Steward Partners

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

Detailed Steward Partners Information

Geographic Data

Steward Partners headquarters map

Address: 1776 I Street NW

City: Washington

State: district of columbia

Zip: 20006

Country: US

Financial Info

Stage:

private equity

Raised Last:

$0

Raised Total:

$5M

Metrics

4,687,153Website Global Rank

2,062Website Monthly Traffic

Twitter Followers

Description

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
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
Announced Date Name Price
4/2021 Umpqua Investments, Inc.

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