Steward Partners is a District of Columbia-based financial services firm that provides services such as institutional consulting, wealth management, and advisory for businesses.
Business Model: B2B
Revenue: $66.6M
Employees: 51-200
Address: 1776 I Street NW
City: Washington
State: district of columbia
Zip: 20006
Country: US
Steward Partners is a District of Columbia-based financial services firm that provides services such as institutional consulting, wealth management, and advisory for businesses.
Contact Phone:
+12029306000
Contact Email:
Announced Date | Company | Transaction | Money Raised |
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Announced Date | Transaction | Number of Investors | Money Raised | Lead Investors | 6/2021 | Minority Stake | $100M |
Pritzker Organization |
4/2019 | Private Equity Round | - | 5/2017 | Venture Round | $4.9M | 11/2022 | Debt Financing | 3 | $140M |
The Cynosure Group Manulife Investment Management Apogem Capital Apogem Capital LLC Apogem Capital LLC Apogem Capital LLC Apogem Capital LLC Apogem Capital LLC Manulife Investment Management Cynosure Investment Partners, LLC |
11/2022 | Debt | $140M | 4/2019 | Private Equity Round | 1 | - |
The Cynosure Group The Cynosure Group |
4/2019 | Private Equity Round | - |
The Cynosure Group The Cynosure Group |
4/2019 | Private Equity Round | 1 | - |
The Cynosure Group The Cynosure Group |
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Announced Date | Name | Price |
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4/2021 | Umpqua Investments, Inc. |
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