This article showcases our top picks for the best New York based Finance companies. These startups and companies are taking a variety of approaches to innovating the Finance industry, but are all exceptional startups and companies well worth a follow.
We tried to pick companies across the size spectrum from cutting edge startups to established brands.
We selected these startups for exceptional performance in one of these categories:
- Innovative ideas
- Innovative route to market
- Innovative product
- Exceptional growth
- Exceptional growth strategy
- Societal impact
Top New York Finance Companies
The Goldman Sachs Group, Inc. provides investment banking, securities, and investment management services, as well as financial services to corporations, financial institutions, governments, and high-net-worth individuals worldwide.
Its Investment Banking segment offers financial advisory services, including advisory assignments with respect to mergers and acquisitions, divestitures, corporate defense, risk management, and restructurings and spin-offs; and underwriting services comprising public offerings and private placements of a range of securities, loans and other financial instruments, and derivative transactions. The company’s Institutional Client Services segment provides client execution services, such as fixed income, currency, and commodities client execution related to making markets in interest rate products, credit products, mortgages, currencies, and commodities; and equities related to making markets in equity products, as well as executes and clears institutional client transactions on stock, options, and futures exchanges.
This segment also engages in securities services business providing financing, securities lending, and other brokerage services to institutional clients, including hedge funds, mutual funds, pension funds, and foundations. Its Investing and Lending segment originates longer-term loans; and invests in debt securities, loans, public and private equity securities, real estate, consolidated investment entities, distressed assets, currencies, commodities, and power generation facilities.
The company’s Investment Management segment provides investment products and services, as well as offers wealth advisory services, including portfolio management and financial counseling, and brokerage and other transaction services. The Goldman Sachs Group, Inc.
was founded in 1869 and is headquartered in New York, New York.. .
Founded in 2016, Better.com democratized the home-financing ecosystem, replacing it with a digitized process that eliminates commissions, fees, unnecessary steps, and time-wasting branch appointments. In addition to providing mortgage rates in seconds, Better.com’s platform offers a digital marketplace featuring competitive quotes from an array of insurance providers for seamless purchase of a homeowner’s insurance policy and instant access to leading real estate agents across the country.
To date, Better.com has done $7.9B in home loans and $1B in insurance.. .
Betterment is a smart automated investing service that provides optimized investment returns for individual, IRA, ROTH IRA, and rollover 401(k) accounts. Its technology enables users to manage their investments in a customized, diversified portfolio.
Charging a management fee of 0.25%, the company enables users to access, view, share, and review their portfolio’s activities as well as deposit and withdraw money from anywhere, anytime. Betterments products also include Tax Loss Harvesting, a program that works to offset taxes on both gains and income; and RetireGuide, a series of online surveys to enable users to determine the success of their long-term financial goals..
Payoneer empowers global commerce by connecting businesses, professionals, countries and currencies with its innovative cross-border payments platform. In today’s borderless digital world, Payoneer enables millions of businesses and professionals from more than 200 countries to reach new audiences by facilitating seamless, cross-border payments.
Additionally, thousands of leading corporations including Google, Airbnb, Elance-oDesk and Getty Images rely on Payoneer’s mass payout services. With Payoneer’s fast, flexible, secure and low-cost solutions, businesses and professionals in both developed and emerging markets can now pay and get paid globally as easily as they do locally.
Founded in 2005 and based in New York, Payoneer is venture-backed, profitable and ranked in the top 100 of Inc. 5000’s Financial Services companies..
Current is a leading U.S. challenger bank built to meet the needs of people with unique lives who have been overlooked by the traditional banking industry.
Our proprietary Current Core technology allows us to provide premium banking services for everyone, regardless of age or income, and improve the financial outcomes of our members without overdraft fees, minimum balance requirements, or hidden fees. We give members up to two days faster direct deposit paychecks, free overdrafts up to $100 with Overdrive™ , points on purchases redeemable for cash back, access to 55,000 free ATMs worldwide as well as 24/7 member support 365 days a year..
Ramp is a technology company that develops corporate cards designed to save businesses money. The company is redesigning how corporate spending should be managed from the ground up to save time, money, and ensure control.
It provides companies higher card limits, insightful saving opportunities, automated expense management, lightning-fast receipt matching, seamless accounting integration, and more. The company was founded by the same team that built, scaled, and sold Paribus to Capital One, spearheading Capital One’s push into saving technologies.
Their group at Capital One enabled automated savings on online purchases, and put over $100 million back in consumers’ pockets. Ramp is committed to providing that same value and savings to businesses..
BlackRock’s business is investing on behalf of our clients, from large institutions to parents and grandparents, doctors and teachers who entrust their savings to us. We work only for our clients—period.
Our promise is to offer them the clearest thinking about what to do with their money and the products and services they need to secure a better financial future. That’s why investors of all kinds have made us the world’s largest asset manager, entrusting us with trillions of dollars, and it’s why companies, institutions and global governments come to us for help meeting their biggest financial challenges.
Important disclosures: http://www.blackrock.com/corporate/en-us/compliance/social-media-guidelines. .
Bloomberg is the leader in global business and financial information. They give influential decision makers the data, analytics, news and insight to give them a critical edge.
Bloomberg connects influential decision makers to a dynamic network of information, people and ideas. Their strength – quickly and accurately delivering data, news and analytics through innovative technology – is at the core of everything they do.
With over 15,500 employees in 192 locations, Bloomberg deliver business and financial information, news and insight around the world. Bloomberg was founded in 1982 and within 10 years had over 10,000 customers for the Bloomberg Professional service, a ground breaking private network with data, analytics and other financial information.
