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Insights

Recent Expansions Steward Partners Investment Solutions, LLC recently expanded its offices to Naples, Florida, showcasing a growth initiative that could present sales opportunities to target clients in the region seeking financial advisory services.

Investment in Tech Giants The company has made substantial investments in tech giants like Alphabet and BigCommerce, reflecting a strategic move that could lead to potential collaboration opportunities or advisory services for tech-sector clients looking for financial management solutions.

Recognized Workplace Steward Partners Investment Solutions, LLC was recognized as one of the 2024 Greater Washington Best Places to Work, indicating a positive work culture and employee engagement that could attract prospective clients valuing partnership with a reputable and employee-friendly institution.

Financial Health With reported revenues ranging between $10M - $50M and a substantial funding of $100M, Steward Partners exhibits financial stability and growth potential that could instill confidence in potential clients seeking a financially robust partner for their wealth management needs.

Leadership Announcement The recent promotion of Jeff Gonyo to head of wealth management at Steward Partners Investment Solutions, LLC signifies a key personnel change that could signal strategic shifts in client service offerings, presenting an opportunity for engaging with high-level decision-makers within the company.

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Steward Partners Tech Stack

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

  • jsDelivr
    Content Delivery Network
  • Salesforce
    Customer Relationship Management
  • Microsoft Excel
    Editors
  • Modernizr
    Javascript Libraries
  • Microsoft
    Miscellaneous
  • reCAPTCHA
    Security
  • Piwik
    System Analytics & Monitoring
  • AddToAny
    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
92%
Last@stewardpartners.comDoe@stewardpartners.com
4%
FLast@stewardpartners.comJDoe@stewardpartners.com
2%
Fir.Last@stewardpartners.comJoh.Doe@stewardpartners.com
2%

Frequently Asked Questions

Where is Steward Partners's headquarters located?

Minus sign iconPlus sign iconSteward 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?

Minus sign iconPlus sign icon You can contact Steward Partners's main corporate office by phone at
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+1-202-930-****
. 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?

Minus sign iconPlus sign iconSteward 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?

Minus sign iconPlus sign iconSteward Partners's official website is stewardpartners.com and has social profiles on LinkedIn.

How much revenue does Steward Partners generate?

Minus sign iconPlus sign icon As of September 2024, Steward Partners's annual revenue reached $35M.

What is Steward Partners's NAICS code?

Minus sign iconPlus sign iconSteward Partners's NAICS code is 52 - Finance and Insurance.

How many employees does Steward Partners have currently?

Minus sign iconPlus sign iconAs of September 2024, Steward Partners has approximately 391 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?

Minus sign iconPlus sign iconSteward Partners operates in the Financial Services industry.

What technology does Steward Partners use?

Minus sign iconPlus sign iconSteward Partners's tech stack includes jsDelivrSalesforceMicrosoft ExcelModernizrMicrosoftreCAPTCHAPiwikAddToAny.

What is Steward Partners's email format?

Minus sign iconPlus sign iconSteward 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?

Minus sign iconPlus sign icon As of September 2024, Steward Partners has raised $100M in funding. .

When was Steward Partners founded?

Minus sign iconPlus sign iconSteward 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.

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Section iconCompany Overview

Headquarters
140 East 45th Street 36th Floor New York, NY 10017 US
Phone number
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+1-202-930-****
Website
stewardpartners.com
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

Company Leadership

Employee Directory

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