Top Fintech Companies in NYC, NY (1,121)
PEAK6 is not your typical investment firm. Here, we build and invest in businesses that span from finance and insurance to esports and education — and we're always seeking new opportunities. We're not defined by one industry or market. We activate "what is" into "what ought to be" through world-class technology, operational excellence, and purposeful design. We're in the business...
PEAK6's Top Stability & Growth Strengths
Market Expansion: A headquarters relocation to Austin, a presence across 16 locations, and the launch of Bruce ATS signal a broader operating footprint and new market entry. Evidence suggests the organization is scaling its geographic and platform reach rather than consolidating.
Strategic Partnerships: Apex Fintech Solutions formed a strategic relationship with State Street and was selected by Navy Federal Investment Services, while Bruce Markets secured data distribution with Nasdaq. These arrangements indicate expanding commercial channels and ecosystem integration.
Innovation-Driven Growth: The PEAK6 Trials founder residency, creation of Bruce ATS for overnight trading, and continued backing of Apptronik point to active venture creation and technology investment. These initiatives suggest a pipeline for future businesses even if near-term revenue impact is not specified.
By automating and streamlining common accounting workflows to make them more efficient, FloQast is where accounting teams want to work so they can focus on what matters most, even when that’s just logging off on time. Whether automating reconciliations, documentation requests, or streamlining recurring accounting processes, such as the month-end close, financial reporting, or payroll, FloQast's platform enhances the way...
FloQast's Top Stability & Growth Strengths
Strong Revenue Growth: ARR increased from $100M in early 2024 to over $200M by January 2026, and placement on Deloitte’s Technology Fast 500 signals substantial multi‑year expansion. While full audited statements aren’t public, these recurring‑revenue milestones and independent rankings indicate material scale-up.
Innovation-Driven Growth: AI-powered accounting Agents introduced in 2025 are cited as driving enterprise adoption and expanding automation across recurring workflows. Product development beyond close management supports broader accounting operations use cases.
Market Expansion: International reach broadened with offices in London and Sydney and reported momentum across EMEA. A managed-services agreement with EY and a push into larger enterprises point to widening market access.
You’ll Like It Here At Northwestern Mutual, we believe that our lives and our work matter. And that doing what’s right is good for everyone. We follow through by designing tech that improves the community and cultivating creative ways to make finance accessible anywhere. These guiding principles have allowed our company to grow for more than 160 years. Here, you’ll be with...
Northwestern Mutual's Top Stability & Growth Strengths
Strong Revenue Growth: Revenue rose from roughly $38 billion in 2024 to more than $41 billion in 2025, marking a new company record. Operating gain before dividends and taxes also increased materially, indicating momentum in underlying results.
Investor Backing & Capital Strength: Total surplus (including the asset valuation reserve) expanded to above $42 billion while total assets approached $399 billion. These shifts point to a stronger capital cushion to navigate economic conditions.
Market Expansion: Retail investment client assets surpassed $400 billion and the advisor network grew past 8,000 with a record recruiting year, signaling broader distribution reach. Wealth-business revenue and sales posted strong double-digit gains, underscoring rapid expansion in wealth management.
Toast is the all-in-one platform built for restaurants of all sizes. Toast provides a single platform of software as a service (SaaS) products and financial technology solutions that give restaurants everything they need to run their business, including point of sale, payments, supplier management, digital ordering and delivery, marketing and loyalty, and team management. By serving as the restaurant operating...
Toast's Top Stability & Growth Strengths
Strong Revenue Growth: Revenue is increasing at a double‑digit pace, with Q2 2026 revenue of about $1.91B up year over year. Full-year 2025 revenue also rose meaningfully to roughly $6.15B from $4.96B the prior year, indicating momentum across periods.
Profitability: Profitability is improving, as Q2 2026 net income increased to about $154M and operating income to roughly $152M from the prior year’s quarter. Recurring gross profit from subscription and fintech reached approximately $585M, showing stronger unit economics alongside scale.
Market Expansion: Customer reach is widening, with roughly 9,500 net locations added in Q2 2026 and total locations around 180,000, both higher than a year earlier. The company is also extending into retail, enterprise, international markets, and AI-enabled products such as Toast IQ.
