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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
Sign Up Learn more at stifel.com/tracker
Wealth Tracker screenshot on mobile device
Learn more at stifel.com/tracker

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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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Jim Kavanaugh

Jim Kavanaugh

Co-Founder and CEO, World Wide Technology

Jim Kavanaugh is the Co-Founder and CEO of World Wide Technology (WWT), a $14.5 billion Information Technology systems integrator and business partner to 70 of the Fortune 100 companies. Under his leadership, WWT has been named a “great place to work” by Fortune Magazine for 11 consecutive years. In 2021, Glassdoor named Jim as one of the best CEOs in America.
Prior to co-founding WWT in 1990, Jim played professional soccer and represented the United States Olympic and Pan American Team in 1984. He is also an investor/owner of Major League Soccer franchise St. Louis City SC, and the National Hockey League’s St. Louis Blues.
Jim earned a Bachelor of Science degree in Business Administration from Saint Louis University and is a member of the University's Smurfit-Stone Entrepreneurial Alumni Hall of Fame. He has also been a trustee of the board for his alma mater since 2010. Jim also serves as Vice Chair of the American Cancer Society's CEOs Against Cancer of Missouri (St. Louis chapter) and supports many other charitable organizations including the ALS Association, Toys for Tots, Junior Achievement, and United Way.)