Top NYC, NY Financial Services Companies (603)
Addition Wealth is a holistic personal finance platform that empowers employees to make smart, informed financial decisions. By taking a tech-forward approach that combines digital tools, community events, expert content, and access to financial professionals, Addition is making personalized financial expertise inclusive and accessible for all employees. Addition partners with forward-thinking employers to help employees make the most of their money.
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.
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.
CAIS is the leading alternative investment platform for independent financial advisors. The CAIS platform powers the pre-trade, trade, and post-trade lifecycle of alternative investments providing financial advisors and alternative asset managers a single operating system for scale and efficiency. CAIS serves over 2,000 wealth management firms that support more than 50,000 financial advisors who oversee approximately $6 trillion in end-client assets. Founded in 2009, CAIS is headquartered in New York City with offices in Austin and London. CAIS continues to be recognized for its innovation and leadership including awards for Alternative Investment Firm of the Year by Wealth Solutions Report, WealthTech100 List by Fintech Global, Great Places to Work by Fortune, Best RIA Platform by SPi, Best Alternative Investments Solution by Finovate, and many others. For more information about CAIS, please visit www.caisgroup.com.
Workiva simplifies complex work for thousands of organizations around the world, including 85% of the Fortune 500®. Our cloud technology, the Workiva platform, is a fit-for-purpose, connected reporting and compliance platform that enables our customers to streamline processes, connect data and teams, and ensure consistency—all within a controlled, secure, audit-ready platform. Workiva customers connect critical business data directly from source systems to our cloud platform, seamlessly enabling collaboration and deep integration into existing workstreams. The Workiva platform provides unparalleled trust, transparency, and assurance for all stakeholders. That’s why thousands of enterprises across 170 countries use the Workiva platform.
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, pharmacy, 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.
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Alloy is the only end-to-end identity risk management platform for companies that offer financial products. Beginning with origination and account opening, Alloy provides over 600 of the world's leading banks, credit unions, and fintechs with a scalable, flexible platform to manage identity risk throughout the customer lifecycle. With configurable solutions for fraud, credit and compliance risk, dedicated expert guidance and the industry’s most extensive ecosystem of data partners, Alloy helps companies deliver great financial products to more customers around the world.
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Since we opened our doors in 2009, the world of commerce has evolved immensely, and so has Square. After enabling anyone to take payments and never miss a sale, we saw sellers stymied by disparate, outmoded products and tools that wouldn’t work together. So we expanded into software and started building integrated, omnichannel solutions – to help sellers sell online, manage inventory, offer buy now, pay later functionality through Afterpay, book appointments, engage loyal buyers, and hire and pay staff. Across it all, we’ve embedded financial services tools at the point of sale, so merchants can access a business loan and manage their cash flow in one place. Afterpay furthers our goal to provide omnichannel tools that unlock meaningful value and growth, enabling sellers to capture the next generation shopper, increase order sizes, and compete at a larger scale. Today, we are a partner to sellers of all sizes – large, enterprise-scale businesses with complex operations, sellers just starting, as well as merchants who began selling with Square and have grown larger over time. As our sellers grow, so do our solutions. There is a massive opportunity in front of us. We’re building a significant, meaningful, and lasting business, and we are helping sellers worldwide do the same.
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Flourish provides innovative access to financial products that help advisors secure their clients’ financial futures. We work with over 900 wealth management firms that collectively represent more than $1.6 trillion in assets under management across two products: Flourish Annuities and Flourish Cash — 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 Financial LLC and Flourish Digital Assets LLC are indirect, wholly-owned subsidiaries of MassMutual. Flourish Cash is offered through Flourish Financial LLC. Flourish Annuities is offered through Flourish Technologies LLC and Flourish Insurance Agency LLC.
MarketAxess is on a journey to digitally transform one of the world's largest financial markets, enabling the shift from analog, phone-based trading to a fully electronic marketplace. Why does this matter? Because our platform makes trading fixed-income more accessible, ultimately improving transparency, efficiency and competition in the marketplace. Changing the way an established industry transacts is no easy feat. There will be twists and turns because no one’s ever done this before. But now, more than 2,300 companies around the world rely on our solutions, and that number is only expected to grow in the years ahead. We know where we’re going. How we get there is up to us. Join us and help Take Us There.