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Crypto creates economic freedom by ensuring that people can participate fairly in the economy, and Coinbase (NASDAQ: COIN) is on a mission to increase economic freedom for more than 1 billion people. We’re updating the century-old financial system by providing a trusted platform that makes it easy for people and institutions to engage with crypto assets, including trading, staking, safekeeping,...
Coinbase's Top Stability & Growth Strengths
Strong Market Position & Advantage: Market share is increasing and reached a record in Q2 2026 even as the wider market softened. This points to rising competitiveness against other exchanges.
Diversified Revenue Streams: Subscription and services contributed nearly half of net revenue in Q2 2026, spanning stablecoins, staking, custody, and other services. Stablecoin balances such as USDC on Coinbase products also hit a company record, indicating income sources beyond spot trading.
Product Line Growth: New offerings like prediction markets grew sharply quarter over quarter in Q2 2026. Derivatives, equities, and decentralized-exchange products are scaling and broadening the revenue base.
Upside is a technology company that increases the financial power of people and businesses in the real world. Our technology has helped millions of people get more purchasing power on the things they need, and tens of thousands of brick-and-mortar businesses earn measurable profit. Billions of dollars in commerce run through the Upside platform every year, and that value goes...
Upside's Top Stability & Growth Strengths
Market Expansion: Retailer participation expanded from over 50,000 locations in 2022 to about 100,000 by 2025, with 14,669 new locations added in 2025 and rollouts such as The Save Mart Companies’ nearly 200 stores. Feedback suggests consumer reach remains large at around 35 million, alongside substantial transaction and return-visit activity reported for 2025.
Strategic Partnerships: Partnerships and integrations with retailers and financial/tech platforms (e.g., Save Mart, Cary Oil expansion, Marqeta, Varo Bank, and distribution through Uber/Chime/Instacart) broaden access and deepen adoption. Feedback suggests existing partners are scaling usage and piloting new offer models, such as QuickChek’s fuel-offer approach.
Product Line Growth: Expansion beyond fuel into restaurants and grocery shows momentum, with reported year-over-year restaurant transaction gains and high volumes of grocery offers claimed monthly. Feedback suggests new product moves and category breadth (including hardware) are contributing to diversified growth.
Octus, was founded in 2013 with a simple conviction: credit decisions deserve clarity, not chaos. Markets were fragmented. Intelligence was gated. Data lived in silos. Professionals were forced to stitch together incomplete pictures while the clock kept running. We built Octus to change that. Octus is the essential credit platform that tracks the entire credit lifecycle. From origination and underwriting to...
Octus's Top Stability & Growth Strengths
Strong Revenue Growth: Double-digit compound revenue growth since 2022 is reported, with expectations to continue at a low-to-mid double-digit rate post-acquisition. ARR reportedly more than tripled during roughly four years under Permira, reinforcing momentum in recurring subscription revenue.
Profitability: An approximately 40% adjusted EBITDA margin is cited for 2026, indicating meaningful earnings at scale. This profitability accompanies a 2026 revenue outlook above $300 million.
Product Line Growth: The offering has broadened beyond intelligence into AI capabilities, covenant and deal-term analytics, and portfolio-management and trading workflows via acquisitions like Sky Road and LevPro. Permira also highlights that the number of products sold into credit markets nearly doubled.
Initially built to take the pain out of peer-to-peer payments, Cash App has gone from a simple product with a single purpose to a dynamic app, bringing a better way to send, spend, invest, borrow and save to our millions of monthly active users. With a mission to redefine the world's relationship with money by making it more relatable, instantly...
Cash App's Top Stability & Growth Strengths
Profitability: Gross profit is rising strongly year over year, indicating expanding earnings power in the Cash App segment. This momentum is paired with gains across card spending, banking, and lending.
Diversified Revenue Streams: Expansion beyond peer-to-peer into banking, investing, lending, card, buy-now-pay-later, and commerce provides multiple monetization levers. Growth in primary banking activity and lending originations suggests broader product contribution to results.
Cost & Operational Efficiency: Operating discipline and AI-enabled processes are enabling more output with a smaller workforce. Financial performance improving alongside restructuring points to efficiency gains rather than scale-driven headcount growth.
