Stifel Financial Corp.
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Stifel Financial Corp. - overview
Established
1890
Location
Missouri, MO, US
Primary Industry
Financial Services
About
Based in Missouri, US, and founded in 1890 by Benjamin Altheimer, and Edward Rawlings, Stifel Financial Corp. , doing business as, Stifel, is a wealth management company that provides investment services to individuals, families, and organizations to achieve their financial goals. In March 2022, Institutional Capital Network, Inc. , a portfolio company of WestCap, Affiliated Managers Group, Bank of New York Mellon Private Equity, etc.
agreed to acquire Stifel Financial Corp. The company trades on New York Stock Exchange under the ticker symbol SF. As of June 2022, Ron Kruszewski is the CEO and Chairman of the company. Stifel offers Stifel Wealth Tracker mobile and desktop-based applications that help individuals track their financial information such as loans, investments, retirement accounts, and others to get a picture of their net worth.
The company also offers the services of stock and investment analysts to help individuals make informed investment choices. Additionally, the firm offers alternative investments, annuities, asset allocation, cash and banking services, college and higher education planning, consulting services, corporate executive services, estate planning, exchange-traded funds and notes, financial planning, investment advisory programs, insurance, lending services, mutual funds, philanthropic services, retirement planning, and other related services. .
Current Investors
1st & Main Growth Partners
Primary Industry
Financial Services
Sub Industries
Retail Banks, Investment Banking, e-Financial, Commercial Banks
Website
www.stifel.com
Verticals
FinTech, FinTech, Mobile Apps
Company Stage
Mature - Growth Capital
Total Amount Raised
Subscriber access only
Stifel Financial Corp. - deals
| Deals Type | Deal Status | Target (s) | Deal Date | Investor(s) | Seller(s) | Deal size (Mn) | Enterprise value (Mn) | Post-money valuation (Mn) | EBITDA multiple (x) | Revenue multiple (x) | Lead partner (s) |
|---|---|---|---|---|---|---|---|---|---|---|---|
| PIPE | Completed | Stifel Financial Corp. | - | ||||||||
| Unspecified Exit | Completed | Stifel Financial Corp. | - |
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