Insights

Legacy and scale Sterne Agee is a long-standing, privately owned financial services firm founded in 1901 with a nationwide presence and London office, suggesting potential for cross-border wealth management partnerships and legacy client referrals.

Custody and assets The firm custody roughly $26 billion in client assets, indicating a substantial base of high-value clients and opportunities for advisory services, asset onboarding, and premium wealth management solutions.

Acquisition history Stifel Nicolaus acquired Sterne Agee in 2015 but later unwound parts of the deal, which may have created institutional memory, integration opportunities, and a need for firm-level due diligence to partner or upsell to restructured portions.

Revenue range Reported revenue of $250M–$500M positions Sterne Agee as a mid-market player with growth potential, aligning well with services tailored to mid-size institutions, municipalities, and emerging affluent segments.

Tech and engagement Current tech stack (WordPress, analytics, and common web technologies) suggests opportunities to modernize client experience, digital onboarding, and data-driven marketing to attract new corporate and municipal clients.

Similar companies to Sterne Agee

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 August 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 August 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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