Top NYC, NY Financial Services Companies (711)
We are building the credit card for homeowners. We understand the challenges faced by homeowners firsthand – from furnishing, maintenance, and unexpected expenses to the complexities of managing a mortgage and personal finances. Our mission is to help save homeowners time, money, and stress at every stage of this journey. We want you to enjoy owning a home, and we’re...
MIAXdx is a digital currency futures and options exchange and clearinghouse regulated by the US Commodity Futures Trading Commission (CFTC). MIAXdx is open daily from 9:30 a.m. ET open to 4:00 p.m. ET close, excluding holidays and weekends, unless otherwise designated by the Exchange.
Candex is a fintech consolidator for large organizations so that they can make purchases from one-time, irregular and low risk suppliers using existing P2P processes. Candex operates globally managing setup, support, tax and regulatory complexity - making it simple, fast, and compliant to pay suppliers even across borders and cross currencies. Available in multiple deliveries, Candex works directly within existing...
Galaxy Digital (TSX: GLXY) is a tech-driven financial services and investment management firm that provides institutions and direct clients with a full suite of financial solutions spanning the digital assets ecosystem. Galaxy Digital operates five synergistic business lines: Trading, Asset Management, Principal Investments, Investment Banking, and Mining. Galaxy Digital's CEO and Founder is Mike Novogratz. Galaxy Digital is headquartered in...
Our mission is to revolutionize financial management by providing advanced, AI-driven AR/AP solutions that empower businesses of all sizes to optimize cash flow, automate operations, and seamlessly manage global transactions. We strive to deliver innovative, end-to-end financial solutions that integrate effortlessly with existing systems, enhance security, and drive efficiency, enabling our clients to focus on growth and success in an...
Enstoa is the only company dedicated to maximizing the financial performance of the built environment throughout every stage—from design and construction to handoff and maintenance. With an accelerated approach to digital transformation, a seasoned global team, and decades’ worth of valuable benchmarking data, Enstoa delivers powerful ways to help our clients achieve digital transformation, reduce the costs of their capital...
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...
Ritholtz Wealth Management is a registered investment advisory (RIA) firm focused on providing financial planning and wealth management services to our clients. We use our technological savvy and planning expertise to enable investors to achieve their specific life and retirement goals. We work directly with clients on a fee-only basis and choose to be held to a fiduciary standard. Giving the...
Addepar is a global technology and data company that helps investment professionals provide the most informed, precise guidance for their clients. Hundreds of thousands of users have trusted Addepar to empower smarter investment decisions and better advice over the last decade. With client presence in more than 40 countries, Addepar’s platform aggregates portfolio, market and client data for over $5...
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...
Helping Accounting, Advisory + Financial Services Add More Profits With Less Clients and Without Media Buying or Agency Fees Typical results from our clients are $1 million+ per year with less than 12 clients. Our top clients are securing clients at $250k+ annual recurring revenue each. Case studies can be checked out in our new free training here: https://bit.ly/3vRs1R6 We step you through an...
Golub Capital is a market-leading, award-winning direct lender and experienced credit asset manager, with over $45 billion of capital under management. We specialize in delivering reliable, creative and compelling financing solutions to companies backed by private equity sponsors. The firm’s sponsor finance expertise also forms the foundation of our Late Stage Lending, Broadly Syndicated Loan and Credit Opportunities investment programs....
Signers National, LLC is a group of premier insurance companies dedicated to servicing key client segments across the United States. As the parent company of two leading nonprofit and human service insurance providers, Signers leverages deep expertise in their niche markets, providing added value across the entire insurance ecosystem.
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,...
Basis is a new financing platform that doesn’t use credit scores to approve your customers. This means more approvals and more revenue for your business. Here are some of the top reasons to partner with Basis: 1. We don’t check credit scores and we don’t report to credit bureaus 2. We offer 0%-APR for all of your customers 3. All dental, vet, auto, and...
We are a premium, one-stop-shop for investment decision support. We firmly believe the best way to support today's digital wealth brokerages is by facilitating the long-lasting success of their investing customers. We do this by helping 100+ million self-directed investors find and validate new opportunities, time their trades, learn about financial markets and manage their risk. Our online broker solutions...
Founded in 2010, GLMX is an independent financial technology company financed by Sutter Hill Ventures, Otter Capital and Tippet Venture Partners that provides an intuitive, comprehensive, integrated global money market trading solution for institutional participants. The goal of GLMX is to be a leader in technology, to maximize trade lifecycle efficiency and reporting and to improve client access to market...
Tidal Financial Group is a leading ETF investment technology platform, founded in 2012 to create, manage, and grow ETFs with a focus on customer-centric solutions. Our comprehensive platform offers best-in-class strategic guidance, product planning, trust and fund services, legal support, operations support, marketing and research, and sales and distribution. With offices in New York, Chicago, Milwaukee, West Palm and Detroit, our...
Founded in 2023, Tensec is a global fintech that enables small and medium-sized businesses (SMBs) to enter global trade and thrive by giving them access to global transaction banking solutions that are user-friendly, efficient, and secure. Tensec founders have driven startups from foundation to exit, built decacorns, and led global teams at companies such as PayPal, Credit Karma, Facebook, Goldman Sachs,...
Cenlar is proud to be the nation’s leading mortgage loan subservicer. As a federally chartered wholesale bank, we deliver servicing solutions that are unrivaled in quality, innovation and flexibility for banks, thrifts, credit unions and mortgage companies – some of the most recognized names in financial services today. After the origination of a mortgage loan, we care for all of...
