FundedIQ
Financial Services

Steward Partners Global Advisory: Funding & Investors (Aug 2026)

Financial service company Steward Partners Global Advisory is situated in Washington.

stewardpartners.com Washington, United States 101-250 employees
Asset Management Banking Delivery Service Financial Services
Total raised
$140M
Rounds
1
Latest
Undisclosed round
Nov 2022

Steward Partners Global Advisory has raised $140M across 1 funding round on record, the most recent an undisclosed round of $140M announced in Nov 2022.

That round is above the $14M median round size for Financial Services companies tracked on FundedIQ over the last two years.

Steward Partners Global Advisory Company Profile and Key Stats

Total funding raised
$140M
across 1 round on record
Funding rounds on record
1
Latest funding round
Undisclosed round
$140M in Nov 2022
Employees
101-250
reported band
Headquarters
Washington, United States

Latest funding round on record: Nov 2022.

Steward Partners Global Advisory Funding Rounds

Date
Round
Amount
Undisclosed round
$140M

Steward Partners Global Advisory Founders and Leadership Team

Name
Role
Contact
James Gold
CEO
Locked

Contact details for the Steward Partners Global Advisory team: 1 of 1 has an email address on file.

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Steward Partners Global Advisory Funding Compared to Other Financial Services Startups

Segment
Companies
Median round

Steward Partners Global Advisory's latest round of $140M is above the median round in Financial Services. Medians cover the last 24 months of disclosed rounds.

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Steward Partners Global Advisory Funding FAQs

What does Steward Partners Global Advisory do?

Financial service company Steward Partners Global Advisory is situated in Washington.

How much funding has Steward Partners Global Advisory raised?

Steward Partners Global Advisory has raised $140M across 1 round on record. The most recent is an undisclosed round of $140M announced in Nov 2022.

When did Steward Partners Global Advisory last raise funding?

Steward Partners Global Advisory's most recent funding round on record is an undisclosed round of $140M, announced in Nov 2022.

Who is the CEO of Steward Partners Global Advisory?

James Gold is listed as CEO at Steward Partners Global Advisory.

Where is Steward Partners Global Advisory headquartered?

Steward Partners Global Advisory is based in Washington, District of Columbia, United States.

How many employees does Steward Partners Global Advisory have?

Steward Partners Global Advisory is in the 101-250 employee band.

How does Steward Partners Global Advisory's funding compare to other Financial Services startups?

Steward Partners Global Advisory's latest round of $140M is above the $14M median round size for Financial Services companies on FundedIQ across 5,745 tracked companies over the last two years.

About FundedIQ's Steward Partners Global Advisory Funding Data

FundedIQ tracks announced funding rounds and refreshes this profile every week. Round dates, stages and amounts are normalised to a single format, converted to US dollars, and de-duplicated: two records of the same round announced days apart are merged, and two genuinely different rounds are kept apart on the amounts they disclose. Amounts shown are the disclosed figures only — a round announced without a number is listed and excluded from the total rather than estimated.

Employee counts are reported bands, not exact headcounts. Founder and executive names carry the job title on record. Anything we do not hold for Steward Partners Global Advisory is left off this page rather than filled in.

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