Company lists
Asset management, lending & banking, insurance & accounting, investment banking, startups and more: the companies building financial services in New York City, New York, with their founders, funding, team size and business models.
Funding, M&A, contract wins and launches involving 1,481 financial services companies in New York City, last 24 months: 597 M&A deals · 117 Contracts · 55 launches · 43 funding rounds. Newest first; companies and investors link to their Fliar profiles. Latest event in our news feed: Jun 2026.
Corps Capital Advisors LLC acquired a new stake in shares of American International Group, Inc. (NYSE:AIG – Free Report) during the 4th quarter, according to its most recent Form 13F…
Blackstone Inc. is in discussions with Canada's H&R Real Estate Investment Trust about a potential acquisition, according to people with knowledge of the matter.
WCG Wealth Advisors LLC acquired a new stake in shares of Carlyle Secured Lending, Inc. (NASDAQ:CGBD – Free Report) during the fourth quarter, HoldingsChannel reports. The fund acquired…
National Aluminium Company Limited (NALCO) has signed a Memorandum of Understanding (MoU) with Indian Overseas Bank (IOB) to roll out a Corporate Salary Package for its employees.
The May deal between Valon Technologies and Carrington Mortgage Services spotlights two running themes in the current wave of mergers and acquisitions
Innophos Holdings today announced the completion of its acquisition by an affiliate of One Rock Capital Partners, LLC, a private equity firm.
UK-based sustainability-focused consulting firm SLR announced the acquisition of specialist marine and natural capital consultancy Anchor Environmental Consultants expanding its…
U.S. Bancorp (NYSE:USB) announced today that it has completed its acquisition of BTIG, LLC, effective June 1, 2026.
In a notice to the AMF, Citigroup stated that it had increased its shareholding on 26 May through the companies it controls, the 5% threshold of Renault's capital, following an…
TWO (Two Harbors Investment Corp., NYSE: TWO), an MSR-focused REIT, today announced an adjournment of its Special Meeting of Stockholders to provide additional time to continue engaging…
But in an announcement to the US stock market, Goldman Sachs confirmed its private equity arm was buying 75% of Mace Consult.
India-based MAN Industries has completed the acquisition of 100pct equity stake in Saudi Arabia's National Pipe Company Limited (NPC) through its wholly owned Saudi subsidiary Man…
AIG's $7 billion strategic investment in Convex also signals a broader return of larger global carriers to inward reinsurance growth.
US asset manager Neuberger's wholly owned China unit has reached a deal with Schroders to take over fund products from Shanghai-headquartered Schroders Fund Management (China), which was…
The Information reports that alternative asset manager Blackstone has taken a 49 percent stake in Rowan.
Bermuda-based global reinsurance group Everest has agreed to sell Everest Compañía de Seguros Generales Colombia S.A. to American International Group (AIG).
Arbejdsmarkedets Tillaegspension acquired a new stake in Acuity, Inc. (NYSE:AYI – Free Report) in the 4th quarter, HoldingsChannel.com reports. The firm acquired 62,693 shares of the…
Marsh has reached an agreement to acquire insurance broker Eneos Insurance Service, and the insurance business department of Eneos Material Trading in Japan.
Marsh has reached an agreement to acquire insurance broker Eneos Insurance Service, and the insurance business department of Eneos Material Trading in Japan.
The South Korean financial conglomerate Hana Financial announced the acquisition of a 6.55% stake in Dunamu, the operating company behind the cryptocurrency exchange Upbit, for over…
Emigrant Takes Minority Stake in $15B Mutual Group
Two Harbors Investment Corp. has once again shut the door on UWM Holdings Corporation's latest unsolicited acquisition proposal, standing firm on its pending merger with CrossCountry…
Insurance broker and financial services firm NFP has acquired the Limerick financial planning firm Metis for an undisclosed sum.
Goldman Sachs Alternatives has acquired FGI Worldwide, a New York-based provider of working capital financing and trade credit insurance solutions.
Two Harbors Investment and CrossCountry Mortgage amended their merger agreement to raise the all-cash offer to $12.00 per share from $11.30, representing a 21% premium to the unaffected…
management also outlined progress toward its planned merger with Equitable
This February, Nasdaq launched its Nasdaq Private Capital Indexes to benchmark the performance of private-market funds sourced from its Nasdaq eVestment LP database.
