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: 4
Signal Type
Dec
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May
ZI Rank
5
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4
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4
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 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
Corporate Strategy, HR Operations, Organizational Development
Person-Based
Person-Based
Partnership, Asset Management
Mergers & Acquisitions (M&A)
Mergers & Acquisitions, Acquisitions, Mergers
Person-Based
Partnership, Asset Management, Acquisitions
Steward Partners News & Media
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,...Steward Partners Recognized by Washington Business Journal as a 2026 Best Place to Work
Recognition marks the ninth appearance for the employee-owned firm STAMFORD, Conn., May 8, 2026 /PRNewswire/ -- Steward Partners, a full-service, employee-owned, independent financial services firm has been recognized in the Washington Business Journal's Best Places to Work in Greater...Steward Partners Acquires Wisdom Rock Financial Advisory Group, Adding Over $500 Million in Assets to Its M&A Channel
Seven-advisor team brings nearly four decades of client-first financial planning and a culture built on mentorship, shared values, and holistic wealth management STAMFORD, Conn., May 6, 2026 /PRNewswire/ -- Steward Partners, a full-service, employee-owned independent financial services...Steward Partners Acquires Jazz Wealth, Expanding into Florida's Gulf Coast
The eight-member team, based in the Tampa Bay area, brings approximately $450 million in client assets to Steward Partners' rapidly growing M&A Channel STAMFORD, Conn., May 5, 2026 /PRNewswire/ -- Steward Partners, an employee-owned independent financial services firm specializing in...
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Frequently Asked Questions Regarding Steward Partners
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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
