Top 100 Finance Companies in New York

New York, often regarded as the financial capital of the world, is a dynamic hub for finance companies of all sizes and specializations. Clodura.AI has meticulously curated a list of the top 100 finance companies in New York, providing you with a roadmap to navigate this thriving industry. 

Unlock Opportunities in the Financial Epicenter: New York's finance sector offers a plethora of opportunities, from traditional banking to cutting-edge fintech. Clodura.AI's list grants you access to influential decision-makers and industry giants. 

Comprehensive Overview: The finance landscape in New York is diverse, covering a wide array of financial services. Our list offers a comprehensive snapshot of this vibrant ecosystem, helping you identify the players that align with your goals. 

Stay Ahead in a Fast-Paced Industry: The finance industry is known for its rapid transformations. Clodura.AI ensures you're always ahead of the curve, providing you with the latest updates and trends to make informed decisions. 

Effortless Networking: Networking is key in the finance world. Our platform simplifies this process by connecting you directly with CFOs, financial analysts, CEOs, and other influential professionals. Forge collaborations, explore synergies, and build lasting relationships. 

Discover the Future of Finance: New York's finance sector is synonymous with innovation. Whether you're an investor, entrepreneur, or professional, this list opens doors to explore the future of finance in the Empire State. 

Seize the Financial Hub: Download Clodura.AI's list of the top 100 finance companies in New York today. Your journey into the heart of global finance begins here. 

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PyriCoin(Financial Services)LinkedIn Icon

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10000+

State: New York

Country: United States

Revenue: 1B+

PyriCoin is a peer-to-peer cryptocurrency and open-source software project released under the MIT/X11 license. Creation and transfer of coins is based on an open source cryptographic protocol and is not managed by any central authority.

Adler, Levy, Jee & Lubin Wealth Management of Raymond James(Financial Services)LinkedIn Icon

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10000+

State: New York

Country: United States

Revenue: 1B+

Adler, Levy, Jee & Lubin Wealth Management of Raymond James began in 1987 as a partnership between Steve Adler and Mark Levy. Our team has grown considerably since then, as have our capabilities for serving them. Our team has a deep bench of complementary expertise with specialization in retirement planning and investment management, as well as a strong network of professionals including accountants and estate attorneys, and access to lending solutions. With an average tenure of almost 30 years in wealth management, we combine our talents with a holistic approach to developing strategies where each plan is unique, and our clients benefit from our ability to anticipate and meet their complex needs. Our clients have trusted us to manage, preserve and transfer their wealth and we are proud that they refer us to their friends and family. Our teams longevity and success demonstrate the values and loyalty we bring to each client relationship. Compliance Disclosure: Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability. Please follow this link to additional disclosures: http://raymondjames.com/smrja.htm Raymond James & Associates, Inc., member New York Stock Exchange/SIPC

Fiducial North America(Financial Services)LinkedIn Icon

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+1 410-910-5885

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10000+

State: New York

Country: United States

Revenue: 1B+

Fiducial is a major provider of expert professional services to businesses, entrepreneurs, and individuals. As true partners in business, we allow our clients to focus on what they do best so they may exceed their highest goals. By combining the power of a multinational, full-service company along with the personal attention of a local network, Fiducial offers a comprehensive solution to clients specific needs and challenges. As a quickly growing firm organized for success, we are looking for sharp, motivated individuals who want to be a part of our team serving those business owners and individuals making a difference. Discover more at https://www.fiducial.com

Wealthy Business Owners Network(Financial Services)LinkedIn Icon

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10000+

State: New York

Country: United States

Revenue: 1B+

I believe that there is more to life than just being stuck at a 9-5 job. If you are tired of struggling & living paycheck to paycheck, watch the 2nd video below & learn how you can start changing your life starting TODAY!

Quantitative Services Group QSG(Financial Services)LinkedIn Icon

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+91 124 454 2600

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10000+

State: New York

Country: United States

Revenue: 1B+

QSG was acquired by Markit in November 2011. Markit and IHS merged in 2016 to form IHS Markit. To learn more, visit: http://www.ihsmarkit.com

Citi Private Bank(Financial Services)LinkedIn Icon

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+1 213-239-1927

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10000+

State: New York

Country: United States

Revenue: 1B+

We are dedicated to serving worldly and wealthy individuals, and their families with private banking services around the world. Our clients have business, investment, real estate and family interests in multiple geographic regions, requiring a customized private banking approach thats entirely connected. Our Global Client Service enables our wealth experts across geographies to unite and form one dedicated team around our clients global needs. Uniquely for a private bank, our position within Citis Institutional Clients Group enables us to connect our clients businesses to the same corporate and investment banking services that the worlds top companies and governments benefit from. And for the over 1400 Global Family Offices that we serve, we not only help them invest, borrow, manage cash and plan, but we also advise on industry best practices and connect them to their peers from across the world through our renowned events program. And we can help our clients navigate wealth legacy issues across borders for future generations. In short, we provide Private Banking for Global Citizens

Laurel Road(Financial Services)LinkedIn Icon

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10000+

State: New York

Country: United States

Revenue: 1B+

Laurel Road began originating student loans in 2013 and has since helped thousands of professionals with undergraduate and postgraduate degrees consolidate and refinance more than $4 billion in federal and private school loans. Laurel Road also offers a suite of online graduate school loan products, mortgages and personal loans that helps simplify lending through customized technology and personalized service. In April 2019, Laurel Road was acquired by KeyBank, one of the nations largest bank-based financial services companies. Laurel Road is a brand of KeyBank National Association offering online lending products in all 50 U.S. states, Washington, D.C., and Puerto Rico. The mortgage product is not offered in Puerto Rico. KeyBank is a Member FDIC, Equal Housing Lender. NMLS ID # 399797.

Top Small Cap Stocks(Financial Services)LinkedIn Icon

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10000+

State: New York

Country: United States

Revenue: 1B+

Top Small Cap Stocks is committed to providing the best equity research in the small cap space.

Mastercard Data & Services(Financial Services)LinkedIn Icon

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10000+

State: New York

Country: United States

Revenue: 1B+

Mastercard Data & Services encompasses Mastercards (NYSE: MA) offerings beyond the transaction. We provide customers across industries and geographies with a tailored portfolio of solutions to address their business pain points. By harnessing the power of our real-time, anonymized and aggregated transaction data, powerful software platforms and wealth of expertise, we empower customers to unlock a holistic view of consumer behavior beyond their four walls, distill actionable insights and make more data-driven decisions. With compelling offerings for financial institutions, retailers, telecommunications organizations, travel companies and more, our services drive efficiency and value and enable our customers to solve business problems from end to end.

