How we serve clients

At Stifel, we have the knowledge, experience, and resources to help you address even the most complex financial needs.

We launched our Venture Banking practice in 2018, and have grown by adding experienced relationship managers who understand the needs of Founders. Focused on Seed- through Late-Stage companies, we provide a dynamic platform of collaborative solutions for treasury management, credit, and lending.

Meet our team

You need a digital platform that works when you work, enhanced by highly responsive relationship bankers who understand your business, your goals, and how you want to get there. Stifel’s Venture Bankers deliver just that. From the Stifel Startup Bundle to Stifel Bank Treasury Central, we have banking and treasury management capabilities built to grow with you.

Securely managing your cash is easy with our fully-liquid Insured Cash Sweep program with FDIC-insured deposits up to $250 million per Tax ID. Learn More

Meet our team

Experience counts when it comes to lending and liquidity. Our Bank is known for successfully helping clients access liquidity, manage credit, and structure debt to feed growth.

We start with Founders in Seed-Stage and nurture growth through Expansion-Stage and IPO, with loans of $1 million to $50 million, or more.

Stifel Bank offers business credit cards with options to meet the needs of Founders and their companies. And we never lose sight of the needs of the individuals within the company – let’s talk about personal lending solutions, too.

Meet our team

Enjoy the benefits of keeping every part of your asset management needs in-house.

Working with a Stifel financial advisor is about more than just building a portfolio. It’s about your banker and advisor working as a team to understand your financial goals, motivation, and how you picture your legacy – from your business to your personal life. With Stifel, there’s no such thing as a one-size-fits-all wealth management plan.

Find a Stifel Advisor

Stifel is a full-service investment bank, offering securities brokerage, trading, research, underwriting and corporate advisory services globally. The expertise of our 700+ bankers spans sectors and products in both public and private markets.

Enabling success for our clients is at the center of everything we do – we are driven by relationships, not transactions, and are committed to earning long-term trust from our clients. With our deep industry experience and integrated, collaborative approach, we ensure that our dynamic results can pivot as quickly as clients’ needs evolve.

Learn more about Stifel Investment Banking

Stifel’s Innovation Community expertise grows beyond the needs of Founders. We have a full-service platform for Venture Capital and other investment firms. Integration into Stifel’s full-service commercial bank and investment bank is a one-stop solution that includes:

• Direct banking and lending for portfolio companies at all stages, including early-stage venture lending, cash flow lending, and other specialized credit structures
• Investment banking services, including M&A, debt and equity capital markets, restructuring, and other advisory services with specific expertise in a broad range of industry segments
• Traditional fundraising services through our placement agent

Meet our team

Stifel Bank Treasury Central is a full-service online banking platform with capabilities required to seamlessly manage fund operations across multiple users and fund administrators.

• Business Banking – checking, money market, and sweep accounts
• Payments & Collection – accelerate receivables and secure payables
• Foreign Exchange – purchase, hold, and sell over 130 foreign currencies
• Business Credit Cards – Stifel Bank Treasury Central credit card digital platform allows you to manage cards and control spend
• Managing cash balances – fully-liquid Insured Cash Sweep program with FDIC-insured deposits up to $250 million per Tax ID. Learn More

Learn more about Commercial Banking

With national coverage capabilities, our solutions integrate a high-touch approach to relationship management and customer service. Our Capital Call lines of credit offer liquidity options to closed-end private funds, including Private Equity, Venture Capital, Private Credit, Real Estate, and other fund structures.

• Fund Size from $50 million to $1 billion+
• Line Size from $5 million to $200 million+
• Line Tenure typically renewed annually through life of fund with built-in extensions

Stifel Bank & Trust has an experienced Sponsor Finance Group specializing in follow-on lending with senior cash flow loans to support the portfolio companies of Private Equity sponsors.

Learn more about Fund Banking

There’s no such thing as a one-size-fits-all wealth management plan here at Stifel. We take the time to understand our clients’ unique financial goals, motivation, and legacy plans before creating tailored comprehensive wealth management around them. Whether it’s building, preserving, or transferring wealth, our financial advisors have the knowledge, experience, and resources to work in tandem with our bankers to leverage Stifel’s full suite of capabilities.

Find a Stifel Advisor

Stifel is a full-service investment bank with deep industry experience. We serve as strategic advisors to entrepreneurs, family-owned businesses, private equity groups, and leading public and private corporations in North America, Europe, Asia, Israel, and Latin America.

Our full-service product offering, integrated approach, and the expertise of over 700 bankers allow us to deliver the full capabilities of Stifel’s institutional capital markets platform and retail brokerage network, which are among the most highly regarded in the industry.

Learn more about Stifel Investment Banking

Keefe, Bruyette & Woods (KBW), a Stifel Company, is a full-service investment bank and broker-dealer specializing in the financial services sector. Operating in North America and Europe, the firm provides institutional investors and financial services companies with research, equity sales and trading, capital raising, and strategic advisory services. Since its founding in 1962, it has built a reputation of excellence backed by innovation, unparalleled execution capabilities, a first-in-class research division, and a talented team of industry-leading experts.

Learn more about KBW

Eaton Partners, a Stifel Company, is one of the world’s leading fund advisory and capital placement agents, having raised more than $100 billion across 140 highly differentiated alternative investment funds and offerings. Founded in 1983, Eaton has strong, long-held relationships with over 4,000 of the largest, most active institutional investors in the U.S., Europe, and Asia Pacific, advising and raising institutional capital for investment managers across alternative strategies in both the primary and secondary markets. The investor network, with an average commitment of $50 million, includes pension funds, consultants, endowments, and foundations.

Learn more about Eaton Partners

We are a full-service investment bank offering industry-leading technology solutions and services backed by a team of over 600 senior investment bankers. With a history of 20 successful investment bank acquisitions since 2005 – including Thomas Weisel, KBW, Eaton Partners, and Mooreland Partners – we bring deep sector knowledge to our clients. We have a specialized team in the Bay Area that is solely focused on Industrial Tech and Automation, and we offer top-tier research with 12 technology research analysts covering over 200 companies. As a client, you gain complimentary access to this research, ensuring you have the insights needed to make informed investment decisions.

Learn more about Stifel Investment Banking