Stifel Wealth Tracker

Stifel Financial Corp. (NYSE: SF) is a full-service wealth management and investment banking firm established in 1890. Operating through its principal subsidiary, Stifel, Nicolaus & Company, Incorporated, the company provides securities brokerage, investment banking, trading, investment advisory, and related financial services to individual investors, professional money managers, businesses, and municipalities. The "Wealth Tracker" service is a key component of their wealth management offering, providing clients with a comprehensive, real-time view of their entire financial picture, including assets held at other institutions, to facilitate holistic financial planning and collaboration with their Stifel Financial Advisor.