Top NYC, NY Financial Services Companies (711)
ACE & Company (ACE) is a multi-stage private equity and venture capital group built on a unique combination of expertise, experience, and knowledge of its founders and team. The group has $1.7bn total assets across Secondaries, Buyout, Ventures, and Investment Solutions.
City National Bank, a subsidiary of Royal Bank of Canada, is the largest bank headquartered in Los Angeles with $93 billion in assets as of July 31, 2025. Founded in 1954, City National provides personalized banking, investment and trust services in select markets including Los Angeles, Orange County, San Diego, the San Francisco Bay Area, New York City, Nashville, Atlanta,...
Oppenheimer & Co. Inc. is a leading national investment boutique with over a century of tradition. Oppenheimer’s culture of providing innovative, customized solutions to our clients sets us apart from our competitors. Oppenheimer is proud of its reputation as a Firm that helps individuals, families, corporate executives, foundations and endowments, charities, pension plans businesses, and institutions. We occupy a unique position...
We are the first 100% digital bank in Colombia, which through its technology offers simple and agile financial services, designed to make our users fall in love.
Tradewind Markets is a financial technology company that enables physical and alternative assets to be traded, settled, and mobilized with increased confidence, security, transparency, and cost efficiency. Tradewind created a digital precious metals market that uses both blockchain technology and electronic exchange technology to streamline custody, trade execution, settlement and the maintenance of supply chain information. The Tradewind platform has...
Premium Merchant Funding’s mission is to provide merchant cash advances and business loans to small business owners to fulfill their financing needs regardless of bad credit, high risk businesses or financial issues. Our goal is to build a strong working relationship, in order to help small businesses stay competitive and grow by providing revolving financing as needed until the business...
Sensiple believes in delivering excellence. We deliver services globally at superior standards with over two decades of expertise in technology-driven solutions. We are a New Jersey Corporation, established in 1999, with our products & services specialized in customer experience, capital markets, digital & enterprise transformation, Infrastructure & independent testing. With an expert team that has enriched experience in executing &...
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...
Titan is an award-winning wealth management firm reimagining how ambitious, high-earning professionals manage and experience their wealth. Headquartered in New York City's Greenwich Village, we're building the Wall Street firm of the future. We exist for those who push boundaries, redefine success, and drive society forward. While our members are center stage, reshaping industries and creating the future, we're their wealth...
T3 Trading Group, LLC, a Registered SEC Broker-Dealer & Member of FINRA/SIPC, strives to be a complete destination for traders looking to maximize their performance in today’s financial markets. Our proprietary traders focus primarily use technical analysis over various time frames, employ position, swing and intra-day trading strategies. We aim to help traders succeed by providing elite training, premier technology...
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.
Compound Planning is your family office — a single place to manage your taxes, investments, borrowing and more. We support your goals and help you make better financial decisions so you can focus on what matters most. With over $2 billion in assets under management, Compound Planning is the go-to wealth manager for entrepreneurs, professionals, and retirees who want the...
Every worker deserves a secure retirement. For more than 100 years, weʼve delivered it for millions of people—and weʼre not done yet. Founded to help educators retire with dignity, today weʼre a market-leading retirement company fueled by world-class asset management. But weʼre not just another legacy financial services firm. Weʼre fighting harder than ever before for our clients and the many...
As long-term crypto investors, we faced the persistent challenge of finding trustworthy financial services that truly understood our needs. We realized that the ideal solution didn’t exist, so we decided to build it ourselves. That’s how Arch was born—a platform designed by crypto investors, for crypto investors. Our mission is simple: to be the leading crypto financial services platform, renowned...
Jordan Park provides investment management and financial advice to a distinct community of individuals, families, and institutions. Our clients have made extraordinary contributions to business, philanthropy, government, and society. Our team is composed of empathetic problem solvers with depth and diversity of experience. We embrace complexity and navigate challenges to empower clients to achieve their optimal outcomes. Our mission is...
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.
Atlas Invest is redefining the real estate-backed debt market. By combining deep expertise with cutting-edge proprietary technology, Atlas bridges the gap between capital providers and borrowers, creating a seamless and efficient ecosystem for mid-size bridge loans secured by prime residential properties in top-tier U.S. metropolitan areas. For investors, Atlas meticulously grows tailored portfolios that align with specific risk appetites and investment...
At Wingspan, we're revolutionizing the payroll landscape by crafting an all-in-one platform tailored specifically for independent contractors and their businesses. Our game-changing solution streamlines onboarding, payments, and compliance for flexible workforces of any size, from solo entrepreneurs to large enterprises. With an impressive $14M Series A funding led by a16z and a total of $23.5M raised, we are backed by top-tier...
Whether working in banking, capital markets, sales and trading, or institutional investing, firms rely on the Dealogic platform to connect and more effectively identify opportunities, execute deals, and manage risk. With more than 30 years of experience and a deep understanding of financial markets, Dealogic is a trusted partner. As a truly global organization we have offices across the world including London,...





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