KPMG US(Financial Services)LinkedIn Icon

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+44 20 7311 1000

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10000+

State: New York

Country: United States

Revenue: 1B+

KPMG is one of the worlds leading professional services firms and the fastest growing Big Four accounting firm in the United States. With 75+ offices and more than 40,000 employees and partners throughout the US, were leading the industry in new and exciting ways. Our size and strength make us much more agile and responsive to changing trends

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Bank of the West/BNP Paribas NY Wealth Management(Financial Services)LinkedIn Icon

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10000+

State: New York

Country: United States

Revenue: 1B+

We are the Wealth Management Office for Bank of the West/BNP Paribas in New York City. We serve International, Expat, and US Clients. We create a tailored experience for our clients, with an outstanding attention to details. Our expertise ranges from precise local knowledge to expansive global know-how, through our International local team as well as our strong group presence in 77 countries. Our priority is to provide a smooth experience for worldwide clients where global needs and issues can be complex. For over 140 years, Bank of the West, a subsidiary of BNP Paribas, has worked with individuals, families, businesses and institutions to deliver services and solutions that help build, preserve and manage wealth. You have meaningful goals and we can help you reach them. Our dedicated experts and professionals that allow us to specialize in the following services, amongst others: Personalized Banking Advance Credit Strategies International and Local Wealth Planning Investment and Financial Planning Estate Planning Services Personalized Managed Investment Strategies Next Generation Education Plans Feel free to reach us at NewYork.WMG@bankofthewest.com Advisors are registered representatives of BancWest Investment Services, a registered broker/dealer, Member FINRA/SIPC, and SEC Registered Investment Adviser. Bank of the West and its various affiliates and subsidiaries do not endorse or adopt comments posted by third parties on LinkedIn. Comments posted by third parties are their own, and may not be representative or indicative of others opinions, views, and experiences. Investments NOT FDIC INSURED * NOT BANK GUARANTEED * MAY LOSE VALUE

Citi(Financial Services)LinkedIn Icon

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+49 69 13660

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10000+

State: New York

Country: United States

Revenue: 1B+

Citis mission is to serve as a trusted partner to our clients by responsibly providing financial services that enable growth and economic progress. Our core activities are safeguarding assets, lending money, making payments and accessing the capital markets on behalf of our clients. We have 200 years of experience helping our clients meet the worlds toughest challenges and embrace its greatest opportunities. We are Citi, the global bank an institution connecting millions of people across hundreds of countries and cities. For information on Citis commitment to privacy, visit on.citi/privacy

Barclays Corporate & Investment Bank(Financial Services)LinkedIn Icon

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+33 1 44 58 32 32

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10000+

State: New York

Country: United States

Revenue: 1B+

Barclays Corporate & Investment Bank deploys capital and intelligence to help our clients solve some of the most pressing issues facing businesses, markets and economies. The Corporate and Investment Bank is comprised of the Investment Banking, Corporate Banking, Global Markets and Research businesses, aiding money managers, financial institutions, governments, supranational organisations and corporate clients around the globe. We offer a full spectrum of strategic advisory, financing and risk management solutions to drive innovation and growth. For over 330 years, our commitment to shared success has been at the heart of what we do, because we are all at our best when we all progress. For further information about Barclays Corporate and Investment Bank, please visit our website https://www.cib.barclays.

Moodys Corporation(Financial Services)LinkedIn Icon

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+1 212-553-1653

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10000+

State: New York

Country: United States

Revenue: 1B+

Moodys is a global integrated risk assessment firm that empowers organizations to make better decisions. Our data, analytical solutions and insights help decision-makers identify opportunities and manage the risks of doing business with others. We believe that greater transparency, more informed decisions, and fair access to information open the door to shared progress. With over 11,000 employees in more than 40 countries, Moodys combines international presence with local expertise and over a century of experience in financial markets

Goldman Sachs(Financial Services)LinkedIn Icon

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+1 770-663-6160

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10000+

State: New York

Country: United States

Revenue: 1B+

At Goldman Sachs, we believe progress is everyones business. Thats why we commit our people, capital and ideas to help our clients, shareholders and the communities we serve to grow. Founded in 1869, Goldman Sachs is a leading global investment banking, securities and investment management firm. Headquartered in New York, we maintain offices in all major financial centers around the world. More about our company can be found at www.goldmansachs.com For insights on developments currently shaping markets, industries and the global economy, subscribe to BRIEFINGS, a weekly email from Goldman Sachs. Copy and paste this link into your browser to sign up: http://link.gs.com/Qxf3 gs.com/social-media-disclosures

New York Life Insurance Company(Financial Services)LinkedIn Icon

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10000+

State: New York

Country: United States

Revenue: 1B+

For over 175 years, weve been helping people put love into action. As a mutual company we hold ourselves to the highest standards of transparency, objectivity, and integrity. Were committed to improving local communities through a culture of giving and volunteerism, supported by our own New York Life Foundation. Join a company that values development, career growth, collaboration, innovation, and diversity & inclusion. Through various resources and programs, you can grow your career while developing personally and professionally. We invite you to bring your talents here, so we can continue the good to help families and businesses Be Good at Life. New York Life is an Equal Opportunity Employer M/F/Disability/Veteran/Sexual Orientation/Gender Identity

J.P. Morgan Asset Management(Financial Services)LinkedIn Icon

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10000+

State: New York

Country: United States

Revenue: 1B+

At J.P. Morgan Asset Management, we believe investors deserve an expert global partner they can trust to step up and deliver strong outcomes. From the largest institutional investors around the world to financial advisors around the corner, our clients rely on the power of perspective to help build stronger portfolios and solve their toughest challenges. Our perspective draws on knowledge earned over a century of investing through every market cycle. Today, with market intelligence trusted the world over, we offer deep, actionable insights. From our vantage point, we strive to see correlations others miss and seize opportunities that our global, connected view can deliver. Through our fully ESG-integrated investment platform, enhanced investment stewardship, and range of ESG-focused strategies, we invest for sustainable return in a sustainable world. Our clients trust us to manage $2.5 trillion in assets to secure what matters most to the individuals, families, companies, and communities they serve. To make the most of retirements. To help protect endowments. To strengthen returns. To enjoy hard-earned success. To any challenge our clients face, we say, Lets Solve It. This content is exclusively for institutional/wholesale/professional clients and qualified investors only as defined by local laws and regulations. To access disclosures, please visit website link below: https://am.jpmorgan.com/ https://am.jpmorgan.com/us/en/asset-management/adv/social-media-disclosure/ https://www.jpmorgan.com/content/dam/jpm/global/disclosures/disclosure-notice/social_media_policy.pdf

