Top NYC, NY Financial Services Companies (188)
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Yieldstreet is changing the way wealth is created, providing access to asset based investments historically unavailable to most investors. We believe our technology platform creates a unique experience for investors at every level and provides valuable diversification and strength to most portfolios.
We're helping the thousands of community banks and credit unions in the USA compete with megabanks. Our beautiful, intuitive banking experience has helped tens of thousands of people save money and budget for the future. The best part? Our customers love us and we're growing over 100% annually!
Backed by the world’s leading investment banks, Visible Alpha has been dedicated to creating the most comprehensive company and industry analysis in the market since 2015. Our employees are the backbone to creating and delivering investment research solutions. Through our partnerships with the world’s premier research organizations, our team operates in a continuous mode of experimentation to deliver new and innovative products to our clients. We are a growth company, established but operating under an employee-centric model where we value the ideas, expertise and inputs of every individual.
Founded in 2018, Clear Street is a diversified financial services firm replacing the legacy infrastructure used across capital markets. We started from scratch by building a completely cloud-native clearing and custody system designed for today’s complex, global market. Clear Street’s proprietary platform adds significant efficiency to the market while focusing on minimizing risk, redundancy, and cost for clients. Clear Street’s goal is to create a single platform for every asset class, in every country, and in any currency. By combining highly-skilled product and engineering talent with seasoned finance professionals, we’re building the essentials to compete in today’s fast-paced markets.
CAIS is the leading alternative investment platform for financial advisors who seek improved access to and education about alternative investment funds and products. CAIS streamlines the end-to-end transaction process and provides an industry-leading learning system that helps advisors improve client outcomes.
Powering the World’s Alternative Investment Marketplace. Part innovator, part educator, and part navigator of the alternatives industry, iCapital offers intuitive, scalable digital solutions that have transformed how private market and hedge fund investments are bought and sold. With iCapital, financial advisors, wealth managers, and asset managers around the world now have access to everything they need to deliver the return and diversification potential of alternatives to high-net-worth investors.
You’ll Like It Here At Northwestern Mutual, we believe that our lives and our work matter. And that doing what’s right is good for everyone. We follow through by designing tech that improves the community and cultivating creative ways to make finance accessible anywhere. These guiding principles have allowed our company to grow for more than 160 years. Here, you’ll be with a team who emphasizes integrity and prioritizes security to design experiences that better everyone. You’ll work in cross functional teams to create optimal solutions that are rooted in innovative strategy and thoughtful execution. And you’re provided development tools and opportunities to become a leader all with the support of a collaborative team. You’ll be surrounded in a culture that values innovation and works to always evolve to stay ahead of trends and client needs. We are intentional in seeking out team members who will challenge us. Our employees choose us for the career opportunities, commitment to philanthropy and desire to have a meaningful impact in the lives of our clients. You have career passions and goals. We have ambition and opportunity for you to grow your future in tech. Discover today: https://www.northwesternmutual.com/
Bilt Rewards is the first loyalty program that rewards members on rent and in their neighborhood, no matter where they live. Bilt Members can earn points and access exclusive benefits on rent payments, condo & co-op fees, and around their neighborhood at local restaurants, fitness studios, rideshare, and more. Ranked the highest-value point currency by top publications, Bilt Points can be transferred 1:1 to major airline and hotel programs, or used towards rent payments, shopping, fitness, and even a down payment on a home. Members also get access to credit-building benefits, member-only experiences, and an Elite Status program. In partnership with the top multifamily owners & operators across the country, we’ve also created the Bilt Rewards Alliance, a network of 4M+ apartments and homes across the country. Residents who live in the Bilt Rewards Alliance make payments directly through the Bilt Payment Center and get access to benefits including additional earn opportunities on new leases, renewals, and more. While Bilt Members can use any debit or credit card to earn points and access their benefits, Bilt has partnered with Mastercard and Wells Fargo to create the Bilt Mastercard® - the first and only credit card that lets you pay rent and earn points without the transaction fee.
