Top NYC, NY Financial Services Companies (603)
Helping Accounting, Advisory + Financial Services Add More Profits With Less Clients and Without Media Buying or Agency Fees Typical results from our clients are $1 million+ per year with less than 12 clients. Our top clients are securing clients at $250k+ annual recurring revenue each. Case studies can be checked out in our new free training here: https://bit.ly/3vRs1R6 We step you through an intense process to validate your marketing strategy, offering, pricing + sales processes. In a matter of weeks we bring you to market, with the right strategy, to begin working / partnering with higher quality. Reclaim 10 years of your life by gaining true freedom in your market.
Corridor Platforms is a leading decision workflow governance and automation capability designed by industry veterans to rapidly transform risk and marketing decisioning at banks, enabling them to leverage new data, AI and automation to create competitive excellence in revenue growth, risk control and operating efficiency in the age of digitization
American Industrial Partners (“AIP”) is an operationally-oriented middle market private equity firm that is distinctively focused on buying and improving industrial businesses with operations in the U.S., Canada, and other developed markets. The AIP team has deep roots in the industrial economy and has been active in private equity investing across three economic cycles. AIP has completed over 125 platform and add-on acquisitions and invests in all forms of corporate divestitures, management buyouts, recapitalizations, and going-private transactions of established businesses.
FlexTrade Systems Inc., is the industry pioneer and global leader in broker-neutral, execution and order management trading platforms for equities, foreign exchange, options, futures and fixed income. FlexTRADER, our award-winning flagship platform for algorithmic trading, is widely viewed as unique in the industry for its high performance and multi-asset capability. With offices in North America, Europe and Asia, FlexTrade has a worldwide client base spanning more than 225 buy- and sell-side firms.
TP ICAP Group is a world-leading liquidity and data solutions specialist. We connect clients to liquidity, seamlessly and responsibly, across financial and commodities markets globally, through a full range of broking protocols. We also provide clients with the data and analytics they need to do business better. We operate from more than 60 offices across 28 countries, supporting brokers with award-winning technology. Through our people and technology, we connect clients to superior liquidity and data solutions across every major asset class. We are home to a lineup of premium brands. Each has a distinct, client-focused offering, underpinned by the financial security, operational strength and robust governance of the TP ICAP Group. Our brands include: • Tullett Prebon • ICAP • Liquidnet • Parameta Solutions • PVM
Privately owned and independent, Bessemer Trust is a multifamily office that has served individuals and families of substantial wealth for more than 110 years. Through comprehensive investment management, wealth planning, and family office services, we help clients achieve peace of mind for generations.
Hazeltree provides innovative cloud-based treasury solutions to investment management firms, delivering enhanced transparency, liquidity, improved performance, and risk mitigation. Hazeltree’s treasury and portfolio finance technology solutions serve alternative asset managers including hedge funds, private equity funds, private debt, real estate funds, infrastructure funds, pensions and endowments, and their service providers. Hazeltree is headquartered in New York, with offices in London and Hong Kong. For more information, please visit hazeltree.com
Our team’s mission is a bold one – to create technology that can run the world’s banks according to the best designs and software practices of the modern age. In doing so, we will properly and permanently rid the world’s banks of the problems generated by poor technology running on legacy infrastructure. Our solution to this is Vault Core: a complete core banking platform that is capable of being configured easily to suit the needs of any bank. We have built Vault Core from the ground up as a cloud-native, microservices and API-based platform. Thought Machine has a deep culture of engineering excellence, and our approach has engendered a seismic shift in the banking industry. Thought Machine is looking for highly talented individuals to help grow the company and achieve our ambitious goal. We pride ourselves on having an excellent internal culture, where we strive hard to create the best possible working environment; a healthy mix of great technical work, fast pace, a supportive atmosphere, and of course our irreverent sense of fun
Qontigo is a financial intelligence innovator and a leader in the modernization of investment management, from risk to return. The combination of the group’s world-class indices and best-of-breed analytics, with its technological expertise and customer-driven innovation, enables its clients to achieve competitive advantage in a rapidly changing marketplace. Qontigo’s global client base includes the world’s largest financial products issuers, capital owners and asset managers. Created in 2019 through the combination of Axioma, DAX and STOXX, Qontigo is part of Deutsche Börse Group, headquartered in Eschborn with key locations in New York, Zug and London.
