Overview

Stifel Wealth Tracker

Information by Research TrustFinance

https://www.stifel.com/

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.

Founded in
United States

United States


Industry

    Financial

  • Wealth ManagementPRIMARY
  • Other Service