Marsh McLennan(Financial Services)LinkedIn Icon

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+1 212-345-5000

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10000+

State: New York

Country: United States

Revenue: 1B+

Marsh McLennan (NYSE: MMC) is the worlds leading professional services firm in the areas of risk, strategy and people. The Companys more than 85,000 colleagues advise clients in 130 countries. With annual revenue of over $20 billion, Marsh McLennan helps clients navigate an increasingly dynamic and complex environment through four market-leading businesses. Marsh provides data driven risk advisory services and insurance solutions to commercial and consumer clients. Guy Carpenter develops advanced risk, reinsurance and capital strategies that help clients grow profitably and pursue emerging opportunities. Mercer delivers advice and technology-driven solutions that help organizations redefine the world of work, reshape retirement and investment outcomes, and unlock health and wellbeing for a changing workforce. Oliver Wyman serves as a critical strategic, economic and brand advisor to private sector and governmental clients. Follow us on Twitter at @marshmclennan

American Express Business(Financial Services)LinkedIn Icon

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+966 11 292 6663

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10000+

State: New York

Country: United States

Revenue: 1B+

With the powerful backing to keep you moving forward, American Express is here to help you get business done. Comments are encouraged but we do ask you to respect the community. All commentary will be reviewed and any items posted that are disruptive, offensive or use profanity will be removed. American Express wishes to protect the integrity of this community and ask that all participation be appropriate and relevant to the content on this page. Please note, the opinions of those commenting on this page do not necessarily reflect the opinions of American Express. For more information, please review our community guidelines http://about.americanexpress.com/community-guidelines If you have a customer service issue or question, please visit www.americanexpress.com/contactus

Dean Witter Reynolds Morgan Stanley(Financial Services)LinkedIn Icon

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+1 212-761-4000

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10000+

State: New York

Country: United States

Revenue: 1B+

Dean Witter Reynolds was an international financial services and securities firm catering to retail clients. Prior to its merger with Morgan Stanley in 1997, it was among the largest retail firms in the securities industry with over 9,000 account executives and was among the largest members of the New York Stock Exchange. The company served over 3.2 million clients primarily in the United States. Dean Witter provided investment banking and brokerage services as well as mutual funds and other investment products for individuals. The companys asset management arm, Dean Witter InterCapital, with total assets of $90 billion prior to the merger, was one of the largest asset management operations in the USA

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BNY Mellon Wealth Management(Financial Services)LinkedIn Icon

CompanySize Icon

10000+

State: New York

Country: United States

Revenue: 1B+

BNY Mellon Wealth Management is one of the nations top 10 wealth managers. Combining the strengths of a global financial leader with the care and commitment of a small firm, we draw upon leadership in all wealth management disciplines, offering an extensive range of resources that are customized to serve the unique needs of each client. We believe that preserving wealth is just as important as creating it. Thats why we bring exceptional knowledge and innovative wealth management solutions to high net worth individuals, family offices, planned giving programs, endowments and foundations. Our practice of applying expert capabilities consistently for each clients individual circumstance has resulted in a high level of client satisfaction and enduring relationships that span market cycles and generations. *BNY Mellon Wealth Management conducts business through various operating subsidiaries of The Bank of New York Mellon Corporation

American Express(Financial Services)LinkedIn Icon

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+43 810 910940247

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10000+

State: New York

Country: United States

Revenue: 1B+

At American Express, we know that with the right backing, people and businesses have the power to progress in incredible ways. Whether were supporting our customers financial confidence to move ahead, taking commerce to new heights, or encouraging people to explore the world, our colleagues are constantly striving to uphold our powerful backing promise to our customers and each other every day. These beliefs have been our North Star for 170 years as our business transformed from helping evacuate travelers during World Wars, to ensuring the safety of our customers funds during the Great Depression in the U.S., to creating the Shop Small movement to help small businesses recover from the Financial Crisis, to providing aid to communities impacted by many natural disasters and so much more. For generations, the key to our success has been the determination and resilience of our American Express colleagues. Now, as a globally integrated payments company, we work together to provide customers with access to products, insights and world-class experiences that enrich lives and build business success. Join us and lets lead the way together. Check out the recent awards were proud of: Human Rights Campaign Corporate Equality Index Score of 100% - 2021 FORTUNE 100 Best Companies to Work For - 2021 FORTUNE 100 Best Companies to Work For - 2020 FORTUNE Worlds Most Admired Companies - 2020 FORTUNE 100 Best Workplaces for Women 2020 FORTUNE 100 Best Workplaces for Diversity - 2019 Learn more about us at: https://www.americanexpress.com/ https://www.facebook.com/AmericanExpressUS https://www.instagram.com/americanexpress/ https://twitter.com/americanexpress https://www.youtube.com/user/AmericanExpress See our community guidelines at: https://about.americanexpress.com/Community-Guidelines/ If you have a customer service issue or question, please visit www.americanexpress.com/contactus

LunchByte Systems (acquired by Heartland School Solutions and Global Payments)(Financial Services)LinkedIn Icon

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10000+

State: New York

Country: United States

Revenue: 1B+

LunchByte Systems (the home of NUTRIKIDS) was acquired in 2012 by Heartland School Solutions, a division of Heartland Payment Systems, Inc. Heartland was subsequently acquired by Global Payments in 2017

Omar Priamerica Financial Services(Financial Services)LinkedIn Icon

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10000+

State: New York

Country: United States

Revenue: 1B+

Primerica is the largest independent financial services marketing organization in North America. For more than 40 years, our representatives have served Main Street families just like yours, providing a strong foundation of financial education and offering affordable solutions to meet our clients needs. Listed on the New York Stock Exchange (PRI)More than 5 million lives insured through our life companies*More than 2 million client investment accounts*$764 billion of term life insurance in force*An average of $3.8 million in benefit claims paid every day*Investment clients have more than $61 billion in asset values in their Primerica investment accounts.* The numbers show our impact, but they only tell part of the story. We believe who we are is defined every time one of our representatives sits across the kitchen table with a new family, listens to their goals and dreams, and provides a common sense strategy to empower the family to achieve those goals. We are proud of the difference we make in communities all across North America. As of August 3, 2015. Americas 50 Most Trustworthy Financial Companies ranking compiled by MSCI ESG Research. Numerical score based on Aggressive Accounting and Governance Risk: (AGR), which is determined by factors including high risk events, revenue and expense recognition methods, SEC action and bankruptcy risks. *Numbers reflect the combined totals or daily average, as indicated above, as of, or for the year ended, December 31, 2017, for the following affiliated companies: Life Insurance: National Benefit Life Insurance Company (Home Office: Long Island City, NY) in New York; Primerica Life Insurance Company (Executive Offices: Duluth, GA) in all other U.S. jurisdictions; Primerica Life Insurance Company of Canada (Head Office: Mississauga, ON) in Canada. Investments: In the United States, securities are offered by PFS Investments Inc., 1 Primerica Parkway, Duluth, Georgia 30099-0001; In Canada, mutual funds are offered by PFSL Investments Canada Ltd., mutual fund dealer, and segregated funds are offered by Primerica Life Insurance Company of Canada, Head Office: Mississauga, Ontario. Each company is responsible for its own financial obligations

