Best Financial Services Companies in New York City, United States
The 1068 best Financial Services companies in New York City, United States in 2026, ranked by funding and momentum. Funding, investors, founders, valuation, tech stack and live signals. Top: GoldenTree.
Ranked: Best Financial Services companies in New York City
| # | Company | Disclosed funding | Last round | Employees | Founded | Founder | Patents & IP focus | Recent signals |
|---|---|---|---|---|---|---|---|---|
| 1 | GoldenTree Provider of alternative investment management specializing in credit opportunities globally | $3.5B | 7 mo ago | 216 216 → 374 (+73%) | 2000 | Kathy Sutherland CEO & Partner | — | — |
| 2 | New York Life Insurance Mutual life insurance and asset management firm | $2.0B | 110 mo ago | 11,320 | 1845 | Brooke Grisham Co-CEO | — | 1 internship · 1 partnership · 1 award |
| 3 | Seritage Growth Properties REIT invests in commercial real estate assets such as multi-tenant shopping centers | $2.0B | 94 mo ago | 13 | 2015 | Benjamin Schall CEO | — | — |
| 4 | Global Atlantic Financial Group Provider of life insurance services | $1.5B | 42 mo ago | 1,467 | 2004 | — | — | — |
| 5 | NYDIG Provider various services for crypto investors | $1.4B | 54 mo ago | 172 | 2017 | Ross Stevens Co-Founder | — | — |
| 6 | Washington Mutual Commercial bank | $1.4B | — | 198 | 1889 | Thasunda Brown Duckett CEO | — | — |
| 7 | Berkadia Provider of wealth management services | $1.0B | 30 mo ago | 988 | 2009 | — | — | 2 awards |
| 8 | VICI Properties Real estate development and management company | $1.0B | 101 mo ago | 23 23 → 35 (+52%) | 2017 | — | — | — |
| 9 | TPG Real Estate Finance Trust Commercial real estate finance company providing flexible financing solutions | $932M | 100 mo ago | — | 2014 | Doug Bouquard CEO & Partner | — | — |
| 10 | Blackstone Diversified investment management firm | $873M | 92 mo ago | 3 | 1985 | Peter Peterson Co-Founder | 2 patents Transaction processing platforms for financial services and multi-function payment systems | — |
| 11 | Madison Energy Investments Provider of platform for investors 45Funding top 17%Tech top 46%Global bottom 38%Market bottom 33% All 5 signals ▾Fundingtop 17% Techtop 46% Globalbottom 38% Marketbottom 33% Newsbottom 22% Funding: Raised $800M across 1 rounds · 1 rounds over 1 yrs (1.0/yr) Tech: 21 technologies across 5/8 capability areas · Cloud: Cloudflare rank vs industry peers · Fliar Intelligence Index 45/100 | $800M | 9 mo ago | 32 | 2019 | — | — | — |
| 12 | Empire State Realty Trust Real estate investment trust | $686M | 101 mo ago | 666 666 → 447 (-33%) | 1934 | — | — | — |
| 13 | Clear Street 🦄 Trade life cycle management platform for brokerages | $649M | 38 mo ago | 400 | 2018 | Sachin Kumar Co-Founder | — | 1 job opening |
| 14 | Muzinich & Co Global credit asset manager focused on public and private corporate credit | $300M | 60 mo ago | 298 | 1988 | George Muzinich Founder | — | 1 launch · 2 awards |
| 15 | PosiGen Provider of solar panel energy solution for enterprises 64Innovation top 20%Funding top 22%Product top 29%News top 30% All 10 signals ▾Innovationtop 20% Fundingtop 22% Producttop 29% Newstop 30% Techtop 35% Moattop 39% Markettop 44% Talentbottom 49% Globalbottom 43% Growthbottom 35% Innovation: 9 product lines Funding: Raised $280M across 13 rounds · 13 rounds over 12 yrs (1.1/yr) rank vs industry peers · Fliar Intelligence Index 64/100 | $280M | 25 mo ago | 600 | 2011 | Thomas Neyhart Founder & Executive Chairman | — | — |
| 16 | Benefit Street Partners Credit-focused alternative asset management firm | $235M | 47 mo ago | — | 2008 | Thomas Gahan CEO | — | — |
| 17 | Valon Mortgage Cloud-native marketplace for mortgage loans | $230M | 22 mo ago | 285 285 → 592 (+108%) | 2019 | — | — | 1 internship · 1 partnership |
| 18 | Centivo Provider of self funded health plan | $224M | 20 mo ago | 234 | 2017 | Ashok Subramanian Founder & CEO | — | 1 launch · 1 award |
| 19 | The Tifin Group AI-enabled financial planning and advisory solutions for individuals | $217M | 9 mo ago | 207 | 2018 | Vinay Nair Founder | 2 patents Privacy-preserving machine learning data anonymization solutions | 1 partnership |