Gusto is a modern, online small business platform that helps small businesses take care of their teams. On top of full-service payroll, Gusto offers health insurance, 401(k)s, expert HR, and team management tools. Today, Gusto offices in Denver, San Francisco, and New York serve more than 400,000 businesses. Our customers come from all walks of life, and so do we. We...
Gusto's Top Stability & Growth Strengths
Strong Revenue Growth: Revenue for the trailing 12 months was announced above $1 billion, with five consecutive quarters of accelerating growth reported by leadership. These milestones indicate renewed momentum and continued top-line expansion into 2026.
Healthy Cash Flow: The company is described as cash-flow positive for several years, signaling capacity to fund operations and investments internally. This supports ongoing growth without heavy reliance on new primary financing.
Product Line Growth: Expansion beyond payroll into benefits, retirement, financial services, compliance, AI tools, and acquisitions (e.g., Guideline, Mosey) is widening monetization paths. Announced waves of product updates in 2026 reinforce an expanding platform scope.
Formance builds the financial infrastructure for the hybrid economy: the world where money moves across fiat, crypto, and every payment rail in between. We're a YC S21 company backed by over $21M in total funding, including a Series A led by PayPal Ventures and Portage. Our open-source ledger gives digital asset companies, vertical SaaS platforms, and regulated financial institutions the speed, flexibility,...
Formance's Top Stability & Growth Strengths
Strong Revenue Growth: Revenue is reported to have increased tenfold in the 12 months before January 2025, indicating sharp commercial acceleration. The underlying starting and ending figures were not disclosed.
Investor Backing & Capital Strength: Funding is highlighted by a $21 million Series A co-led by PayPal Ventures and Portage to support U.S. and European expansion and platform development. This level of capital suggests capacity to invest in growth.
Market Expansion: Geographic presence includes new offices in New York and London, with stated priorities around U.S. and European expansion. Hiring materials describe a push into U.S. enterprise sales and plans to grow the team beyond 40.
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Canoe offers first-of-its kind AI technology powering the future of alternative investments. Canoe has reimagined the future of alternative investments with cloud-based, machine-learning technology for document collection, data extraction, and data science initiatives. We transform complex documents into actionable intelligence within seconds and empower allocators with tools to unlock new efficiencies for their business. Since the beginning, we’ve maintained a focused, client-first...
Canoe's Top Stability & Growth Strengths
Investor Backing & Capital Strength: Canoe raised $36 million in a Series C led by Goldman Sachs Alternatives, with its valuation reported at more than 3× its 2023 Series B. Bloomberg completed its acquisition in October 2026 and indicated continued investment in the platform.
Market Expansion: The customer community exceeded 500 firms across more than two dozen countries, with more than 35 new firms in EMEA and six in APAC joining in 2025. Headcount additions and regional growth point to expanding international reach and market penetration.
Innovation-Driven Growth: The company launched Canoe AI and Canoe Labs and expanded its partner ecosystem, reporting over 600 connected portals in 2025. These developments broaden product capabilities and integration depth across private-markets workflows.
Two Sigma is a leading quantitative investment management and trading firm with more than $80 billion in assets under management. The company applies a scientific approach to investing, combining cutting-edge technology, artificial intelligence, data science, and quantitative research with rigorous human inquiry to capitalize on market opportunities and deliver alpha for investors. Founded in 2001, Two Sigma employs over 1,700...
Two Sigma's Top Stability & Growth Strengths
Resilient & Sustainable Growth: Assets under management and regulatory assets are described at record levels, with scaling across filings, portfolio holdings, and infrastructure even amid governance turbulence. Continued expansion in data, computing capacity, and geographic footprint reinforces the durability of this growth.
Strong Market Position & Advantage: The firm is portrayed as a leading, top-tier quantitative investment manager with substantial scale, scientific capabilities, and industry recognition. This standing indicates meaningful competitive advantages in technology-enabled investing.
Diversified Revenue Streams: Operations extend beyond quantitative hedge funds into securities, venture capital, private equity, real estate, insurance, and related services. This breadth supports multiple growth vectors and reduces dependence on a single line of business.
