Top NYC, NY Companies With Best Stability & Growth (10,000+)

Market Expansion: 150+ new clients in 2025, growth across EMEA and APAC, and a community surpassing 500 firms by mid-2026 indicate widening geographic and segment reach. Document throughput at scale across 44,000+ funds further supports expanding footprint.

Strategic Partnerships: Integrations with Envestnet | Tamarac and a certified data feed into Bloomberg PORT Enterprise, alongside ecosystem ties with major banks and administrators, embed the platform in core wealth and institutional workflows. Such connections broaden distribution and reinforce stickiness.

Investor Backing & Capital Strength: A $36M Series C led by Goldman Sachs Alternatives in July 2024 and a definitive agreement for Bloomberg to acquire the company in July 2026 signal strong financial support and third‑party validation. These milestones underpin continued investment in product and market expansion.

Investor Backing & Capital Strength: Late-stage funding rounds—an $88M Series C (2024) and a $150M Series D (2026) led by top-tier firms at a roughly $3B valuation—provide runway for hiring, product development, and broader go-to-market. Feedback suggests this capital base signals strong sponsor conviction and supports continued scaling.

Strong Revenue Growth: Coverage highlights revenue rising from low single-digit millions in 2021 to hundreds of millions by 2024, with subsequent reports indicating around $1B in 2025 alongside surging appointment volumes. Inclusion on the FT/Statista fastest‑growing list reinforces the trajectory.

Market Expansion: Expansion to 125+ insurer partnerships, a nationwide network of roughly 26,000 providers, and new channels with employers and health systems indicate broader distribution. Rising utilization—7M visits in 2025 and 10M lifetime appointments—supports an expanding footprint.

Investor Backing & Capital Strength: A $27M Series A on March 18, 2026 led by Emergence Capital with Lux and Susa participating signals access to meaningful growth capital. Portfolio visibility on Emergence Capital’s site and a Crunchbase profile underscore external support typical of scaling startups.

Innovation-Driven Growth: An AI-native model touting same-day capital activity, automated health checks, and “90% of cash auto‑reconciled,” plus “Day 0” financials, is emphasized across product pages and case studies. Recent integrations and feature launches in 2026 reinforce a technology-led expansion narrative.

Market Expansion: Assets under administration are described as rising from roughly $10–15B in 2025–2026 to $30B currently on the site, alongside 10,000 LPs supported. New fund migrations and named wins (e.g., Dream Ventures, Susa Ventures) point to a widening customer footprint.

Strong Revenue Growth: Recent results show revenue up 9.6% year over year in Q2 2026 (6.8% organic; 8.2% excluding product sunsets), with 2025 up 7.5% and year‑to‑date 2026 up 10.2% on a reported basis. Growth is led by Morningstar Credit and core data/software platforms such as Morningstar Direct and PitchBook.

Profitability: Operating and adjusted operating margins expanded in Q2 2026 alongside a 29% rise in adjusted diluted EPS to $3.10, and 2025 saw increases in operating income and adjusted operating income. These gains were supported by stronger contribution from Credit and the accretive effect of the CRSP acquisition.

Healthy Cash Flow: Free cash flow and operating cash flow increased sharply in Q2 2026, with free cash flow nearly doubling year over year. This improved cash generation coincided with active buybacks and dividends.

Market Expansion: Geographic reach is presented as Medicare-covered virtual therapy available across all 50 states, with therapist-by-state listings that signal recent build-out. Statements about operating across many states and serving hundreds to thousands of patients reinforce an expanding footprint.

Strong Hiring & Retention: Active recruiting is visible via an Ashby-powered careers site with roles like a Founding Engineer and multiple remote therapist postings, alongside additional listings on job boards. LinkedIn shows a 51–200 employee range with 140+ listed profiles, consistent with team expansion.

Strategic Partnerships: A collaboration with Advanced Nursing & Home Care (January 2025) extends access through senior-care channels. In-network positioning with Medicare supports referral-driven growth among older adults.

Strong Revenue Growth: Recent financial results show net trading revenue rising from $2.235B in 2024 to a record $3.12B in 2025, indicating robust top-line momentum. Company disclosures characterize 2024 as a record year and 2025 as a period of strong performance and healthy growth.

Profitability: Net profit reached $968M in 2025 and total equity increased to $2.58B from the prior year, signaling solid earnings and balance-sheet strength. These gains support continued investment in people, technology, and trading capabilities cited by the firm.

Diversified Revenue Streams: Expansion into FX and commodity-derivatives market making from London and the addition of institutional crypto liquidity via the Talos network broaden the firm’s revenue drivers. Geographic build-outs in Hong Kong and New York further underpin multiple businesses across regions.

