Our Sectors

Fintech

You’re rethinking how money moves. We’re here to help you move faster. With deep sector expertise and flexible credit solutions, we help fintech founders navigate regulatory complexity, scale infrastructure, and build with confidence in a fast-moving market.

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Our Capabilities

Finance smarter. Build stronger. Scale faster. We work with founders to align financing strategies with each stage of your journey, so your resources work harder for you.

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Advanced cash management.

Earn a high yield with access to FDIC protection through ICS® via IntraFi®¹ while maintaining access to funds. Direct connections to accounting and ERP systems as well as third-party applications powered by Plaid.

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Financing options for every stage.

From venture debt to working capital facilities, we offer solutions for runway extension, growth initiatives, acquisitions, and day-to-day operations. We work across every stage to allow you to scale further.

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The right network for growth.

Tap into our curated network of founders, venture investors and experienced operators, connecting you with the relationships and insights you need to scale faster.

Insights

Updates and perspective on market trends from Stifel Bank.

Our Clients in Fintech

From embedded payments to lending-as-a-service, our fintech clients are reshaping financial systems—and we’re proud to support them.

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Meet our dedicated fintech team.

Our team brings sector expertise, financial insight, and strategic, hands-on support to every relationship. Let’s talk about how we can help you build what’s next.

Josh Dorsey

Josh Dorsey

Managing Director, San Francisco

Claire Sullivan

Claire Sullivan

Director, San Francisco

Jake Moseley

Jake Moseley

Managing Director, San Francisco

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Contact Us

Need help? We’re here for you. Fill out the form below, and we’ll get back to you as soon as we can.







    For your security, please do not include account numbers, passwords, or other private information.

    ¹To view the list of banks in the IntraFi network, visit www.intrafi.com/network-banks. Certain conditions must be satisfied for “pass-through” FDIC deposit insurance coverage to apply.
Deposit placement through an IntraFi service is subject to the terms, conditions, and disclosures in applicable agreements. Deposits that are placed through an IntraFi service at FDIC-insured banks in IntraFi’s network are eligible for FDIC deposit insurance coverage at the network banks. The depositor may exclude banks from eligibility to receive its funds. To meet conditions for pass-through FDIC deposit insurance, deposit accounts at FDIC-insured banks in IntraFi’s network that hold deposits placed using an IntraFi service are titled, and deposit account records are maintained, in accordance with FDIC regulations for pass-through coverage. Although deposits are placed in increments that do not exceed the FDIC standard maximum deposit insurance amount (“SMDIA”) at any one bank, a depositor’s balances at the institution that places deposits may exceed the SMDIA before settlement for deposits or after settlement for withdrawals. The depositor must make any necessary arrangements to protect such balances consistent with applicable law and must determine whether placement through an IntraFi service satisfies any restrictions on its deposits. IntraFi and ICS are registered service marks of IntraFi LLC. IntraFi is not an affiliate of Stifel Bank.