Steward Partners
Finance · New York, United States · 192 Employees
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About
Headquarters
2 Grand Central Tower 140 E 45th 36th Florida S...Phone Number
(212) 364-0364Website
www.stewardpartners.comRevenue
$66.6 MillionIndustry
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Mergers & Acquisitions (M&A)
Highlights
$245M
Total Funding Amount
$140M
Most Recent Funding Amount
4
Number of Funding Rounds
Who is Steward Partners
Steward Partners Global Advisory is an employee-owned, full-service independent partnership catering to family, institutional, and multigenerational investors. Our partners specialize in comprehensive wealth planning, investment strategy implementation, professional asset management, institutional consulting, and business solutions. We serve a select number of clients and pride ourselves on delivering personalized service with an unwavering commitment to excellence.Explore more
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Steward Partners
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Mergers & Acquisitions (M&A)
Mergers & Acquisitions
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Steward Partners News & Media
Steward Partners CEO Jim Gold and Legacy Division Head Scott Danner Recognized in InvestmentNews' 2024 'Hot List' of Standout Industry Professionals
Gold and Danner's inclusion in the annual list acknowledging excellence in the financial services field reflects their professionalism and commitment to generating first-rate client outcomes NEW YORK, Dec. 18, 2024 /PRNewswire/ -- Steward Partners, an employee-owned independent financial...Wealthbox Selected by Steward Partners for Enterprise CRM
PROVIDENCE, R.I., Dec. 10, 2024 /PRNewswire/ -- Wealthbox, the highest-rated CRM software for financial advisors, today announces a new enterprise CRM agreement with Steward Partners, an independent wealth management firm managing over $38 billion in assets. Steward Partners will...Steward Partners Ranks 40th in Financial Planning's Inaugural 'Best RIAs to Work For' List
Recognition Emphasizes Steward Partners' Dedication to Workplace Culture, Collaboration and Client Outcomes NEW YORK, Dec. 5, 2024 /PRNewswire/ -- Steward Partners, an employee-owned independent financial services firm specializing in comprehensive wealth management solutions, has ranked...Steward Partners Acquires Mainstay Wealth Management Continuing Rapid Growth Trajectory
The latest addition to the Steward Partners platform yields an additional $850 million in client assets NEW YORK, Nov. 21, 2024 /PRNewswire/ -- Steward Partners, a full-service, employee-owned, independent financial services firm, announced today the acquisition of Mainstay Wealth...
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Steward Partners Global Advisory is an employee-owned, full-service independent partnership catering to family, institutional, and multigenerational investors. Our partners specialize in comprehensive wealth planning, investment strategy implementation, professional asset management, institutional consulting, and business solutions. We serve a sele... Read More
