advisory services and brokerage services. Revenue is derived from fees associated with wealth and estate management, managed portfolios, retirement and college planning, lending solutions, and life insurance and annuities. The company states it does not mandate or provide incentives to representatives to recommend proprietary investment products, suggesting a fee-based or commission-based model.
Go-to-market motion1 record
Distribution channels3 records
Marketing channels5 records
StoneX Wealth Management product offering
Product offeringCore offering
StoneX Wealth Management delivers integrated wealth management and advisory solutions including personalized investment advice, managed portfolios, retirement and college planning, wealth and estate management, lending solutions, and life insurance and annuities. Services are delivered through a network of 500+ affiliated financial professionals licensed across all 50 U.S. states and in Latin America, supported by an integrated digital platform for client account access and advisor tools.
Product overview
StoneX Wealth Management operates as an integrated wealth management platform combining technology, advisory services, and investment products. The core offering centers on StoneX Wealth Management, which delivers personalized wealth and estate management, managed portfolios, retirement and college planning, lending solutions, and insurance products through a network of 500+ affiliated financial professionals serving 97,000+ clients. The platform is supported by complementary products including StoneX Digital (digital asset execution and custody), StoneX Prime (prime brokerage for institutional clients), and StoneX Hedge (commodity hedging for commercial clients), along with self-directed account services. These products operate as an integrated ecosystem under StoneX Group Inc. (NASDAQ: SNEX), with clearing and custody services provided through affiliated broker-dealers.
Differentiator
Problem solved
Functional benefit
Products and services
- StoneX Wealth Management Integrated wealth management platform providing personalized investment advice, estate management, retirement and college planning, lending solutions, and insurance products to over 97,000 investment clients through a network of 500+ affiliated financial professionals across the U.S. and Latin America.
- Wealth and Estate Management Comprehensive wealth and estate management services including succession planning, will and trust creation, and wealth transfer strategies designed for high-net-worth individuals and families.
- Managed Portfolios
- Retirement and College Planning
- Lending Solutions
- Life Insurance and Annuities
- Self-Directed Services
- StoneX Digital
- StoneX Hedge
- StoneX Prime
Quantifiable outcome
- $16B+ Assets Under Management
- +3 more outcomes
Companies that use StoneX Wealth Management
Customer profileNamed customers3 records
Segments3 records
Ideal customer profiles1 record
StoneX Wealth Management technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
StoneX Wealth Management partnerships and signals
Strategic signalPartnerships
One partnership is on record.
- SaracensminorStoneX has a sponsorship relationship with Saracens, a professional rugby union club. This appears to be a brand visibility and community engagement partnership rather than a core business partnership.
Scale indicators5 records
Recent moves5 records
Expansion highlights5 records
StoneX Wealth Management competitors and assessment
Company assessmentDirect peers
- Stifel Financial Corp. Stifel operates a Global Wealth Management segment through affiliated financial advisors offering brokerage and investment advisory services. Its advisor-led wealth model, geographic reach and public-company structure make it a directly comparable peer.
- Cambridge Investment Research: Cambridge Investment Research is a large independent broker-dealer supporting affiliated advisors with RIA and brokerage capabilities. Its hybrid affiliation choices, advisor-centric technology stack and wealth management focus make it highly comparable to StoneX Wealth Management.
- Edward Jones: Edward Jones runs a national network of affiliated financial advisors providing wealth management, retirement and estate planning services. Its branch-based advisor distribution and focus on retail/HNW investors make it highly comparable to StoneX Wealth Management's retail wealth franchise.
- Ameriprise Financial: Ameriprise Financial operates a large affiliated advisor force delivering wealth management, retirement planning and advisory services to retail and HNW clients. Its scale, advisor distribution model and integrated planning offerings make it a direct competitor for client wallet share.
- LPL Financial Holdings: LPL Financial is the largest U.S. independent broker-dealer with a vast affiliated advisor network and integrated wealth management platform. It is the closest direct peer to StoneX Wealth Management given its similar affiliation model, RIA support, advisory and brokerage offering, and advisor-centric distribution strategy.
- Raymond James Financial: Raymond James operates an affiliated advisor and independent contractor wealth management network alongside investment banking and asset management. Its Private Client Group mirrors StoneX Wealth Management's advisor-led wealth platform serving retail and HNW clients with brokerage and advisory services.
- Commonwealth Financial Network: Commonwealth is a privately held independent broker-dealer serving affiliated advisors with wealth management, advisory and practice management support. Its independent-contractor model and focus on advisor productivity align closely with StoneX Wealth Management's positioning.
- Cetera Financial Group: Cetera is a leading U.S. independent broker-dealer serving thousands of affiliated financial professionals with brokerage, advisory and wealth management solutions. Its multi-firm affiliation model and advisor support services closely parallel StoneX Wealth Management's structure.
Broad incumbents
- Goldman Sachs Personal Financial Management (Ayco): Goldman Sachs Personal Financial Management (now operating as Ayco/PFM within Goldman Sachs Wealth Management) serves HNW and mass-affluent clients with comprehensive wealth and estate planning. It overlaps with StoneX Wealth Management's HNW and advisory offerings while operating at substantially greater scale.
- Charles Schwab (Wealth & Advisor Services): Charles Schwab offers wealth management and custody services to independent RIAs and advisors through Schwab Advisor Services, while also serving retail investors directly. As a much larger incumbent, it competes for the same advisor relationships and end-client assets that StoneX targets.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat4 records
Key risks6 records
Key highlights7 records
Customer concentration
StoneX Wealth Management social profiles
Digital presenceStoneX Wealth Management compliance and trust
Trust signalCompliance2 records
StoneX Wealth Management financial estimates
Financial estimateRevenue estimate
Valuation estimate
StoneX Wealth Management leadership team
Management profileNumber of profiles
StoneX Wealth Management subsidiaries and ownership
Company hierarchySubsidiaries3 records
StoneX Wealth Management funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
StoneX Wealth Management M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about StoneX Wealth Management
What does StoneX Wealth Management do?
StoneX Wealth Management delivers integrated wealth management and advisory solutions including personalized investment advice, managed portfolios, retirement and college planning, wealth and estate management, lending solutions, and life insurance and annuities. Services are delivered through a network of 500+ affiliated financial professionals licensed across all 50 U.S. states and in Latin America, supported by an integrated digital platform for client account access and advisor tools.
Is StoneX Wealth Management a public or private company?
StoneX Wealth Management is a public company. It is classified as public and is currently operating.
When was StoneX Wealth Management founded?
StoneX Wealth Management was founded in 1905. It employs 11 to 50 people.
Where is StoneX Wealth Management based?
StoneX Wealth Management is headquartered in New York, United States, in the North America region.
How does StoneX Wealth Management make money?
One revenue line is on record: wealth Management and Advisory Services.
Who are StoneX Wealth Management's main competitors?
Direct peers on record are Stifel Financial Corp., Cambridge Investment Research, Edward Jones, Ameriprise Financial, LPL Financial Holdings, Raymond James Financial, Commonwealth Financial Network and Cetera Financial Group. Broad incumbents are Goldman Sachs Personal Financial Management (Ayco) and Charles Schwab (Wealth & Advisor Services).
Does StoneX Wealth Management have an API?
No public API is recorded for StoneX Wealth Management.
What industry is StoneX Wealth Management in?
StoneX Wealth Management's product category is Wealth Management. Its primary akta.pro industry code is FSAEABAB, Broker-Dealer Affiliated Wealth Advisory, with a secondary code of FSAAAAAE, Hybrid Advice (Advisor + Digital) Platforms. Its NAICS code is 523940 and its SIC code is 6282.