Siebert

New York, United States Founded: 1967 • Age: 59 yrs Listed
Financial planning and advisory services are provided to clients.

About Siebert

Siebert is a publicly listed company based in New York (United States) founded in 1967 by Gloria E Gebbia. Financial planning and advisory services are provided to clients. It operates on a Professional Services and Commission-Based model. The company has 146 employees. Siebert has completed 1 acquisition, including Gebbia Entertainment. Its website siebert.com draws about 16 thousand monthly visits. Siebert offers products and services including Self-Directed Investments, Financial Advice, Siebert.NXT Managed Portfolios, and Insurance. Its focus areas include Financials, Capital Markets and Brokerage Services. Its legal entity is Siebert Financial Corporation. Its competitors include Fidelity Investments, Morgan Stanley and Guggenheim Partners; 2 of its 3 listed competitors have raised funding.

Company details

Siebert is established as a prominent brokerage and financial services provider. A wide range of services, including self-directed investments, financial advice, managed portfolios, and insurance products, are offered. Personalized financial planning and investment management are tailored to individual needs. Operations span across various sectors within the financial industry, focusing on wealth management and brokerage solutions. Comprehensive support is provided through subsidiaries like Muriel Siebert Co., LLC and Siebert AdvisorNXT, LLC. Innovation in finance and technology is emphasized to deliver customized solutions for clients.

  • Headquarters New York, United States
  • Employees 146
  • Founders Gloria E Gebbia
  • Stage Public
  • Sectors
    Financial Services
  • Email
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  • Phone
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  • Website siebert.com
  • Social LinkedIn X Facebook Instagram
  • Legal Name Siebert Financial Corp.
Operational Areas
Key Metrics
  • Annual Revenue
    $94.2 M (USD)
    12.28
    as on Dec 31, 2025
  • Net Profit
    $5.12 M (USD)
    -61.46
    as on Dec 31, 2025
  • EBITDA
    $8.42 M (USD)
    -55.95
    as on Dec 31, 2025
  • Latest Funding Round
    $17M (USD), Post-IPO

    Apr 2023

  • Investors
  • Employee Count
    146
  • Investments & Acquisitions

Products & Services of Siebert

Siebert offers a comprehensive portfolio of products and services, including Self-Directed Investments, Financial Advice, Siebert.NXT Managed Portfolios, and Insurance.

Self-Directed Investments
Investments

Investment options are provided for building personal portfolios.

Financial Advice
Advisory Services

Personalized wealth planning is offered to meet goals.

Siebert.NXT Managed Portfolios
Investment Management

Managed portfolios are created for financial security plans.

Insurance
Insurance Products

Comprehensive insurance options are provided for family protection.

Funding Insights of Siebert

  • Total Rounds 1
  • Last Round Post-IPO β€” $17M
  • First Round $17M

    (Apr 2023)

  • Investors Count 1

All 1 funding rounds of Siebert with amounts and investors; the two latest post-money valuations are shown, the rest are part of the premium plan.

DateAmountTransaction NameValuationLead InvestorsInvestors
Apr 2023$17MPost-IPO––
Valuation history

1 investors in total: 1 institutional.

Investors in Siebert

Siebert has secured backing from 1 investor, including institutional investors. Prominent investors backing the company include Kakao Pay.

All
Institutional
InvestorDescriptionFounded YearDomainLocation
Digital wallet services for consumer payments and transfers are offered.
2012kakaopay.comSeongnam-si, South Korea
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Investor details for Siebert

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People of Siebert

27 people are tracked at Siebert (12 in leadership, 15 in team); the tracked headcount is 146.

NameRoleGroup
Gloria E Gebbia
FounderLeadership
Mike Siebert
Managing DirectorLeadership
John J. Gebbia
Chairman and CEOLeadership
Eric Tassell
PresidentLeadership
Gregory Schebece
Chief Operating OfficerLeadership
Cfs. Sarah Braddock
Vice President Of Investments- Wealth ManagementLeadership
Michael Colombino
Chief Financial OfficerLeadership
Ed D.
Exec VPLeadership
Peter Cunningham
Senior Vice PresidentLeadership
Chip Zabatta
Co Head Of Equity TradingLeadership
Gus Langford
Senior Vice President InvestmetsLeadership
Mark Malek
Chief Investment OfficerLeadership
Bobby Krumme
Wealth Management AnalystTeam
Dean Bantis
Trade SupportTeam
Valerie Miller
Corporate Services Manager & Participant Education OfficerTeam
Peter Sosnowski
SVP Retail DivisionTeam
John McGuinness
SVP InvestmentsTeam
Chris Conrad
Financial ServicesTeam
Michael Conklin
Investment RepTeam
Alec Stevenson
Investment RepresentativeTeam

7 more people are available in the full profile.

