Top Financial Services Companies in NYC, NY (1,178)

Strong Market Position & Advantage: Market share is increasing and reached a record in Q2 2026 even as the wider market softened. This points to rising competitiveness against other exchanges.

Diversified Revenue Streams: Subscription and services contributed nearly half of net revenue in Q2 2026, spanning stablecoins, staking, custody, and other services. Stablecoin balances such as USDC on Coinbase products also hit a company record, indicating income sources beyond spot trading.

Product Line Growth: New offerings like prediction markets grew sharply quarter over quarter in Q2 2026. Derivatives, equities, and decentralized-exchange products are scaling and broadening the revenue base.

Profitability: Operating earnings increased year over year to $3.6 billion, indicating improving core performance. Results point to continued earnings momentum alongside broader business expansion.

Investor Backing & Capital Strength: Surplus rose to $34.7 billion and top-tier financial-strength ratings were affirmed, underscoring a robust capital base. A record $2.8 billion policyholder dividend further signals balance-sheet capacity.

Diversified Revenue Streams: Growth appeared across multiple lines, with higher insurance, annuity, and mutual fund sales in 2025. Assets under management also rose to $892 billion, reinforcing breadth beyond traditional insurance.

Strong Revenue Growth: Net revenue has risen at double-digit rates across FY 2025 and H1 2026, alongside a similar step-up in processed volumes. Management also raised its full‑year growth outlook, indicating confidence in continued expansion.

Profitability: Earnings expanded meaningfully in 2025 with a higher EBITDA margin, and profitability continued to increase in H1 2026. While costs rose, operating profit remained at a high level.

Product Line Growth: The company is broadening beyond core processing into embedded finance, AI-enabled commerce, loyalty, and usage-based billing. Expansion of in‑store/unified commerce and platform offerings adds new revenue opportunities.

Strong Revenue Growth: Revenue rose from roughly $38 billion in 2024 to more than $41 billion in 2025, marking a new company record. Operating gain before dividends and taxes also increased materially, indicating momentum in underlying results.

Investor Backing & Capital Strength: Total surplus (including the asset valuation reserve) expanded to above $42 billion while total assets approached $399 billion. These shifts point to a stronger capital cushion to navigate economic conditions.

Market Expansion: Retail investment client assets surpassed $400 billion and the advisor network grew past 8,000 with a record recruiting year, signaling broader distribution reach. Wealth-business revenue and sales posted strong double-digit gains, underscoring rapid expansion in wealth management.

Strong Revenue Growth: Recent results indicate revenue increased year over year and sequentially, with quarterly revenue reaching roughly the mid‑teens in billions and full-year 2025 revenue rising markedly versus 2024. Earnings also improved in recent quarters alongside higher lending activity.

Market Expansion: The Discover acquisition expanded scale and added a proprietary payment network, with payment‑network volume increasing sharply as Capital One debit customers moved onto the Discover rails. Lending and purchase volumes also grew across cards, consumer banking, and auto, indicating broader reach.

Strong Market Position & Advantage: Capital One holds a leading position in U.S. credit cards and consumer banking, becoming the largest U.S. credit card issuer by balances after integrating Discover. This scale, combined with strong transaction activity, supports a durable competitive footprint.

Resilient & Sustainable Growth: Assets under management and regulatory assets are described at record levels, with scaling across filings, portfolio holdings, and infrastructure even amid governance turbulence. Continued expansion in data, computing capacity, and geographic footprint reinforces the durability of this growth.

Strong Market Position & Advantage: The firm is portrayed as a leading, top-tier quantitative investment manager with substantial scale, scientific capabilities, and industry recognition. This standing indicates meaningful competitive advantages in technology-enabled investing.

Diversified Revenue Streams: Operations extend beyond quantitative hedge funds into securities, venture capital, private equity, real estate, insurance, and related services. This breadth supports multiple growth vectors and reduces dependence on a single line of business.

Strong Revenue Growth: Revenue rose sharply, with full-year 2025 reaching $731.4 million and Q1 2026 at $221.2 million, well above prior periods. Annualized recurring revenue also increased to $872 million, indicating momentum beyond a single quarter.

Customer Loyalty & Retention: Customer metrics show very high gross retention and positive net expansion in late 2025 and Q1 2026, indicating clients are staying and broadening their use of the platform. This points to growth from the installed base alongside new wins.