Here at Chapter, we aim to help seniors not only navigate the complexities of Medicare, but also to transform the way seniors transition into and experience retirement. This is not easy, and no one else has succeeded at this endeavor. For us to achieve this mission, we have to have a deeply shared understanding of who we are and who we strive to be. We’re building team of exceptional of humans, and Chapter’s culture is built on four pillars: Put Members First -We relentlessly pursue opportunities to improve the lives of our members, above all else Real Transparency, Not the Buzzword -We share as much information and context as possible to help arm Chapterians with what they need to make their own decisions about their work Invest in Each Other - We believe each Chapterian has a responsibility to not only collaborate and communicate effectively, but to help those they work closely with learn and grow during their time here Ownership Without Ego - We think about problems from an end-to-end perspective with a strong bias to action. We are not afraid to admit when something doesn’t work and learn from that experience
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Flourish provides innovative access to financial products that help advisors secure their clients’ financial futures. We work with over 700 wealth management firms that collectively represent more than $1.5 trillion in assets under management across three products: Flourish Annuities, Flourish Cash, and Flourish Crypto — with additional exciting products in the works. Headquartered in New York City, we are an independent subsidiary of MassMutual Life Insurance Company (MassMutual). Please visit flourish.com for more information. The Flourish business is owned by MassMutual. Flourish Insurance Agency LLC,Flourish Technologies LLC, Flourish Financial LLC, and Flourish Digital Assets LLC are indirect, wholly-owned subsidiaries of MassMutual. Flourish Annuities is offered through Flourish Insurance Agency LLC and Flourish Technologies LLC. Flourish Cash is offered through Flourish Financial LLC. Flourish Crypto is offered through Flourish Digital Assets LLC and Paxos Trust Company, LLC (Paxos). Paxos is not affiliated with any Flourish entity.
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Enfusion's investment management software-as-a-service platform removes traditional information boundaries, uniting front-, middle- and back-office teams on one cloud-native system. Through its software, analytics, and middle/back-office managed services, Enfusion creates enterprise-wide cultures of real-time, data-driven intelligence, boosting agility, and powering growth. Enfusion partners with 600+ investment managers from nine global offices spanning four continents.
Current is a U.S. based consumer fintech and payments platform with over four million members and a mission to improve financial outcomes. It provides mobile banking services that give its members access to opportunities to improve their financial lives, such as paychecks up to two days early, up to 4% APY, fee-free overdraft, money management tools and insights, fee-free ATMs, no fee crypto trading, a cash back rewards system and family banking.
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Canoe offers first-of-its kind AI technology powering the future of alternative investments. Canoe has reimagined the future of alternative investments with cloud-based, machine-learning technology for document collection, data extraction, and data science initiatives. We transform complex documents into actionable intelligence within seconds and empower allocators with tools to unlock new efficiencies for their business. Since the beginning, we’ve maintained a focused, client-first approach to building and enhancing our technology and will continue to do so. By introducing automation to alternatives document collection and data management workflows, institutional investors, wealth managers, and general partners are seeing dramatic improvements in data accuracy and access, team efficiency, and client satisfaction.
Apex is a market-leading, technologically independent software company that provides safe, frictionless digital execution, clearing, and storage for the global universe of investable assets. What drives us is creating independence that produces ownership of the data that is used to build community, increase financial literacy, and eliminate barriers to economic opportunities for the next generation of digital wealth creation. To do this, our team members live above just doing a job and are those who are building careers. We don’t merely complete tasks at Apex; we have a purpose to be realized. Our colleagues champion why we do what we do. We each strive to change the world and widen our impact with the breadth and depth of our client base and end investors.