In the same decade, Bloomberg launched Bloomberg News and opened offices around the world. Subscriptions to the Bloomberg Professional service skyrocketed in the next decade and the company launched Bloomberg Tradebook and Bloomberg.com.
This past decade saw the development of technological advances in key products and services such as email and instant messaging that have made the Bloomberg Professional service the leading choice of more than 320,000 business and financial professionals globally. Today, Bloomberg is applying its extensive data, news and technology to offer new tools in the fields of government, law, energy and sports.
The company’s hallmark, innovation and a passion for getting things right, remains strong and is the inspiration behind Bloomberg’s award-winning products and solutions.. .
Stash is a New York-based digital investing and banking platform. Stash is pioneering the future of personal finance with the first financial subscription that helps people create better lives.
From budgeting to saving for retirement, Stash unites banking, investing, and advice all in one app that has helped more than 5M people reach their financial goals and make progress towards financial freedom. The company was founded in October 2015 by Wall Street veterans, Brandon Krieg and Ed Robinson..
SmartAsset is a financial technology company that empowers people with automated personalized financial advice. Its proprietary technology, up-to-the-minute research and unique Automated Financial Modeling software simulate the impact of different decisions on people’s personal finances, enabling millions of people to make smart financial decisions.
The company has created dozens of calculators and tools spanning the full range of personal finance options including home buying, retirement planning, life insurance, personal loans, student loans, credit cards, loan refinance, taxes, finding a financial advisor and investing. These tools live on SmartAsset’s website and are embedded in relevant content on financial publisher websites via the Captivate tool.
The company furthers its mission of helping people make smart financial decisions by connecting them to financial advisors via the SmartAdvisor service. In addition to these tools, an in-house editorial team creates thousands of educational articles and data-driven studies..
OpenFin enables financial desktops with the same app distribution, security, and interoperability capabilities as iOS and Android. OpenFin offers a desktop application to run outside the browser, generate real-time applications, desktop notifications, tear-outs, docking support, create custom title bars and frames, animation effects, maintain window size and position, and secure communications.
The world’s largest banks and trading platforms use OpenFin to deploy desktop applications both in-house and to their buy-side and sell-side customers. OpenFin investors include Bain Capital Ventures, DRW Ventures, J.P.
Morgan, NEX Group’s fintech investment business Euclid Opportunities, Nyca Partners and Pivot Investment Partners, and an elite group of financial industry executives. The company is based in New York with offices in London..
Policygenius is an insurance tech-startup that specializes in providing financial protection. The company focuses on providing solutions in the fields of finance, insurance, and insure-tech.
Policygenius was founded in 2014 and headquartered in New York, United States.. .
Accern accelerates AI workflows for enterprises with a no-code development platform. The best data teams from the world’s leading organizations, such as Allianz, IBM, and Jefferies, are using Accern to build and deploy AI solutions powered by our adaptive NLP and forecasting features.
Headquartered in New York, NY, Accern is a Forbes 30 Under 30 company and venture-backed by Fusion Fund, Allianz Life Ventures, and many others. For more information on how we can accelerate AI adoption for your organization, visit accern.com..
Veritas Capital is a private equity investment firm that invests in companies that provide critical products and services to governments worldwide. Since its founding, Veritas has been involved as the lead investor in transactions totaling more than $8 billion in value and currently has over $8.8 billion of assets under management.
The firm was founded in 1992 and headquartered in New York, United States.. .
Paxos is re-building the infrastructure of finance. Its mission is to move any assets anywhere, instantly – and therefore democratize access to a new, global, frictionless economy.
The Company takes a two-pronged approach of establishing regulatory designations that give it access to the current financial infrastructure and the ability to develop innovative products. This allows Paxos to operate as a gateway between traditional finance and the digital future.
Today, as the first regulated Trust company with blockchain expertise, Paxos is uniquely positioned to mobilize and custody assets digitally.. .
Ocrolus is a venture-backed FinTech company that uses Artificial Intelligence and crowdsourcing to automate financial review processes. The Company transforms e-statements, scans, and cell phone images, regardless of quality, into 99+% accurate digital data.
It was founded in 2014 and is based in New York, United States.. .
AlphaSense is a revolutionary AI-powered search engine for market intelligence used by financial firms and corporations across industries and geographies. With more than 1,000 enterprise clients, our mission is to enable knowledge professionals to acquire critical business insights and data with speed and conviction.
AlphaSense’s search technology leverages AI and natural language processing to parse topics, concepts and ideas semantically and uncover the most relevant insights from previously fragmented data sets. Headquartered in New York, AlphaSense currently has more than 240 employees, 70% of which are focused on product development, with offices in Helsinki, London, Mumbai, Pune and across the US..
Ondeck is a technology-enabled financial platform that provides loan financing to small and medium-sized businesses. The company uses proprietary software to aggregate data about a business’ operations which is processed by an algorithm that determines loan eligibility.
OnDeck was founded in 2006 and is based in New York City, United States.. .
CAIS is a financial technology platform, providing independent financial advisors with access to top-tier managers of specialized investment products in the multi-trillion-dollar independent wealth channel. The company offers streamlined execution for an expanding list of alternative investment funds and products.
Financial advisors use the platform to access funds and products, including hedge funds, private equity, private credit, real estate, structured notes, and digital assets. CAIS complements its fund offerings with independent due diligence provided by Mercer.
CAIS is an NFA member with securities offered through CAIS Capital LLC, member FINRA, SIPC. Jeremy Norton and Matt Brown co-founded CAIS in New York, New York in 2009..
