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What We Do

We provide investment banking, research, sales and trading, asset and wealth management, public finance, insurance, private capital, and family office services.

About Us

We are a family-owned financial services firm that values client relationships, long-term stability, and supporting the communities where we live and work.

The Stephens Story

The idea of family defines our culture, because each of us knows that our reputation is on the line as if our own name was on the door.

Leadership

Our reputation as a leading independent financial services firm is built on the stability of our longstanding and highly experienced senior executives.

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We are committed to corporate philanthropy; economic and financial literacy advocacy; and diversity, equity, and inclusion initiatives.

Our Brand Ambassadors

Stephens is proud to sponsor the PGA TOUR, LPGA Tour, and PGA TOUR Champions careers, as well as applaud the philanthropic endeavors, of our Brand Ambassadors.

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We host many highly informative meetings each year with clients, industry decision makers, and thought leaders across the U.S. and in Europe.

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Financial Advisor

LoanTek, Inc.

Value Not Disclosed 06/01/2015 Property and Lending Technology and Services Complete
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Transaction Details

  • On June 1, 2015, Bankrate, Inc. (“RATE”), completed the acquisition of LoanTek, Inc. (“LoanTek”) for an undisclosed amount
  • The purchase price was funded with cash on RATE’s balance sheet
  • LoanTek offers mortgage providers dynamic real-time pricing technology through rate lock and preapproval features offered directly to consumers
  • Key members of LoanTek management will join RATE
  • Stephens Inc. served as exclusive financial advisor to LoanTek

About the company

LoanTek, Inc.

LoanTek, Inc. creates exclusive mortgage referrals using automated and consumer-facing pricing on strategic partner and lender websites. In addition to a mortgage pricing engine, LoanTek offers clients a consumer direct SaaS suite, including: lead management, CRM, email campaigns, telephony connect, mobile applications, analytics dashboard and a lock desk manager. LoanTek’s enterprise solutions are offered to mortgage companies, consumer direct divisions and loan originators.

Bankrate, Inc.

Bankrate, Inc. and its subsidiaries own and operate an internet-based consumer banking and personal finance network. Bankrate’s flagship website, Bankrate.com, is one of the Internet’s leading aggregators of information on more than 300 financial products and fees, including mortgages, deposits, insurance, credit cards, and other personal finance categories. Additionally, Bankrate provides financial applications and information to a network of distribution partners and through national and state publications.

Sources: Bankrate filings and Loantek information.
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