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IPO & Listings of Siebert

Siebert is a publicly listed company on the NASDAQ with ticker symbol SIEB in USA, operating in the Finance sector. As a publicly traded entity, the company provides investors with opportunities to participate in its growth story through equity ownership. The listing enables access to capital markets, enhances corporate visibility, and provides liquidity for shareholders while maintaining transparency through regulatory compliance and regular financial disclosures.

  • IPO date03 May 1985
  • Listed onNASDAQ: SIEB
  • Listed entitySiebert Financial Corp.
  • Exchange sectorFinance
  • ISINUS8261761097
  • Share price$2.09 (-1.88% on the day) · 2026-10-13
  • Market capitalisation$88.2M
  • Price to earnings16.3
  • EPS (diluted, trailing year)$-0.03
  • Volume (last session)11,271

Financials of Siebert

Exchange-reported annual figures
YearRevenueNet incomeEBITDA
2025$94.2M$5.1M$8.4M
2024$83.9M$13.3M$19.1M
2023$71.5M$7.8M$20.4M
2022$49.4M-$2.0M$1.2M
2021$67.5M$5.0M$9.1M
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Detailed financial statements for Siebert

Statement rows, ratios, five-year trends and downloadable financials of the group companies require an active premium plan.

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Investments & Acquisitions by Siebert

Siebert has strategically engaged in corporate development activities, having acquired 1 company. Notable acquisitions include Gebbia Entertainment.

Acquisitions
Company NameDescriptionDomainLocationFoundedAcquiredAmount
Performance artists services are provided for entertainment needs.
gebbiaentertainment.tcc.mode0Aug 2024β€’β€’β€’β€’
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Complete acquisition details for Siebert

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Timeline of Siebert

4 dated milestones of Siebert across 57 years, from founding to its latest funding, stage changes and deals.

  1. Founded Siebert is founded.
  2. IPO Lists on the stock exchange (IPO).
  3. Funding First funding round of $17.0M.
  4. Acquisition Acquires Gebbia Entertainment.

Competitors of Siebert

Siebert has 3 listed competitors in our database, 2 of them funded. They include Fidelity Investments, Morgan Stanley and Guggenheim Partners.

Company NameDomainFoundedHQ LocationTotal fundingEmployeesDescription
fidelity.com1946Boston, United States$517.99M24,000
Provider of brokerage accounts, retirement planning, wealth management, and trading platforms
morganstanley.com1935New York, United States49
Wealth management, investment advisory, and financial services are provided.
guggenheimpartners.com1999New York, United States$21M2,043
Asset management and investment advisory services are provided to clients.
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Detailed competitors of Siebert

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Web traffic of Siebert

The website of Siebert (siebert.com) receives about 15.5K visits a month.

  • Monthly visits
    15.5K

    ▼ 8.1% vs previous month

Top companies in Asset Management

3 companies that operate in the same segment as Siebert (Asset Management) in United States, ranked by their profile score on The Company Check.

CompanyDescriptionFoundedLocationTotal fundingRevenueEmployees
Provider of brokerage accounts, retirement planning, wealth management, and trading platforms
1946Boston, Massachusetts, United StatesUSD 517.99 M
Investment banking services are delivered across multiple financial sectors.
1869New York, New York, United StatesUSD 126.21 B46,500
Mutual life insurance company
1851Springfield, United States10,466
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Related news about Siebert

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Complete news archive for Siebert

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Frequently Asked Questions about Siebert

Siebert was founded in 1967 and raised its 1st funding round 56 years after it was founded.

Siebert is headquartered in New York, United States. It is registered at New York, New York, United States.

Siebert has 146 employees.

Annual revenue of Siebert is $94.2M as on Dec 31, 2025.

Siebert is established as a prominent brokerage and financial services provider. A wide range of services, including self-directed investments, financial advice, managed portfolios, and insurance products, are offered. Personalized financial planning and investment management are tailored to individual needs. Operations span across various sectors within the financial industry, focusing on wealth management and brokerage solutions. Comprehensive support is provided through subsidiaries like Muriel Siebert Co., LLC and Siebert AdvisorNXT, LLC. Innovation in finance and technology is emphasized to deliver customized solutions for clients.

Siebert's top competitors include Fidelity Investments, Guggenheim Partners and Morgan Stanley.

Siebert offers Self-Directed Investments, Financial Advice, Siebert.NXT Managed Portfolios, and Insurance.

Yes, Siebert is publicly traded on NASDAQ under the ticker symbol SIEB.

Siebert has made 1 acquisition, including Gebbia Entertainment.

Siebert has 1 investor. Key investors include Kakao Pay.

Siebert operates through Siebert Financial Corporation.

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