Statement is transforming the way finance organizations run by helping streamline the corporate finance function, and empowering next-generation finance leaders. Statement connects financial data from multiple sources (e.g., banks, ERP, billing tools and spreadsheets) in real-time into a centralized dashboard and allows finance teams to build rules-based workflow automations for common tasks like bank reconciliations, analytics, payments, etc. Statement is built for businesses that want to simplify their finance function while maintaining a deep level of scrutiny on all money-related transactions. Founded by fintech and security experts, Statement brings decades of experience building global payment solutions and nation-state level security applications, and by that merging the best of both worlds. Our team is composed of experts at scaling complex integrations between legacy systems and modern API infrastructure.
Klarna was founded in 2005 in Stockholm, Sweden with the aim of making it easier for people to shop online. In the last 15 years, technology has evolved, excited and transformed the world around us, yet our mission remains as relevant as ever, to make paying as simple, safe and above all, smoooth as possible.
The Public Sector Pension Investment Board (PSP Investments) is one of Canada's largest pension investment managers with $230.5 billion of net assets as of March 31, 2022. It manages a diversified global portfolio composed of investments in public financial markets, private equity, real estate, infrastructure, natural resources and private debt. Established in 1999, PSP Investments manages net contributions to the pension funds of the federal Public Service, the Canadian Forces, the Royal Canadian Mounted Police and the Reserve Force. Headquartered in Ottawa, PSP Investments has its principal business office in Montréal and offices in New York, London and Hong Kong. For more information, visit investpsp.com or follow us on Twitter and LinkedIn.
Loeb.nyc is a venture collective that increases a startup's odds for success. By pairing smart capital with deep operational and marketing infrastructure, Loeb.nyc's repeatable and dynamic model takes startups to the next level. Loeb.nyc is led by serial entrepreneurs, Michael Loeb (CEO) and Richard Vogel (CFO).
Traditional banking just wasn’t built to make growing a consumer brand easy. We want to change that. Our financial platform is designed for brands at any size, no matter how they sell. From access to capital with the Growth Line of Credit, to simplified money management with Ampla Banking or our Corporate Card for the modern CPG brand - we make growing businesses easier. Our products are built specifically for growing brands and have features you won’t find elsewhere. From our products to our customer success teams, Ampla’s mission is to make life easier for founders to build success. Since being founded in 2019, Ampla has grown headcount over 200% YoY, revenue 400% YoY and has processed over 1B USD in transactions across hundreds of customers.
Glass Lewis is the world’s choice for governance solutions. We enable institutional investors and publicly listed companies to make sustainable decisions based on research and data. We cover 30,000+ meetings each year, across approximately 100 global markets. Our team has been providing in-depth analysis of companies since 2003, relying solely on publicly available information to inform its policies, research, and voting recommendations. Our customers include the majority of the world’s largest pension plans, mutual funds, and asset managers, collectively managing over $40 trillion in assets. We have teams located across the United States, Europe, and Asia-Pacific giving us global reach with a local perspective on the important governance issues. Investors around the world depend on Glass Lewis’ Viewpoint platform to manage their proxy voting, policy implementation, recordkeeping, and reporting. Our industry leading Proxy Paper product provides comprehensive environmental, social, and governance research and voting recommendations weeks ahead of voting deadlines. Public companies can also use our innovative Report Feedback Statement to deliver their opinion on our proxy research directly to the voting decision makers at every investor client in time for voting decisions to be made or changed. The research team engages extensively with public companies, investors, regulators, and other industry stakeholders to gain relevant context into the realities surrounding companies, sectors, and the market in general. This enables us to provide the most comprehensive and pragmatic insights to our customers.
Freelancers work hard. We’re on a mission to make sure they’re working on the things they love. Catch is the first and only personal payroll and benefits product, intentionally designed for the more than 60 million American freelancers without employer-sponsored benefits. Using Catch, individuals can automatically route their income — for free — setting aside for taxes, retirement, and savings, while getting access to affordable health insurance.