Deloitte provides audit, consulting, financial advisory, risk management, tax, and related services to select clients. Deloitte is the brand under which tens of thousands of dedicated professionals in independent firms throughout the world collaborate to provide audit, consulting, financial advisory, risk management, tax, and related services to select clients.
Deloitte was founded in 1845 and headquartered in New York, United States.. .
IEX is an equity trading venue seeded by a consortium of buy-side investors, including mutual funds, hedge funds, and family offices. IEX focuses on investor protection and performance by creating a market that aims to maximize shares traded at the best available price, decrease information leakage, eliminate informational disadvantages and persistent inefficiencies, and promote an opportunity for natural interest to interact without unnecessary intermediation.
IEX is dedicated to offering fair access to a balanced marketplace, and delivering a defined and objective experience in support of just and equitable principles of trade. IEX operates a fair-access platform for any qualified broker dealer, and was built on the principle of investor protection, delivered through its proprietary anti-colocation architecture and simplified pricing and rule set.
IEX was featured in the best-selling book, Flash Boys, written by Michael Lewis.. .
Splitit is a payment method solution enabling customers to pay for purchases with an existing debit or credit card by splitting the cost into interest and fee-free monthly payments, without the need for additional registrations or applications. Splitit enables merchants to offer their customers an easy way to pay for purchases in monthly installments with instant approval, decreasing cart abandonment rates and increasing revenue.
Serving many of Internet Retailer’s top 500 merchants, Splitit’s global footprint extends to hundreds of merchants in 27 countries. Headquartered in New York, Splitit has an R&D center in Israel and offices in London, with plans to establish itself in Australia for its expansion into the Asia-Pacific region..
Quartz is a digitally native news outlet, born in 2012, for business people in the new global economy. We publish bracingly creative and intelligent journalism with a broad worldview, built primarily for the devices closest at hand: tablets and mobile phones.
Like Wired in the 1990s and The Economist in the 1840s, Quartz embodies the era in which it is being created. The financial crisis that recently engulfed much of the world wasn’t just a cyclical decline or a correction or even a bubble bursting.
It was a breaking point. And its shockwaves exposed a fundamentally changed economic order with new leaders and ways of doing business..
CFO is a finance executives focused almost exclusively on control issues and capital raising. Today, CFOs are expected to be strategic business partners with operating units and close confidants to the CEO.
They also, often, oversee the legal, human resources, and IT departments. With responsibility for managing top- and bottom-line growth, ensuring that technology is evaluated and deployed productively, and communicating financial performance and strategy to external stakeholders as well as to board members and other shareholders, the CFO’s job has changed more than that of any other corporate executive..
Pagaya Investments (Pagaya) is a financial technology company reshaping the asset management space using machine learning and big data analytics to manage institutional money. With a focus on fixed income and alternative credit, Pagaya offers a variety of discretionary funds to institutional investors including pension funds, insurance companies, and banks.
Pagaya’s unique technology platform — Pagaya Pulse — runs on a suite of artificial intelligence technologies and state-of-the-art algorithms to deliver a consistently high and scalable performance edge. The company was founded in 2016 by seasoned finance and technology professionals with offices in New York and Tel Aviv..
Sidewalk Infrastructure Partners
Sidewalk Infrastructure Partners seeks to transform urban systems through technology. Sidewalk Infrastructure holds, operates, and invests in advanced infrastructure projects, as well as the technology companies applying innovations to these projects.
Formed as a new spin-out company of Sidewalk Labs, the urban innovation business of Alphabet Inc. (Google’s parent company), Sidewalk Infrastructure believes in technology’s ability to make infrastructure more sustainable, intelligent, and efficient..
Broadridge Financial Solutions, Inc. is the provider of investor communications and technology-driven solutions for wealth management, asset management and capital markets firms.
They help drive operational excellence to manage risk, accelerate growth and deliver real business value. Their combination of people, technology and insights makes us an industry leader and the preferred partner for financial institutions and corporate issuers worldwide.
Because of their unique vantage point, working with institutions and regulators across the financial services landscape, the industry increasingly looks to Broadridge to identify key industry trends, best practices and insights. Looking ahead, they will deliver unique value to thier clients by helping them address three disruptive trends: digitization of communications; mutualization of capabilities; and, rapidly evolving data and analytics (Big Data).
Contact us to learn more.. .
Trumid is a financial technology company bringing efficiency, connectivity, and access to credit trading through innovative technology and product design. Trumid’s product ecosystem leverages data and the power of the network effect to create transparency, liquidity, and efficient trade execution.
Trumid Market Center, the company’s electronic trading platform, connects corporate bond market professionals to a broad network of liquidity and provides a range of trading protocols to access it. The electronic bond trading platform provides traders direct access to liquidity, delivered within an intuitive design that fits seamlessly into trader workflow.
Trumid was founded in 2014 by credit professionals with over 100 years of trading experience and is headquartered in New York City.. .
LEV is a tech-enabled commercial real estate broker for capital markets advisors. They use machine learning and artificial intelligence to identify the best financing scenarios and lenders for every deal, based on historical data and lender activity.
The company technology quickly and automatically organizes deal- and property-related documents, while digitizing them for easier management and storage. LEV was founded in 2019 and is headquartered in New York, NY, USA..
Founded in 2015, Even Financial is an NYC based fintech company focused on evolving how financial institutions connect with consumers and provide them the best product recommendations at the right moment, facilitating an on-demand and personalized customer acquisition experience across the entire financial services ecosystem. The Even platform serves as a trusted intermediary for financial institutions – including Prosper, Lending Club, and Marcus by Goldman Sachs – that helps find consumers and distribute their products digitally.