BlackRock(Financial Services)LinkedIn Icon

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+352 34 20 10 4201

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10000+

State: New York

Country: United States

Revenue: 1B+

BlackRock is a global asset manager and technology provider. Our purpose is to help more and more people experience financial well-being. We help millions of people invest to build savings that serve them throughout their lives. We make investing easier and more affordable. We advance sustainable investing because our conviction is it delivers better outcomes for investors. We contribute to a more resilient economy that benefits more people. Together with our clients, were contributing to a more equitable and resilient world today and for generations to come. Thats why, were asking bigger questions of ourselves, our industry, and the world at large. Questions that challenge convention and give rise to new thinking. Because the bigger questions we ask, the bigger actions we can take. Follow us for global insights shaping the economy, innovative thinking around the path to net zero and more information on culture and careers at BlackRock. https://bit.ly/3n6Fxdy

S&P Global Market Intelligence(Financial Services)LinkedIn Icon

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+1 888-275-2822

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10000+

State: New York

Country: United States

Revenue: 1B+

At S&P Global Market Intelligence, we know that not all information is importantsome of it is vital. Accurate, deep and insightful. We integrate financial and industry data, research and news into tools that help track performance, generate alpha, identify investment ideas, understand competitive and industry dynamics, perform valuation and assess credit risk. Investment professionals, government agencies, corporations and universities globally can gain the intelligence essential to making business and financial decisions with conviction. S&P Global Market Intelligence is a division of S&P Global (NYSE: SPGI), which provides essential intelligence for individuals, companies and governments to make decisions with confidence. For more information, visit www.spglobal.com/marketintelligence. Disclosures: http://bit.ly/1vLpWhX

TIAA(Financial Services)LinkedIn Icon

Phone Icon

+1 800-719-0987

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10000+

State: New York

Country: United States

Revenue: 1B+

Founded to help educators retire with dignity, today were a market-leading retirement company fueled by world-class asset management. Were fighting harder than ever before for 5M+ clients and people who need us, creating new paths to growth and lifetime incomeand the confident, meaningful retirements that come with them. For our Terms of Use, please visit go.tiaa.org/termsofuse. Any guarantees under annuities issued by TIAA are subject to TIAAs claims-paying ability. TIAA-CREF Individual & Institutional Services, LLC, Members FINRA and SIPC, distribute securities products. TIAA is not responsible for the content or privacy policies of third-party sites to which you may link. 3026872

Steel Partners Holdings(Financial Services)LinkedIn Icon

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10000+

State: New York

Country: United States

Revenue: 1B+

Steel Partners Holdings L.P. (NYSE: SPLP) is a global diversified holding company that engages in multiple businesses through consolidated subsidiaries, associated companies and other interests.

Broadridge(Financial Services)LinkedIn Icon

Phone Icon

+1 800-353-0103

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10000+

State: New York

Country: United States

Revenue: 1B+

Broadridge, a global fintech leader with $5 billion in revenues, helps clients get ahead of todays challenges to capitalize on whats next with communications, technology and data and analytics solutions that help transform their businesses. The worlds leading companies and financial institutions recognize us as an invaluable partner. We handle millions of trades a day involving trillions of dollars, deliver essential communications for over 5,000 brands and manage shareholder voting in 90 countries

Asian Financial Society(Financial Services)LinkedIn Icon

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10000+

State: New York

Country: United States

Revenue: 1B+

The Asian Financial Society (AFS) was founded in New York City in 1984 by a group of pioneering Asian Wall Street bankers that envisioned Asias rising economy and its impact on the modern finance world. AFS aims to help its members accomplish their lifelong goals through career enhancement, business development and young professional support. In 30 years, AFS has accumulated more than 4,000 members from major Wall Street institutions covering all major finance sectors, while reaching another 11,000 friends and affiliates across the US and Asia

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Bloomberg LP(Financial Services)LinkedIn Icon

Phone Icon

+1 212-318-2000

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10000+

State: New York

Country: United States

Revenue: 1B+

Bloomberg is the worlds primary distributor of financial data and a top news provider of the 21st century. A global information and technology company, we use our dynamic network of data, ideas and analysis to solve difficult problems every day. Our customers around the world rely on us to deliver accurate, real-time business and market information that helps them make important financial decisions. At Bloomberg, we are guided by four core values that are the foundation of our continued success: innovation, collaboration, customer service and doing the right thing. We harness the power of data and technology to organize, understand and improve our world. Its our purpose. Come find yours.

M&T Bank(Financial Services)LinkedIn Icon

CompanySize Icon

10000+

State: New York

Country: United States

Revenue: 1B+

M&T Bank is a multi-state community-focused bank serving New York, Maryland, New Jersey, Pennsylvania, Delaware, Connecticut, Virginia, West Virginia and Washington, D.C. Founded in 1856, the company provides banking, investment, insurance and mortgage financial services to more than 3.6 million consumer, business and government clients. M&T Bank Corporation is an Equal Opportunity/Affirmative Action Employer, including disabilities and veterans. Equal Housing Lender. NMLS #381076. 2020 M&T Bank. Member FDIC

Merrill Lynch(Financial Services)LinkedIn Icon

CompanySize Icon

10000+

State: New York

Country: United States

Revenue: 1B+

Founded in 1914, Merrill is one of the largest wealth management businesses in the world. Merrill financial advisors combine financial knowledge and experience with a deep understanding of their clients needs to help their clients pursue the lives they want. With a deep commitment to placing their clients interests first, Merrill financial advisors draw upon the investment insights of Merrill and the banking insights of Bank of America to unlock opportunities tailored to their clients needs in many areas of their financial lives. The strategies our financial advisors offer go beyond investment management to include college savings strategies, retirement planning, eldercare, philanthropy, estate planning services, small business services, and access to cash management & banking strategies. Any opinions, views, statements, estimates or projections (posts) posted on this web page are solely those of the author(s). Merrill Lynch Global Wealth Management is part of Bank of America Corporations Global Wealth & Investment Management business. Additional Terms, Conditions & Disclaimers found here: https://www.ml.com/social-media/merrill-lynch-on-twitter.html Disclaimer The site is maintained by a third party that has no affiliation with Merrill Lynch, Pierce, Fenner & Smith Incorporated (MLPF&S or Merrill). The recommendations posted to this page by or about Merrill employees, are not endorsed by, and may not represent the views. This material is not intended to constitute a recommendation, offer or solicitation for the purchase or sale of any security financial instrument. or strategy. Always consult with your independent attorney, tax advisor, investment managers, and insurance agent for final recommendations and before changing or implementing any financial, tax, or estate planning strategy. Bank of America Linkedin Community Guidelines: http://about.bankofamerica.com/en-us/social-media/linkedin-communityguidelines.html

