Steward Partners
Steward Partners - We're not just partners, we're family!
Steward Partners - We're not just partners, we're family!
Steward Partners is a financial services and banking startup founded in 2013, headquartered in the United States. The company prides itself on being an employee-owned, full-service partnership that caters to family, institutional, and multigenerational investors. Their range of services includes comprehensive wealth planning, investment strategy implementation, professional asset services, private banking, institutional consulting, international advisory, and business solutions. Steward Partners' commitment to excellence is reflected in their slogan, "Steward Partners - We're not just partners, we're family!"
The company recently received a significant $140.00M Debt Financing investment on 08 November 2022, with participation from notable investors including Cynosure Group, Manulife Investment Management, and Apogem Capital. As an affiliate of Steward Partners Global Advisory, LLC, securities and investment advisory services are offered through Steward Partners Investment Solutions, LLC, a registered broker/dealer and registered investment adviser, and a member of FINRA and SIPC.
Steward Partners' dedication to serving a diverse client base and providing tailored financial solutions positions them as an attractive prospect for potential investors seeking opportunities in the financial services sector.
| Funding Stage | Amount | No. Investors | Investors | Date |
|---|---|---|---|---|
| Debt Financing | $140.00M | 3 |
|
08 Nov 2022 |
| Private Equity Round | Unknown | 1 |
|
16 Apr 2019 |
| Venture Round | $4.87M | - | 10 May 2017 |
No recent news or press coverage available for Steward Partners.
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