Wolverine Asset Management LLC bought a new position in shares of StoneBridge Acquisition Co. (NASDAQ:APAC – Free Report) during the 4th quarter, according to the company in its most…
Global Net Lease has entered into a definitive merger agreement to acquire Modiv Industrial…
Few financial services companies in New York City, New York publish revenue, so this list compares what is on record instead: recorded equity funding, team size, revenue model, age and stage. The 50 companies below lead on recorded funding and team size among 1,114 active companies.
Provider various services for crypto investors
CryptocurrenciesUS$1.35bn across 5 disclosed equity rounds
Darker bars = larger rounds
Cloudflare
HubSpot
Webflow
jQueryEach tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Provider of wealth management services
Asset management
PHP
MySQLCloudflare
WordPressEach tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Trade life cycle management platform for brokerages
Investment techUS$649.44m across 5 disclosed equity rounds
Darker bars = larger rounds
AWS
Vue.js
Node.jsCloudflareHubSpotEach tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Provider of fixed income trading and alternative asset management services
Asset managementEach tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Provider of solar panel energy solution for enterprises
Solar energyUS$280.18m across 10 disclosed equity rounds
Darker bars = larger rounds
Salesforce
NetlifyEach tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Online marketplace for automobile financing
Consumer and sme loansUS$277.20m across 14 disclosed equity rounds
Darker bars = larger rounds
Focus: Patents concentrated in computing, sensing & instrumentation
CPC G06Q30/0201, C10L1/12, G06F40/35AWS
React
IntercomHubSpotEach tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Investment management firm
Asset managementUS$266.00m across 2 disclosed equity rounds
Darker bars = larger rounds
NginxEach tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Real estate focused investment management firm
Asset managementEach tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Provider of self funded health plan
Services for health insurersUS$224.00m across 5 disclosed equity rounds
Darker bars = larger rounds
AWSReactPHPMySQLCloudflareEach tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
AI-enabled financial planning and advisory solutions for individuals
Services for investment industryUS$222.01m across 11 disclosed equity rounds
Darker bars = larger rounds
Focus: Privacy-preserving machine learning data anonymization solutions
CPC G06F21/6254PHPMySQLCloudflareHubSpotEach tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Provider of wealth and tax advisory solutions for doctors and healthcare professionals
Asset managementUS$212.00m across 2 disclosed equity rounds
Darker bars = larger rounds
CloudflareHubSpotSalesforceWebflowjQueryEach tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Cloud-native marketplace for mortgage loans
Service providers to banksUS$187.33m across 5 disclosed equity rounds
Darker bars = larger rounds
AWS
Google CloudReactPHPMySQLEach tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Provider of investment management services
Asset managementUS$182.82m across 7 disclosed equity rounds
Darker bars = larger rounds
AWSCloudflare
SentrySalesforceEach tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Provider of data-driven portfolios of property and casualty reinsurance risk
Insurance carriersUS$175.00m across 2 disclosed equity rounds
Darker bars = larger roundsEach tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Real estate investment trust (REIT) that originates, acquires, and manages a diversified portfolio of commercial real estate debt
ReitsUS$173.38m across 2 disclosed equity rounds
Darker bars = larger roundsCloudflarejQueryEach tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Global specialty insurance finance company serving the affluent market
Consumer and sme loansUS$125.00m across 2 disclosed equity rounds
Darker bars = larger rounds
PHPMySQLNginxCloudflareWordPressEach tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Provider of working capital loans
Consumer and sme loansEach tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Vertically integrated multifamily real estate company that offers investment opportunities and provides a platform for investors
Asset managementUS$69.10m across 4 disclosed equity rounds
Darker bars = larger roundsCloudflareWebflowjQueryEach tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Provider of wealth management services
Services for investment industryUS$50.10m across 2 disclosed equity rounds
Darker bars = larger roundsEach tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Real estate investment trust (REIT) focused on commercial real estate debt investments
ReitsEach tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Provider of health insurance & employee benefits services
Services for health insurersUS$44.04m across 6 disclosed equity rounds
Darker bars = larger rounds
Focus: Electron-beam cured coatings and inks for packaging and substrate surface treatments.
