Established Industry Presence With a history dating back to 1901, Sterne Agee is one of the most longstanding firms in the financial services sector, demonstrating substantial stability and brand recognition that can be leveraged for client trust and partnership opportunities.

Significant Client Assets The firm manages nearly $26 billion in client assets through its diverse client base, including corporations, municipalities, and individual investors, highlighting strong potential for expanding institutional and large-scale wealth management services.

Recent Acquisition Dynamics Following its acquisition by Stifel Nicolaus for $150 million in 2015, Sterne Agee underwent restructuring, presenting opportunities to offer integration support, technology solutions, and operational efficiencies amid ongoing organizational changes.

Competitive Market Position Despite being smaller than industry giants, Sterne Agee's revenue range of $250 million to $500 million and a nationwide presence position it as a potential partner for tailored financial technology solutions and niche market expansion strategies.

Growth & Modernization Needs Utilizing a tech stack that includes WordPress, jQuery, PHP, and analytics tools indicates a focus on digital presence and data-driven client engagement—sales efforts could focus on innovative fintech solutions to enhance these capabilities and drive future growth.