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Founded in 1890 in St. Louis, Missouri, Stifel Wealth Tracker has navigated wealth for over 135 years — managing $400 billion in client assets for more than 400,000 high-net-worth individuals and institutions nationwide. The Stifel Wealth Tracker portal is your digital compass — delivering encrypted, real-time trajectory through portfolios, alternative investments, retirement planning, and advisory — all backed by SIPC insurance up to $500,000 and a legacy of financial navigation. With 400+ offices across the U.S. and a mobile app rated 4.9 stars, Stifel Wealth Tracker charts client success with AI analytics, fraud protection, and 24/7 access for optimal wealth momentum.
Established in 1890 to serve St. Louis investors, Stifel Wealth Tracker has expanded into a $400 billion national navigator, supporting executives, retirees, institutions, and families across all 50 states. The Stifel Wealth Tracker platform is your wealth map — offering detailed control of equities, fixed income, alternatives, estate planning, and private banking with institutional expertise. Unlike retail brokers, Stifel Wealth Tracker is advisor-led: decisions backed by research, and $2.5 million flows annually into client education and philanthropy.
Stifel Wealth Tracker delivers institutional-grade features — real-time quotes, portfolio rebalancing, tax-loss harvesting, and more. Monitor up to 1,000 positions from anywhere, execute trades in seconds, and optimize with AI — all inside the secure Stifel Wealth Tracker ecosystem. Bloomberg integration, research reports, and performance alerts keep your wealth on course.
Getting started is advisor-guided. Use your U.S. ID, verify with a call or selfie, and link accounts — in under 45 seconds, you’re in the Stifel Wealth Tracker map. Use the app with Face ID, the web portal with AI forecasting, and the always-on virtual advisor “Stifel Navigator.” Link custodians, set goals, and go digital — all through Stifel Wealth Tracker.
Stifel Wealth Tracker operates a zero-trust security model, SOC 2 certified, with continuous testing and partnerships with CrowdStrike. All data is encrypted with 256-bit AES, protected by MFA (SMS, app, biometrics). AI monitors 200+ behavior signals per session, blocking fraud in <40ms. Systems in St. Louis maintain 99.999% uptime with global redundancy.
Stifel Wealth Tracker invests $2 million+ annually in client innovation. The 2026 roadmap includes AI wealth advisor, voice trading, and expanded alternatives — all launching through Stifel Wealth Tracker.
National clients share how Stifel Wealth Tracker navigated their wealth — from portfolios to retirement.
"Grew $5M portfolio 12% with AI rebalancing — tracked in real-time via Stifel Wealth Tracker!" – Robert K., Executive
"Planned retirement in 18 months with estate tools — all digital through Stifel Wealth Tracker." – Linda M., Retiree
"Stifel Wealth Tracker is my wealth compass — precise, institutional, and always navigating." – David S., Investor
Stifel Wealth Tracker returns value to clients — $2.5 million in 2024 via education and philanthropy.
Stifel Wealth Tracker has helped thousands navigate wealth — from growth to legacy.
Stifel Wealth Tracker turns data into direction. View 180-day performance, project with 99.5% AI accuracy, and track goals live.
Access 300+ research reports, calculators, and videos tailored for institutional clients — all inside Stifel Wealth Tracker.
Stifel Wealth Tracker offers secure APIs, OAuth2, and sandbox for developers. Integrate with YNAB, QuickBooks, or build custom tools.
Access 400+ offices, institutional research, and global partners — all through Stifel Wealth Tracker.
2,500+ advisors across 400 offices and St. Louis HQ. Named Top Workplace by St. Louis Post-Dispatch 6 years running.
Free monthly webinars in English. Topics: “Market Outlook,” “Retirement Navigation,” “Alternatives Access.”
St. Louis team available 24/7. Chat, video, phone, or schedule — all in Stifel Wealth Tracker.
Stifel Wealth Tracker promotes paperless statements, ESG investing, and carbon offsets. Each digital user offsets 1 ton of CO2.
National media praises Stifel Wealth Tracker for client focus, research depth, and digital innovation. 97% satisfaction, 4.9-star app rating.
Stifel Wealth Tracker is SIPC-insured to $500,000 per client. Annual audits, SOC 2, and client governance ensure your trust.
50+ honors for advisory excellence, digital platform, and client service.
Need help? The Stifel Wealth Tracker team is ready 24/7. Chat, call, or submit below.
Email: [email protected]
Phone: 855-782-7835
HQ: 501 N Broadway, St. Louis, MO 63102
5,000+ institutions use Stifel Wealth Tracker for portfolio management and advisory.
Stifel Wealth Tracker protects you — but strong habits matter. Use unique passwords, enable MFA, avoid public Wi-Fi.
Rated 4.9 stars with 200,000+ downloads. Track portfolios, trade, access research — all from your phone with Stifel Wealth Tracker.
Since 1890, Stifel Wealth Tracker has invested $100 million in education and philanthropy.
Grow your wealth with institutional access and planning.
From portfolios to planning — institutional service.
Tools for institutions — research, alternatives, and management.
Tools and guidance to build lasting wealth health.
Ready to navigate wealth? Stifel Wealth Tracker is your secure, instant national wealth portal.