logoTry Persana

Steward Partners - Company Overview, Founder, CEO, Funding & Investment Details

Complete information about Steward Partners including founder details, CEO information, total funding raised, headquarters location, team size, and recent investment rounds.

Steward Partners company logo

Steward Partners - We're not just partners, we're family!

Steward Partners Global Advisory is an employee-owned, full-service partnership catering to family, institutional, and multigenerational investors, providing comprehensive wealth planning and investment strategy implementation.

HeadquartersNew York, United States
Team size201-500
Founded2013

What is Steward Partners? - Company Overview & Details

Steward Partners is Steward Partners Global Advisory is an employee-owned, full-service partnership catering to family, institutional, and multigenerational investors, providing comprehensive wealth planning and investment strategy implementation. Founded in 2013, the company is headquartered in New York, United States.

Who Founded Steward Partners?

Steward Partners was founded by Jim Gold.

Who are the Key Executives at Steward Partners? - Leadership Team

Steward Partners is led by experienced executives in key positions:

Chief Executive Officer (CEO) of Steward Partners

Jim GoldCEO

Chief Technology Officer (CTO) of Steward Partners

CTO

About Jim Gold - CEO of Steward Partners

Jim Gold serves as the Chief Executive Officer of Steward Partners, leading the company's strategic vision and operations. Connect with them on LinkedIn for professional insights.

Steward Partners Company Details & Key Information

Where is Steward Partners located?

Steward Partners is headquartered in New York, United States.

How many employees does Steward Partners have?

Steward Partners has 201-500 employees.

When was Steward Partners founded?

Steward Partners was founded in 2013.

Steward Partners Official Website

How much funding has Steward Partners raised?

Steward Partners has raised $140 Million across 3 funding rounds. The most recent funding was completed on 2022-11-09.

Funding Overview

Steward Partners has secured a $140 million credit facility to support expansion and recruiting efforts.

$140 Million
Total Funding Raised
3
Funding Rounds
2022-11-09
Latest Round

Steward Partners Funding History

Debt financing
2022-12-08
$140 Million

Who are the key investors in Steward Partners?

Steward Partners is backed by 1 key investors including The Cynosure Group. These investors focus on Private Equity, Investment Management sectors.

Steward Partners Investor Overview

1
Key Investors
2
Focus Areas
2
Notable Investments

Complete List of Steward Partners Investors

The Cynosure Group

Private equity focusing on growth investments.

Investment Focus
Private Equity
Investment Management
Notable Portfolio Companies
$50 Million investment
$100 Million investment

What sectors do Steward Partners investors focus on?

The investors backing Steward Partners primarily focus on Private Equity, Investment Management sectors.

Private Equity
Investment Management

Featured Investor: The Cynosure Group

The Cynosure Group

Private equity focusing on growth investments.

Notable Investments: $50 Million investment, $100 Million investment

What are Steward Partners's future plans?

Steward Partners Continue expanding advisor recruitment and explore M&A opportunities.

Steward Partners Strategic Outlook

Strategic Focus
Defined
2
Key Challenges
2
Growth Opportunities

What challenges does Steward Partners face?

Steward Partners has identified 2 key challenges that need to be addressed for continued growth and success.

Key Challenges for Steward Partners

1

Economic uncertainties

2

Market competition

What opportunities does Steward Partners have?

Steward Partners has identified 2 key opportunities for growth and market expansion.

Growth Opportunities for Steward Partners

1

New office openings

2

Acquisitions of smaller advisory firms

Steward Partners Strategic Position Summary

Key Focus Areas

Steward Partners is addressing 2 strategic challenges to strengthen its market position.

Growth Potential

The company has identified 2 key opportunities for expansion and growth.

What are the latest news about Steward Partners?

Steward Partners has 2 recent news updates covering key business developments and market activities.

Steward Partners News Overview

2
Recent Articles
Active
Media Coverage
2024-09-25
Latest Update

What is Steward Partners in the news for?

Steward Partners is currently featured in news for Steward Partners Investment Solutions, LLC promotes Jeff Gonyo to head of wealth management on Sep 24th '24. and other significant business developments.

Recent News Articles About Steward Partners

Article 1
2024-09-25

Steward Partners Investment Solutions, LLC promotes Jeff Gonyo to head of wealth management on Sep 24th '24.

Steward Partners promotes Jeff Gonyo to oversee wealth management, enhancing regional management.

recordargusnews.com
Read News
Article 2
2024-11-21

Steward Partners Investment Solutions, LLC acquired Mainstay Wealth Management Group for $850M.

Steward Partners acquires Mainstay Wealth Management, adding four advisors and over $850 million in assets.

morningstar.com
Read News

Steward Partners FAQ - Frequently Asked Questions About Founder, CEO, Funding & Company Details

Find answers to the most common questions about Steward Partners including information about founders, CEO, funding history, investors, headquarters location, and company details. 18 frequently asked questions covering key information about the company.

Steward Partners Questions & Answers - Company Information

Q1

What is Steward Partners?

Steward Partners Global Advisory is an employee-owned, full-service partnership catering to family, institutional, and multigenerational investors, providing comprehensive wealth planning and investment strategy implementation.

Q2

Who founded Steward Partners?

Steward Partners was founded by Jim Gold.

Q3

Who is the CEO of Steward Partners?

The CEO of Steward Partners is Jim Gold. You can find more information about them on their LinkedIn profile.

Q4

How much funding has Steward Partners raised?

Steward Partners has raised a total of $$140 Million across 3 funding rounds. The most recent funding was completed on 2022-11-09.

Q5

Who are the investors in Steward Partners?

Steward Partners's key investors include The Cynosure Group.

Q6

Where is Steward Partners headquartered?

Steward Partners is headquartered in New York, United States.

Q7

When was Steward Partners founded?

Steward Partners was founded in 2013.

Q8

How many employees does Steward Partners have?

Steward Partners has 201-500 employees.

Q9

What is Steward Partners's official website?

You can visit Steward Partners's official website at http://www.stewardpartners.com.

Q10

What was Steward Partners's latest funding round?

Steward Partners's latest funding round was a Debt financing round of $$140 Million completed on 2022-12-08.

Q11

Who is founder?

Jim Gold

Q12

What does the company do?

Steward Partners provides wealth management solutions focused on family, institutional, and multigenerational investors.

Q13

How much funding?

$140 Million

Q14

Latest funding date?

2022-11-09

Q15

Who are the investors?

The Cynosure Group

Q16

What are the challenges?

Economic uncertainties Market competition

Q17

What are the opportunities?

New office openings Acquisitions of smaller advisory firms

Q18

Latest news?

Steward Partners promotes Jeff Gonyo to oversee wealth management, enhancing regional management. Steward Partners acquires Mainstay Wealth Management, adding four advisors and over $850 million in assets.

More Information About Steward Partners

For additional details about Steward Partners, including the latest news, funding updates, and company developments, explore our comprehensive company database. Find information about startup funding, company valuations, executive leadership, and business intelligence data.