Insights

Acquisition Potential Steward Partners recently acquired Mainstay Wealth Management Group for $850 million, showcasing their capacity and willingness to acquire firms with substantial assets. This signals potential opportunities for selling complementary services, technology solutions, or consulting to support their expanding client base.

Geographic Expansion With recent office expansions in Riverdale, Georgia, and Naples, Florida, Steward Partners is actively increasing their physical presence in new regions. This indicates potential opportunities for real estate services, office supplies, and local marketing initiatives to support their growing network and client outreach efforts.

Wealth Management Innovation As Jeff Gonyo assumes the role of head of wealth management, Steward Partners is likely focusing on enhancing their wealth management offerings. This presents an opening for solution providers in financial technology, data analytics, and client engagement tools to offer innovative solutions to support Gonyo's vision and strategy.

Strategic Investments Steward Partners' investments in companies like Alphabet and BigCommerce demonstrate a commitment to strategic partnerships and diversification. This opens up avenues for investment firms, technology providers, and industry consultants to engage with Steward Partners on potential investment opportunities, joint ventures, or advisory services.

Employee Engagement Focus Being recognized as one of the '2024 Greater Washington Best Places to Work' highlights Steward Partners' emphasis on employee satisfaction. This presents opportunities for HR service providers, team-building workshop facilitators, and wellness programs to offer services that align with Steward Partners' employee-centric culture and values.

Steward Partners Tech Stack

Steward Partners uses 8 technology products and services including Cloudflare CDN, Salesforce, Microsoft Excel, and more. Explore Steward Partners's tech stack below.

  • Cloudflare CDN
    Content Delivery Network
  • Salesforce
    Customer Relationship Management
  • Microsoft Excel
    Editors
  • Modernizr
    Javascript Libraries
  • Microsoft
    Miscellaneous
  • Yoast SEO
    Search Engines
  • reCAPTCHA
    Security
  • Facebook
    Widgets

Media & News

Steward Partners's Email Address Formats

Steward Partners uses at least 1 format(s):
Steward Partners Email FormatsExamplePercentage
First.Last@stewardpartners.comJohn.Doe@stewardpartners.com
91%
Last@stewardpartners.comDoe@stewardpartners.com
5%
FLast@stewardpartners.comJDoe@stewardpartners.com
2%
Fir.Last@stewardpartners.comJoh.Doe@stewardpartners.com
2%

Frequently Asked Questions

Where is Steward Partners's headquarters located?

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Steward Partners's main headquarters is located at 140 East 45th Street 36th Floor New York, NY 10017 US. The company has employees across 5 continents, including North AmericaEuropeAfrica.

What is Steward Partners's phone number?

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You can contact Steward Partners'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 Steward Partners's stock symbol?

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Steward Partners is a publicly traded company; the company's stock symbol is N/A.

What is Steward Partners's official website and social media links?

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Steward Partners's official website is stewardpartners.com and has social profiles on LinkedIn.

How much revenue does Steward Partners generate?

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As of December 2024, Steward Partners's annual revenue reached $35M.

What is Steward Partners's NAICS code?

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Steward Partners's NAICS code is 52 - Finance and Insurance.

How many employees does Steward Partners have currently?

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As of December 2024, Steward Partners has approximately 408 employees across 5 continents, including North AmericaEuropeAfrica. Key team members include Chief Executive Officer Freedom Street Division At Steward Partners, Financial Advisor: S. D.Chief Product Officer: F. M.Chief Compliance Officer: R. G.. Explore Steward Partners's employee directory with LeadIQ.

What industry does Steward Partners belong to?

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Steward Partners operates in the Financial Services industry.

What technology does Steward Partners use?

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Steward Partners's tech stack includes Cloudflare CDNSalesforceMicrosoft ExcelModernizrMicrosoftYoast SEOreCAPTCHAFacebook.

What is Steward Partners's email format?

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Steward Partners's email format typically follows the pattern of . Find more Steward Partners email formats with LeadIQ.

How much funding has Steward Partners raised to date?

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As of December 2024, Steward Partners has raised $100M in funding. .

When was Steward Partners founded?

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Steward Partners was founded in 2013.
Steward Partners

Steward Partners

Financial ServicesNew York, United States201-500 Employees

Steward Partners Global Advisory is an employee-owned, full-service partnership, catering to family, institutional, and multigenerational investors.  Our professionals deliver comprehensive wealth planning and investment strategy implementation, professional asset services, private banking, institutional consulting, international advisory, and business solutions. 

Steward Partners Global Advisory is an employee-owned, full-service partnership catering to family, institutional, and multigenerational investors. Our financial advisors deliver comprehensive wealth planning and investment strategy implementation, professional asset services, private banking, institutional consulting, international advisory, and business solutions. We pride ourselves on delivering bespoke service with an unwavering commitment to excellence. 

Securities and investment advisory services are offered through Steward Partners Investment Solutions, LLC, registered broker/dealer, registered investment adviser, Member FINRA/SIPC. Steward Partners Investment Solutions, LLC is an affiliate of Steward Partners Global Advisory, LLC.

For important disclosure information, please see "Disclosures" page on our website https://www.stewardpartners.com/Disclosures.36.htm.

Section iconCompany Overview

Headquarters
140 East 45th Street 36th Floor New York, NY 10017 US
Phone number
Stock Symbol
N/A
NAICS Code
52 - Finance and Insurance
Founded
2013
Employees
201-500

Section iconMedia & News

Section iconFunding & Financials

  • $100M

    Steward Partners has raised a total of $100M of funding over 1 rounds. .

  • $10M$50M

    Steward Partners's revenue is in the range of $10M$50M

Section iconFunding & Financials

  • $100M

    Steward Partners has raised a total of $100M of funding over 1 rounds. .

  • $10M$50M

    Steward Partners's revenue is in the range of $10M$50M

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