Directory

The STEP Directory is more than a listing service. It is a trusted referral gateway for professionals and clients operating in international and cross-border environments.

The STEP Directory is an online search tool designed to support business referrals across the globe. As the most visited and most frequently used section of the STEP website, the Directory is the primary destination for individuals and organisations seeking trusted private wealth practitioners.

The Directory connects users with STEP members, firms, branches, and jurisdictions, offering a clear, intuitive route to finding the practitioner or firm best suited to their needs—wherever they are in the world.

Directory 2026 stats

Page views per month - STEP Directory

Monthly firm searches

*Data points at January 2026

STEP Directory

Four Search Areas Overview

The STEP Directory is structured around four dedicated search areas, making it easy for users to find trusted information, expertise, and professional connections across the global STEP network.

Each search area serves a distinct user need while reinforcing the Directory’s role as a central referral and knowledge tool.

Members

Find a STEP Member

This search allows users to locate individual STEP members quickly and efficiently.

  • Search by name, location, or jurisdiction
  • Included free as part of STEP membership
  • Ideal for clients and intermediaries seeking trusted private wealth professionals

This area ensures individual members are easily discoverable within the STEP community and beyond.

Branches

Find Your Local STEP Branch

The Branches search provides information about local STEP branches around the world.

  • Locate regional STEP communities
  • Access branch-specific details and contacts
  • Support networking, events, and local engagement

This search area helps users connect with STEP at a local level while maintaining global reach.

Jurisdictions

Explore Jurisdictional Expertise

The Jurisdictions tool enables members to access essential information about specific territories.

  • Legal, tax, regulatory, and practice information
  • Jurisdiction-specific insights for cross-border work
  • A trusted reference point for international planning

This area supports informed decision-making for professionals operating across multiple regions.

Firms

Showcase Firm Expertise (New Feature)

The Firms search is a powerful new addition to the STEP Directory, designed to elevate firm visibility.

  • Enables firms to showcase their expertise in private wealth
  • Highlights STEP members within each firm
  • All firms with STEP members receive a free basic profile
  • Enhanced visibility available through sponsorship packages

This feature provides firms with a dedicated platform to differentiate themselves and attract targeted referrals.

All firms with STEP members have a basic listing; check below to see how you can make your Directory entry stand out from the rest.

Appear higher in search results and drive more traffic to your firm's listing

Benefit from a more detailed firm listing, so potential clients can understand your business

Ensure your firm appears under more searchable practice areas to drive more traffic to your firms listing

Contact Sylvana Malachias, International Account Director to discuss sponsorship opportunities which include Jurisdictional sponsor, Gold, Silver and Bronze level sponsorship plus display advertising.  Email Sylvana.malachias@wonderly.agency or call +44 (0)20 8267 4463

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