Current is a U.S. based consumer fintech and payments platform with over four million members and a mission to improve financial outcomes. It provides mobile banking services that give its members access to opportunities to improve their financial lives, such as paychecks up to two days early, up to 4% APY, fee-free overdraft, money management tools and insights, fee-free ATMs,...
Current's Top Stability & Growth Strengths
Strong Revenue Growth: Reported revenue has accelerated for multiple consecutive years into 2026, indicating sustained top-line momentum. This trajectory appears tied to expanding usage of its banking, credit-building, and liquidity features.
Investor Backing & Capital Strength: The company secured a new Series E equity round in 2026, adding fresh capital from established investors. This financing supports continued expansion and signals confidence in the firm’s growth prospects.
Product Line Growth: The platform has moved beyond basic checking into products such as paycheck advances, credit building, and peer payments (e.g., Current Max and Pay Anyone). This broadened suite creates more avenues to attract customers and deepen engagement per member.
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Traditional firms rely on interviews, retroactive documentation, and billable hours. Onshore applies AI at the point of substantiation, providing documentation tied directly to source data and pairing it with expert review. The result is defensible, audit-ready work delivered in weeks, not quarters. We help companies claim R&D Tax Credits, 179D Deductions, and Cost Segregation with proof, not process. 500+ companies have trusted Onshore...
Onshore's Top Stability & Growth Strengths
Investor Backing & Capital Strength: A $31 million Series B in February 2026, bringing reported total funding to about $46 million, indicates strong capital support and plans to scale. Public announcements and independent reporting corroborate the raise and its use for expansion.
Market Expansion: The company states it is moving beyond R&D tax credits into broader U.S. tax and accounting workflows, including areas like 179D deductions and cost segregation. Funding communications explicitly frame the new capital as fuel for this expansion.
Product Line Growth: Positioning now spans R&D credits, 179D deductions, cost segregation, amended returns, and corporate tax returns, signaling a broader offering than its original focus. Partnership activity and integrations further suggest a platform-scale product strategy.
At Forge (NYSE: FRGE), we know our team is our greatest asset. As technology innovators in the private market, our vision is to deliver a richer future for everyone. We live that vision through our values of being bold, humble and accountable. We experience the value that our vision brings to the world every day, helping the teams behind the...
Forge's Top Stability & Growth Strengths
Strong Revenue Growth: Revenue is considered to be rising, with total revenue increasing from $69.8M in 2023 to $79.3M in 2024 and revenue less transaction-based expenses up 22% in the first nine months of 2025. Marketplace revenue and trading volume also accelerated, with trailing-12-month marketplace revenue reaching $55.2M and volume $2.17B by Q3 2025.
Strong Market Position & Advantage: Market presence is portrayed as substantial, with the platform facilitating more than $17B in private-company share transactions through September 30, 2025 and being described as a leading participant in its space. An integrated marketplace, data, and custody offering and a broad participant network reinforce competitive positioning.
Investor Backing & Capital Strength: Institutional support is underscored by Charles Schwab’s agreement in November 2025 and completion in March 2026 to acquire the company, citing the opportunity to extend private-market capabilities. This transaction signals external validation of strategic value and potential distribution reach.
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IMC is a research-driven trading firm where quantitative modeling, machine learning, and engineering shape how modern markets are traded. A stabilizing force in markets since 1989, we provide liquidity across trading venues, delivering the best outcome in value and risk to investors. Using our own technology and capital, we build proprietary systems and algorithms that operate across global markets. Our...
IMC Trading's Top Stability & Growth Strengths
Strong Revenue Growth: Net trading revenue rose from $2.235B in 2024 (+63% YoY) to about $3.12B in 2025 (+40% YoY), indicating rapid top-line expansion. Company reports and independent coverage describe two consecutive years of substantial increases.
Profitability: Net profit attributable to shareholders increased from $686M in 2024 to about $968M in 2025, showing earnings growth alongside revenue gains. This points to improved bottom-line performance even as the firm invests in capabilities.
Market Expansion: New and enlarged offices in New York, Hong Kong, and London, plus growth in India and Denmark, reflect a broader geographic footprint. Moves into foreign exchange, commodity derivatives, and approvals in China signal widening business coverage.
