Steward Partners

About Steward Partners

Steward Partners, LLC is a leading independent private financial services firm that delivers comprehensive wealth management and multifaceted financial solutions. As an employee-owned, full-service partnership, it caters to family, institutional, and multigenerational investors, focusing on personalized service and excellence in client experience.

Products & Services

Wealth Planning:Comprehensive planning services for family and multigenerational investors.

Investment Strategy Implementation:Strategies tailored to client investment goals.

Professional Asset Management:Expert management of client assets.

Institutional Consulting:Specialized consulting services for institutional clients.

Business Solutions:Financial solutions designed for business needs.

Specialties

Comprehensive Wealth Planning Investment Strategy Implementation Professional Asset Management Institutional Consulting Business Solutions

Funding History

Debug: View Raw Funding Data

#	Type	Amount Fields	Date Fields	Investors
1	RT: Strategic Capital T: - FT: Strategic Capital	A: 475000000 MR: - FA: $475 million FAN: 475000000	D: 2025-12-19 FD: 2025-12-19	1 investors

Strategic Capital Latest

2025-12-19

$475.0M

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

J

Jim Gold

chief executive officer

LinkedIn (Pro only)

H

Hy Saporta

President, Chief Operating Officer

LinkedIn (Pro only)

A

Andrew Braithwaite

Board Member

C

Charles Johnston

Board Member

E

Elizabeth Fisher

Board Member

J

Joseph Gleberman

Board Member

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