CPC B05D3/068, B32B15/043, B05D3/066Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Provider of infrastructure for digital insurance programs, MGAs, and embedded insurance
Insurance distributionUS$37.00m across 3 disclosed equity rounds
Darker bars = larger rounds
Focus: Incentive‑based reward platforms and real‑time athletic data display systems
CPC A63B69/0028, G06Q30/0207, G06Q30/0635ReactCloudflareHubSpot
ZendeskNetlifyEach tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Provider of billing services
Finance & accounting servicesUS$35.90m across 3 disclosed equity rounds
Darker bars = larger rounds
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Provider of insurance advisory services
Insurance distributionUS$35.00m across 2 disclosed equity rounds
Darker bars = larger rounds
AWSCloudflareHubSpotWebflowEach tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Financial planning and advisory solutions for individuals
Services for investment industryUS$33.00m across 2 disclosed equity rounds
Darker bars = larger rounds
Focus: Nitrogenated beverage dispensing systems for smoothies and related food processing equipment.
CPC A23G9/28, G07F13/00CloudflareSentry
MixpanelZendeskWebflowEach tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Flexible banking, financing, and merchant services empowering businesses and individuals
BanksUS$32.95m across 3 disclosed equity rounds
Darker bars = larger roundsPHPMySQLCloudflareWordPress
BootstrapEach tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Diversified investment management firm
Asset managementPHPMySQLWordPressjQueryEach tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Provider of digital platform offering automobile insurance policies and related services
Insurance distributionUS$22.70m across 6 disclosed equity rounds
Darker bars = larger rounds
AWSGoogle CloudReact
Next.jsNode.jsEach tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Online trading platform for ETF assets
Investment techUS$21.50m across 3 disclosed equity rounds
Darker bars = larger rounds
CloudflareZendeskBootstrapjQueryEach tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Provider of investment management services
Services for investment industryEach tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Wholesale insurance brokerage specializing in niche markets
Insurance distributionUS$18.60m across 2 disclosed equity rounds
Darker bars = larger rounds
PHPMySQLNginxWordPressEach tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Diversified investment management firm
Asset managementEach tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Provider of embedded insurance solutions for platforms across various industries
Insurance carriersUS$16.41m across 3 disclosed equity rounds
Darker bars = larger rounds
AWSReactPHPMySQLCloudflareEach tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Provider of portfolio management services
Asset managementUS$16.04m across 4 disclosed equity rounds
Darker bars = larger rounds
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Financial planning service provider
Asset managementUS$14.44m across 4 disclosed equity rounds
Darker bars = larger rounds
PHPMySQLCloudflareWordPressjQueryEach tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Provider of health insurance services
Insurance carriersEach tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Diversified investment management and long-only equity hedge fund
Hedge fundsEach tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Developer of multi-family residential properties
ReitsPHPMySQLWordPressjQueryEach tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Provider of financial services
Services for investment industryUS$12.25m across 2 disclosed equity rounds
Darker bars = larger rounds
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Opportunistic real estate investment and development firm across diverse asset classes
Asset managementPHPMySQLWordPressEach tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Digital bank for individuals
BanksUS$11.30m across 2 disclosed equity rounds
Darker bars = larger roundsPHPMySQLCloudflareSentryHubSpotEach tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Provider of renter, pet, personal cyber & life insurance services
Internet first insurance platformsUS$10.46m across 4 disclosed equity rounds
Darker bars = larger rounds
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
provider of financial services
Consumer and sme loansAWSPHPWebflowjQueryEach tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Provider of insurance risk management services
Insurance risk managementUS$9.50m across 2 disclosed equity rounds
Darker bars = larger roundsEach tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Loan origination firm
Service providers to banksEach tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Provider of Roth IRA services for pre-launch tokens and startup equity
Investment tech
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Provider of business consulting services
Service providers to banksFocus: Inhalable small‑molecule furin inhibitors for treating infectious diseases
CPC A61K31/496, A61K31/506, C07D487/04Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Provider of export factoring and supply chain finance solutions
Consumer and sme loansPHPMySQLCloudflareHubSpotWordPressEach tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Provider of home equity loans and home equity lines of credit
Alternative lendingUS$7.25m across 2 disclosed equity rounds
Darker bars = larger rounds
PHPMySQLWordPressBootstrapjQueryEach tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Multifamily real estate investment firm focused on value-driven, institutional-quality assets
ReitsUS$6.91m across 2 disclosed equity rounds
Darker bars = larger roundsPHPMySQLWordPressjQueryEach tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
No matching company in this list.