Even’s industry-leading search, comparison, and recommendation API is an infrastructure layer that enables hundreds of diverse partners – including Credit.com, Transunion, Money Under 30, Credit Sesame, and The Penny Hoarder – to power comprehensive personal finance websites, mobile apps, and other offerings with a modern platform that is proven to accelerate customer acquisition through optimal product recommendations, lowering cost of acquisition and maximizing monetization. Even Financial is based in New York..
Capitolis is a technology provider addressing capital market constraints in equities and foreign exchange. It connects capital with collaborative solutions to clients all over the world.
The company connects market participants and transforms the efficiency frontiers of their businesses. It partners with clients to address their challenges and creatively build new opportunities around under-utilized capital.
Capitolis was founded in 2017 and is headquartered in New York.. .
Public.com is a social investing network company that allows companies and individuals to buy public stock with any amount of money and around that, can participate in social communities. It features a software platform that Public makes the stock market social.
The company was founded in 2018 and headquartered in New York, United States.. .
Behalf offers automated payment solutions, including financing and net terms, to merchants and their customers. Behalf integrates seamlessly into a merchant’s b2b sales and invoicing process or into an online checkout, and provides access to financing regardless of invoice or transaction size.
Behalf pays merchants on day one, increasing sales and improving cash flow for both merchants and their business customers. To find out more about how Behalf is transforming the way businesses buy and sell, visit www.behalf.com..
Frank’s online platform streamlines and simplifies the Free Application for Federal Student Aid (FAFSA®) application process. Its mission is to help students reach their greatest potential by getting the most value from their education.
Frank aims to assist each student and help them get their maximum financial aid.. .
TheStreet is a digital financial media company whose network of digital services provides users, subscribers and advertisers with a variety of content and tools through a range of online, social media, tablet and mobile channels. Our mission is to provide the most actionable ideas from the world of investing, finance and business in order to break down information barriers, level the playing field and help all individuals and organizations grow their wealth.
With an unmatched suite of digital services, TheStreet offers all of the tools and insight needed to make the best decisions about earning, investing, saving and spending money.. .
Brooklyn Bridge Ventures
Brooklyn Bridge Ventures is a seed stage investor. That typically means pre-revenue, pre-Powerpoint, pre-business plan, and even pre-product.
That means there’s a lot of risk, a lot of potential, a lot of unknowns, and companies need a lot of help.. .
Bond Street is a startup focused on transforming small business lending through technology, data, and design. Small business owners are the foundation for growth in the economy, and yet today’s banking system has left them behind.
It is building a better future where access to financing is simple, transparent, and fair. The company was founded in 2013 and is headquartered in New York, New York..
Aiera is an event intelligence and insights platform that leverages adaptive deep learning to enhance active fundamental investment strategies. Using advanced linguistics and predictive modeling, Aiera offers investment managers and other professionals the ability to automatically and proactively monitor all public earnings calls and events in real-time, as well as across broker research, media, SEC filings, meeting notes, and more.
Aiera was founded in 2016 and is headquartered inNew York, NY, United States.. .
Aracar Group specializes in auto-dealership services, consumer secured credit scores, secured lending, loan administration, and vehicle services. After ten years providing leasing and loans to the under-banked in emerging markets, Aracar has developed a risk based pricing and credit scoring system available for dealerships and consumers for secured lending and leasing.
Its products include dealership services to increase profitability, automobile loans and leasing, refinancing loans and vehicle ownership products for the under-banked. Aracar provides technology solutions for consumers and auto dealers to optimize access to financing and increase sales.
Aracar Group provides a credit system that helps first-time users develop their credit score quickly and easily. Sandra Piedrabuena, Co-founder leads the rent to own program bringing credit to the under-banked and vehicle ownership with a large focus of bringing more women into the formal economy-.
The company is expanding to Brazil.. .
American Express Company (American Express) is a global service company. The Company’s range of products and services includes Charge and credit card products, Expense management products and services, Consumer and business travel services, Stored value products, such as travelers cheques and other prepaid products, Network services, merchant acquisition and processing, servicing and settlement, and point-of-sale, marketing and information products and services for merchants, and fee services, including market and trend analyses and related consulting services, fraud prevention services, and the design of customized customer loyalty and rewards programs.
It operates in four segments: U.S. Card Services, International Card Services, Global Commercial Services (GCS) and Global Network & Merchant Services (GNMS).
American Express and its principal operating subsidiary, American Express Travel Related Services Company, Inc. (TRS), are bank holding companies.
American Express, also known as AmEx, is an American multinational financial services corporation headquartered in Three World Financial Center, Manhattan, New York City, New York, United States. Founded in 1850, it is one of the 30 components of the Dow Jones Industrial Average.
The company is best known for its credit card, charge card, and traveler’s cheque businesses. Amex cards account for approximately 24% of the total dollar volume of credit card transactions in the US.
BusinessWeek and Interbrand ranked American Express as the 22nd most valuable brand in the world, estimating the brand to be worth US $14.97 billion. Fortune listed Amex as one of the top 20 Most Admired Companies in the World.
Neuberger Berman Group
Neuberger Berman is an independent and employee-controlled asset management company, providing global investment solutions. Neuberger Berman provides a broad range of global investment solutions to institutions and individuals through customized separately managed accounts, mutual funds, and alternative investment products.
It was founded in 1939 and headquartered in New York, United States.. .
OneWire makes hiring faster and easier for the financial services industry. If you’re a financial services professional, we give you the competitive edge you need to find your next career.
Candidates can confidentially search and apply to jobs, join employer talent communities and stay open to new opportunities. If you’re a financial services firm hiring, we’re a one-stop hiring shop that offers recruitment solutions across all budgets and bandwidths.