Strong Market Position & Advantage: Industry recognition as a Leader in Forrester’s 2024 Cybersecurity Consulting Services Wave and high‑profile engagements (e.g., OpenAI’s Patch the Planet; audits for WhatsApp’s Private Inference, PyPI, and Perplexity’s Comet) signal strong credibility and pipeline strength. Visibility across AI/ML, cryptography, and blockchain work suggests durable demand.

Innovation-Driven Growth: A shift to an “AI‑native” operating model, the AIxCC runner‑up finish with Buttercup, and the rollout of AI‑assisted auditing tools indicate a growth engine rooted in new capabilities. These investments appear to scale delivery without linear headcount increases.

Strategic Partnerships: Collaboration with OpenAI on Patch the Planet and stated plans for partner programs with GitHub and Semgrep expand reach and create new channels for services and training. Such alliances typically bolster market access and accelerate offering development.

Strong Revenue Growth: Revenue is described as accelerating sharply, with filings showing substantial year-over-year gains through 2024 and the first nine months of 2025, and independent estimates pointing to a billion‑dollar run rate in 2025. These trends align with rising client activity and balances disclosed alongside product launches.

Investor Backing & Capital Strength: New equity financing in January 2026 co‑led by Baillie Gifford and SBI Holdings, reports of a multibillion‑dollar pre‑IPO valuation, and outstanding senior notes expand financial capacity for scaling. These signals suggest ample capital to support continued build‑out and pre‑IPO positioning.

Market Expansion: Licenses in Europe, an APAC entry via the Boom Securities deal, and a trading app for sophisticated individual investors broaden both geography and customer segments beyond institutional prime brokerage. Cross‑margin and digital‑asset initiatives further indicate expansion into adjacent markets.

Investor Backing & Capital Strength: The June 2025 definitive agreement for acquisition by STG, with leadership continuity noted at announcement and a sizable employee footprint, points to a platform investment with resources to scale. Earlier unicorn-level financing further underscores access to capital supporting ongoing expansion.

Innovation-Driven Growth: Regular releases through late 2025 and 2026—such as Da Vinci enhancements and the launch of Programmatic CRM with AI/agentic capabilities—signal sustained R&D and product momentum. Feature and suite expansion across email, mobile, and web indicate a growth engine rooted in innovation.

Strong Hiring & Retention: Mid-2026 career pages and third-party trackers show active open roles and “we’re hiring” messaging, implying continued team expansion. Public materials reference a global workforce across multiple regions, consistent with selective growth.

Investor Backing & Capital Strength: Trackers cite a September 7, 2023 Series A (about $10.8M, ~$16–17M total raised) that provides resources to scale products and field operations into utilities. This funding base supports the company’s post–Series A expansion efforts.

Innovation-Driven Growth: A patent granted on April 14, 2026 for autonomous scanning and digital tree-stand representation, together with a steady 2026 cadence of releases, indicates ongoing R&D investment. Updates such as a next‑gen backpack unit “shipped to customers,” pipeline automation, and expanded species ID suggest innovation translating into field adoption.

Market Expansion: Messaging and roles increasingly emphasize utility vegetation management and “keeping the grid running,” alongside multiple open roles across U.S. locations and a larger New York headquarters lease. These signals point to expansion from forestry into utilities amid regulatory and wildfire‑mitigation tailwinds.

Investor Backing & Capital Strength: Back-to-back Series D ($118M, Feb 2026) and Series E ($100M, May 2026) at step-up valuations to roughly $1.35B and $2.74B point to ample runway and strong investor confidence. Participation from firms such as Index Ventures, Kleiner Perkins, Sequoia, Thrive, Founders Fund, Redpoint, and Kaiser Permanente Ventures underscores capital strength.

Strong Revenue Growth: Company disclosures cite approximately $200M in gross annual recurring revenue with revenue more than doubling for five consecutive years, including over 130% year-over-year growth noted in early 2026. Nearly 800 customers and millions of covered members are also cited as evidence of expanding commercial scale.

Strategic Partnerships: New collaborations in 2026 with Priority Health and Atlantic Health expand distribution into health plan and regional employer channels. Priority Health separately confirmed the partnership and product launch.

Strong Revenue Growth: Recent disclosures cite being on track to do more than $500M in net revenue for the fiscal year ending May 31 and a rise in a contribution metric from roughly $140M (2022) to about $350M (2024). Earlier filings also reported 32% year-over-year revenue growth in FY2021, indicating multi-year top-line expansion.

Product Line Growth: The company expanded beyond its core PEO with a standalone Payroll product, Employer of Record capabilities in Canada, and a 2026 ICHRA partnership with Thatch. These additions signal investment in adjacent offerings that can drive incremental growth.