At Capital One, we think and work like a tech company, using our digital fluency to transform everything about the customer experience. We’re bending data to our will, and turning a stodgy industry on its head. That’s reflected in our ranking as the number one business technology innovator in the U.S. in the 2016 InformationWeek Elite 100.
By providing end-to-end payments capabilities, data-driven insights, and financial products in a single solution, Adyen helps businesses achieve their ambitions faster. Our team members are motivated individuals from different cultures that help each other do remarkable things every day and across time zones. We face unique technical challenges at scale and we solve those as a team. And together, we deliver innovative and ethical solutions for businesses all across the world. With 28 offices across the globe, Adyen serves customers including Meta, Uber, Spotify, Casper, Bonobos and L'Oreal.
Since our founding over a decade ago, our mission has been to deliver honest financial products that improve lives. That mission hasn’t changed — and it never will. At Affirm, we believe money shouldn’t dictate your direction in life; it should open up options instead of limiting them, and help you get where you’re going without getting in your way. That’s why we offer people the financial flexibility to choose what works for them — in finances and in life.
Opto Investments is a technology firm changing the way fiduciaries experience private markets. Opto partners with advisors, CIOs, and other fiduciaries to solve the challenges of building and distributing customized private markets solutions at scale. We bring all of Opto to our partnerships and provide hands-on support as required across our partners’ private markets programs. We build funds to fiduciaries’ exact specifications in terms of asset class and structure. We also provide a branded investment platform with intelligent workflows that simplifies the private markets investment process, minimizes paperwork, saves time, and creates better advisor and client experiences.
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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.
MoneyLion is a leader in financial technology powering the next generation of personalized products and content, with a top consumer finance super app, a premier embedded finance platform for enterprise businesses and a world-class media arm. MoneyLion’s mission is to give everyone the power to make their best financial decisions. We pride ourselves on serving the many, not the few; providing confidence through guidance, choice, and personalization; and shortening the distance to an informed action. In our go-to money app for consumers, we deliver curated content on finance and related topics, through a tailored feed that engages people to learn and share. People take control of their finances with our innovative financial products and marketplace - including our full-fledged suite of features to save, borrow, spend, and invest - seamlessly bringing together the best offers and content from MoneyLion and our 1,100+ Enterprise Partner network, together in one experience. MoneyLion’s enterprise technology provides the definitive search engine and marketplace for financial products, enabling any company to add embedded finance to their business, with advanced AI-backed data and tools through our platform and API. Established in 2013, MoneyLion connects millions of people with the financial products and content they need, when and where they need it.
We help everyday Americans build a brighter financial future. With a business model that is aligned with our customers, we create transparent, fair, and simple financial products that put money back in the hands of our members, help them spend wisely, and avoid unfair fees. We don’t just reduce stress — we promote sustainable financial health. Our team comes from diverse backgrounds, but are united in the fight for our members’ financial security and freedom. With experience at Amazon, Deutsche Bank, Palantir, Two Sigma and more, our experts not only have the tools to solve financial insecurity—they’ve witnessed the problem firsthand. At big banks we’ve seen the injustice of inequality. At leading tech companies we’ve learned to build from the best. Now we’re putting both to use to change lives every day. To learn more about what is happening at Brigit, check out the latest press and news articles including information on awards Brigit has won recently (Fast Company’s Most Innovative Companies of 2022, Forbes Fintech 50 2022, Business Insider’s Most Promising Consumer Startups 2022, Built In's 2023 - 2025 Best Startups to Work For In New York City, Built In's 2025 100 Best Place to Work in New York City, & Built In's 2024 & 2025 Best Startups to Work for in the U.S.): https://www.hellobrigit.com/press.
For over 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 millions of 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 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.
Hebbia is the AI platform for knowledge work used by leading finance, law, and Fortune 500 companies. The product orchestrates "AI agents" that accurately tackle the most complex tasks by breaking them down into understandable actions. Users can collaborate with AI to extract, structure, and analyze millions of documents at scale, allowing for full workflow automations with generative AI. We've raised funding from a16z, Google Ventures, Peter Thiel, Index Ventures (via Mike Volpi), Jerry Yang (founder of Yahoo), Ram Sriram (one of the first investors in Google), and others, and have built the fastest-moving team in the world.