JPMorgan Chase Commercial Banking(Financial Services)LinkedIn Icon

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+1 800-935-9935

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10000+

State: New York

Country: United States

Revenue: 1B+

Rely on JPMorgan Chase Commercial Banking for comprehensive solutions, global capabilities, local teams and industry expertise to help your organization accomplish its goals. For Commercial Banking customer service, call 1-866-954-3718. For consumer customer service, call 1-800-935-9935. For important information visit: https://www.jpmorgan.com/commercial-banking/important-information

Morgan Stanley(Financial Services)LinkedIn Icon

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+1 212-761-4000

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10000+

State: New York

Country: United States

Revenue: 1B+

Morgan Stanley (NYSE: MS) is a leading global financial services firm providing a wide range of investment banking, securities, wealth management and investment management services. With offices in 42 countries, our firms employees serve clients worldwide including corporations, governments, institutions and individuals. We are committed to maintaining the first-class service and high standard of excellence that have always defined the firm and everything we do is guided by our five core values: Do the right thing, put clients first, lead with exceptional ideas, commit to diversity and inclusion, and give back

Cantor Fitzgerald(Financial Services)LinkedIn Icon

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+353 1 633 3804

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10000+

State: New York

Country: United States

Revenue: 1B+

Cantor Fitzgerald is a leading global financial services firm, serving clients from over 30 offices around the world. Founded in 1945 as a securities brokerage and investment bank, the firm pioneered computer-based bond trading, built one of the broadest distribution networks in the industry and became the markets premier dealer of government securities. Today, Cantor Fitzgerald is known for its strength across a diverse array of businesses, including equity and fixed income capital markets, investment banking, commercial real estate finance and services, prime brokerage, asset management and wealth management, and e-commerce and online ventures. In all its businesses, the firm is an acknowledged leader in developing advanced technologies to expand market access, and help clients achieve their most important financial and strategic objectives. This commitment to client-centered innovation has led to enduring relationships with many of the worlds most demanding institutional investors and corporations. For more information please visit www.cantor.com

JPMorgan Chase & Co(Financial Services)LinkedIn Icon

CompanySize Icon

10000+

State: New York

Country: United States

Revenue: 1B+

For over 200 years, JPMorgan Chase & Co has provided innovative financial solutions for consumers, small businesses, corporations, governments and institutions around the world. Today, were a leading global financial services firm with operations servicing clients in more than 100 countries. Whether we are serving customers, helping small businesses, or putting our skills to work with partners, we strive to identify issues and propose solutions that will propel the future and strengthen both our clients and our communities. 2017 JPMorgan Chase & Co. JPMorgan Chase is an equal opportunity and affirmative action employer Disability/Veteran.

Chase(Financial Services)LinkedIn Icon

Phone Icon

+1 212-464-1909

CompanySize Icon

10000+

State: New York

Country: United States

Revenue: 1B+

Our mission is to create engaged, lifelong experiences. We serve nearly half of Americas households with a broad range of financial services, including personal banking, credit cards, mortgages, auto financing, investment advice, small business loans and payment processing. For customer service, contact us via chase.com/customerservice. See full social media terms and conditions at chase.com/socialterms. JPMorgan Chase is an equal opportunity and affirmative action employer Disability/Veteran

Synechron(Financial Services)LinkedIn Icon

Phone Icon

+91 90283 52702

CompanySize Icon

10000+

State: New York

Country: United States

Revenue: 1B+

At Synechron, we believe in the power of digital to transform businesses for the better. Our global consulting firm combines creativity and innovative technology to deliver industry-leading digital solutions. Synechrons progressive technologies and optimization strategies span end-to-end Consulting, Design, Cloud, Data, and Engineering, servicing an array of noteworthy financial services and technology firms. Through research and development initiatives in our FinLabs we develop solutions for modernization, from Blockchain and Artificial Intelligence to Data Science models, Digital Underwriting, mobile-first applications and more. Over the last 20+ years, our company has been honored with multiple employer awards, recognizing our commitment to our talented teams. With top clients to boast about, Synechron has a global workforce of 14,000+, and has 40 offices in 17 countries within key global markets.

BNY Mellon(Financial Services)LinkedIn Icon

Phone Icon

+1 800-205-7699

CompanySize Icon

10000+

State: New York

Country: United States

Revenue: 1B+

Established in 1784, BNY Mellon is Americas oldest bank and the first company listed on the New York Stock Exchange (NYSE: BK). Today, BNY Mellon powers capital markets around the world through comprehensive solutions that help clients manage and service their financial assets throughout the investment life cycle. BNY Mellon had $46.6 trillion in assets under custody and/or administration and $1.9 trillion in assets under management as of March 31, 2023. BNY Mellon has been named among Fortunes Worlds Most Admired Companies and Fast Companys Best Workplaces for Innovators. BNY Mellon is the corporate brand of The Bank of New York Mellon Corporation. Additional information is available on www.bnymellon.com. Follow us on LinkedIn or visit our Newsroom for the latest company news

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Diversity Open House(Financial Services)LinkedIn Icon

Phone Icon

+1 212-553-0300

CompanySize Icon

10000+

State: New York

Country: United States

Revenue: 1B+

What artificial intelligence means for companies and governments In this episode of the Big Picture podcast, we discuss the hype around generative AI, which sectors and countries stand to gain most, and the risks they need to manage.

DST Research, Analytics, and Consulting(Financial Services)LinkedIn Icon

CompanySize Icon

10000+

State: New York

Country: United States

Revenue: 1B+

Our mission is to transform how financial services companies grow their market share. DST Research, Analytics, and Consulting LLC helps senior executives at leading firms manage data, manage data, gain insight, and ignite change in their business. Through effective use of advanced analytics, research, and distribution intelligence technologies, we enable business to better understand, predict, and optimize key business factors impacting their asset growth and profitability. For more information on DST Research, Analytics, and Consultings distribution intelligence tools and strategic advisory and consulting services, visit https://www.dstsystems.com/rac

J.P. Morgan(Financial Services)LinkedIn Icon

Phone Icon

+63 2 8575 1199

CompanySize Icon

10000+

State: New York

Country: United States

Revenue: 1B+

J.P. Morgan is a leader in financial services, offering solutions to clients in more than 100 countries with one of the most comprehensive global product platforms available. We have been helping our clients to do business and manage their wealth for more than 200 years. Our business has been built upon our core principle of putting our clients interests first. J.P. Morgan is part of JPMorgan Chase & Co. (NYSE: JPM), a global financial services firm. Social Media Terms and Conditions: https://www.chase.com/digital/resources/social-media-terms 2017 JPMorgan Chase & Co. JPMorgan Chase is an equal opportunity and affirmative action employer Disability/Veteran

JPMorgan Chase & Co(Financial Services)LinkedIn Icon

CompanySize Icon

10000+

State: New York

Country: United States

Revenue: 1B+

For over 200 years, JPMorgan Chase & Co has provided innovative financial solutions for consumers, small businesses, corporations, governments and institutions around the world. Today, were a leading global financial services firm with operations servicing clients in more than 100 countries. Whether we are serving customers, helping small businesses, or putting our skills to work with partners, we strive to identify issues and propose solutions that will propel the future and strengthen both our clients and our communities. 2017 JPMorgan Chase & Co. JPMorgan Chase is an equal opportunity and affirmative action employer Disability/Veteran.