Employers can post jobs, search resumes, use our talent marketplace (Matchbook.io) or partner with our executive search team to find exceptional talent.. .
Vestwell is a digital platform that makes it easier to offer and administer 401(k) plans. Vestwell removes traditional friction points through seamless plan design, automated onboarding, streamlined administration, and flexible investment strategies, all at competitive pricing.
By acting as a single point of contact, Vestwell has modernized the retirement offering while keeping the plan sponsor’s and plan participant’s best interests in mind. The company was founded in 2016 and based in New York, New York..
Venmo is a service that makes it easy, safe, and fun to pay your friends. Venmo’s iPhone and Android apps allow you to make and share payments with friends for rent, utilities, dinner, drinks, movies, concert tickets, birthdays, laughs, and anything else.
Paying with your debit card or bank account is free, and you can transfer money from your Venmo account balance to your bank account overnight.. .
S&P Global is a market intelligence company that provides financial information and data analytics services intended to provide transparent and independent ratings. The company’s essential information and data analytics services provide market intelligence reviews, ratings, benchmarks, analytics and data enabling the capital and commodity markets avail all the intelligence necessary to make decisions with conviction.
S&P Global Corporate Responsibility (CR) is about leveraging the tremendous data & analytics capabilities of our products and people to address major social and economic barriers. Conducting business with integrity, excellence, and relevance is the hallmark of the company and is the foundation for its CR strategy.
S&P Global’s CR strategy draws on insights and feedback from executives and internal employee focus groups as well as input from our external partners and stakeholders; and aligns with its corporate objective to promote sustainable financial growth.. .
Personetics Technologies offers a predictive interaction solution for financial institutions to deliver personalized customer experiences across online, mobile, and tablet platforms. The solution comes pre-loaded with a comprehensive library of banking-specific predictions and solutions and leverages a real-time analytics engine to accurately predict customer intent.
The company gives financial institutions the power to convert passive digital adopters into active digital users while improving their overall customer experience and reducing operational costs for the institution. Founded in 2010, the company is based in White Plains, New York..
Estimize is an online crowdsourcing platform that shares and reviews fundamental financial estimates from independent, buy-side, and sell-side analysts, along with those of private investors and students. It acts as an online community and discussion forum for hedge funds and asset management professionals to interact and get a true view of market expectations.
Estimize is also available on major financial research platforms such as Bloomberg, Quantopian, and more. The platform was launched in 2011 and its operations are based in New York, United States..
Kohlberg Kravis Roberts
Kohlberg Kravis Roberts is a global investment firm that manages multiple alternative asset classes, including private equity, energy, infrastructure, real estate, credit, and, through its strategic partners, hedge funds. The company generates attractive investment returns for its fund investors through a patient and disciplined investment approach, employing world-class people, and driving growth and value creation with KKR portfolio companies.
The company invests its own capital alongside the capital it manages for fund investors and delivers financing solutions and investment opportunities through its capital markets business. The firm has completed more than two-hundred-eighty private equity investments in portfolio companies with approximately $545 billion of total enterprise value as of June 30, 2017.
Assets Under Management (“AUM”) and Fee Paying Assets Under Management (“FPAUM”) were $153 billion and $114 billion, respectively as of September 30, 2017. Jerome Kohlberg, Jr.
and cousins Henry Kravis and George R. Roberts, all of whom had previously worked together at Bear Stearns, where the three completed some of the leveraged buyout transactions founded the company.
Kohlberg Kravis Roberts has completed a number of transactions including the 1989 leveraged buyout of RJR Nabisco, which was a large buyout in history to that point, as well as the 2007 buyout of TXU, which is currently also a large buyout completed to date since its founding. Kohlberg Kravis Roberts has offices in 21 cities in 16 countries across 5 continents.
The firm is currently headquartered in the Solow Building, New York, but in October 2015, the firm announced its intentions to occupy a newly constructed 30 Hudson Yards. In October 2009, Kohlberg Kravis Roberts listed shares in the company through KKR & Co., an affiliate that holds 30% of the firm’s ownership equity, with the remainder held by the firm’s partners.
SecondMarket simplifies private securities transactions. Our online portal enables private companies and investment funds to customize, control and seamlessly execute primary and secondary transactions.
SecondMarket is backed by premier investors, including FirstMark Capital, The Social+Capital Partnership, Li Ka-shing Foundation, Temasek Holdings, New Enterprise Associates (NEA) and Silicon Valley Bank. SecondMarket is a registered broker-dealer and member of FINRA, MSRB and SIPC and a SEC registered alternative trading system (ATS) for private company stock.
For more information, please visit www.secondmarket.com. Follow us on Twitter and like us on Facebook..
About Orchard Orchard Platform has built a centralized marketplace where loan originators and institutional investors can come together to explore and evaluate opportunities for funding, buying, and selling loans. By providing a global network of institutional buyers and sellers with high-quality data services, advanced analytics and reporting, and robust capital management tools through an innovative, end-to-end platform, Orchard has created a smarter way for participants in the private credit markets to interact, evaluate deals, and move forward with simple and complex transactions more efficiently.
Orchard Platform does not provide legal advice, tax advice, or accounting advice. Before making any investment or executing any transaction, you should consult with your legal, tax, and accounting advisors with respect to the suitability, value, and risk of such investment or transaction.
Investment advisory services are provided to clients by Orchard Platform Advisors, LLC, an SEC-registered investment adviser headquartered in New York, N.Y. Orchard produces the Orchard U.S.