Market Expansion: Customer counts progressed from nearly 9,000 (2022) to 12,000+ (2024/2025) and to about 15,000 in a 2026 CEO note, alongside 30% more new customers year over year. Operating throughput reached $31B+ in payroll processed and 268K+ W‑2s in 2025, consistent with a broader footprint.

Market Expansion: Multi-city openings in Chicago, New York, Miami (floor trading), and a Singapore office, alongside a four-location footprint, indicate broader geographic reach. A documented 11,000‑square‑foot addition to the Chicago HQ further supports a larger operating footprint to accommodate a growing workforce.

Product Line Growth: Company updates cite a 25% increase in product count and new index‑options responsibilities, pointing to a wider product portfolio. Materials also reference expansion into new instruments and marketplaces on domestic and global levels.

Strong Hiring & Retention: Active postings span campus and experienced roles across multiple offices (including future‑cycle internships), signaling sustained hiring activity. The Chicago build‑out was explicitly “to accommodate their growing workforce,” and year‑end communications mention dozens of new hires.

Strong Revenue Growth: Revenue is described as reaching record levels in 2024 and continuing at an elevated pace through 2026 as the company advances toward profitability. This pattern signals durable top-line momentum across multiple years.

Investor Backing & Capital Strength: New equity in 2026 alongside additional equity and financing in late 2024 indicate strong access to capital and aligned sponsor support. Expanded arrangements with a partner bank reinforce capacity to scale liquidity and credit products.

Diversified Revenue Streams: Management links growth to newer offerings—such as Paycheck Advance, a secured credit-building card, and premium membership—broadening monetization beyond debit interchange. If these products keep scaling, ARPU and margins can improve alongside user growth.

Investor Backing & Capital Strength: Advent International agreed on August 25, 2025 to acquire PatientPoint, with reporting at more than $1.4B, providing external validation and resources to accelerate expansion. This backing is positioned to support network growth and product innovation.

Product Line Growth: In March 2026 PatientPoint launched programmatic buying (Health Audiences) and a Consumer Health Network aimed at CPG/OTC brands, expanding how advertisers can buy and who the company serves. These additions broaden monetization beyond traditional life‑sciences sponsors.

Strong Market Position & Advantage: PatientPoint reports a nationwide footprint in 30,000+ physician offices and 125,000 providers, and in April 2026 received expanded Media Rating Council accreditation across its full digital screen network. This scale and third‑party validation bolster credibility for national buys.

Investor Backing & Capital Strength: A $30M Series A led by Optum Ventures in March 2022, with participation from Cigna Ventures, provides runway and signals strong institutional confidence. This capital supports continued platform development and go‑to‑market efforts described since 2023.

Future-Ready Strategy: The October 10, 2023 divestiture of TPA operations to Vitori Health refocused the company on payer data exchange and an integration/iPaaS platform. This deliberate move is presented as enabling scale in the core software business.

Innovation-Driven Growth: Product evolution spans Flume OS (2021) and Flume Relay (March 2023), with active documentation and positioning around a healthcare payer integration layer. These launches and ongoing materials indicate a maturing, software‑centric platform into 2025–2026.

Market Expansion: The network reports growth to 6,500+ grocery stores with 34,000+ screens and broader in‑store coverage across zones such as entrances, front end, checkout, and pharmacy. Company and trade announcements through 2025–2026 also cite added locations and continued rollouts with major grocers.

Strategic Partnerships: Partnerships with Hy‑Vee, Giant Eagle, The Raley’s Companies, and expansions with Wakefern/ShopRite and Southeastern Grocers signal widening retailer adoption and geographic reach. Programmatic availability via platforms like Place Exchange and Vistar supports scaled, data‑driven activation across partners.

Strong Revenue Growth: Revenue accelerated from 2021 to 2024 alongside repeated inclusion on the Inc. 5000 list, indicating sustained top‑line momentum. Company materials describe continued business expansion into 2025–2026 consistent with these growth signals.

Strong Revenue Growth: Revenue is rising at a double‑digit pace through FY2025 with similar momentum guided into 2026, supported by broad bookings growth. Enterprise and U.S. strength are cited as key contributors to the top line.

Profitability: Margins and earnings quality are improving, with record adjusted EBITDA in 2025 and upgraded medium‑term margin targets. AI‑driven efficiencies and operating discipline are helping expand profitability.

Market Expansion: Momentum in the U.S. and among Enterprise customers indicates successful geographic and customer‑mix expansion. Bookings and ARR from higher‑value accounts are growing, reinforcing durability of growth.