Top NYC, NY Financial Services Companies (755)

Debbie is the first rewards app for good money habits - we incentivize good financial behavior such as savings, debt payoff, and on time payments through micro-cash rewards. Debbie aligns incentives between banks seeking trust and loyalty, as well as consumers looking to improve their financial lives. We are a fast growing company with over 10 financial institution partners, and...

OpenFX is redefining the future of global money movement. We enable money to flow across borders as effortlessly as data, unbound by time zones, legacy systems, or banking hours. Our FX infrastructure transforms how finance teams operate, delivering cross-border transfers with industry-leading spreads, real-time settlement and 24/7 availability. We are a team of serial entrepreneurs from Affirm, BofA, Charles Schwab,...

Bridgepoint Investment Banking is a market-leading boutique investment bank that serves clients over their corporate lifecycles by providing capital raising and M&A advisory solutions. Bridgepoint is a tenacious, creative and results-oriented boutique investment bank focused on impact and value creation for the companies we serve. We provide confidential, independent and unconflicted solutions and strategic advice. We have an unequivocal focus...

Founded in 1997, Marshall Wace is a global asset manager offering a diverse set of alternative, long-only and bespoke investment solutions to a broad range of investors.

Transfast, a Mastercard Company is a global cross-border payments network provider that covers over 125 countries across Asia, Europe, Africa, Americas and Australia. Our proprietary payment network, consisting of direct integrations with 300+ banks and other financial institutions enables person-to-person, business-to-person and business-to-business payments services to our partners via APIs, SFTP, web and mobile and product applications. Our applications deliver...

Evercore (NYSE: EVR) is a premier global independent investment banking advisory firm. We are dedicated to helping our clients achieve superior results through trusted independent and innovative advice on matters of strategic significance to boards of directors, management teams and shareholders, including mergers and acquisitions, strategic shareholder advisory, restructurings, and capital structure. Evercore also assists clients in raising public and...

Odeon Capital Group is an independent full-service firm dedicated to providing advice and execution on all fundamental value and catalyst-driven situations through sales & trading, research, investment banking, and asset management. We are not restrained by various investment products and vehicles, rather we focus on value and providing high quality service to our clients. Our knowledge base and backgrounds allow us...

Kapitus is one of the most reliable and respected names in small business financing. As both a direct lender and a marketplace built with a trusted network of lending partners, we are able to provide small businesses the financing they need, when and how it is needed. With one application business owners can save time and money, while eliminating the...

CITIC CLSA is a wholly-owned subsidiary of CITIC Securities and its overseas business platform. Established in Hong Kong in 1986, CITIC CLSA is Asia’s leading capital markets and investment group, committed to driving the growth strategies of global institutional investors, corporations, governments and high-net-worth individuals. CITIC CLSA’s award-winning research, extensive Asia network, direct links to China and highly experienced financial professionals set...

Cantor Fitzgerald is a leading global financial services firm, serving clients from over 30 offices around the world. Founded in 1945 as a securities brokerage and investment bank, the firm pioneered computer-based bond trading, built one of the broadest distribution networks in the industry and became the market’s premier dealer of government securities. Today, Cantor Fitzgerald is known for its...

Fynn funds students through trade school with an affordable, fair, federally compliant private funding option called an Income Share Loan. Our Income Share Loan offers meaningful protections to students when they are unemployed, making less than expected, and has a built in forgiveness plan.

Cohen & Steers is a global investment manager specializing in liquid real assets, including real estate securities, listed infrastructure, and natural resource equities, as well as preferred securities and other income solutions. Founded in 1986, the firm is headquartered in New York City, with offices in London, Dublin, Hong Kong, Tokyo and Singapore. Follow to see more customized feed content.

Tongo works like a debit card on future income. Now, Real Estate professionals can invest in their business - and themselves - all year long, privately, while commissions are still locked up. Tongo gets paid back when agents get paid. We’re re-aligning the commission economy

At Vouch, we believe business insurance should move at the speed of innovation. Legacy insurance providers can’t keep up with the emerging risks of high-growth companies, leaving clients stuck with outdated, rigid coverage. Vouch is a modern insurance provider dedicated to the innovation economy. Backed by $185M in funding from world-class investors, we’re reimagining business insurance—just as Stripe transformed payments and...

Fundwell is redefining business financing by delivering fast, ethical funding solutions to help small and medium-sized businesses thrive. By combining unmatched speed, simplicity, and personalized service, our financial platform leverages decades of industry expertise and advanced technology to connect business owners with tailored funding options, including small business loans, lines of credit, and revenue-based financing. With a proven track record...

Meadow powers modern student financial services for universities that clarify and simplify the financial experience for students to improve economic mobility in the US through higher education. At a time when consumer-friendly, digital-first experiences are more critical than ever in higher education, Meadow is solving many of the fundamental problems that lead to poor student financial experiences and administrative waste...

FinMkt is revolutionizing buy now pay later (BNPL) and point of sale financing with a fully customizable, embedded SaaS solution optimized for home improvement and healthcare. FinMkt’s award-winning, API-driven technology offers speed-to-market for banks, credit unions and alternative lenders by providing a real-time, end-to-end digital consumer financing platform combined with a marketplace of high-quality home improvement companies and healthcare providers....

Double has everything firms need to communicate with clients, catch coding errors, manage receipts, and streamline their workflows -- all in one place. Powered by a 2-way sync with QuickBooks Online and Xero, Double connects to clients' ledger files and cuts down time spent completing the month-end close by 50%.

Fengate is a leading investment firm specializing in real assets, with a focus on infrastructure, private equity and real estate. With offices in Ontario and Texas and team members across North America, Fengate leverages 50 years of entrepreneurial experience to deliver excellent investment results on behalf of its clients. The firm has been recognized as one of 'Canada’s Best Managed...

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