Consumer Marketplace Lending Index—the only industry-wide direct lending performance benchmark—and has been named one of the Next Billion Dollar Startups by Forbes. The commentary and insights posted on its blog, and the data and research available to everyone on its platform, have cemented Orchard as a thought leader in its industry.
For more information, visit www.orchardplatform.com. About Orchard Platform Markets, LLC Orchard Platform Markets, LLC is a wholly-owned subsidiary of Orchard App Inc., and is an SEC-registered broker-dealer and member of FINRA and SIPC.
The mission of Orchard Platform Markets, LLC is to provide a transparent, technologically optimized platform for loan originators and institutional investors to safely and securely connect, evaluate potential deals, and move forward with multiple types of transactions. For more information, visit www.orchardplatformmarkets.com..
Relationship Science (RelSci) is a technology solutions company that helps individuals and organizations leverage their relationships for a competitive business advantage. The RelSci platform provides deep information about over 10 million individuals and 2 million organizations worldwide – who they are and who they know, what you have in common with them, and how you can gain access to them and their organizations.
Our relationship mapping tool empowers you to discover new relationships, advance existing ones, and maximize every opportunity.. .
Lightspeed Trading offers clients access to our proprietary order execution system, Lightspeed Trader, real time risk and margin management tools, equity and option market data scanners, and a high frequency equity DMA infrastructure. Lightspeed Trading delivers cost effective equity and option order execution combined with fast and reliable market quotes through its robust quote infrastructure and proprietary order management system.
In addition to Lightspeed’s proprietary products, access to ten certified third party trading platforms presents clients with the ability to build a flexible combination of trading products tailored to fit their needs. Lightspeed Institutional supports professional traders, funds, institutions, and separately managed accounts by providing a complete suite of technology, Regulation T and portfolio margin leverage, access to our agency-only trade desk, as well as execution and clearing services.
Offices are located in both New York and Chicago, and remote access to all products is available. Clients have long recognized the value of Lightspeed Trading’s customized approach.
The client experience perfectly balances robust and flexible technology solutions with focused, experienced, and high touch service.. .
For the first time, in the palm of your hand, you have an advocate to help you manage your money. A partner who is looking out for you.
All within the Clarity Money app, you can lower your bills, cancel wasteful accounts, transfer money, create a savings account and get your credit score. The app also provides unprecedented transparency into your spending.
It’s beautiful, easy to use and there is nothing like it on the market. Download now on the iOS App store Sign-up today: https://claritymoney.com/app.
Lightyear is a developer of a web application platform that helps businesses save time and money in buying IT infrastructure. Its platform helps to navigate and manage the implementation of the entire IT buying process by signing contracts and handling renewals which switch analysis in the dashboard itself that enable businesses to save time and money while buying IT infrastructure online.
Co-founded by Dennis Thankachan and Ryan Schrack in 2019, Lightyear is headquartered in New York.. .
7Park Data transforms data to revolutionize business decisions. Leveraging advanced machine intelligence, its platform transforms one petabyte of unstructured information into performance indicators for over 10,000 companies globally.
Its clients are the most sophisticated investment firms and Fortune 500 corporations who depend on 7Park Data for more accurate benchmarking, forecasting, and strategic decision making. 7Park Data offers Avenue Suite, a collection of dashboards enabling business users to access, download, and visualize data.
Avenue I/O, our developer site, provides open-source tools to quickly and easily build analytical products powered by our APIs. 7Park Data was founded in 2012 and is headquartered in New York City..
Grasshopper is a fast-paced startup that will change the face of fintech. We’re led by industry heavyweights who have over 200 years of combined experience in commercial banking and financial services.
Grasshopper is a digital bank serving founders, their companies, and the investors supporting them across the innovation economy. It makes banking simple, secure, effortless and transparent..
Capitalize is a fintech company that helps people find and transfer old retirement accounts and open new ones. It believes all Americans should retire with enough money for a life of dignity.
Over time, they intend to eliminate all of the friction in the retirement savings system that stops them from doing so. Capitalize is a well-funded, early-stage company backed by leading venture capital investors in New York (Greycroft, RRE Ventures), the Bay Area (Bling Capital), and Los Angeles (Walkabout Ventures).
It was founded in 2019 and is headquartered in New York, New York.. .
Kindur is a new-kind of financial company that helps baby boomers embrace modern retirement. Through Kindur’s straight forward digital advice, we make sense of your savings, insurance, social security and healthcare costs so that you can focus on enjoying your hard-earned retirement with confidence.
We want you to always know where you stand, how much you have to spend and help you prepare for the unexpected. Our signature retirement paycheck puts you in the driver’s seat to retire fearlessly.
Learn more at www.kindur.com. .
Based in New York, Kickstarter is an online crowdfunding platform and community that enables artists, musicians, filmmakers, designers, and other creators to raise funds for various community projects focused on movies, music, art, theater, games, comics, technology, fashion, food, design, and photography. Individuals who back these projects are offered tangible rewards and one-of-a-kind experiences in exchange for their pledges.
Kickstarter applies a 5% fee on the total amount of the funds raised and their payments processor applies an additional 3–5% fee. The platform was launched in April 2009 and is based in New York, U.S..
CrowdTwist is an industry-leading provider of comprehensive multichannel loyalty and analytics solutions that drive engagement and incremental spend, leading to better customer data, stronger insight, and more personalized experiences. We are revolutionizing loyalty, helping top brands including Pepsi, Nestlé Purina, L’Oreal, and Zumiez develop a deeper understanding of customers.
For more information visit: www.crowdtwist.com.. .