This page shows the top 50. Radar has the complete, filterable list with contacts and live company signals.
Open financial services in New York City on RadarBrowse financial services companies in New York City across asset management, lending, and banking. Compare financial services companies, financial planning services, and New York City finance startups.
Find asset managers, investment industry services, and investment firms.
Provider of wealth management services
Asset managementTrade life cycle management platform for brokerages
Investment techProvider of fixed income trading and alternative asset management services
Asset managementInvestment management firm
Asset managementReal estate focused investment management firm
Asset managementExplore consumer loans, business lending, banks, and banking service providers.
Provider of solar panel energy solution for enterprises
Solar energyOnline marketplace for automobile financing
Consumer and sme loansCloud-native marketplace for mortgage loans
Service providers to banksProvider of working capital loans
Consumer and sme loansFlexible banking, financing, and merchant services empowering businesses and individuals
BanksFind insurance carriers, finance operations, and accounting service providers.
Provider of infrastructure for digital insurance programs, MGAs, and embedded insurance
Insurance distributionProvider of billing services
Finance & accounting servicesProvider of insurance advisory services
Insurance distributionProvider of digital platform offering automobile insurance policies and related services
Insurance distributionWholesale insurance brokerage specializing in niche markets
Insurance distributionDiscover investment banking, private equity, and real estate investment firms.
Commercial bank
Banks
Developer of commercial properties
Real estate & infrastructure developers
Diversified equity REIT that invests in office, industrial, and commercial real estate properties
Reits
Mortgage REIT investing in senior mortgages, mezzanine loans and other commercial real estate-related debt investments
Reits
Secondary market fund focused on LP and direct secondary transactions
Limited partnersExplore newer financial services companies in New York City.
Provider of wealth and tax advisory solutions for doctors and healthcare professionals
Asset managementProvider of data-driven portfolios of property and casualty reinsurance risk
Insurance carriersProvider of insurance advisory services
Insurance distributionProvider of embedded insurance solutions for platforms across various industries
Insurance carriersProvider of health insurance services
Insurance carriersFind financial services companies in New York City that are hiring.
Provider of wealth management services
Asset managementTrade life cycle management platform for brokerages
Investment techProvider of solar panel energy solution for enterprises
Solar energyProvider of self funded health plan
Services for health insurersAI-enabled financial planning and advisory solutions for individuals
Services for investment industryBrowse publicly listed financial services companies in New York City.
Flexible banking, financing, and merchant services empowering businesses and individuals
BanksDiversified investment management firm
Asset managementOnline trading platform for ETF assets
Investment techCommercial bank
Banks
Provider of end-to-end business process outsourcing services
Bpo servicesThe most-installed Android apps published by financial services companies headquartered in New York City — 4.1M installs between them. 52 companies on this page publish at least one app; each company (legal entity) appears once, with its most-installed app.
The figures on this page come from Fliar’s company, funding, hiring and news data. Use it through the Investor Intelligence API and company data exports, or explore every company, founder and investor in Radar.
2,207 recorded equity rounds have gone to 48,810 financial services companies in the United States — how much, at which stage, into which sub-sectors, from whom, and how New York City compares. Debt, IPO and grant rounds are excluded.
US$1.25bn
US$2.66bn
877 rounds in the United States
last 24 months
Bars show US$ raised; the number under each year is equity rounds. 2026 is year to date. The peak year was 2022, with US$5.95bn across 212 rounds.
Equity rounds over the last five years, 1,481 financial services companies in New York City among 48,810 in the United States.
Each deal appears in the events strip at the top of the page.
Go deeper in the financial services landscape reports:
Financial Services Industry Landscape of New York City Financial Services Industry Landscape of the United States Accounting and Tax Software Industry Landscape of New York CityThe financials above are one chapter. The full financial services landscape of New York City maps the whole industry — every segment, the capital behind it, the talent market and where the next opportunities are.
