Insights

Established Heritage Longstanding private financial services firm (founded 1901) with a national footprint and an office in London, indicating stability and potential for cross-border or multi-state wealth management opportunities.

Wealth Custody Scale Custody of nearly $26 billion in client assets suggests robust compliance, operational needs, and potential for expanded custody, reporting, or technology-enabled custody solutions and enhanced client reporting services.

Diverse Client Base Serving corporations, municipalities, and individual investors creates opportunities for tailored advisory, ESG investing, and fleet/separately managed accounts across segments.

Acquisition History History of being acquired by Stifel Financial in 2015 with a later carve-out, signaling potential for strategic partnerships, integration services, or contingency planning around legacy platforms and systems.

Technology Footprint Tech stack includes WordPress, jQuery, PHP and analytics, indicating opportunities to modernize client portals, enhance digital CRM/PRM experiences, and implement advanced data analytics and security enhancements.

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Sterne Agee Tech Stack

Sterne Agee uses 7 technology products and services including WordPress, Font Awesome, Twemoji, and more. Explore Sterne Agee's tech stack below.

  • Content Management System
  • Font Awesome
    Font Scripts
  • Twemoji
    Font Scripts
  • jQuery
    Javascript Libraries
  • jQuery UI
    Javascript Libraries
  • PHP
    Programming Languages
  • Google Analytics
    Web Analytics

Sterne Agee's Email Address Formats

Sterne Agee uses at least 4 email formats:
Sterne Agee Email FormatsExamplePercentage
FLast@sterneagee.comJDoe@sterneagee.com
57%
FirstLast@sterneagee.comJohnDoe@sterneagee.com
35%
FirLast@sterneagee.comJohDoe@sterneagee.com
4%
LFirst@sterneagee.comDJohn@sterneagee.com
4%

Frequently Asked Questions

What is Sterne Agee's phone number?

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You can contact Sterne Agee's main corporate office by phone at . For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Sterne Agee's official website and social media links?

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Sterne Agee's official website is sterneagee.com and has social profiles on LinkedIn.

How much revenue does Sterne Agee generate?

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As of October 2026, Sterne Agee's annual revenue is estimated to be $250M - $500M.

What is Sterne Agee's SIC code and NAICS code?

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Sterne Agee's SIC code is 6211 - Security Brokers, Dealers, and Flotation Companies and NAICS code is 52 - Finance and Insurance.

How many employees does Sterne Agee have currently?

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As of October 2026, Sterne Agee has approximately 186 employees across 4 continents, including North America, Europe and Africa. Key team members include Partner: G. A., Owner: L. A. and Vice President: T. L. Explore Sterne Agee's employee directory with LeadIQ.

What industry does Sterne Agee belong to?

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Sterne Agee operates in the Financial Services industry.

What technology does Sterne Agee use?

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Sterne Agee's tech stack includes WordPress, Font Awesome, Twemoji, jQuery, jQuery UI, PHP and Google Analytics.

What is Sterne Agee's email format?

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Sterne Agee's email format typically follows the pattern of FLast@sterneagee.com. Find more Sterne Agee email formats with LeadIQ.

When was Sterne Agee founded?

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Sterne Agee was founded in 1901.
Sterne Agee logo

Sterne Agee

Financial ServicesAlabama, United States51-200 Employees

Founded in 1901, Sterne Agee is a Birmingham-based financial services firm and one of the oldest and largest privately owned players in the sector. It provides wealth management and investment services to corporations, municipalities, and individual investors, supported by offices across the United States and an office in London. The firm maintains custody of about $26 billion in client assets.

A team of more than 2,000 financial professionals coordinates these services. Its client base spans corporations, municipalities, and individual investors, reflecting a diversified service footprint. In 2015 Sterne Agee became part of Stifel Financial, with subsequent changes affecting its Birmingham operations.

Section iconCompany Overview

Phone number
SIC Code
6211 - Security Brokers, Dealers, and Flotation Companies
NAICS Code
52 - Finance and Insurance
Founded
1901
Employees
51-200

Section iconFunding & Financials

  • $250M - $500M

    Sterne Agee's revenue is estimated to be in the range of $250M - $500M

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