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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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Product Coverage


Stifel provides strategic advisory services to our clients in North America, Europe, Asia, and Latin America that include initiating, structuring and negotiating mergers, acquisitions, and divestitures as well as providing fairness opinions, valuation, and restructuring services. We raise public and private debt and equity for our clients through our institutional and retail brokerage network. Stifel also has a dedicated financial sponsors and venture capital effort maintaining regular dialogue and deal flow with private equity firms focused on Stifel's core industry groups. The combination of a full-service product offering and over 400 bankers' deep domain and product expertise allows us to provide solutions that meet the evolving needs of our clients.