| 20 | Earned Wealth Provider of wealth and tax advisory solutions for doctors and healthcare professionals 48Funding top 25%Talent top 28%Global bottom 48%Tech bottom 47% All 5 signals ▾Fundingtop 25% Talenttop 28% Globalbottom 48% Techbottom 47% Marketbottom 28% Funding: Raised $212M across 2 rounds · 2 rounds over 3 yrs (0.7/yr) Talent: 4 named leaders on record · 4 C-suite/founder profiles curated rank vs industry peers · Fliar Intelligence Index 48/100 | $212M | 23 mo ago | — | 2021 | John Clendening Co-Founder & CEO | — | — |
| 21 | New Mountain Finance Corporation Provider of SMEs loans | $200M | 43 mo ago | — | 2010 | Robert Hamwee CEO | — | — |
| 22 | VOX Funding Provider of financial services | $190M | 12 mo ago | 53 | 2018 | Adam Benowitz CEO | — | 1 expansion |
| 23 | Northern Re Provider of data-driven portfolios of property and casualty reinsurance risk | $175M | 13 mo ago | — | 2023 | Anthony McKelvy Co-Founder & Managing Partner | — | — |
| 24 | Snowden Lane Provider of financial advisor services | $150M | 41 mo ago | — | 2011 | Lyle LaMothe Chairman | — | 3 awards |
| 25 | Gracie Point Global specialty insurance finance company serving the affluent market | $125M | 3 mo ago | 5 | 2010 | — | — | — |
| 26 | Emerald Creek Capital Bridge loans provider | $110M | 32 mo ago | — | 2009 | Mark Bahiri Co-Founder | — | — |
| 27 | Octane Online marketplace for automobile financing | $102M | 0 mo ago | 178 | 2014 | André Gregori Co-Founder & Head of Dealer Products | 4 patents Patents concentrated in computing, sensing & instrumentation | — |
| 28 | Ethic Provider of investment management services | $99M | 14 mo ago | 50 | 2015 | Jay Lipman Co-Founder | — | 2 awards |
| 29 | Lone Star Capital Vertically integrated multifamily real estate company that offers investment opportunities and provides a… | $69M | 3 mo ago | — | 2018 | Rob Beardsley Co-Founder & CEO | — | — |
| 30 | Ashcroft Capital Provider of wealth management services | $50M | 19 mo ago | 51 | 2014 | Frank Roessler Co-Founder & CEO | — | — |
| 31 | Crayhill Asset-based private credit manager providing tailored financing solutions across various sectors | $50M | 32 mo ago | 25 25 → 32 (+28%) | 2015 | Joshua Eaton Co-Founder And Managing Partner | — | — |
| 32 | Boost Provider of infrastructure for digital insurance programs, MGAs, and embedded insurance 35Moat top 31%Growth top 35%Funding top 36%Tech top 42% All 9 signals ▾Moattop 31% Growthtop 35% Fundingtop 36% Techtop 42% Talentbottom 49% Patentsbottom 47% Innovationbottom 45% Globalbottom 40% Marketbottom 15% Moat: Editorial + unicorn rating 7/10 · IP moat: 12 patents Growth: Fresh capital in last 24 mo rank vs industry peers · Fliar Intelligence Index 35/100 | $37M | 22 mo ago | 2 | 2017 | Alex Maffeo Founder & CEO | 12 patents Patents concentrated in health & consumer products | — |
| 33 | Nirvana Health Provider of billing services 55Talent top 28%Funding top 33%Tech top 50%Market bottom 42% All 5 signals ▾Talenttop 28% Fundingtop 33% Techtop 50% Marketbottom 42% Globalbottom 39% Talent: 3 named leaders on record · 3 C-suite/founder profiles curated Funding: Raised $35.9M across 3 rounds · 3 rounds over 5 yrs (0.6/yr) rank vs industry peers · Fliar Intelligence Index 55/100 | $36M | 21 mo ago | 47 | 2019 | Urvish Parikh Co-Founder/CTO | — | 1 partnership |
| 34 | Crown Partners Financial firm that specialises in debt capital transactions | $30M | 19 mo ago | — | 2017 | Dennis Richardson Managing Partner | — | — |
| 35 | Sigo Seguros Provider of digital platform offering automobile insurance policies and related services 42Tech top 25%Funding top 31%Growth top 45%Product top 47% All 8 signals ▾Techtop 25% Fundingtop 31% Growthtop 45% Producttop 47% Talentbottom 49% Globalbottom 36% Marketbottom 27% Newsbottom 18% Tech: 47 technologies across 5/8 capability areas · Cloud: Amazon S3, Amazon Web Services Funding: Raised $22.7M across 6 rounds · 6 rounds over 7 yrs (0.9/yr) rank vs industry peers · Fliar Intelligence Index 42/100 | $23M | 22 mo ago | 18 | 2017 | Julio Erdos Co-Founder & COO | — | — |
