Baird provides financial services across four main areas: Wealth Management, Capital Markets, Private Equity, and Investment Banking. Its product mix ranges from financial planning and asset management for individuals and families to advisory services, capital-raising, and advisory for businesses, plus private equity investments and operating partner support. Baird’s services are delivered through a combination of client-advisor relationships, institutional trading, research, and investment products, with a focus on aligning investment solutions to client goals. The company differentiates itself through its employee-owned structure, global reach, and a broad, integrated platform that combines wealth management with corporate finance and investment activities. Baird’s stated goal is to help clients achieve “great outcomes” and do well for them, supported by deep expertise, a strong financial foundation, and a commitment to long-term relationships.
Company Size
5,001-10,000
Company Stage
N/A
Total Funding
$872M
Headquarters
Milwaukee, Wisconsin
Founded
1919
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