Stifel Financial Corp. is a financial services holding company that focuses on providing wealth management, investment banking, independent research, trading, investment advisory, and related financial services to individual and institutional clients in the U.S. and Europe. The firm typically engages in various investment rounds including private equity, post-IPO equity, corporate rounds, Series C, and debt financing.

Notable portfolio companies include ButterflyMX, Dash Solutions, Overhaul, Stereotaxis, and Voyager. Key decision-makers at Stifel include Ronald J. Kruszewski, Chairman of the Board, President, and CEO. Stifel's investment philosophy centers on delivering sound financial advice and clarity to both individual and institutional clients. Unique value-add services include the Stifel Wealth Tracker for financial organization and a high employee advisor satisfaction rate as recognized by J.D. Power.