93 financial services companies in New York City have recorded equity funding, US$7.04bn in total. Totals and round dates describe the historical record; they are not current valuations.
Largest recorded equity totals, with the latest recorded round.
CryptocurrenciesProvider various services for crypto investors
Asset managementProvider of wealth management services
Investment techTrade life cycle management platform for brokerages
Asset managementProvider of fixed income trading and alternative asset management services
Founders
Details not available
Solar energyProvider of solar panel energy solution for enterprises
Consumer and sme loansOnline marketplace for automobile financing
Asset managementInvestment management firm
Asset managementReal estate focused investment management firm
Services for health insurersProvider of self funded health plan
Services for investment industryAI-enabled financial planning and advisory solutions for individuals
Asset managementProvider of wealth and tax advisory solutions for doctors and healthcare professionals
Service providers to banksCloud-native marketplace for mortgage loans
Asset managementProvider of investment management services
Insurance carriersProvider of data-driven portfolios of property and casualty reinsurance risk
ReitsReal estate investment trust (REIT) that originates, acquires, and manages a diversified portfolio of commercial real estate debt
Consumer and sme loansGlobal specialty insurance finance company serving the affluent market
US$1.35bn across 5 disclosed equity rounds
Darker bars = larger roundsCloudflareHubSpotWebflowjQueryEach tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
PHPMySQLCloudflareWordPressEach tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
US$649.44m across 5 disclosed equity rounds
Darker bars = larger roundsAWSVue.jsNode.jsCloudflareHubSpotEach tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
US$280.18m across 10 disclosed equity rounds
Darker bars = larger roundsSalesforceNetlifyEach tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
US$277.20m across 14 disclosed equity rounds
Darker bars = larger roundsFocus: Patents concentrated in computing, sensing & instrumentation
CPC G06Q30/0201, C10L1/12, G06F40/35AWSReactIntercomHubSpotEach tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
US$266.00m across 2 disclosed equity rounds
Darker bars = larger roundsNginxEach tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
US$224.00m across 5 disclosed equity rounds
Darker bars = larger roundsAWSReactPHPMySQLCloudflareEach tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
US$222.01m across 11 disclosed equity rounds
Darker bars = larger roundsFocus: Privacy-preserving machine learning data anonymization solutions
CPC G06F21/6254PHPMySQLCloudflareHubSpotEach tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
US$212.00m across 2 disclosed equity rounds
Darker bars = larger roundsCloudflareHubSpotSalesforceWebflowjQueryEach tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
US$187.33m across 5 disclosed equity rounds
Darker bars = larger roundsAWSGoogle CloudReactPHPMySQLEach tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
US$182.82m across 7 disclosed equity rounds
Darker bars = larger roundsAWSCloudflareSentrySalesforceEach tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
US$175.00m across 2 disclosed equity rounds
Darker bars = larger roundsEach tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
US$173.38m across 2 disclosed equity rounds
Darker bars = larger roundsCloudflarejQueryEach tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
US$125.00m across 2 disclosed equity rounds
Darker bars = larger roundsPHPMySQLNginxCloudflareWordPressEach tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Meet the people behind financial services companies in New York City. 642 of 1,114 companies list founders or leaders; where a public LinkedIn profile matches exactly, the expanded profile shows the photo, headline, location and education.
Companies whose recorded headcount rose the most between the two most recent team-size snapshots. A larger team is a signal of momentum, not of profitability.
BanksCommercial bank
Insurance carriersMutual life insurance and asset management firm
Private debt fundsPrivate debt fund focused on multiple sectors
Insurance carriersProperty & casualty insurance company
BanksCommercial bank
Financial exchangesStock exchange
Investment banksProvider of reshaping retirement and investment outcomes services
Service providers to banksProvider of commercial and residential building development services
Asset managementDiversified alternative asset investor seeking intrinsic alpha and long-term capital
Asset managementProvider of wealth management and marketing services
Founders
Details not available
Financial news portals and data aggregatorsFinancial and business news provider
ReitsREIT investing in residential mortgage-backed securities
AWSReactNext.js
AngularNode.jsEach tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
AWSReactNginxSalesforceEach tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Focus: Hierarchical clustering optimization methods for machine learning and data analytics
CPC G06F16/906, G06F16/285jQueryEach tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
AWSPHPMySQLCloudflareWordPressEach tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
AWSGoogle CloudReactAngularVue.jsEach tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Google CloudReact
Ruby On RailsCloudflarejQueryEach tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Focus: Data-driven talent management and pension planning platforms using analytics and simulation tools.
