Top NYC, NY Financial Services Companies (718)
Man Group is a global active investment management firm, which runs $127 billion* of client capital in liquid and private markets, managed by investment specialists based around the world. Headquartered in London, the firm has 15 international offices and operates across multiple jurisdictions. Our business has five specialist investment engines, which represent the range of our capabilities: Man AHL, Man...
Forbes Advisor is a global platform dedicated to helping consumers make the best financial choices for their individual lives. We support your pursuit of success by making smart financial decisions simple, to help you get back to doing the things you care about most. We do this by helping turn your aspirations into reality. By arming you with trusted advice and guidance,...
Moelis & Company (“Moelis”) is a leading global independent investment bank that provides innovative strategic advice and solutions to a diverse client base, including corporations, governments and financial sponsors. The Firm assists its clients in achieving their strategic goals by offering comprehensive integrated financial advisory services across all major industry sectors. Moelis & Company’s experienced professionals advise clients on their...
Uptempo is a North American financial technology company that liberates consumers from traditional payment structures to smaller, more frequent debt payments that are better aligned with their cash flow. Uptempo's proprietary payment arbitrage system delivers unique and material value to consumers, dealer partners, lenders and bank partners. Consumers benefit with an automated payment program that avoids late fees and can help...
Aztec Group delivers award-winning fund and corporate services to the alternative assets industry from key onshore and offshore jurisdictions in Guernsey, Jersey, Luxembourg, the United States and the United Kingdom. Renowned for its long-term partnership approach, the Group partners with some of the leading alternative assets fund managers across Europe administering over 440 funds with over EUR 370 billion under administration. Numerous...
Paying people living in extreme poverty is hard. Segovia technology makes it easy, facilitating payments across Africa and Asia through an integrated platform with support for both corporate payments and social programs. Segovia payments are helping refugees restart their lives in Europe, helping communities rebuild after Ebola in Liberia, and supporting gig economy workers in East Africa, among many other...
Established for over 125 years, Law Debenture today provides a wider range of services than ever before including corporate and pension trusts, process agent services, treasury management, corporate services including for special purpose vehicles, structured finance administration and whistleblowing services. Services available worldwide from offices in London, Sunderland, New York, Delaware, Hong Kong, the Channel Islands and the Cayman Islands.
CPP Investments is a professional investment management organization with a vital purpose: to help provide a foundation on which Canadians build financial security in retirement. To help maximize the CPP Fund for generations to come, we invest across all major asset classes: public equities, private equities, real estate, infrastructure and fixed income instruments. With an international reputation as a leading...
Through our team approach, our firm is solution based and not product driven. Our process includes a “getting to know” the client process where, after numerous meetings and phone conferences, we help identify the gaps in your family’s current investment strategy and provide real solutions to any shortfalls aimed at moving your family’s financial future in the right direction. Our...
Know Your Customer (KYC) regulation is evolving and so are the costs and impact on the global financial industry. Encompass' intelligent process automation platform for KYC dramatically improves the client experience, significantly speeding up KYC processes. Encompass automates gathering, processing and collation of primary and premium information and news discovery for KYC purposes - be that for new customer onboarding, event-driven refresh,...
Capital Group is one of the largest and most trusted financial companies in the world, with the goal of improving people's lives through successful investing. A career at Capital Group means having countless opportunities to explore, grow and succeed.
America's Mortgage Lender LLC, opened in 2004 under the name Customized Mortgage Solutions, and has since rebranded to it’s new title, Americas Mortgage Lender. Managing Partners Frank Dippold and Thomas McCue, acquired the business in 2014, and have continued to morph AML into one of the premier lenders throughout New Jersey, Florida, and California. Frank and Tommy have over 35...
Validus Risk Management is an independent market risk advisory firm specialising in the management of currency, interest rate and commodity price risk. We help our clients navigate and manage financial risk with a hands-on advisory approach and award-winning technology solutions. Our systematic financial risk management methodology has been designed to increase risk transparency, create customised risk management solutions, and facilitate...
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...
We’re a leading professional services firm that specializes in real estate and investment management. JLL shapes the future of real estate for a better world by using the most advanced technology to create rewarding opportunities, amazing spaces and sustainable real estate solutions for our clients, our people and our communities. We want the most ambitious clients to work with us,...
Corpay (NYSE: CPAY) is a global leader in business payments and expense management, providing a range of solutions that streamline accounts payable, manage expenses, and handle international transactions in ways that no other provider can rival. From vehicle payments and lodging to corporate cards, AP automation, and international payments, Corpay simplifies every aspect of business spending. With cutting-edge technology, global expertise, and...
FlowX.AI is the first multi-agent modernization platform built specifically for banking and financial services. With advanced AI and a robust, flexible end-to-end platform, FlowX.AI can tackle any modernization challenge - from legacy integration to urgent application rebuilds to full bank transformations - driving efficiency, cutting costs and keeping the most complex banking systems 100% compliant. All banks are somewhere on...
"RLTY offers a platform that allows agents to access their commission upfront to reinvest in themselves and their business. As an agent-first company and one that is dedicated to helping the industry modernize with new tech solutions, we are proud to partner with RLTY to deliver a smart and practical solution to NY real estate agents.” – Ryan Serhant, a...




