| 36 | Modern Life Provider of insurance advisory services 48Talent top 28%Growth top 35%Funding top 40%News top 44% All 8 signals ▾Talenttop 28% Growthtop 35% Fundingtop 40% Newstop 44% Techtop 50% Moatbottom 38% Globalbottom 37% Marketbottom 23% Talent: 3 named leaders on record · 3 C-suite/founder profiles curated Growth: Fresh capital in last 24 mo rank vs industry peers · Fliar Intelligence Index 48/100 | $15M | 6 mo ago | 28 | 2021 | Ryan Pripstein Co-Founder & Board Member | — | — |
| 37 | Blue Owl Provider of alternative investment strategies across credit, real assets, and capital | $15M | 8 mo ago | 622 | 2021 | Douglas Ostrover Co-Founder & Co-CEO | — | — |
| 38 | Waffle Labs Provider of renter, pet, personal cyber & life insurance services | $11M | 15 mo ago | 11 | 2018 | Quentin Coolen Co-Founder & CEO | — | 1 job opening |
| 39 | AnchorZero Provider of Roth IRA services for pre-launch tokens and startup equity | $8M | 23 mo ago | — | 2021 | Sunil Abraham Co-Founder & CEO | — | — |
| 40 | Vertical Insure Provider of embedded insurance solutions for platforms across various industries | $8M | 12 mo ago | 11 | 2022 | Brock Noland Founder & CEO | — | 1 job opening · 1 partnership |
| 41 | Quad Property Group Multifamily real estate investment firm focused on value-driven, institutional-quality assets | $7M | 19 mo ago | — | 2013 | Joseph Leno Co-Founder | — | — |
| 42 | Corbel Lending as a service platform for financial institutions | $7M | 8 mo ago | — | 2023 | Dor Litay Co-Founder | — | — |
| 43 | Seeds Investor Provider of portfolio management services | $6M | 17 mo ago | 12 | 2018 | — | — | 1 job opening · 1 award |
| 44 | XPT Wholesale insurance brokerage specializing in niche markets 64Growth top 13%Innovation top 20%Talent top 28%Product top 30% All 9 signals ▾Growthtop 13% Innovationtop 20% Talenttop 28% Producttop 30% Fundingbottom 48% Globalbottom 37% Marketbottom 36% Techbottom 32% Newsbottom 18% Growth: Headcount 83 → 203 (+145%) across vintages · Fresh capital in last 24 mo Innovation: 12 product lines rank vs industry peers · Fliar Intelligence Index 64/100 | $6M | 18 mo ago | 203 203 → 278 (+37%) | 2017 | Tom Ruggieri Co-Founder & CEO | — | 1 job opening · 1 award |
| 45 | Bags Provider of business loans services | $4M | 6 mo ago | 91 | 2021 | Ignacio Semerene Co-Founder + Head of Product | 8 patents Automated baggage handling, tracking, and dispensing systems for logistics and retail | — |
| 46 | Nemo Digital Diversified investment management firm | $3M | 15 mo ago | — | 2022 | John Hanna Chief Executive Officer | — | — |
| 47 | Starfish Specialty Insurance Provider of insurance risk management services | $2M | 6 mo ago | 11 | 2021 | Michael Thabet Co-Founder | — | — |
| 48 | Button Finance Provider of home equity loans and home equity lines of credit | $2M | 12 mo ago | 8 | 2019 | Jason Harris Co-Founder & CEO | — | — |
| 49 | Lorien Finance Provider of a cross-border fintech platform offering education loans to students | $2M | 15 mo ago | 18 | 2021 | Nikhil Mudgal Founder & CEO | — | — |
| 50 | Marpai Provider of data analysis services leveraging AI aimed at healthcare sector 37Talent top 38%Tech top 47%Funding top 48%Market top 49% All 9 signals ▾Talenttop 38% Techtop 47% Fundingtop 48% Markettop 49% Globalbottom 36% Fin. healthbottom 36% Partnersbottom 35% Growthbottom 31% Newsbottom 23% Talent: 2 named leaders on record · 2 C-suite/founder profiles curated Tech: 35 technologies across 4/8 capability areas · Cloud: Amazon Ses, Amazon Web Services rank vs industry peers · Fliar Intelligence Index 37/100 | $200K | 8 mo ago | 303 | 2019 | Moti Geva Co-Founder & CTO | — | 1 expansion |
Top 12 Financial Services companies in New York City
#1
Funding Raised · New York City, New York · founded 2000 · 216 employees$3.5Braised▾
Provider of alternative investment management specializing in credit opportunities globally. The firm focuses on sectors including high yield bonds, leveraged loans, private credit, distressed debt, and structured credit. Investment strategies also incorporate emerging markets, real estate, private equity, and credit-themed equities. The firm's approach facilitates communication across its investment team.
