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Stifel Wealth Tracker

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Organize Your Financial Life

  • Pull all of your financial information into one singular, secure view
  • Create a personal balance sheet
  • Take a more in-depth look at your holdings
  • Track your spending and view your net worth
  • Better understand the companies you're invested in by accessing Stifel's nationally recognized research and investment insights
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Wealth Tracker screenshot on mobile device
Learn more at

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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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Adam T. Berlew

Adam T. Berlew

Vice President Digital, Enterprise and Platform Marketing, Atlassian

Adam has over 25 years of experience in product and go-to-market roles in technology companies. He has worked in a variety of industries including cloud, AI/ML, software, hardware, telecommunications and consulting services.

Adam is currently Vice President Digital, Enterprise and Platform Marketing for Atlassian. He is leading efforts to scale the business globally with enterprise companies and partners. Prior to Atlassian, Adam served as Executive Director Cloud AI Strategy, Operations, and Global Enterprise Demand Marketing for Google Cloud. Adam also served as an go-to-market advisory member for Capital G, Alphabet’s independent growth fund. Prior to Google, he served as Vice President of Global Marketing with Brocade a Broadcom company. Prior to Broadcom, Adam served as Vice President of Global Marketing with the world's largest data center company Equinix Inc. Adam has also been a tenured marketing and sales leader with Dell Inc. He began his career working at the Boston Consulting Group where he focused on market and operations strategy for leading brands in the technology and telecommunications industries.

Adam is also an Independent Board Member of the US Olympic Luge Committee. He is a Life Member of the Council on Foreign Relations. Adam obtained his MBA from the Wharton School of Business, University of Pennsylvania, and he obtained his BA from Brown University.