Established Market Presence With over a century of experience since 1901 and a large team of more than 2,000 financial professionals, Sterne Agee has established itself as a prominent player in the financial services industry, offering comprehensive wealth management and investment services to a diverse client base.

Significant Asset Custody The firm maintains custody of nearly $26 billion in client assets, indicating a substantial potential for providing advanced custodial, compliance, and financial technology solutions tailored to managing large and complex portfolios.

Recent Acquisition Activity Following its acquisition by Stifel Nicolaus in 2015 for $150 million and subsequent restructuring, there may be opportunities to offer integration, consulting, or technology solutions to support post-acquisition growth and operational efficiency.

Growth Potential Operating with an annual revenue estimated between $250 million and $500 million and a sizable workforce, Sterne Agee presents opportunities for financial technology vendors and service providers to assist with scaling technology infrastructure or enhancing client engagement tools.

Industry Competitiveness Competing with major firms like Wells Fargo and Morgan Stanley, Sterne Agee's positioning in a highly competitive landscape suggests a need for innovative financial products and digital transformation solutions to differentiate and expand its market share.