Gynger is a cash flow management solution with embedded financing that gives B2B technology vendors the power to offer flexible payment terms to customers while securing up front payment. With Gynger, finance leaders can leverage a combination of actionable insights and capital to optimize day-to-day cash flows, accelerate deal flows, mitigate risk, and execute long term strategic vision with ease. In 2024,...
Gynger's Top Stability & Growth Strengths
Investor Backing & Capital Strength: External capital support is considered robust, with a $20 million Series A led by a strategic investor and an announced debt facility of up to $100 million to finance customer purchases. These resources position the company to scale originations and operations.
Strategic Partnerships: Partnerships with established technology vendors and infrastructure providers, including enterprise compute and GPU-focused programs, indicate expanding commercial channels. Customer stories with firms such as HPE, Lambda, and others suggest traction across software and AI infrastructure use cases.
Market Expansion: The offering has broadened from software financing into cloud, GPU/compute, hardware, and vendor-branded credit programs. Recent launches, including an AI-enabled agent and a refreshed platform, point to continued product and market development.
Clear Street’s mission is to give every sophisticated investor access to every asset, in every market, through a unified platform built for speed, transparency and scale. We give our clients the technology, tools, and service once reserved for the largest institutions, rebuilt with modern infrastructure. Our single, cloud-native, end-to-end capital markets platform powers investor growth today and is transforming how they...
Clear Street's Top Stability & Growth Strengths
Strong Revenue Growth: Revenue increased sharply in the first nine months of 2025 versus the prior year. This follows a more than doubling from 2023 to 2024 and a multi‑year growth trajectory cited in SEC filings.
Profitability: Net income rose significantly in the first nine months of 2025 compared with the same period in 2024. This indicates the company is scaling while generating positive earnings.
Market Expansion: The firm is extending into Europe and Asia‑Pacific through Netherlands authorization, London Stock Exchange clearing membership, and a planned acquisition of a Hong Kong broker. Rising client activity and deeper multi‑activity adoption point to broader penetration of new markets and services.
Genius AI is building technology to help local businesses run themselves. Genius AI products do the admin work that keeps practitioners from the work they love and the people they serve. From Genius AI to Reception, its products work 24/7 on busywork like booking, marketing, client management, finances, staff and inventory management, and more. Genius AI technology has saved businesses 106M...
Genius AI's Top Stability & Growth Strengths
Investor Backing & Capital Strength: A $44 million Series D in July 2026 at a $1.15 billion valuation, with participation from established investors, signals substantial capital access. Total capital raised above $125 million further underscores financial support for continued scaling.
Strong Revenue Growth: Annual revenue was reported as nearing a $200 million run rate in July 2026, up from approximately $100 million over the prior 12 months in April 2024, indicating material top-line expansion. These figures point to meaningful commercial scale even if not audited.
Market Expansion: The business is extending beyond salon software into AI-powered automation for broader in-person service sectors such as med spas, physical therapy, wellness, and fitness. New AI agents (e.g., Growth Analyst, Receptionist, Marketer) are rolling out and reportedly used by thousands monthly, suggesting early traction in the expanded scope.
TransUnion is a global information and insights company that makes trust possible by ensuring that each consumer is reliably and safely represented in the marketplace. We do this by having an accurate and comprehensive picture of each person. This picture is grounded in our legacy as a credit reporting agency which enables us to tap into both credit and public record...
TransUnion's Top Stability & Growth Strengths
Strong Revenue Growth: Revenue has risen consistently, with annual growth in the high single digits and the latest quarter showing double-digit year-over-year increases, and management raising full-year growth guidance. Organic constant-currency expansion in the latest quarter indicates underlying momentum beyond acquisitions and FX.
Profitability: Profitability is improving alongside sales, as net income and adjusted diluted EPS increased year over year in the latest quarter. Full-year results also showed higher net income and adjusted EBITDA.
Market Expansion: Growth appears across U.S. Markets and internationally, with U.S. Financial Services leading and international results positive on an organic constant-currency basis. The company is extending its reach through moves such as acquiring a majority stake in Trans Union de México.
