Top NYC, NY Financial Services Companies (711)
Multiview Financials is a comprehensive financial & accounting software suite designed for enterprises of any size - available on-premise or cloud. We deliver a true partnership experience; powerful, data-centric financial enterprise resource planning software combined with a compassionate team who will guide you on your climb towards operational excellence. Stop chasing numbers. Start using them.® Our story has always been one of using...
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...
Fundbox is the pioneer of embedded working capital solutions for SMBs, leading the charge in best-in-class embedded finance offerings since 2015. Fundbox empowers the small business economy by offering fast, simple access to working capital through the digital tools businesses already use. Fundbox has partnered with leading SMB platforms to help over 125,000 customers unlock growth with fast, simple access...
Baron Capital is an asset management firm focused on delivering growth equity investment solutions. Founded in 1982, we have become known for our long-term, fundamental, active approach to growth investing. We were founded as an equity research firm, and research has remained at the core of our business. Investors should consider the investment objectives, risks, and charges and expenses of the...
Casdin Capital, LLC is a New York-based research investment firm focused on the innovations in molecular medicine currently reshaping Life Sciences and healthcare. Founded in 2011, and with an eye to long-term returns and disruptive technologies, Casdin Capital is an expert working with experts, benefiting from its position at the crossroads of the science and investment communities. As trusted investor-partners...
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...
Our mission is to make life easier for the lifeblood of economies globally; small and medium-sized businesses. Codat is a universal API for consented business financial data, powering the next generation of products and services for this historically underserved market. We have offices in London, New York, San Francisco, and Sydney. We are a privately held company, and have recently...
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,...
At TMX Group, we build world-class markets to enable businesses and investors to succeed and help communities thrive. Powered by our people, TMX has the means to bring inspired ideas to life, and to unlock human potential. We believe better markets serve as a propulsive engine, creating opportunities for bold and ambitious ideas to create a brighter future. With offices in...
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...
Schonfeld Strategic Advisors is a multi-manager platform that invests its capital with Internal and Partner portfolio managers, primarily on an exclusive or semi-exclusive basis, across four trading strategies; quantitative, fundamental equity, tactical trading and discretionary macro & fixed income. We have created a unique structure to provide global portfolio managers with autonomy, flexibility and support to best enable them to...
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,...
Sentinel Capital Partners is one of the nation's leading private equity firms focused on the lower midmarket. We invest in management buyouts, corporate divestitures, acquisitions of family businesses, going-private transactions, and operational turnarounds in partnership with management in the United States and Canada. We seek to invest in businesses with attractive prospects and high quality management teams.
For more than 30 years, Homebridge's vision has been to make the dream of homeownership a reality for every customer. Purchasing a home is a celebrated life moment, and Homebridge strives to make the experience straightforward, enjoyable, and easy for everyone we work with. Homebridge combines the strength and resources of a national-level mortgage lender with the personal attention and flexibility...
Money Management & PFM for Banks & Financial Institutions. Personetics serves hundreds of banks and financial institutions across 30 global markets. See how your bank can harness the power of AI to engage customers and increase revenue with financial data-driven personalized customer engagement, PFM, and money management platform. Harnessing the power of AI, Personetics’ Self-Driving Finance™ solutions are used by the world’s...
Volant is a technology-driven trading firm comprised of quantitative traders and technologists who work together as a single team. For more than a decade, we have specialized in automated options, futures and equities trading from our offices in New York, Chicago and Hong Kong. We pride ourselves on our entrepreneurial culture, exceptional people and ability to adapt. Trading: As a proprietary...
Marathon Asset Management is a leading global asset manager with $23B in AUM specializing in the Public and Private Credit markets with an unwavering focus on exceptional performance, partnership and integrity. Marathon's integrated global credit platform is driven by our specialized, experienced and disciplined investment teams across Private Credit (Direct Lending, Asset-Based Lending, Opportunistic Credit) and Public Credit (High Yield,...
Advisor Group, Inc. is the nation's largest network of independent financial advisors serving over 11,000 advisors and overseeing $450 billion in client assets. Headquartered in Phoenix, AZ, the firm is mission-driven to support the heroic role that advisors can play in the lives of their clients, offering securities and investment advisory services through its subsidiaries FSC Securities Corp., Royal Alliance Associates...
Bullish is an institutionally focused global digital asset platform that provides market infrastructure and information services. Bullish services are regulated in the United States, European Union, United Kingdom, Hong Kong, and Gibraltar. These include: Bullish Exchange – a regulated and institutionally focused digital assets spot and derivatives exchange, integrating a high-performance central limit order book matching engine with automated market...
Climb Credit (NMLS# 1240013) is an innovative student lending platform that makes career creation and transformation more accessible, affordable, and accountable than ever before. Driven by a mission to empower individuals to unlock their career potential – no matter what their credit profile – Climb Credit identifies programs and schools with a demonstrated ability to improve the earnings of their...


































