Skip to Main Content

Stifel Wealth Tracker

For Stifel Access, click here
Wealth Tracker screenshot on mobile device

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
Wealth Tracker screenshot on mobile device
Learn more at

Download Stifel Wealth Tracker

Download on the App Store Get it on Google Play
Stifel | Our Story×

Stifel Wealth Tracker

Get your full financial picture and more with our all new application.

Stifel Wealth Tracker can help you:

Watch Video to Learn More

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.

Stifel Access Log In
Thomas W. Weisel

Thomas W. Weisel

Senior Managing Director and Director of Stifel Financial Corp.

Thomas W. Weisel is a Senior Managing Director and Director of Stifel Financial Corp. Previously Thom was Chairman and CEO of Thomas Weisel Partners Group, Inc., a firm he founded in 1999, and former chairman of Montgomery Securities. Thom has been recognized with the Lifetime Achievement Award from the National Venture Capital Association in 2006, the George Steinbrenner Sport Leadership Award of the U.S. Olympic Foundation in 2011, and was inducted into the U.S. Ski and Snowboard Hall of Fame Class of 2017.

Thom has been on the U.S. Ski and Snowboard Team Foundation Board since 1977 and was the Chairman from 1983 through 1994. He has been Chairman of the USA Cycling Foundation Board since its founding in 2000.

Thom’s previous board service includes the Board of the San Francisco Museum of Modern Art, NASDAQ, Stanford Endowment Management Board, Empower America, and Harvard Business School Advisory Board. He is former chairman of Capital Campaign for California School of Arts and Crafts along with former trustee of Museum of Modern Art in New York.

Thom graduated from Stanford University with distinction and honors in Economics and obtained his M.B.A. from Harvard Business School.