{"name":"Stifel","domain":"stifel.com","url":"https://optimly.ai/brand/stifel","is_claimed":false,"categories":["fintech-financial-services"],"headers":[{"header":"Overview","sections":[{"key":"short_description","label":"Tagline","shape":"text","content":"Diversified global wealth management and investment banking company serving individuals, families, businesses, organizations, and communities.","source_type":"1p_website","source_label":"Brand's website","source_url":"https://stifel.com","updated_at":"2026-11-07T18:54:45.358348+00:00"},{"key":"description","label":"Description","shape":"text","content":"Stifel provides wealth management, investment banking, brokerage, banking, lending, research, and institutional financial services through its U.S. financial advisors and related subsidiaries.","source_type":"1p_website","source_label":"Brand's website","source_url":"https://stifel.com","updated_at":"2026-11-07T18:54:45.358348+00:00"}]},{"header":"Identity","sections":[{"key":"mission","label":"Mission","shape":"text","content":"Build relationships that help individuals, families, and organizations pursue their financial goals; put clients first and deliver innovative financial solutions.","source_type":"1p_website","source_label":"Brand's website","source_url":"https://stifel.com","updated_at":"2026-11-07T18:54:45.358348+00:00"},{"key":"leadership","label":"Founders & leadership","shape":"text","content":"Ron Kruszewski, Chairman and CEO.","source_type":"1p_website","source_label":"Brand's website","source_url":"https://stifel.com","updated_at":"2026-11-07T18:54:45.358348+00:00"},{"key":"website","label":"Website","shape":"text","content":"https://stifel.com","source_type":"1p_website","source_label":"Brand's website","source_url":"https://stifel.com","updated_at":"2026-11-07T18:54:45.358348+00:00"},{"key":"voice_tone","label":"Voice & tone","shape":"text","content":"Client-first, relationship-focused, professional, trusted, and solutions-oriented.","source_type":"1p_website","source_label":"Brand's website","source_url":"https://stifel.com","updated_at":"2026-11-07T18:54:45.358348+00:00"},{"key":"founded","label":"Founded","shape":"text","content":"1890","source_type":"1p_website","source_label":"Brand's website","source_url":"https://stifel.com","updated_at":"2026-11-07T18:54:45.358348+00:00"},{"key":"parent_ownership","label":"Parent ownership","shape":"text","content":"Stifel Financial Corp. is the holding company; its primary broker-dealer subsidiary is Stifel, Nicolaus & Company, Incorporated.","source_type":"1p_website","source_label":"Brand's website","source_url":"https://stifel.com","updated_at":"2026-11-07T18:54:45.358348+00:00"}]},{"header":"Offerings","sections":[{"key":"problem_solved","label":"Problem solved","shape":"text","content":"Helps individuals, families, businesses, institutions, corporations, and municipalities navigate markets, pursue financial goals, manage investments, raise and protect capital, and access banking and lending solutions.","source_type":"1p_website","source_label":"Brand's website","source_url":"https://stifel.com","updated_at":"2026-11-07T18:54:45.358348+00:00"},{"key":"core_capabilities","label":"Core capabilities","shape":"text","content":"Wealth management and financial advising\nInvestment advisory services\nDiscretionary investment management\nAsset management\nInvestment banking\nEquities\nEquity research\nFixed income capital markets","source_type":"1p_website","source_label":"Brand's website","source_url":"https://stifel.com","updated_at":"2026-11-07T18:54:45.358348+00:00"},{"key":"products","label":"Products / SKUs","shape":"text","content":"Stifel Solutions Program discretionary advisory accounts\nStifel Wealth Tracker\nFinancial and wealth planning\nInvestment advisory services\nAsset management\nBanking and lending\nInvestment banking\nEquities","source_type":"1p_website","source_label":"Brand's website","source_url":"https://stifel.com","updated_at":"2026-11-07T18:54:45.358348+00:00"}]},{"header":"Audience","sections":[{"key":"target_industry","label":"Target industry","shape":"text","content":"Financial services, wealth management, investment banking, capital markets, banking, and public finance.","source_type":"1p_website","source_label":"Brand's website","source_url":"https://stifel.com","updated_at":"2026-11-07T18:54:45.358348+00:00"},{"key":"customer_base","label":"Customer base","shape":"text","content":"Individuals and families; institutions and corporations; businesses, organizations, and municipalities; and financial advisors.","source_type":"1p_website","source_label":"Brand's website","source_url":"https://stifel.com","updated_at":"2026-11-07T18:54:45.358348+00:00"},{"key":"icp","label":"Ideal customer profile","shape":"text","content":"Individuals and families seeking financial planning, investment management, wealth management, banking, or lending; and institutions, corporations, businesses, and municipalities seeking capital, strategic advice, trade execution, research, investment ideas, or other institutional services.","source_type":"1p_website","source_label":"Brand's website","source_url":"https://stifel.com","updated_at":"2026-11-07T18:54:45.358348+00:00"},{"key":"use_cases","label":"Use cases","shape":"text","content":"Pursuing retirement and other financial goals\nFinancial and wealth planning\nCustomized investment management through a financial advisor\nDiscretionary portfolio management\nTracking spending, investments, risk, expenses, and bills with Wealth Tracker\nAccessing market research and investment insights\nRaising and protecting capital\nInvestment banking and strategic advice","source_type":"1p_website","source_label":"Brand's website","source_url":"https://stifel.com","updated_at":"2026-11-07T18:54:45.358348+00:00"},{"key":"customer_outcomes","label":"Customer outcomes","shape":"text","content":"Greater clarity around financial goals and markets\nSound guidance for navigating market conditions\nCustomized investment management aligned with client needs and objectives\nA complete view of finances across Stifel and external accounts\nMore informed financial and investment decisions\nAccess to capital and strategic financial solutions\nSupport for pursuing financial goals and protecting capital","source_type":"1p_website","source_label":"Brand's website","source_url":"https://stifel.com","updated_at":"2026-11-07T18:54:45.358348+00:00"}]}],"last_refreshed_at":"2026-11-07T18:54:45.468246+00:00","last_changed_at":"2026-11-07T18:54:45.480198+00:00","claim_url":"https://app.optimly.ai/sign-up?claim=927ab759-9b18-440c-be94-77336ee64ce7"}