Siebert Financial Corp.

About Siebert Financial Corp.

Siebert Financial Corporation is a leading brokerage and financial service firm dedicated to providing personalized financial freedom for everyone. Their mission is to deliver innovative solutions across finance, technology, and wealth management, tailoring services to meet individual needs and goals through a team of advisors, brokers, investment managers, and insurers.

Products & Services

Self-Directed Investments:Offers a diverse selection of investment options and brokerage account types to build personalized portfolios aligned with financial aspirations.

Financial Advice:Provides personalized wealth planning and advice tailored to individual life goals and investment preferences.

Siebert.NXT Managed Portfolios:Offers investment management expertise to create plans supporting financial security at any life stage.

Insurance:Comprehensive insurance products to safeguard loved ones and ensure future protection.

Siebert.Pro:Advanced trading platform for investors seeking professional tools and resources.

Siebert.Valor:A program tailored for those who serve, offering specialized financial services.

Employee Stock Plans:Partners with public companies to offer share plan administration solutions for employees.

Investment Club Member:A program designed for investment club members to access tailored financial services.

Specialties

Brokerage Services Investment Advisory Wealth Management Insurance Products Stock Plan Administration

Funding History

Debug: View Raw Funding Data

#	Type	Amount Fields	Date Fields	Investors
1	RT: Equity T: - FT: Equity	A: 17000000 MR: - FA: approximately $17 million FAN: 17000000	D: 2023-04-27 FD: 2023-04-27	1 investors

Equity Latest

2023-04-27

$17.0M

1 investor (Pro only)

Growth Metrics

+45%

Employee Growth

YoY

3.2x

Funding Growth

Last Round

12

Markets

Operating

10K+

Customers

Active

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Team & Leadership

M

Muriel Siebert

Founder and First Woman Member of NYSE

M

Muriel Faye Siebert

First Woman Member of the New York Stock Exchange and Superintendent of Banks for New York State

J

John Gebbia Sr

CEO / Board Member

G

Gloria Gebbia

Board Member and Majority Shareholder

G

GLORIA e. GEBBIA

Board Member and Majority Shareholder

A

ANDREW REICH

CFO and Board Member

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