Mark Smith
This article showcases our top picks for the best New York City based Financial Services companies. These startups and companies are taking a variety of approaches to innovating the Financial Services industry, but are all exceptional 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 and companies for exceptional performance in one of these categories:
- Innovation
- Innovative ideas
- Innovative route to market
- Innovative product
- Growth
- Exceptional growth
- Exceptional growth strategy
- Management
- Societal impact
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Top New York City Financial Services Startups
Data sourced from Crunchbase and SemRush.
Apollo
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Apollo Global Management is an asset management firm that specializes in credit-oriented capital and real estate markets.
Goldman Sachs
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Goldman Sachs is a multinational financial services firm providing securities, investment banking, and management services.
Citi
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Citigroup is a diversified financial services holding company that provides various financial products and services.
Capchase
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Capchase is a fintech company that provides financial solutions to startups by allowing access to funds as they grow.
Cadre
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Cadre is an online marketplace that connects investors and operators of real estate.
NYDIG
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NYDIG is a technology and financial services firm dedicated to Bitcoin for institutions, private clients, and banks.
Titan
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Titan is an operating system for active investment management, powering investment products, and experiences for retail investors.
BlackRock
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BlackRock is an investment company that offers its services to institutions, intermediaries, foundations, and individual investors.
Galaxy Digital
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Galaxy Digital as a full service, digital assets merchant bank, with distinct trading, asset management, and principal investment.
Vestwell
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Vestwell provides underlying infrastructure to power workplace retirement plans.
Betterment
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Betterment is a goal-based online investment company, delivering personalized financial advice paired with low fees and customer experience.
Stash
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Stash is a personal finance app that combines banking, investing, and advice into one platform.
iCapital Network
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iCapital Network is an online platform that unlatches the world of private equity, enabling institutions, and qualified investors.
Melio
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Melio is a fintech company that gives small businesses a way to digitally manage their business-to-business payments and receivables.
SmartAsset
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SmartAsset is the web’s go-to resource for financial advice connecting consumers with financial advisors.
DailyPay
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DailyPay provides an enterprise pay tool for the financial industry.
Unqork
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Unqork is a no-code enterprise application platform that helps companies build, deploy, and manage complex applications.
Paxos
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Paxos is a regulated financial institution building infrastructure to enable movement between physical and digital assets.
Grayscale Bitcoin Trust
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Grayscale Bitcoin Trust is a digital currency investment company providing a familiar structure for financial and tax advisors.
Current
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Current is a financial technology company that offers mobile payments, online banking, and financial services.
Republic
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Republic gives people power to invest in the future they believe in. Invest in startups, real estate, blockchain, video games, and more.
Yieldstreet
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Yieldstreet is a management platform that provides institutional investors with access to income-generating investment products.
Policygenius
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Policygenius is an insurance tech-startup that specializes in providing financial protection.
Arcus
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Arcus is a payments-as-a-service platform, fueling smarter, faster, integrated, and more accessible financial services.
Uphold
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Uphold’s technology enables individuals and businesses to invest, exchange, spend and transfer currencies, commodities, equities, and more.
Goldman Sachs Asset Management
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Goldman Sachs Asset Management provides institutional and individual investors with investment and advisory solutions.
Octane
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On Octane.co, powersports shoppers can research vehicles, prequalify for a loan, and instantly check rates with no impact on their credit.
Rally
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Rally is a platform for buying and selling equity shares in collectible assets, enabling anyone to invest in one-of-a-kind collectibles.
Morgan Stanley
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Morgan Stanley is a financial services company that offers securities, asset management, and credit services.
Atom Finance
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Atom is the modern financial knowledge platform. Our mission is to democratize access to high-quality investment research resources.
Sealed
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Sealed offers smart home retrofits and turnkey project management to upgrade home easily.
Public.com
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Public is an investing social network where members can invest any amount of money and own fractional shares of stocks and ETFs.
Ocrolus
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Ocrolus is a venture-backed FinTech company that uses Artificial Intelligence and crowdsourcing to automate financial review processes.
Clair
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Clair is a social fintech that provides instant pay access as a service for human capital management and gig platforms.
Orum.io
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Orum builds infrastructure for a frictionless financial system that enables real-time money movement with proprietary intelligence.
Harness Wealth
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Harness Wealth provides the next generation of builders confidence in their best financial future.
Tornado
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Nvstr is now Tornado! Backed by Marc Lore, Alex Rodriguez & Dave Portnoy. Advancing our mission of financial wellness.
MoneyLion
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MoneyLion is a mobile banking platform for borrowing, saving, and investing.
Petal
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Petal is a financial technology company on a mission to make credit honest, simple, and accessible.
Signature Bank
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New York-based full-service commercial bank with 27 private client offices throughout the New York metropolitan area.
Ideanomics
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Ideanomics focuses on the convergence of financial services and industries experiencing technological disruption.
Bread
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Bread partners with retailers to offer pay-over-time solutions that make financing easier and more transparent.
Ellevest
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Ellevest provides an engaging investing experience to help women meet their financial goals in life.
