Stifel Financial Corp.

Established in 1890, Stifel Financial Corp. is a leading financial services and bank holding company with a presence in the United States, the United Kingdom, Europe, and Canada. The company serves retail and institutional clients offering services in wealth management, investment banking, and securities brokerage. Stifel Financial Corp. operates in three segments: Global Wealth Management, Institutional Group, and Other.

The Global Wealth Management segment is the largest business segment for the company and is focused on private client services such as investment advice, portfolio management, financial planning services, and securities transactions. This segment provides individuals and families with access to a range of services including mutual funds, stocks, bonds, annuities, and CDs.

The Institutional Group segment provides services for institutional clients, including institutional equity and fixed income sales, trading, and research services, municipal finance services, and investment banking services. The company also participates in and manages underwritings for corporate and public finance.

The Other segment includes retail and commercial banking services, including personal and commercial lending services, deposit accounts, and access to payment solutions and ATMs.

The company is headquartered in St. Louis, Missouri, and has more than 2,000 financial advisors and more than 200 locations throughout the US, UK, Europe, and Canada. In addition to its wealth management and investment banking suite of services, Stifel Financial Corp. has a range of corporate banking solutions, including foreign exchange services, corporate lending, cash management services, and treasury management. Stifel Financial Corp. serves more than 800 institutional clients, including private equity firms, hedge funds, asset managers, banks, insurance companies, credit unions, and mutual funds and has managed over 200 IPO and follow-on offerings over the past five years.