For nearly a decade, SoFi has helped transform the Fintech industry by creating financial products and services that help people borrow, save, spend, invest, and protect their money better, so they can achieve financial independence and realize their ambitions. Whether it’s owning a home, saving for retirement, paying off their student loans, or helping our members invest - SoFi is there every step of the way. Want to learn more about how it works? Check it out here: https://www.sofi.com/how-it-works/ Our core values are at the center of how we help our 2+ million members get their money right. They are our guiding principles for how we think about serving our members, building our company, and most importantly, how we work together. At SoFi, it’s not just what we do - but how we do it. SoFi is also proud to be the naming rights partner of SoFi Stadium, home of the Los Angeles Chargers and the Los Angeles Rams. For more information, visit SoFi.com
At Forge (NYSE: FRGE), we know our team is our greatest asset. As technology innovators in the private market, our vision is to deliver a richer future for everyone. We live that vision through our values of being bold, humble and accountable. We experience the value that our vision brings to the world every day, helping the teams behind the greatest innovations of our generation, from space travel to planet-saving, plant-based nutrition and more. With liquidity solutions, exclusive data and insights, a custody offering, and a vibrant marketplace, Forge’s goal is to build the best-in-class technology infrastructure to power a global private market that is transparent, accessible and seamless for companies, their employees and investors. Through Forge, employees can sell their private shares, employers can reward shareholders with pre-IPO liquidity and individual and institutional investors can participate in private unicorn growth. Forge's differentiated global marketplace addresses rising demand among individual and institutional investors for exposure to private company stocks and it is building a growing network effect with defensible competitive advantages. The Forge marketplace has over 440,000 registered users and private shares have traded in more than 500 companies since inception, representing over $12 billion in volume across over 21,000+ transactions. Our ability to offer these powerful financial solutions has generated incredible interest from investors, demand from customers, and a need to grow our team to meet the needs of more companies, teams and innovators in this way.
We’re making a positive, irreversible change in the world of finance. Together. People on every continent around the world are choosing Wise to help them live, travel and work internationally. We’re the fairest, easiest way to send money overseas. Built by and for people who live global lives, we make sending money abroad up to 8 times cheaper than the bank. This is money without borders - instant, convenient, transparent and eventually free. For our customers, using Wise is as simple as sending money from A to B, but behind our app and website is a complex engine of currencies and routes, that’s being designed, built and powered by our talented teams in cities around the world. We’re just at the beginning of our story and we’re growing at an incredible pace. We won’t stop until anyone, anywhere can send, spend and receive money wherever they are, whatever they’re doing. There’s still heaps to do and we can’t do it alone.
Biz2Credit, a financial technology company founded in 2007, that provides funding to small business and Biz2X, a rapidly growing, high-growth Series B ($52M), SaaS digital lending platform start-up disrupting a $1.4 Trillion dollar industry.Biz2Credit is focused on funding what’s next for small business. We leverage data, cash flow insights, and the latest technology to give business owners an automated small business funding platform. Biz2Credit has provided over $7 billion in small business loans and financing. In 2019, Biz2Credit launched the cloud-lending SAAS paltform Biz2X. Biz2x is an AI-powered digital banking platform that helps financial institutions automate business lending. Our cloud-based technology helps transform lending at scale, by providing a more user-friendly experience for small businesses, while helping our partners increase efficiency, optimize risk, and expand into new markets. Our clients include top 100 global banks, regional lenders, and financial service providers.
Building tomorrow’s credit trading network. We’re a rapidly growing fintech bringing leading-edge technology and product design to corporate bond trading. With a start-up mentality, we’re constantly innovating and advancing, remaining nimble and agile as we grow. We combine market expertise with a diversity of thinking - experiences, backgrounds, and opinions from a variety of industries collaborating to drive innovation and bring ideas to life. Our business model thrives on participation and connection, and so does our culture. We find joy in solving problems and working together towards common goals. Passionate, curious, and ambitious with a sense of fun? We’d love to hear from you. Visit us at www.trumid.com
At Morningstar, we believe in building great products in-house in a highly collaborative, agile environment where we focus on technical excellence, the user experience, and continuous improvement. Our technologists represent a range of skills and experience levels, but they all view their work as a craft and push technology’s boundaries.
Work Your Passion. Live Your Purpose.