Profitability: Adjusted profitability improved as Q1 2026 adjusted EBITDA increased materially to $77.4 million. This suggests operating leverage alongside rapid top-line expansion.

Strong Revenue Growth: Afterpay-related revenue increased in Block’s latest reporting, with Afterpay Post-Purchase contributing higher year-over-year dollars in Q2 and the first half of 2026. Filings indicate the BNPL product is scaling within the parent company’s results.

Strong Market Position & Advantage: Independent estimates place Afterpay/Block in a leading position in U.S. BNPL issuance and Pay-in-4 lending. This standing suggests competitive advantage as the service expands into more everyday spending categories.

Customer Loyalty & Retention: Company materials describe the vast majority of gross merchandise value coming from returning customers. This repeat usage points to durable engagement across its merchant network.

Strong Revenue Growth: Revenue increased sharply in the first nine months of 2025 versus the prior year. This follows a more than doubling from 2023 to 2024 and a multi‑year growth trajectory cited in SEC filings.

Profitability: Net income rose significantly in the first nine months of 2025 compared with the same period in 2024. This indicates the company is scaling while generating positive earnings.

Market Expansion: The firm is extending into Europe and Asia‑Pacific through Netherlands authorization, London Stock Exchange clearing membership, and a planned acquisition of a Hong Kong broker. Rising client activity and deeper multi‑activity adoption point to broader penetration of new markets and services.

Strong Revenue Growth: Financial results indicate year-over-year revenue increased in 2025 and continued to rise at a faster pace in early 2026, with organic growth remaining in the high single digits. Consecutive quarterly reports through mid-2026 point to sustained top-line momentum.

Profitability: Operating income grew faster than revenue across recent periods, and adjusted measures showed sizable gains. These trends signal margin expansion and improving operating leverage.

Diversified Revenue Streams: Expansion is coming from multiple businesses—credit ratings, the Morningstar Direct Platform, retirement, and PitchBook—albeit at different growth rates. Segment disclosures highlight that growth is not concentrated in a single product line.

Strong Revenue Growth: Revenue is described as growing year over year in FY2025 and rising again at the end of that fiscal year, with later commentary indicating continued sequential and annual improvement into FY2026. New client engagements named in the subsequent fiscal period reinforce ongoing commercial momentum.

Market Expansion: Geographic and sector reach is widening, highlighted by the launch of a dedicated Calgary energy practice and a broader energy footprint serving clients across multiple regions. Additional wins in sectors such as energy and housing finance point to expanding market access.

Strategic Partnerships: Collaborations in wealth and asset management, insurance technology, and digital assets—along with embedded‑finance work—are broadening solution offerings and routes to demand. Integration with a larger parent and an emphasized AI advisory role add go‑to‑market leverage.

Strong Revenue Growth: Revenue has risen consistently, with annual growth in the high single digits and the latest quarter showing double-digit year-over-year increases, and management raising full-year growth guidance. Organic constant-currency expansion in the latest quarter indicates underlying momentum beyond acquisitions and FX.

Profitability: Profitability is improving alongside sales, as net income and adjusted diluted EPS increased year over year in the latest quarter. Full-year results also showed higher net income and adjusted EBITDA.

Market Expansion: Growth appears across U.S. Markets and internationally, with U.S. Financial Services leading and international results positive on an organic constant-currency basis. The company is extending its reach through moves such as acquiring a majority stake in Trans Union de México.

Market Expansion: Customer acquisition and deployment activity accelerated, with a reported 32% customer-base increase in 2024 and 14 financial institutions going live in Q4 2025 alongside 15 new institutions added during 2025. Announced selections and implementations into 2026, including CTBC Bank USA and enterprise-scale deployments like Beacon Bank, indicate continued reach into larger institutions.

Product Line Growth: The platform broadened beyond digital banking and account opening to include continued development of Narmi One, the launch of Narmi Lend, and expansion into AI-enabled services and an AI Marketplace. This widening portfolio creates more opportunities to sell additional capabilities across existing and new financial-institution customers.

Innovation-Driven Growth: Rapid uptake of new AI features is highlighted by 16 institutions going live with AI DecisionAssist within two months, alongside initiatives like the Grasshopper Bank MCP server. These moves suggest innovation is a meaningful catalyst for adoption and expansion across the customer base.

Strong Revenue Growth: Revenue is reported to have increased tenfold in the 12 months before January 2025, indicating sharp commercial acceleration. The underlying starting and ending figures were not disclosed.

