Steward Partners
Highly Engaged Employees
Highly Engaged EmployeesFinance · Connecticut, United States · 501-1,000 Employees
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Overview
Headquarters
400 Atlantic St Fl 10, Stamford, Connect...Phone Number
(866) 694-7769Website
www.stewardpartners.comRevenue
$309.3 MillionIndustry
ZI Rank: 5
Signal Type
Jan
Feb
Mar
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Jun
ZI Rank
5
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4
5
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5
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
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Activity Insights
Steward Partners is experiencing very low activity levels compared to other companies in the Finance sector.
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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
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Most Recent Scoops
Person-Based
Artificial Intelligence
Facilities Relocation / Expansion
Steward Partners is planning to move offices in July 2026. The move will impact approximately 25 employees at the existing office located at 801 18th St NW, Washington, DC.
Facilities Relocation/Expansion
Person-Based
Partnership, Asset Management, Finance, Private Equity
Person-Based
Corporate Strategy, HR Operations, Organizational Development
Person-Based
Steward Partners News & Media
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...Steward Partners Celebrates 6 Advisors Honored on AdvisorHub's 2026 Advisors to Watch List
Steward Partners advisors recognized amongst the Under $1B category STAMFORD, Conn., June 22, 2026 /PRNewswire/ -- Steward Partners, a full-service, employee-owned, independent financial services firm celebrates six advisors recognized on AdvisorHub's 2026 Advisors to Watch list in the...Steward Partners Welcomes Zelniker Dorfman Private Wealth in Strategic Partnership, Expanding Its Reach in the Northeast and Florida
Veteran team managing $2.4 billion in client assets brings specialized expertise across business owners, athletes and entertainers, and multi-generational families to Steward Partners' Legacy Channel STAMFORD, Conn., June 9, 2026 /PRNewswire/ -- Steward Partners, a full-service,...
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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