CPC G06Q40/06, A63F3/00063, G09B5/08AWSReactAngular
TypeScriptEach tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
AWSPHPNginxCloudflareHubSpotEach tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
AWSCloudflarejQueryEach tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Focus: Secure financial data exchange platforms with cryptographic verification and counterparty risk management
CPC G06Q40/08, G06F21/10, G06F21/6218AWSCloudflare
Amazon S3BootstrapEach tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Financial services companies in New York City with at least one woman on the founding team. Expand a profile to meet the founders; teams can include both women and men.
Services for investment industryFinancial planning and advisory solutions for individuals
Online travelProvider of property management services
Marketing servicesProvider of management & business consulting and digital marketing services
Asset managementLimited information available
Insurance risk managementProvider of insurance risk management services
PaymentsProvider of financial services
Investment techProvider of Roth IRA services for pre-launch tokens and startup equity
Service providers to banksLending as a service platform for financial institutions
Asset managementInvestment management firm
Finance & accounting servicesFinancial analysis and expense management solutions for businesses
Services for investment industryProvider of products and sale services for investment industries
Asset managementProvider of investment management and financial technology services
US$33.00m across 2 disclosed equity rounds
Darker bars = larger roundsFocus: Nitrogenated beverage dispensing systems for smoothies and related food processing equipment.
CPC A23G9/28, G07F13/00CloudflareSentryMixpanelZendeskWebflowEach tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
US$300k across 2 disclosed equity rounds
Darker bars = larger rounds
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
ReactNext.jsNode.js
VercelEach tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
US$9.50m across 2 disclosed equity rounds
Darker bars = larger roundsEach tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
US$4.35m across 2 disclosed equity rounds
Darker bars = larger rounds
Vue.jsPHPMySQLCloudflareHubSpotEach tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
NginxEach tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
US$1.22m across 2 disclosed equity rounds
Darker bars = larger roundsEach tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Focus: Financial portfolio optimization, ESG data analytics, and electronic trade order routing systems.
CPC G06Q40/06, G06Q40/04, G06Q40/08AWSReactNext.jsNode.jsTypeScriptEach tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Financial services companies in New York City founded in the last four years, newest first.
Service providers to banksPlatform offering federally-guaranteed mortgage debt investing solutions for idle corporate cash
Consumer and sme loansProvider of financial services
BanksProvider of personal and consumer banking services, including credit cards.
Founders
Details not available
Asset managementProvider of an venture capital investment firm
Asset managementProvider of an alternative asset management firm that provides institutional investors with access to premium investment strategies across various asset classes
ReitsProvider of hospitality stapled group comprising upscale hotels and real estate investment trusts
Venture capital fundsProvider of metal processing techniques and methods for machining services
BanksCommercial bank
Founders
Details not available
Asset managementProvider of investment management services
Founders
Details not available
Service providers to banksProvider of banking services
Founders
Details not available
Asset managementProvider of financial planning services
Founders
Details not available
Asset managementProvider of online trading solutions
Founders
Details not available
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Companies with the most distinct news events in the last 24 months across the business press Fliar tracks.
Investment banksInvestment banking firm focused on multiple sectors
Asset managementProvider of investment management and financial technology services
Insurance carriersInternet first provider of life, health, accident & travel insurance services
Asset managementDiversified investment management firm
BanksCommercial bank
Asset managementProvider of alternative investment strategies across credit, real assets, and capital
Management consulting servicesProvider of diversified management consulting services
Bpo servicesProvider of end-to-end business process outsourcing services
Insurance carriersInternet first provider of life, health, auto, home, and pet insurance services
Insurance risk managementInsurance broker and risk advisory platform
Investment techTrade life cycle management platform for brokerages
Asset managementDiversified investment management firm
Focus: Patents concentrated in computing, sensing & instrumentation
CPC G06Q40/04, G06Q40/06, G06Q40/02AWSReactNext.jsNode.jsCloudflareEach tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Focus: Financial portfolio optimization, ESG data analytics, and electronic trade order routing systems.