- Nov 2025Conventional Debt$464.9M
- Apr 2021Conventional Debt$481.6M
- May 2020Conventional Debt$503M
- Dec 2019Conventional Debt$554M
#2
Series F · New York City, New York · founded 2014 · 178 employees$102Mraised▾
Online marketplace for automobile financing. It offers a platform connecting consumers with lenders and credit institutions for automobile financing. It provides loans with customized terms, amounts, and repayment options for two-wheelers, ATVs, and Mowers.
- May 2026Conventional Debt$350M
- Nov 2025Series F$57.2M
- Aug 2025Series E$24.5M
- Aug 2024Series E$50M
#3
Series E · New York City, New York · founded 2010 · 5 employees$125Mraised▾
Global specialty insurance finance company serving the affluent market. It provides competitive insurance finance loans, focusing on the global affluent market. With a leadership team experienced in insurance, specialty lending, structured finance, and capital markets, the company is positioned for aggressive global expansion. The company operates in the B2B space, offering financial services to support the insurance needs of high-net-worth individuals. It provides a financial solution within the insurance industry, facilitating access to insurance products for a specific market segment.
- Feb 2026Conventional Debt$250M
- Feb 2025Series E—
- Sep 2021Series D$75M
- Jan 2020Series C$50M
#4
Acquired · New York City, New York · founded 2019 · 32 employees$800Mraised▾
Provider of platform for investors
- Sep 2025Conventional Debt$800M
#5
Series B · New York City, New York · founded 2018$69.1Mraised▾
Lone Star Capital is a vertically integrated multifamily real estate company that focuses on investing in and operating multifamily properties. The company is led by experienced professionals with a deep understanding of the real estate industry, and its investment approach is centered around identifying undervalued properties and implementing operational improvements to drive value creation.
- Mar 2026Series B$21.1M
- Oct 2025Series B$16.5M
- Oct 2024Series B$15.9M
- Jul 2024Series B$15.5M
#6
Series D · New York City, New York · founded 2018 · 207 employees$217Mraised▾
AI-enabled financial planning and advisory solutions for individuals. Offers solutions for clients or an asset manager seeking to distribute product. Offers a wide range of capabilities to remove frictions and create engaging experiences,
- Sep 2025Series D$3M
- Jul 2024Series D$3.8M
- Feb 2024Series D$10M
- Jan 2024Series D$3.6M
#7
Funding Raised · New York City, New York · founded 2018 · 53 employees$190Mraised▾
Provider of financial services
- May 2025Conventional Debt$150M
- Apr 2022Conventional Debt$40M
#8
Series D · New York City, New York · founded 2023$175Mraised▾
Provider of data-driven portfolios of property and casualty reinsurance risk. The company delivers solutions to the industry through deep industry ties and a partner-first approach to collateral. It maintains an office and wholly owns a reinsurance company domiciled in the Cayman Islands.
- Apr 2025Series D$100M
- Nov 2023Series C$75M
#9
Series D · New York City, New York · founded 2015 · 50 employees$98.8Mraised▾
Provider of investment management services
- Apr 2025Series D$64M
- Sep 2022Series C$50M
- Mar 2021Series B$29M
- Jul 2019Series A$13M
#10
Series A · New York City, New York · founded 2021 · 28 employees$15Mraised▾
Provider of insurance advisory services
- Nov 2025Series A$20M
- Aug 2022Seed$15M
#11
Series D · New York City, New York · founded 2017 · 234 employees$224Mraised▾
Centivo provides a self-funded health plan. The plan is built for employers, and employees and their families. The plan helps in zero healthcare trend and improved healthcare outcomes by rewarding members and providers.
- Sep 2024Conventional Debt—
- Sep 2024Series D$75M
- Jul 2022Series C$30M
- Sep 2021Series C$51M
#12
Series C · New York City, New York · founded 2019 · 285 employees$230Mraised▾
Cloud-native marketplace for mortgage loans. It offers loans from multiple banks and mortgage lenders. Its features include loan origination and approval, loan servicing, transferring the loan to bank accounts, and more. It provides escrow accounts for mortgage management and loan repayments.
- Jul 2024Series C$69.7M
- Nov 2021Series B$43.9M
- Aug 2021Series A$20.5M
- Feb 2021Series A$50M
Funding & investor landscape
Notable founders
Market landscape — 10 sub-themes by coverage
Share of Financial Services coverage by sub-theme.
Regulatory-risk over time rising
Funding & growth over time
funding rising · growth rising