Bloomberg(Financial Services)LinkedIn Icon

CompanySize Icon

10000+

State: New York

Country: United States

Revenue: 1B+

Bloomberg is the worlds primary distributor of financial data and a top news provider of the 21st century. A global information and technology company, we use our dynamic network of data, ideas and analysis to solve difficult problems every day. Our customers around the world rely on us to deliver accurate, real-time business and market information that helps them make important financial decisions. At Bloomberg, we are guided by four core values that are the foundation of our continued success: innovation, collaboration, customer service and doing the right thing. We harness the power of data and technology to organize, understand and improve our world. Its our purpose. Come find yours.

Broadridge Computer Software(Financial Services)LinkedIn Icon

CompanySize Icon

10000+

State: New York

Country: United States

Revenue: 1B+

Broadridge Computer Software is now a part of Broadridge. Broadridge Financial Solutions (NYSE: BR), a global Fintech leader with $5 billion in revenues, provides the critical infrastructure that powers investing, corporate governance, and communications to enable better financial lives. We deliver technology-driven solutions that drive business transformation for banks, broker-dealers, asset and wealth managers and public companies. Broadridges infrastructure serves as a global communications hub enabling corporate governance by linking thousands of public companies and mutual funds to tens of millions of individual and institutional investors around the world. Our technology and operations platforms underpin the daily trading of more than U.S. $9 trillion of equities, fixed income and other securities globally. A certified Great Place to Work, Broadridge is part of the S&P 500 Index, employing over 13,000 associates in 21 countries

New York Life Premier Services(Financial Services)LinkedIn Icon

CompanySize Icon

10000+

State: New York

Country: United States

Revenue: 1B+

As a service of New York Life Insurance Company, The Nautilus Group has expertise in areas such as estate and business law, taxation, finance, and philanthropy. The dedicated team of more than 30 in-house professionals leads the industry in providing custom tailored services that help our premier clients where they need it most

KPMG U.S. Financial Services(Financial Services)LinkedIn Icon

Phone Icon

+86 28 8673 3888

CompanySize Icon

10000+

State: New York

Country: United States

Revenue: 1B+

Financial services executives know their markets and business models are being disrupted. Upstart competitors, changing customer expectations, increasing regulation, cyber risk, geopolitical uncertainty, and rapidly advancing technologies, like blockchain and artificial intelligence, are only some of the challenges forcing financial services companies to transform to stay in the game. But just keeping up with the disruption isnt enough. Financial services companies need to have a solid plan to be ready to adapt quickly to future market changes, while delivering sound financial results and value to their customers today. The answer is innovationbecoming the disruptor, not the disrupted. At KPMG, innovation is at our core. Our professionals have the experience, know how, and forward-thinking ideas to help financial services companies leverage change and disruption to find new and innovative ways to spur the growth that is critical to success, while managing risk, costs, and compliance mandates. KPMGs professionals are trusted advisors to the worlds leading financial services organizations, helping them create and protect sustainable value. We work closely with our clients to address their most complex business issues with confidence, while transforming their operations to take advantage of both todays changing markets and tomorrows new opportunities.

New York Life Annuities(Financial Services)LinkedIn Icon

CompanySize Icon

10000+

State: New York

Country: United States

Revenue: 1B+

Todays world demands effective retirement solutions for tomorrow. For 175 years, New York Life Insurance Company has led the industry as a trusted, highly-rated financial institution delivering on its promises to clients. The cornerstone of our business is grounded in our guiding principles that never waiver, no matter what the market condition. New York Life has weathered every storm and continues to serve as a stalwart beacon of strength. Whether its guaranteed income, a lifetime paycheck or growth with protection, New York Life Insurance and Annuity Corporation, a subsidiary of New York Life Insurance Company, offers a suite of solutions designed to help financial professionals create a successful retirement roadmap for clients. Our insights into the retirement market can help cultivate more effective client conversations and allow individuals to retire with confidence. Follow us if you are a financial professional and want the latest in thought leadership, product news, retirement planning perspectives and tips for growing your business.

Miller & Reed(Financial Services)LinkedIn Icon

CompanySize Icon

10000+

State: New York

Country: United States

Revenue: 1B+

Miller & Reed, Inc. is a leading global investment management firm with assets under management of $13.5 billion. The company manages capital on behalf of its stockholders, as well as institutional and retail investors in private funds, non-traded and traded real estate investment trusts and registered investment companies. Miller & Reed has significant holdings in: (a) the healthcare, industrial and hospitality property sectors; (b) John Keells Holdings (Sri Lanka) and Five Holdings (Dubai), which are both externally managed by subsidiaries of Miller & Reed; and (c) various other equity and debt investments. Miller & Reed is headquartered in New York with over 12000+ employees in offices located across 43 cities in ten countries. For additional information regarding the Company and its management and business, please refer to www.millerandreed.com.

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Fort Drum Financial Readiness(Financial Services)LinkedIn Icon

Phone Icon

+32 68 25 52 52

CompanySize Icon

10000+

State: New York

Country: United States

Revenue: 1B+

Financial Planning & Consumer Affairs Services - Personal Financial Planning and Consumer Affairs Services are offered to help Soldiers and their Families

J.P. Morgan Wealth Management(Financial Services)LinkedIn Icon

Phone Icon

+1 800-935-9935

CompanySize Icon

10000+

State: New York

Country: United States

Revenue: 1B+

At J.P. Morgan Wealth Management, investing feels like a personal relationship with a trusted partner. Were committed to delivering hands-on dedicated advisors, a full range of investment products, and cutting-edge digital capabilities to help our clients achieve their most important financial goals

Lei Shing Hong Capital Limited(Financial Services)LinkedIn Icon

Phone Icon

+1 732-305-7188

CompanySize Icon

10000+

State: New York

Country: United States

Revenue: 1B+

Member of Lei Shing Hong Group Lei Shing Hong Limited (“LSH”) is a major international conglomerate with headquarters in Hong Kong SAR. Our four core businesses comprise Automobile Distribution, Machinery & Equipment Distribution, Property Investment & Development and Financial Services. Since the 1990s, our presence has grown through continuous expansion. We now have over 28,200 employees and a broad geographical footprint spanning over 130 cities in 10 markets, namely, Hong Kong SAR, Chinese Mainland, Taiwan Region, South Korea, Vietnam, Malaysia, Singapore, Australia, the UK and Germany.

