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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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Financial Sponsors & Venture Capital Coverage

Private equity firms occupy a significant position in the mergers & acquisitions landscape, representing both buyers and sellers of businesses as well as serving as sponsors of leading companies accessing the capital markets for debt or equity financings.

Stifel takes pride in the depth and quality of its relationships with Financial Sponsors and Venture Capital firms. We maintain regular dialogue and deal flow with over 300 private equity firms, including some of the largest firms focused on the middle-market, as well as specialty private equity funds focused on particular industries or businesses. Stifel's thirteen industry-focused groups, coupled with the firm's broad corporate footprint and strong equity capital markets and private placement expertise, have enabled it to become a substantial and growing advisor to the private equity community.

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Dollar volume represents full credit to each underwriter. All transaction announcements appear as a matter of record only. Stifel collectively refers to Stifel, Nicolaus & Company, Incorporated and other affiliated broker-dealer subsidiaries of Stifel Financial Corp.

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Dollar volume represents full credit to each underwriter. All transaction announcements appear as a matter of record only. Stifel collectively refers to Stifel, Nicolaus & Company, Incorporated and other affiliated broker-dealer subsidiaries of Stifel Financial Corp.