CPC G06Q40/06, G06Q40/04, G06Q40/08AWSReactNext.jsNode.jsTypeScriptEach tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
AWSReactNext.jsAngularNode.jsEach tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Focus: Transaction processing platforms for financial services and multi-function payment systems
CPC G07F7/025PHPMySQLCloudflareWordPressjQueryEach tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
AWSReactNext.jsAngularNode.jsEach tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
PHPNginxCloudflareSentryHubSpotEach tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
AWSPHPMySQLNginxCloudflareEach tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Focus: Enterprise workflow automation and analytics for contract, call center, and procurement processes
CPC G06F8/65, G06Q30/04, G06Q10/06AWSVue.jsTypeScriptEach tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
AWSReactNode.js
ExpressEach tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
AWSReactVue.jsNode.jsEach tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
US$649.44m across 5 disclosed equity rounds
Darker bars = larger roundsAWSVue.jsNode.jsCloudflareHubSpotEach tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
CloudflarejQueryEach tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
The most common specialisations among financial services companies in New York City. Open a company to see what it sells, who runs it and how far it has come.
404 financial services companies in New York City work in asset management. Shown: the best-documented.
Asset managementProvider of portfolio management and investment advisory services
Private equity fundsPrivate equity firm focused on multiple sectors
Asset managementDiversified investment management firm
Asset managementProvider of wealth management services
Asset managementPlatform to invest in international alternative investments
Founders
Details not available
Asset managementGlobal asset manager specializing in emerging markets and real assets
Asset managementInvestment management firm
Asset managementInvestment management firm
Services for investment industryProvider of wealth management services
Asset managementProvider of investment management services
Asset managementFinancial planning service provider
Asset managementIntangible asset tokenization platform for individuals
PHPMySQLCloudflareWordPressEach tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
PHPMySQLNginxWordPressjQueryEach tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
PHPMySQLCloudflareWordPressEach tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
CloudflareWebflowjQueryEach tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
US$266.00m across 2 disclosed equity rounds
Darker bars = larger roundsNginxEach tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
US$2.69m across 2 disclosed equity rounds
Darker bars = larger roundsEach tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
US$50.10m across 2 disclosed equity rounds
Darker bars = larger roundsEach tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
US$182.82m across 7 disclosed equity rounds
Darker bars = larger roundsAWSCloudflareSentrySalesforceEach tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
US$14.44m across 4 disclosed equity rounds
Darker bars = larger roundsPHPMySQLCloudflareWordPressjQueryEach tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
200 financial services companies in New York City work in services for investment industry. Shown: the best-documented.
Asset managementProvider of portfolio management and investment advisory services
Investment techTrade life cycle management platform for brokerages
Services for investment industryAI-enabled financial planning and advisory solutions for individuals
CryptocurrenciesProvider various services for crypto investors
Services for investment industryProvider of wealth management services
Services for investment industryFinancial planning and advisory solutions for individuals
Online travelProvider of property management services
Marketing servicesProvider of management & business consulting and digital marketing services
Services for investment industryProvider of financial services
Founders
Details not available
PaymentsProvider of financial services
Services for investment industryProvider of decision-making tools to asset managers
RegtechTwo core risk-management solutions for public equity investors
PHPMySQLCloudflareWordPressEach tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
US$649.44m across 5 disclosed equity rounds
Darker bars = larger roundsAWSVue.jsNode.jsCloudflareHubSpotEach tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
US$222.01m across 11 disclosed equity rounds
Darker bars = larger roundsFocus: Privacy-preserving machine learning data anonymization solutions
CPC G06F21/6254PHPMySQLCloudflareHubSpotEach tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
US$1.35bn across 5 disclosed equity rounds
Darker bars = larger roundsCloudflareHubSpotWebflowjQueryEach tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
US$50.10m across 2 disclosed equity rounds
Darker bars = larger roundsEach tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
US$33.00m across 2 disclosed equity rounds
Darker bars = larger roundsFocus: Nitrogenated beverage dispensing systems for smoothies and related food processing equipment.