Gansett Group(Financial Services)LinkedIn Icon

CompanySize Icon

10000+

State: New York

Country: United States

Revenue: 1B+

Gansett Group is an investment partnership founded by Alex Cohen, that applies a new and unique approach to security analysis

eurosolution.biz(Financial Services)LinkedIn Icon

CompanySize Icon

5001 - 10000

State: New York

Country: United States

Revenue: 501M - 1B

Eurosolution.biz nasce per offrire servizi a coloro che vorrebbero iniziare a praticare trading sui mercati finanziari ma non hanno le conoscenze necessarie. Infatti possiamo offrire molteplici servizi al cliente per poter agevolare e migliorare la sua esperienza nel settore finanziario. Difatti offriamo: consulenze,costruzioni di trading system con la possibilita di testare il sistema e pagare solo se soddisfatti;chiarimenti su tutto cio che riguarda il mercato finanziario nel suo genere. Inoltre se richiesto,e possibile incontrare e discutere direttamente con il Direttore unico Federico Benedettelli nel luogo congeniale al cliente. Contattateci senza obbligo di impegni,anche semplicemente per chiarimenti gratuiti sul mondo finanziario. EUROSOLUTION.BIZ -Soluzioni Finanziarie Di Federico Benedettelli

Sumitomo Mitsui Banking Corporation(Financial Services)LinkedIn Icon

CompanySize Icon

5001 - 10000

State: New York

Country: United States

Revenue: 501M - 1B

Sumitomo Mitsui Financial Group, Inc. (SMFG) is the holding company of SMBC Group, which is one of the three largest banking groups in Japan. In the Americas, we are more than 5,000 employees strong with a presence in the U.S., Canada, Mexico, Brazil, Chile, Colombia, and Peru. Built upon a foundation that leverages the perspective of more than 400 years of history, our Japanese heritage affirms a sense of honor and commitment that is increasingly rare in the financial world. Our deeply-held values of service, respect, and integrity are present in everything we do. Backed by the capital strength of SMBC Group and the value of its relationships in Asia, we offer a range of commercial and investment banking services to our corporate, institutional, and municipal clients. We connect a diverse client base to local markets and the organizations extensive global network. The Groups operating companies in the Americas include Sumitomo Mitsui Banking Corp. (SMBC), SMBC Nikko Securities America, Inc., SMBC Nikko Securities Canada, Ltd., SMBC Capital Markets, Inc., SMBC Rail Services LLC, Manufacturers Bank, JRI America, Inc., SMBC Leasing and Finance, Inc., Banco Sumitomo Mitsui Brasileiro S.A., and Sumitomo Mitsui Finance and Leasing Co., Ltd.

Equitable(Financial Services)LinkedIn Icon

CompanySize Icon

5001 - 10000

State: New York

Country: United States

Revenue: 501M - 1B

Equitable is one of Americas leading financial services companies. Founded originally in 1859*, the companys mission is to help clients secure their financial well-being with advice, protection and retirement strategies for individuals, families and small businesses. Equitable is the brand name of Equitable Holdings, Inc. and its family of companies, including Equitable Financial Life Insurance Company (Equitable Financial) (NY, NY); Equitable Financial Life Insurance Company of America (Equitable America), an AZ stock company with main administrative headquarters in Jersey City, NJ; Equitable Advisors, LLC (member FINRA, SIPC) (Equitable Financial Advisors in MI & TN) and Equitable Distributors, LLC. Equitable Distributors, LLC (EDL) is the wholesale distribution company of Equitable Financial Services, LLC and its family of companies, and is one of the largest insurance and wealth management organizations. EDL is dedicated to the distribution of the innovative line of life insurance and annuity products issued by Equitable Financial and Equitable America. EDL has more than 400 employees working with over 650 distribution partners and Equitable Advisors, LLC the companys retail distribution organization. EDL does not offer investment, insurance or other financial products or services directly to the general public or to retail customers. Please contact your appropriately registered/licensed financial professional. Main address: Equitable Distributors, LLC 525 WASHINGTON BOULEVARD JERSEY CITY, NJ 07310 UNITED STATES. *The historical reference dating to 1859 applies exclusively to Equitable Financial Life Insurance Company. For more information, visit www.equitable.com. For more information on how we protect your privacy on on social media platforms, visit www.equitable.com/social.

Guardian Life(Financial Services)LinkedIn Icon

Phone Icon

+880 9612-016622

CompanySize Icon

5001 - 10000

State: New York

Country: United States

Revenue: 501M - 1B

Who we are Guardian makes a difference in the lives of people when they need us most. With over 160 years of stability and fiscal integrity, we are a trusted resource to generations of families and business owners, inspiring well-being and helping build financial confidence. Today, we stand behind 29 million consumers, helping them prepare and plan for a bright future for themselves and their families. We help business owners care for their employees. And we help people recover and thrive in times of unexpected loss. As a modern mutual insurance company, we believe in driving value beyond dividends. We invest in our colleagues and are building a progressive, innovative and inclusive culture. We uplift individuals and communities through thoughtful social and environmental programs. What we stand for In 1860, a community of immigrants joined together to insure and protect their businesses and families. They were guided by powerful ideals that weve continued to stand behind and evolved throughout the years: we do the right thing, we believe people count, we courageously shape the future together, and we go above and beyond for the people we serve. Guardian employees embrace and live by these values every day. They remind us to put people at the heart of all we do so that we can help protect what matters most to you. Want to help bring these values to life? Join us for a rewarding career and the opportunity to shape the future. Disclosures: Financial information concerning Guardian as of December 31, 2022, on a statutory basis: Admitted assets = $76.0 billion; liabilities = $67.2 billion (including $55.0 billion of reserves); and surplus = $8.8 billion. Dividends are not guaranteed. They are declared annually by Guardians Board of Directors. Guardian is a registered trademark of The Guardian Life Insurance Company of America. Copyright 2023 The Guardian Life Insurance Company of America 2023-156184 Exp. 5/25

