Stifel Financial Corp.
Overview
Stifel Financial Corp. is a diversified global wealth management and investment banking company that provides securities brokerage, investment banking, trading, investment advisory, and related financial services to individuals, corporations, and municipalities.
Investments
| Company | Date | Stage | Lead |
|---|---|---|---|
| CrowdStrike | Jun 2019 | IPO | Co-investor |
| Block, Inc. | Nov 2015 | IPO | Co-investor |
| veritiv corporation | Dec 2024 | Debt | Co-investor |
| Coursera | Mar 2021 | IPO | Co-investor |
| Smartbird | Nov 2021 | IPO | Co-investor |
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Key People
Adam Kohn
Managing Director
Adam Vengrow
Managing Director
AIF® Perry Fishbein
Managing Director Investments, Portfolio Manager-Solutions Program - Stifel
Allen Oppici
Managing Director
Ashish Burman
Managing Director
Brad Edgar
Managing Director
Brian Connors
Managing Director
Bryan Stelmack
Managing Director
CFP® Sam Catlett
Managing Director Investments, Portfolio Manager Solutions Program - Stifel
Chad Moore
IB Managing Director
Chris Cannon
Managing Director
CPWA® Todd Godin
Managing Director Investments, Portfolio Manager Solutions Program - Stifel
Dan Arias
Managing Director
David Dudlyke
Managing Director
David Gordon
Managing Director
David Lutz
Managing Director
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Sector & Stage Mix
Industry, funding stage, and valuation band breakdowns.
FAQ
Where is Stifel Financial Corp. based?
Stifel Financial Corp. is headquartered in St. Louis, Missouri, United States.
When was Stifel Financial Corp. founded?
Stifel Financial Corp. was founded in 1890.
How many portfolio companies does Stifel Financial Corp. have?
Stifel Financial Corp. has 38 portfolio companies in Caplight's dataset.
What are some companies in Stifel Financial Corp.'s portfolio?
Portfolio companies visible on Caplight include CrowdStrike, Block, Inc., veritiv corporation, Coursera, Smartbird.
What was Stifel Financial Corp.'s most recent investment shown here?
Stifel Financial Corp.'s most recent investment in this portfolio sample was in veritiv corporation in 2024.
What sectors does Stifel Financial Corp. focus on?
Stifel Financial Corp. focuses on AI, Data & Cloud Infrastructure, Healthcare & Life Sciences, Consumer & Commerce, Healthcare & Life Sciences, Healthcare & Life Sciences, Healthcare & Life Sciences, Real Estate & PropTech, Healthcare & Life Sciences, Healthcare & Life Sciences, Real Estate & PropTech, Mobility, Transportation & Logistics, Energy & Sustainability, Consumer & Commerce, Healthcare & Life Sciences, Healthcare & Life Sciences, Healthcare & Life Sciences, Healthcare & Life Sciences, Consumer & Commerce, Cybersecurity, Healthcare & Life Sciences, FinTech, Frontier & Industrial Tech, Mobility, Transportation & Logistics, Enterprise Software, Energy & Sustainability, FinTech, Real Estate & PropTech, Healthcare & Life Sciences, Cybersecurity, Enterprise Software, Mobility, Transportation & Logistics, Cybersecurity, Enterprise Software, Mobility, Transportation & Logistics, Enterprise Software, AI, Data & Cloud Infrastructure, AI, Data & Cloud Infrastructure, Energy & Sustainability, Enterprise Software, FinTech, Frontier & Industrial Tech, Consumer & Commerce, Mobility, Transportation & Logistics, Enterprise Software, Consumer & Commerce, FinTech, Frontier & Industrial Tech, Enterprise Software, Enterprise Software, Frontier & Industrial Tech, Enterprise Software, Frontier & Industrial Tech, Enterprise Software, AI, Data & Cloud Infrastructure, Frontier & Industrial Tech, Consumer & Commerce, Enterprise Software, Enterprise Software, Media, Entertainment & Gaming, Frontier & Industrial Tech.
What company stages does Stifel Financial Corp. focus on?
Stifel Financial Corp. typically invests at the MultiStage stage.