CPC A23G9/28, G07F13/00CloudflareSentryMixpanelZendeskWebflowEach tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
US$300k across 2 disclosed equity rounds
Darker bars = larger roundsEach tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
BootstrapjQueryEach tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
US$4.35m across 2 disclosed equity rounds
Darker bars = larger roundsVue.jsPHPMySQLCloudflareHubSpotEach tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
US$958k across 3 disclosed equity rounds
Darker bars = larger roundsEach tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
118 financial services companies in New York City work in consumer and sme loans. Shown: the best-documented.
Solar energyProvider of solar panel energy solution for enterprises
Consumer and sme loansProvider of export factoring and supply chain finance solutions
Consumer and sme loansOnline marketplace for automobile financing
Consumer and sme loansProvider of a cross-border fintech platform offering education loans to students
Consumer and sme loansProvider of working capital loans
Founders
Details not available
Alternative lendingProvider of home equity loans and home equity lines of credit
Consumer and sme loansGlobal specialty insurance finance company serving the affluent market
Consumer and sme loansprovider of financial services
Consumer and sme loansDomochi | Shared Home Equity Lending
Founders
Details not available
Consumer and sme loansHome loans provider
Consumer and sme loansProvider of SME loans
Founders
Details not available
Consumer and sme loansCommercial finance company that provides financing solutions for various industries with a focus on real estate and commercial lending
Founders
Details not available
US$280.18m across 10 disclosed equity rounds
Darker bars = larger roundsSalesforceNetlifyEach tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
PHPMySQLCloudflareHubSpotWordPressEach tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
US$277.20m across 14 disclosed equity rounds
Darker bars = larger roundsFocus: Patents concentrated in computing, sensing & instrumentation
CPC G06Q30/0201, C10L1/12, G06F40/35AWSReactIntercomHubSpotEach tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
US$4.05m across 2 disclosed equity rounds
Darker bars = larger rounds
ReactNext.jsNode.jsNginxCloudflareEach tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
US$7.25m across 2 disclosed equity rounds
Darker bars = larger roundsPHPMySQLWordPressBootstrapjQueryEach tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
US$125.00m across 2 disclosed equity rounds
Darker bars = larger roundsPHPMySQLNginxCloudflareWordPressEach tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
AWSPHPWebflowjQueryEach tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
PHPMySQLCloudflareWordPressBootstrapEach tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Focus: Cannabis oil stabilization and emulsification for flavorless hot beverage applications
CPC A23L2/395jQueryEach tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Focus: Advanced medical visualization and flexible airway devices for minimally invasive procedures
CPC A61B1/0051, A61M16/0488, A61B1/267Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
81 financial services companies in New York City work in service providers to banks. Shown: the best-documented.
Service providers to banksCloud-native marketplace for mortgage loans
Service providers to banksProvider of business loans services
Service providers to banksProvider of software services
Founders
Details not available
Service providers to banksProvider of business consulting services
Service providers to banksLoan origination firm
Service providers to banksLending as a service platform for financial institutions
Service providers to banksProvider of credit management and financial investigation services
Service providers to banksProvider of collateral, liquidity, and risk-transfer services
Service providers to banksProvider of debt collection services
Service providers to banksProvider of technology investigation in financial services
Founders
Details not available
Asset managementProvider of investment management and financial technology services
Service providers to banksProvider of commercial and residential building development services
US$187.33m across 5 disclosed equity rounds
Darker bars = larger roundsAWSGoogle CloudReactPHPMySQLEach tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
US$5.75m across 2 disclosed equity rounds
Darker bars = larger rounds
Focus: Automated baggage dispatch, tracking, and dispenser systems for mobile and stationary handling
CPC G06Q10/08, G06Q50/28, G06Q10/00Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Focus: Inhalable small‑molecule furin inhibitors for treating infectious diseases
CPC A61K31/496, A61K31/506, C07D487/04Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Focus: Software platforms for dynamic letters of credit issuance and beneficiary condition management
CPC G06Q40/03, G06Q40/025PHPMySQLWordPressBootstrapjQueryEach tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
AWSGoogle CloudReactCloudflareSentryEach tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Focus: Financial portfolio optimization, ESG data analytics, and electronic trade order routing systems.
CPC G06Q40/06, G06Q40/04, G06Q40/08AWSReactNext.jsNode.jsTypeScriptEach tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
AWSPHPNginxCloudflareHubSpotEach tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
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