Moodys Analytics(Financial Services)LinkedIn Icon

CompanySize Icon

5001 - 10000

State: New York

Country: United States

Revenue: 501M - 1B

Moodys Analytics provides financial intelligence and analytical tools supporting our clients growth, efficiency and risk management objectives. The combination of our unparalleled expertise in risk, expansive information resources, and innovative application of technology helps todays business leaders confidently navigate an evolving marketplace. We are recognized for our industry-leading solutions, comprising research, data, software and professional services, assembled to deliver a seamless customer experience. Thousands of organizations worldwide have made us their trusted partner because of our uncompromising commitment to quality, client service, and integrity. OUR MISSION: Empowering our customers to make better, faster decisions. OUR VISION: To be the global leader in solving critical business problems. OUR VALUES: Customer Focus, Excellence, Open Mindset, Teamwork Further information is available at moodysanalytics.com Visit our LinkedIn Careers Page at moodys.com/LIcareerspage

ICE Data Services(Financial Services)LinkedIn Icon

Phone Icon

+1 770-738-2101

CompanySize Icon

5001 - 10000

State: New York

Country: United States

Revenue: 501M - 1B

ICE Data Services is a global leader in market data, analytics and connectivity solutions. We power the new data generation to drive insights, inform decisions and to optimize results. Formerly Interactive Data Corporation

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Brown Brothers Harriman(Financial Services)LinkedIn Icon

Phone Icon

+1 844-922-8324

CompanySize Icon

5001 - 10000

State: New York

Country: United States

Revenue: 501M - 1B

Brown Brothers Harriman (BBH) is a privately-held financial institution that has been a thought leader and solutions provider for over 200 years. We serve the most sophisticated individuals and institutions with expertise in Private Banking, Investment Management and Investor Services. Our 5,000 employees operate from 17 locations throughout North America, Europe and Asia. -- This material is provided for informational purposes only and does not constitute legal, tax or investment advice and is not intended as an offer to sell or a solicitation to buy securities or investment products. Although certain information has been obtained from sources believed to be reliable, we do not guarantee its accuracy, completeness or fairness. This material does not comprise an offer of services. Any opinions expressed are subject to change without notice. Any third-party website links provided are for your convenience only and are not an endorsement or recommendation by Brown Brothers Harriman & Co. (BBH) of any of these websites or the products or services offered. BBH is not responsible for the accuracy and validity of the content of these third party websites. Any reference to tax matters is not intended to be used, and may not be used, for purposes of avoiding penalties under the U.S. Internal Revenue Code or for promotion, marketing or recommendation to third parties. Unauthorized use or distribution without the prior written permission of BBH is prohibited. This content is approved for distribution in member states of the EEA by Brown Brothers Harriman Investor Services Limited, authorized and regulated by the Financial Conduct Authority (FCA). BBH is a service mark of Brown Brothers Harriman & Co., registered in the United States and other countries. Brown Brothers Harriman & Co. 2019. All rights reserved

Voya Financial(Financial Services)LinkedIn Icon

CompanySize Icon

5001 - 10000

State: New York

Country: United States

Revenue: 501M - 1B

Voya Financial, Inc. (NYSE: VOYA) is a leading health, wealth and investment company that provides products, solutions and technologies that enable a better financial future for its clients, customers and society. Serving the needs of 14.3 million individual, workplace and institutional clients, Voya has approximately 6,000 employees and had $711 billion in total assets under management and administration as of September 30, 2022. Certified as a Great Place to Work by the Great Place to Work Institute, Voya is purpose-driven and equally committed to conducting business in a way that is socially, environmentally, economically and ethically responsible. Voya has earned recognition as: one of the Worlds Most Ethical Companies by the Ethisphere Institute; a member of the Bloomberg Gender-Equality Index; and a Best Place to Work for Disability Inclusion on the Disability Equality Index. For more information, visit voya.com. Follow Voya Financial on Facebook, LinkedIn and Twitter @Voya

CIT(Financial Services)LinkedIn Icon

Phone Icon

+1 855-462-2652

CompanySize Icon

5001 - 10000

State: New York

Country: United States

Revenue: 501M - 1B

CIT is a division of First Citizens Bank, a top 20 U.S. financial institution by assets. As Americas largest family-controlled bank, First Citizens is continuing a unique legacy of strength, stability and long-term thinking that has spanned generations. Learn more about First Citizens at cit.com/firstcitizens. Please visit First Citizens Careers to explore our wide range of opportunities at jobs.firstcitizens.com.

Guardian Group Benefits(Financial Services)LinkedIn Icon

Phone Icon

+880 9612-016622

CompanySize Icon

5001 - 10000

State: New York

Country: United States

Revenue: 501M - 1B

Financial security starts at work. Learn how Guardian Group Benefits helps employers create that security through comprehensive employee benefits. To learn more visit our privacy policy: https://www.guardianlife.com/guardian-privacy-statement

The Execution Project(Financial Services)LinkedIn Icon

CompanySize Icon

5001 - 10000

State: New York

Country: United States

Revenue: 501M - 1B

Adoption is the new innovation. The best wealth management firms are leveraging four key success drivers - adapting to the historic Age Wave of aging clients, advisor practice management that incorporates digital tools, effective use of data, and aligned organizational structure supportive of human and digital capabilities. The Execution Project is a consulting firm that takes on all four of these challenges on behalf of our clients: The Family Conversation provides tools and tactics to help your company capture the opportunity of a retiring Age Wave and nearly $13 trillion of money in motion with clients aged 55+; The New Advisor for Life supports advisor practice management inclusive of technology. Top advisors are moving forward at a faster pace than the median. We focus on each advisor segment to capture the potential. There is tremendous opportunity in supporting the movable middle and the support of the new emerging professional role - the Retirement Income Advisor; Grasshopper provides insight into client opportunities through client use cases and personas. 15 different specific fact patterns define the very best targets for advisors and the key to connecting better with their objectives and concerns; The Gresham Company informs and designs organizational structures better aligned with the drivers of better wealth management execution. Nothing undermines success like bad org design with silos around key decisions and conflicting incentives. You can do better

Biroxinvest(Financial Services)LinkedIn Icon

CompanySize Icon

5001 - 10000

State: New York

Country: United States

Revenue: 501M - 1B

Birox-invest is a company that specialize on Stock and Forex trading, with a new and develop platform to make you trade easily, No risk, No losses, Invest today and seat back as your profit grow

Apex Tax(Financial Services)LinkedIn Icon

CompanySize Icon

5001 - 10000

State: New York

Country: United States

Revenue: 501M - 1B

Apex Tax - We educate our clients on tax literacy and entrepreneurship. If you have a burning desire to become educated on our amazing services or youre an investor looking to start your own business, lets connect!

eClerx Markets(Financial Services)LinkedIn Icon

Phone Icon

+1 212-551-4150