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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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Patrick Seely

Patrick Seely

Managing Director,Co-Head of Global Technology Group, Software, Tech-Enabled Services

Patrick joined Stifel through its 2019 acquisition of Mooreland Partners, where he served as Managing Partner and was one of the co-founders of the firm's European practice. He is also a senior member of the Software and Tech-Enabled Services teams, specializing in communications software, enterprise software, and IT services.

Patrick is a former partner of Broadview Holdings, where he played a leading role in building that firm's European M&A technology advisory practice over nearly 10 years. In addition, he led the development of Broadview's principal investing activities in Europe, founding and becoming a Director of Kennet Capital. Prior to joining Broadview, he was a founder of Barclays de Zoete Wedd Limited's communications software & services M&A practice. He also worked for County Natwest Limited's corporate finance team, having initially trained as an industrial engineer for Schweppes Limited.

Patrick is a graduate of Trinity College, Cambridge University, and earned an MBA at INSEAD, Fontainebleau.