IPSA International provided high-end anti-money laundering and international due diligence services out of offices in Vancouver, Phoenix, New York, London, Dubai and Hong Kong. The company served many of the worlds largest financial institutions related to financial crime compliance. (FCC). This page was formerly for IPSA International followers. As the former owner and CEO of IPSA and manager of this page, I am changing the page to focus on Financial Crime Compliance opportunities and information. As this page is also used as a marker for past IPSA employee’s LinkedIn timeline information we are keeping the logo in place and description of services above unless the owners of the brand ask me to make a change. Most of us connected here were very close to IPSA. I want to thank all of you who helped make IPSA what it was. While I for one miss my old team, clients, subcontractors and friends, life does change and offers lots of opportunity to grow with that change. I am hopeful all our IPSA friends are taking advantage of their opportunities! Please use this group page as an information exchange related to Financial Crime Compliance issues and opportunities. Many of you will remember Julie from the Phoenix office - she is back with me and will assist as always with the information exchange. While I am now focused on Cybersecurity with Darklight.ai, I am researching a use case for our underlying Artificial Intelligence platform to assist the FCC world. Once I get my feet under me, I will be reaching out to many of my old friend and colleagues to see if we could work together again.
“One of 2021’s Next Billion-Dollar Startups.” —Forbes Magazine, October 2021. We founded Titan to set a new standard in investment management: curated, comprehensive and simple-to-use. We aim to reimagine investing—from the very products that are available, to the client experience from beginning to end. Some elements of our offering may be familiar only to the wealthy few such as access to blue-chip investment partners and the new asset classes enabling additional ways to diversify and manage risk. We’re actively hiring across all teams. Join us at titan.com/careers. Follow us on LinkedIn to ride shotgun with our award-winning investment team and to learn more about our current and upcoming opportunities. You can also follow us on Twitter, Facebook, Instagram, and TikTok @titanvest @tatoums Getting invested takes minutes. Download the Titan app today: titan.com Not investing advice, no guarantee of future results. See disclosures.
Syntax is an index provider and financial analytics company that has developed a family of Stratified Indices, which give investors rules-based, diversified exposure to business risks. Our mission is to build innovative, transparent financial products and technologies that meet the investment objectives of a broad range of institutional and retail clients. Our flagship indices, the Stratified Benchmark Indices, reweight the constituents of widely-used benchmarks, including the S&P 500, MSCI EAFE and Wilshire 5000 using Syntax’s Stratified Weight™ methodology. In addition to the Stratified Benchmark Indices, we provide Stratified Sector and Stratified Thematic indices, custom index solutions and data licensing services. We also offer investment decision support tools, including portfolio risk analysis software and a business risk taxonomy backed by a database of over 6,000 global public companies. These tools are designed to support the investment decision-making of asset managers and institutional investors. All Syntax products were developed in conjunction with a patented information system for classifying and organizing business, financial and economic activity called the Functional Information System (FIS) built by our sister company, the economic data analysis firm Locus Analytics. FIS provides the technology used to identify business risk in a portfolio.
Founded in 1914, Merrill is one of the largest wealth management businesses in the world. Merrill financial advisors combine financial knowledge and experience with a deep understanding of their clients’ needs to help their clients pursue the lives they want. With a deep commitment to placing their clients' interests first, Merrill financial advisors draw upon the investment insights of Merrill and the banking insights of Bank of America to unlock opportunities tailored to their clients’ needs in many areas of their financial lives. The strategies our financial advisors offer go beyond investment management to include college savings strategies, retirement planning, eldercare, philanthropy, estate planning services, small business services, and access to cash management & banking strategies. Any opinions, views, statements, estimates or projections ("posts") posted on this web page are solely those of the author(s). Merrill Lynch Global Wealth Management is part of Bank of America Corporation's Global Wealth & Investment Management business. Additional Terms, Conditions & Disclaimers found here: https://www.ml.com/social-media/merrill-lynch-on-twitter.html Disclaimer The site is maintained by a third party that has no affiliation with Merrill Lynch, Pierce, Fenner & Smith Incorporated ("MLPF&S" or "Merrill"). The recommendations posted to this page by or about Merrill employees, are not endorsed by, and may not represent the views. This material is not intended to constitute a recommendation, offer or solicitation for the purchase or sale of any security financial instrument. or strategy. Always consult with your independent attorney, tax advisor, investment managers, and insurance agent for final recommendations and before changing or implementing any financial, tax, or estate planning strategy. Bank of America Linkedin Community Guidelines: http://about.bankofamerica.com/en-us/social-media/linkedin-communityguidelines.html
