Stifel Financial
Finance · California, United States · 11-50 Employees
View Company Info for Free
Overview
Headquarters
400 Spectrum Center Dr Ste 2000, Irvine,...Phone Number
(949) 271-5110Revenue
$6.2 MillionIndustry
ZI Rank: 2
Signal Type
Jan
Feb
Mar
Apr
May
Jun
ZI Rank
1
3
3
3
1
2
About Stifel Financial
Stifel Richard J. Ward offers a comprehensive range of financial services tailored for high net worth investors in Irvine, CA. The firm specializes in developing personalized investment strategies that address clients' unique needs, enabling them to achieve both short- and long-term financial objectives. With over 45 years of experience and a focus on client-centered wealth management, they aim to align clients' visions with customized plans for a fulfilling life. Stifel is recognized as one of the largest wealth management firms in the nation, boasting a significant number of financial advisors.Explore more
Stifel Financial Org Chart
CH
Client Service Associate
SB
Registered Client Service Associate
SC
Senior Dotnet Developer
TP
Underwriter
JS
Accounting Assistant
DH
Financial Advisor
Get the full picture
Sign in to uncover key details.
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 Stifel Financial your ideal customer? 
Let us give you the heads up on whether it's a good time to reach out
Earning: See what the market has to say on Stifel Financial recently announced quarterly report
Product Launch: Get notified when Stifel Financial launches new products
Check if Stifel Financial has recently received funding, and reach out quickly before it becomes old news!
Competitive Alert! Recent activity has been detected by your competitor Masked Content
Stifel Financial, which may be a good buyer, showed buying intent in Masked Content Topic
Funding: Get notified immidiatlly once Stifel Financial has new funding data
Congratulate Masked Content for being promoted to Masked Content at Stifel Financial
Check out if Stifel Financial is spiking on competitors!
Website visits: Recent activity has been detected on your website
Click to see if Stifel Financial had a recent Job posting/layoffs
Recommended Actions
Introduce yourself to Masked Content, who has shown a strong intent to purchase lately
Find more new buyers
Compare Similar Companies to Stifel Financial
Compare insights from companies similar to Stifel Financial, 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
<$5M
11-50
Private
-
-
FF
Frank FinchLife Stages Financial Principal & Vice President, Financial 21st Century Financial Literacy & Registered of Halliday Financial Representative
Company Profile Activity
Activity Insights
Stifel Financial is experiencing very low activity levels compared to other companies in the Finance sector.
What does this means?
Stifel Financial is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Stifel Financial.
Stifel Financial Tech Stack
A closer look at the technologies used by Stifel Financial
Top Finance Companies
Top companies in Canada by revenue
Top companies in New Zealand by revenue
Frequently Asked Questions Regarding Stifel Financial
Sign Up For FreeTo access detailed company insights
Stifel Richard J. Ward offers a comprehensive range of financial services tailored for high net worth investors in Irvine, CA. The firm specializes in developing personalized investment strategies that address clients' unique needs, enabling them to achieve both short- and long-term financial objectives. With over 45 years of experience and a focus... Read More