LendKey is a financial technology company that creates white-labeled lending solutions that transform financial institutions into profitable digital lending businesses. The company manages the entire lending process, which includes: demand generation, online decisioning, loan origination, customer service and balance sheet management.
Based in New York and Cincinnati, the company was founded in 2009.. .
Financial Institutions, Inc. is a financial holding company for Five Star Bank, a New York State chartered community bank, and Five Star Investment Services, Inc., a brokerage subsidiary.
The Company, through its banking and financial services subsidiary, conducts business in 15 contiguous counties in Western and Central New York.. .
EvolutionIQ provides vertical fraud detection and investigation platform for insurance companies. Its mission is to train a large-scale model to understand the world and find bad actors, then deploy cutting edge workflow tools to enhance the model’s impact.
The company was founded in 2019 and headquartered in New York.. .
Lore (formerly Coursekit) is reshaping education for the Internet age. Lore is a community of curious people, spanning every discipline, campus, country, and age.
It’s a platform for learning: a new venue for education that allows you to explore.. .
Trading Ticket, a startup based out of New York, wants to develop a suite of products that will help consumers become more active, and proactive, investors. TradeIt is a patent pending technology that is in alpha on a publicly listed publishing platform.
TradeIt allows users to quickly and easily place orders with their existing online brokerage accounts from any website or mobile device. Developed by 3 leading financial technology veterans, TradeIt has built a robust technology platform that can be easily integrated and embedded into any website, mobile device or advertising unit.
TradeIt has navigated the complexities of legal compliance and security concerns to allow for online traders to have safe, fast, frictionless ordering.. .
Placemeter is an urban intelligence platform. We quantify modern cities worldwide.
Our platform leverages proprietary computer vision technology to make sense of both archival and live video streams. First, Placemeter detects hidden patterns in pedestrian and vehicular traffic.
Then, we predict how those patterns will evolve over time. The result is stronger businesses, safer streets and highly innovative neighborhoods.
The answers you need are all around us. Quantify your world at http://www.placemeter.com..
With an intuitive and playful user experience, Kapitall is the next generation investing platform where modern investors can learn about the market, research stocks and funds, share investing ideas, and build virtual and real brokerage portfolios. Interacting with company stocks is as easy as drag, drop and trade℠.
Founded in 2008 by video game entrepreneur Gaspard de Dreuzy and financial technologist Serge Kreiker, Kapitall uses the gaming experience to break the established online trading mold, as the leading investing platform for emerging investors. Jarrett Lilien, former E*TRADE President and COO, joined the team as CEO in 2012.
Based in SoHo, New York, Kapitall has more than 170,000 community members, and in 2013, was awarded a Webby Honoree in Financial Services. For more information, go to www.kapitall.com, learn more about the team here, or visit Kapitall Wire for education and investing ideas.
For the latest news, follow Kapitall on Facebook, Twitter, Google+, and LinkedIn. Kapitall Generation, LLC is a wholly owned subsidiary of Kapitall, Inc.
Securities products are offered through Kapitall Generation, LLC, member FINRA/SIPC.. .
QuantConnect breaks down barriers to algorithmic trading by providing market data and a cluster computer so any engineer can quickly design an algorithmic trading system. They run monthly trading competitions to recruit the best engineers and give them access to capital.
We crowd-source algorithms to democratize finance and empower people with powerful investments.. .
Kashable offers low-cost loans for any purpose. Eligible federal and company-sponsored employees can apply online in minutes and set up automatic repayment via structured payroll deductions.
Kashable is an intelligent option for those looking to tackle expensive debt, cover unexpected expenses, or access an affordable financing option. We provide an instant decision online with funds deposited directly to your bank account within 3 business days from approval.
We are Socially Responsible Credit™. .
DRAFT is a daily fantasy sports company (DFS). On DRAFT, players do simple drafts (unlike the salary cap format) just like the ones they do at the beginning of their season long leagues, but lasting one day or week, and taking only minutes to complete.
DRAFT brings DFS back to what it should have been, a simple, fair and fun game, that was designed for this regulatory environment — with player’s chances of winning on DRAFT being almost 3X better than on FanDuel or DraftKings. DRAFT is backed by Upfront Ventures, The Chernin Group and more..
ForwardLane is a fast-growing, award-winning applied AI fintech startup that dramatically enhances productivity with AI-powered insights for financial advisors and fund distributors. Our patent-pending insight platform featuring NLP built for financial services, synthesizes data to find signals for personalized client engagement.
The platform delivers insights integrated into financial advisor and fund distributors workflows in CRM, with Salesforce being a key partner. The platform acts as a powerful “virtual analyst” reviewing all the data across all clients everyday, ranking and scoring it and then surfacing signals for growth opportunities, wallet share increase, retention conversations and awareness across the book as to who to reach out to, and what to talk about.
Together this fuels organic, scalable growth through frequent, proactive personalized engagement.. .
DataArt is a global software engineering firm that takes a uniquely human approach to solve problems. They help clients create custom software that improves their operations and opens new markets.
It is powered by their People First principle and work with clients at any scale and on any platform. They integrate their engineering excellence with deeply human values that drive their business and their approach to relationships: curiosity, empathy, trust, honesty, and intuition.
These qualities help them deliver high-value, high-quality solutions that their clients depend on, and lifetime partnerships they believe in.. .
Market Realist is a financial media outlet dedicated to democratizing the investment process by making institutional-level market data and analysis accessible to all investors at a fraction of traditional costs. It has reached more than 20 million readers, ranging from the average investor looking for stock picks to financial professionals at top institutions.
Its team of more than 50 financial analysts is led by seasoned market investors and traders who understand investment needs. Market Realist publishes more than 200 market reports each day, as well as produces deep-dive articles on analyses and market trends.
