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Stifel Wealth Tracker

Get your full financial picture and more with our all new application.

Stifel Wealth Tracker can help you:

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Stifel Access

After serving our clients well for more than 15 years, Stifel Access is headed toward retirement.

Its replacement – Stifel Wealth Tracker – will provide a custom online experience. In the meantime, you can continue to enjoy the full functionality of Stifel Access.

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& Corporations
Institutions &

Full-service capabilities and strategic
advice for institutional clients.
Full-service capabilities
and strategic advice for
institutional clients.

Delivering results through deep industry experience and an integrated, collaborative approach.

At Stifel, our mission is to provide the professional guidance and resources you need to work toward your goals.

Whether you’re a corporation or business, government entity, nonprofit, or institutional investor, we start with a simple, straightforward approach: We talk with you and members of your team. We listen to you. And then we work directly with you to move your plan forward.

It’s the same approach we’ve been using for more than 125 years. From raising capital to underwriting municipal projects, and everything in between, solid, studied advice has been the hallmark of Stifel’s approach.

We’re ready to help your organization.

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Investment Banking

  • Debt, Equity & Convertible Capital Raising
  • Financial Sponsors & Venture Capital Coverage
  • International Coverage
  • Mergers & Acquisitions/Strategic Advisory
  • Restructuring

Public Finance


Institutional Sales & Trading

We serve institutional clients through Stifel and the following Stifel affiliates:

Miller Buckfire – A specialized investment bank providing strategic corporate restructuring and recapitalization services.

Eaton Partners – A leading global fund placement agent and advisor to private equity, real estate/asset, and hedge funds.

Keefe, Bruyette& Woods – A boutique investment bank specializing in the financial services sector.


in Total Number of Managed Equity Deals Under $1 Billion

Source: Dealogic. Rank-eligible SEC-registered IPOs and follow-on offerings since 2010 as of December 31, 2019. Includes firms acquired by Stifel.


Senior Management of Negotiated Municipal Bond Issues

Source: Thomson Reuters SDC as of January 1, 2020.


Largest U.S. Equity Research Platform

2019 StarMine rankings. Overall coverage includes only companies with a rating & domiciled in the U.S.

No. 2

Stifel Europe among top investment banks in U.K. Capital Raising Market

Source: ECM Insight, as of H1 2019