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.

wealth planning

investment strategy implementation

professional asset management

institutional consulting

business solutions

Specialties

Comprehensive Wealth Planning Investment Strategy Implementation Professional Asset Management Institutional Consulting Business Solutions employee-owned independent RIA multigenerational wealth management full-service independence with equity upside

Funding History

Debug: View Raw Funding Data

#	Type	Amount Fields	Date Fields	Investors
1	RT: Funding Round T: - FT: N/A	A: 2330000000 MR: - FA: approximately $2.33 billion FAN: 2330000000	D: 2026-04-01 FD: 2026-04-01	-
2	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

Funding Round Latest

2026-04-01

$2.3B

Strategic Capital 2025-12-19

$475.0M

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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

H

Hy Saporta

President, Chief Operating Officer

D

Deb Achkire

General Counsel

G

Gregory Banasz

Chief Marketing Officer

C

Chris Barton

President, Strategic Growth - South Region

J

Jason Bourgo

President, Strategic Growth - East Region

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