Steward Partners
Highly Engaged Employees
Highly Engaged EmployeesFinance · Connecticut, United States · 501-1,000 Employees
View Company Info for Free
Overview
Headquarters
400 Atlantic St Fl 10, Stamford, Connect...Phone Number
(866) 694-7769Website
www.stewardpartners.comRevenue
$309.3 MillionIndustry
ZI Rank: 6
Signal Type
Feb
Mar
Apr
May
Jun
Jul
ZI Rank
5
4
5
4
5
6
About Steward Partners
Steward Partners is a full-service, employee-owned, independent financial services firm representing some of the U.S.'s top advisors. The firm provides comprehensive wealth management solutions for families, businesses, and multigenerational investors. Since its establishment, Steward Partners has cultivated a positive and transparent culture of collaboration and excellence, driving significant growth in a competitive industry. Its services include wealth planning, private banking, institutional consulting, and business solutions, supporting clients in achieving their financial goals.Explore more
Steward Partners Org Chart
Sell smarter with deeper company insights.
ZoomInfo gives you access to real-time firmographics, buying signals, org charts, and decision-makers - helping your GTM teams prioritize accounts, personalize outreach with AI-driven automation, and close deals faster.
Is Steward Partners your ideal customer? 
Let us give you the heads up on whether it's a good time to reach out
Product Launch: Get notified when Steward Partners launches new products
Earning: See what the market has to say on Steward Partners recently announced quarterly report
Steward Partners, which may be a good buyer, showed buying intent in Masked Content Topic
Check out if Steward Partners is spiking on competitors!
Check if Steward Partners has recently received funding, and reach out quickly before it becomes old news!
Website visits: Recent activity has been detected on your website
Funding: Get notified immidiatlly once Steward Partners has new funding data
Click to see if Steward Partners had a recent Job posting/layoffs
Competitive Alert! Recent activity has been detected by your competitor Masked Content
Congratulate Masked Content for being promoted to Masked Content at Steward Partners
Recommended Actions
Introduce yourself to Masked Content, who has shown a strong intent to purchase lately
Find 2 more new buyers
Compare Similar Companies to Steward Partners
Compare insights from companies similar to Steward Partners, focusing on performance, financial data, growth rates, and unique benchmarks to identify key industry trends and opportunities.
Revenue
Number of Employees
Type
Funding
Founded In
Company Profile Activity
Activity Insights
Steward Partners is experiencing very low activity levels compared to other companies in the Finance sector.
What does this means?
Steward Partners is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Steward Partners.
Steward Partners financials insights
Gather financial insights about Steward Partners, including details on funding rounds, investors, total funding, and acquisitions, to gain a comprehensive understanding of their financial strategy.
2020
Debt
$5M
2021
Private Equity
$100M
2022
Debt
$140M
2025
Debt
$475M
Steward Partners Tech Stack
A closer look at the technologies used by Steward Partners
See more technologies
Most Recent Scoops
Person-Based
Mergers & Acquisitions, Customer Engagement, Relationship Marketing, Corporate Strategy
Person-Based
Corporate Strategy
New Hire
Executive Move
Executive Moves, New Hire
Person-Based
Artificial Intelligence
Facilities Relocation / Expansion
Facilities Relocation/Expansion
Steward Partners News & Media
Steward Partners Climbs to No. 24 on Financial Advisor Magazine's 2026 RIA Ranking
Firm advances four spots year-over-year, placing among the top 25 registered investment advisory firms nationwide out of more than 500 evaluated STAMFORD, Conn., July 21, 2026 /PRNewswire/ -- Steward Partners, a full-service, employee-owned, independent financial services firm, has been...Steward Partners Adds Nearly $3.7 Billion in Q2 2026, Extending National Growth Streak
Six advisor teams join from wirehouses, regional banks, and independent RIAs, deepening Steward Partners' presence from coast to coast STAMFORD, Conn., July 13, 2026 /PRNewswire/ -- Steward Partners, a full-service, employee-owned, independent financial services firm today announced a...Steward Partners Appoints Joseph Glick as Chief Operating Officer, Positioning the Firm for Its Next Phase of Growth
Industry veteran brings deep RIA operational expertise and a track record of scaling firms through technology, automation, and margin expansion; deepening the leadership team as Steward surpasses $53B in client assets STAMFORD, Conn., July 6, 2026 /PRNewswire/ -- Steward Partners, a...Steward Partners Named Excellence Awardee in Five Categories in 2026 InvestmentNews Awards
STAMFORD, Conn., July 1, 2026 /PRNewswire/ -- Steward Partners, a full-service, employee-owned, independent financial services firm celebrates being recognized as an Excellence Awardee across five categories in the 2026 InvestmentNews Awards, including: RIA of the Year Broker-Dealer of...
Read more news
Top Finance Companies
Top companies in Australia by revenue
Top companies in New Zealand by revenue
Frequently Asked Questions Regarding Steward Partners
Sign Up For FreeTo access detailed company insights
Steward Partners is a full-service, employee-owned, independent financial services firm representing some of the U.S.'s top advisors. The firm provides comprehensive wealth management solutions for families, businesses, and multigenerational investors. Since its establishment, Steward Partners has cultivated a positive and transparent culture of co... Read More