Investor Backing & Capital Strength: Funding is highlighted by a $21 million Series A co-led by PayPal Ventures and Portage to support U.S. and European expansion and platform development. This level of capital suggests capacity to invest in growth.

Market Expansion: Geographic presence includes new offices in New York and London, with stated priorities around U.S. and European expansion. Hiring materials describe a push into U.S. enterprise sales and plans to grow the team beyond 40.

Investor Backing & Capital Strength: External capital support is considered robust, with a $20 million Series A led by a strategic investor and an announced debt facility of up to $100 million to finance customer purchases. These resources position the company to scale originations and operations.

Strategic Partnerships: Partnerships with established technology vendors and infrastructure providers, including enterprise compute and GPU-focused programs, indicate expanding commercial channels. Customer stories with firms such as HPE, Lambda, and others suggest traction across software and AI infrastructure use cases.

Market Expansion: The offering has broadened from software financing into cloud, GPU/compute, hardware, and vendor-branded credit programs. Recent launches, including an AI-enabled agent and a refreshed platform, point to continued product and market development.

Strong Market Position & Advantage: Operating metrics indicate record trading activity and consecutive gains in overall platform share, with growth regularly exceeding broader U.S. corporate bond market trends. An announced acquisition by a major electronic trading company signals external recognition of strategic strength.

Product Line Growth: Adoption is broad across RFQ, Portfolio Trading, and automation workflows, with these offerings contributing materially to overall activity. A larger share of active users engaging across multiple protocols suggests deeper utilization of the platform’s product suite.

Market Expansion: Growth is evident across trading volume, market share, client engagement, and participation in areas such as new-issue and grey‑market activity highlighted in the acquisition rationale. Performance has outpaced the broader market across multiple periods, indicating share capture rather than reliance on market tailwinds alone.

Strong Revenue Growth: Reported fivefold year-over-year growth in 2025 and eight-figure ARR, with leadership describing double-digit month-over-month gains. The September 2026 financing materials also highlight 5× growth since the Series A.

Investor Backing & Capital Strength: A $55 million Series B in September 2026 led by Insight Partners brought total reported funding to $77 million, providing substantial resources for expansion. Independent coverage of the round underscores strong investor conviction.

Product Line Growth: The platform has expanded beyond cash application and deductions into trade promotion management, forecasting, demand planning, supply planning, and related workflows. Plans to extend into food service and scale AI capabilities indicate continued broadening of the offering.

Strong Revenue Growth: Square’s segment revenue increased 10% in 2025 and rose 16% year over year in Q2 2026, pointing to renewed topline momentum. These gains accompany rising seller activity and broader ecosystem adoption.

Profitability: Gross profit reached about $1.16 billion in Q2 2026, up 13% year over year, after a 9% increase for full-year 2025. The trend indicates improving economic contribution from processing, software, and financial services.

Market Expansion: International GPV grew 28% year over year in Q2 2026 while U.S. GPV rose 10%, alongside traction with larger merchants and vertical solutions such as restaurants and banking. These patterns suggest widening geographic and segment reach.

Investor Backing & Capital Strength: Canoe raised $36 million in a Series C led by Goldman Sachs Alternatives, with its valuation reported at more than 3× its 2023 Series B. Bloomberg completed its acquisition in October 2026 and indicated continued investment in the platform.

Market Expansion: The customer community exceeded 500 firms across more than two dozen countries, with more than 35 new firms in EMEA and six in APAC joining in 2025. Headcount additions and regional growth point to expanding international reach and market penetration.

Innovation-Driven Growth: The company launched Canoe AI and Canoe Labs and expanded its partner ecosystem, reporting over 600 connected portals in 2025. These developments broaden product capabilities and integration depth across private-markets workflows.

Strong Revenue Growth: Reported revenue has accelerated for multiple consecutive years into 2026, indicating sustained top-line momentum. This trajectory appears tied to expanding usage of its banking, credit-building, and liquidity features.

Investor Backing & Capital Strength: The company secured a new Series E equity round in 2026, adding fresh capital from established investors. This financing supports continued expansion and signals confidence in the firm’s growth prospects.

Product Line Growth: The platform has moved beyond basic checking into products such as paycheck advances, credit building, and peer payments (e.g., Current Max and Pay Anyone). This broadened suite creates more avenues to attract customers and deepen engagement per member.