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 | 4/2019 | Private Equity Round | - | 5/2017 | Venture Round | $4.9M | 11/2022 | Debt | $140M |
Apogem Capital LLC Manulife Investment Management Cynosure Investment Partners, LLC |
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 The Cynosure Group Manulife Investment Management Apogem Capital Apogem Capital LLC Apogem Capital LLC Apogem Capital LLC Apogem Capital LLC |
4/2019 | Private Equity Round | 1 | - |
The Cynosure Group The Cynosure Group |
6/2021 | Minority Stake | $100M |
Pritzker Organization |
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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