Its flagship newsletter featuring stock picks debuted in July 2018.. .
Affinity is a provider of loyalty programs for financial institutions, insurance companies, and publishers in the U.S. It helps financial institutions and retailers craft precision marketing programs that drive customer acquisition, share-of-wallet, and loyalty.
It drives better business outcomes for financial institutions and marketers, leveraging real-time and secure access into where and when consumers are spending across brands, categories, geographies, and buying channels. Affinity Solutions was founded in 1998 and is headquartered in New York, New York..
Founded in 2011, Bytemark provides comprehensive Mobility as a Service (MaaS) and Payments as a Service (PaaS) solutions to cities and agencies around the globe. Bytemark helps partners deliver a seamless and enjoyable travel experience for their riders.
The company’s core offerings include tools for travel planning, parking management, fare payments, and more. Bytemark holds patents for distributing electronic tickets with visual display as well as electronic ticket validation using proximity detection.
Learn more at Bytemark.co.. .
Kroll Bond Rating Agency
KBRA is a full service credit rating agency registered with the U.S. Securities and Exchange Commission as an NRSRO.
In addition, KBRA is designated as a designated rating organization by the Ontario Securities Commission for issuers of asset-backed securities to file a short form prospectus or shelf prospectus, is recognized by the National Association of Insurance Commissioners as a Credit Rating Provider, and is a certified Credit Rating Agency (CRA) by the European Securities and Markets Authority (ESMA). Kroll Bond Rating Agency Europe Limited is registered with ESMA as a CRA..
Trusted Insight is an LP network that provides institutional investors with curated news, jobs, rankings, online and offline events, and a forum. With over 140,000 members on the platform controlling over $18 Trillion in assets, Trusted Insight is the fastest growing and most trusted alternative platform.
30,000 institutional investors engage with Trusted Insight each week. They are actively investing in alternative assets, primarily private equity, hedge funds, real estate and private companies.
Founded by Alex Bangash, Trusted Insight started in 2010 and is venture-funded and revenue-producing. Its investors were the first investors or founders of Facebook, LinkedIn, Mint, Match.com, and Blackstone, among others.
The company has offices in NYC and San Francisco.. .
Validity Finance provide financing for a variety of legal disputes, share financial risk and provide assistance to its clients.Validity focuses on improving the client’s experience of the legal system. Validity management has championed the sustainable expansion of funding over the last 12 years.
Validity has offices in New York, Houston and Chicago.. .
Cyndx is an advanced technology platform that provides growing companies, investors and financial institutions access to a broad spectrum of curated data to enhance capital raising, M&A transactions and other business opportunities.” Our team of seasoned investment bankers, data scientists and M&A specialists built the Cyndx platform to enable buyers and sellers to quickly discover connections and opportunities that others have missed. Cyndx uses AI, deep learning and NLP-driven proprietary algorithms to make data smarter and make raising growth capital, finding investment or acquisition opportunities, and managing a company’s cap table simple, efficient and intelligent.
Cyndx was launched by James McVeigh, October 2013, and is based in New York, United States.. .
Anixa is a publicly-traded biotechnology company focused on harnessing the body’s immune system in the fight against cancer. Anixa’s therapeutic portfolio includes a cancer vaccine technology focused on the immunization against α-Lactalbumin to prevent triple negative breast cancer (TNBC), as well as a cancer immunotherapy program which uses a novel type of CAR-T, known as chimeric endocrine receptor T-cell (CER-T) technology.
The company’s diagnostic portfolio consists of Cchek™, a liquid biopsy technology for early detection of solid tumors based on the body’s immune response to the presence of a malignancy. Anixa continually examines emerging technologies in complementary fields for further development and commercialization..
Quantitative Brokers, an independent, global financial technology company, provides advanced algorithms and data-driven analytics to clients in the Futures and US Cash Treasury markets. QB continually develops and innovates an evolving suite of products to reduce implicit trading costs for its clients.
QB has offices in New York City, London and Chennai.. .
National General Insurance
National General Insurance is a specialty personal lines holding company providing a variety of insurance products. The company’s insurance products include personal and commercial automobile, homeowners, umbrella, recreational vehicle, motorcycle, lender-placed, supplemental health, and other niche insurance products.
It sells insurance products with a focus on underwriting profitability through a combination of its customized and predictive analytics and its technology is driven low-cost infrastructure.. .
Valuation App serves as a portable tool for finance professionals who would like to perform complex calculations on the go, without resorting to their excel spreadsheets for available models. The app allows you to thoroughly analyze businesses and startups.
Entrepreneurs and startups need no other tool. The valuation techniques used are on par with what’s used in the real world.
Say goodbye to the complex calculations. Valuation App is a tool for entrepreneurs, investment bankers, investors and venture capitalists to perform complex calculations and valuation techniques, from their Android devices.
There is no app on the Android marketplace that does what this app does. The app enables analysis, forecasting and projections of businesses and startups.
Valuation techniques include Discounted Cash Flow (DCF), Comparable Analysis or Relative Valuation, Precedent Transactions. The app is available for free with an in-app upgrade.
The free version provides access to simple calculations, such as Beta, Capital Asset Pricing Model (CAPM), Weighted Average Cost of Capital, (WACC), Free Cash Flows (FCF) and Time Value of Money (TVM). The full version,available as an in-app upgrade for $0.99, provides access to complex calculations and techniques..
This article was written by David Friedmman from Welp Magazine. The editor for this article was Tess Page. If your company is featured in this article and you want to have amendments made please contact us on: [email protected].
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