Steward Partners Global Advisory - About the company
Steward Partners Global Advisory is a series C company based in Washington, DC (United States), founded in 2013 by Hy Saporta. It operates as a Diversified investment and wealth management firm. Steward Partners Global Advisory has raised $581M in funding from The Cynosure Group and The Pritzker Organization, with a current valuation of $*****. The company has 32484 active competitors, including 526 funded and 2734 that have exited. Its top competitors include companies like Fidelity Investments, Barclays and Morgan Stanley.
Company Details
- Website
- stewardpartners.com
- Social
- Email ID
- *****@studio98.com
- Phone Number
- +1 **********, +1 **********
Key Metrics
Founded Year
2013
Location
Washington, DC, United States
Stage
Series C
Total Funding
$581M in 5 rounds
Latest Funding Round
Post Money Valuation
$***** as on Dec 31, 2012
Investors
Ranked
61st among 32484 active competitors
Employee Count
522 as on Sep 30, 2026
Investment & Acquisitions
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Steward Partners Global Advisory's funding and investors
Steward Partners Global Advisory has raised a total funding of $581M over 5 rounds. Its first funding round was on May 13, 2017. Its latest funding round was a Conventional Debt round on Dec 19, 2025 for $*****. 1 investor participated in its latest round. Steward Partners Global Advisory has 4 institutional investors.
Here is the list of recent funding rounds of Steward Partners Global Advisory:
Filter this list
Filter this listDate of Funding | Funding Amount | Round Name | Post-Money Valuation | Revenue Multiple | Lead Investors | Other Investors |
|---|---|---|---|---|---|---|
Dec 19, 2025 | 2719478 | Conventional Debt | 6067736 | 2731423 | 2403483 | 2228945 |
Dec 19, 2025 | 7339525 | Series C | 7033073 | 9859973 | 5563702 | |
Jun 09, 2021 | 5322133 | Series B | 1590054 | 8195441 | 5004830 |
Access funding benchmarks and valuations. Sign up today!View details of Steward Partners Global Advisory's funding rounds and investors
Steward Partners Global Advisory's founders and board of directors
Founder? Claim ProfileThe founders of Steward Partners Global Advisory is Hy Saporta. Jim Gold is the CEO of Steward Partners Global Advisory.
Here are the details of Steward Partners Global Advisory's key team members:
- Hy Saporta: President And Chief Operating Officer, Co-Founder of Steward Partners Global Advisory. Contact Info: 1 phone number
- Jim Gold: CEO of Steward Partners Global Advisory. Contact Info: 1 email address and 1 phone number
Steward Partners Global Advisory's employee count trend
Steward Partners Global Advisory has 522 employees as of Sep 26. Here is Steward Partners Global Advisory's employee count trend over the years:
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Steward Partners Global Advisory's Competitors and alternates
Top competitors of Steward Partners Global Advisory include Fidelity Investments, Barclays and Morgan Stanley. Here is the list of Top 10 competitors of Steward Partners Global Advisory, ranked by Tracxn score:
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Rank | Company Details | Short Description | Total Funding | Investors | Tracxn Score |
|---|---|---|---|---|---|
1st | Fidelity Investments 1946, Boston (United States), Series F | Provider of brokerage accounts, retirement planning, wealth management, and trading platforms | $4.71B | 82/100 | |
2nd | Barclays 1690, London (United Kingdom), Public | Provider of consumer, corporate, wealth and private banking services | - | 80/100 | |
3rd | Morgan Stanley 1935, New York City (United States), Public | Provider of wealth management, investment banking, sales, trading, and research services | $7.55M | 79/100 | |
4th |  Investec 1974, London (United Kingdom), Acquired | Specialist bank and wealth manager serving private and institutional clients | - | 78/100 | |
5th | HSBC 1865, London (United Kingdom), Public | Provider of global banking, wealth management, and financial services solutions worldwide | - | 76/100 | |
6th | Financial services company specializing in insurance and asset management | - | 75/100 | ||
7th |  Lighthouse Canton 2014, Singapore (Singapore), Series C | Investment institution focused on wealth and asset management | $40M | 75/100 | |
8th |  Wells Fargo 1852, San Francisco (United States), Public | Provider of diverse financial services and online banking | - | 75/100 | |
9th | Diversified of wealth & asset management services | - | 75/100 | ||
10th | Vanguard 1976, Malvern (United States), Series B | Diversified investment management firm | $31.7M | 74/100 | |
61st |  Steward Partners Global Advisory 2013, Washington, DC (United States), Series C | Diversified investment and wealth management firm | $581M | 66/100 |
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Steward Partners Global Advisory's Investments and acquisitions
Steward Partners Global Advisory has not made any investments yet. Steward Partners Global Advisory has made 4 acquisitions.Here is the list of latest three $acquisitions:Filter this list
Filter this listDate of Investment/Acquisition | Type | Company Name | Founded Year | Location |
|---|---|---|---|---|
May 05, 2026 | Acquisition | 2016 | Seminole (United States) | |
Nov 22, 2024 | Acquisition | 2018 | Riverdale (United States) | |
Oct 28, 2023 | Acquisition | 2016 | Seminole (United States) |
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Reports related to Steward Partners Global Advisory
Here is the latest report on Steward Partners Global Advisory's sector:
News related to Steward Partners Global Advisory
Filter this listMedia has covered Steward Partners Global Advisory for a total of 112 events in the last 1 year, 94 of them have been about company updates and 3 about people movement.
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Steward Partners Named to Barron's Top 100 RIA Firms List for Seventh Consecutive YearPR Newswire•Sep 16, 2026•Steward Partners Global Advisory
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Steward Partners Named to InvestmentNews' 2026 5-Star RIA Firms ListPR Newswire•Aug 05, 2026•Steward Partners Global Advisory
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Steward Partners Adds Nearly $3.7 Billion in Q2 2026, Extending National Growth StreakPR Newswire•Jul 13, 2026•Steward Partners Global Advisory
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Steward Partners Appoints Joseph Glick as Chief Operating OfficerPR Newswire•Jul 06, 2026•Steward Partners Global Advisory
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Steward Partners Reels in $2.4B FA Team from UBSFinancialadvisoriq•Jun 11, 2026•Steward Partners Global Advisory
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Steward Partners Acquires Jazz Wealth, Expanding into Florida's Gulf CoastPR Newswire•May 05, 2026•Steward Partners Global Advisory, Jazz Wealth Managers
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14 Steward Partners Advisors Named to InvestmentNews' 2026 5-Star Financial Planners ListPR Newswire•Apr 27, 2026•Steward Partners Global Advisory
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CT RIA Firm Acquires Five Companies with Over $2.33B in Client BusinessHartford Business Journal•Apr 03, 2026•Steward Partners Global Advisory
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Steward Partners Selects WealthFeed for AI-Enhanced ProspectingGlobal Fintech Series•Feb 19, 2026•WealthFeed, Steward Partners Global Advisory
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Steward Partners Celebrates Advisors on Forbes Best-In-State Women ListPR Newswire•Feb 11, 2026•Steward Partners Global Advisory
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