Vise
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Vise is an AI-driven portfolio management platform for financial advisors.
Addition
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Addition is a venture capital firm that invests in early and growth-stage tech companies.
Veritas Capital
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Veritas Capital is a private equity investment firm that invests in companies that provide critical products and services.
Pagaya Investments
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Pagaya is a fin-tech company that aims to reshape the asset management space using machine learning and big data analytics.
Pinwheel
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Pinwheel is a payroll connectivity company that connects payroll providers through a single point of connectivity for tasks.
Katapult
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Katapult is an omnichannel point-of-sale payment platform for retailers and consumers.
Jeeves
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Jeeves is a fintech company that brings financial solutions to businesses globally.
Lili
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Lili is an all-in-one mobile banking service designed for freelance workers.
Deerfield Management
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Deerfield Management seeks to advance healthcare through investment, information, and philanthropy.
tZERO
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tZERO is the premier marketplace to trade digital private securities.
Neuberger Berman Group
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Neuberger Berman is an independent and employee-controlled asset management company, providing global investment solutions.
Better.com
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Better.com is a homeownership journey platform that utilizes technology to change the way people buy and own a home.
Solidus Labs
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Solidus Labs features a transaction monitoring SaaS to detect, address and report suspicious activity in the digital asset space.
SIMON
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SIMON develops an online distribution platform for financial professionals that focuses on structured investments.
OpenFin
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OpenFin enables financial desktops with the same app distribution, security, and interoperability capabilities as iOS and Android.
Virtu Financial
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Virtu is the global leader in electronic market making.
Even Financial
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Even is the definitive search, comparison and recommendation engine for financial services.
Cover Genius
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Cover Genius provides an insurance distribution platform designed to protect the customers of the world’s largest digital companies.
Deloitte
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Deloitte provides audit, consulting, financial advisory, risk management, tax, and related services to select clients.
Goalsetter
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Goalsetter is a children and family finance app that provides a next-generation, education-first banking experience.
Percent
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Percent is a digital securitization and investment platform that offers investors access to alternative investment opportunities.
Trumid
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Trumid is a financial technology company bringing efficiency to credit trading through data, technology, and innovative products.
Clarity AI
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Clarity AI designs enterprise software for investors to solve the problem of inefficient and unequal allocation of capital.
Sunlight Financial
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Affordable, consumer-friendly loans for solar systems, batteries and roofs
EasyKnock
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EasyKnock provides homeowners with money and time through their innovative sale-leaseback programs, Sell & Stay, and MoveAbility.
Spruce Holdings
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Spruce Holdings aims to improve title insurance assessment and issuance to reduce the time needed to close a real estate deal.
JP Morgan
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JP Morgan offers financial services, serving large multinationals, emerging companies, institutional investor, and individuals.
OnDeck
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Ondeck is a technology-enabled financial platform that provides loan financing to small and medium-sized businesses.
BNY Mellon
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BNY Mellon is an investments company provide investment management, investment services and wealth management.
CommonBond
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CommonBond is a financial technology company that is focused on higher education.
Nasdaq
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leading global provider of trading, clearing, exchange technology, listing, information and public company services
Jetty
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Jetty is a financial services company on a mission to make renting a home more affordable and effortless for everyone.
Esusu Financial
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Esusu Financial is a financial technology platform that leverages data solutions to empower tenants and improve property performance.
Mantl
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Mantl is a banking technology company that provides workflow management and automation tools for banks and credit unions.
Axoni
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Axoni offers blockchain infrastructure, distributed application development, and workflow automation tools.
Capitolis
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Capitolis is a technology provider addressing capital market constraints in equities and foreign exchange.
Injective Protocol
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Injective Protocol is a DeFi protocol that is used for cross-chain derivatives trading across a wide range of financial products.
Clear Street
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Clear Street simplifies access to capital markets. The company offers prime brokerage services, including clearing and custody.
NFP
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NFP is a insurance broker and consultant that cares deeply about their employees’ and clients’ well-being.
Clyde
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Clyde is a platform that connects small retailers to insurance companies to launch and manage product protection programs.
Hum Capital
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Hum Capital is the funding platform that connects great companies with the right capital for their growth.
Earthport Plc
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Earthport Plc is a global financial services organisation.
DemystData
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DemystData helps financial institutions harness the explosive growth of data to serve more customers.
Zigg Capital
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Zigg Capital focuses on accelerating the combination of real property and technology.
Leif
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Leif is a technology platform that enables the creation, payment management, and financing of Income Share Agreements.
FutureFuel.io
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FutureFuel.io empowers employers and financial institutions to deploy digital solutions designed to crush student debt.
ChargeAfter
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ChargeAfter is a market-leading Point of Sale Financing technology platform providing personalized financing from multiple lenders
Luxor Capital Group
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Luxor Capital Group is a New York-based hedge fund focused on equity and fixed income investments across the globe.
Imprint
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Imprint is a financial service company building the future of payments, rewards, and loyalty services.
Kalshi
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Kalshi built a new financial exchange for traders to trade on their opinion and hedge everyday risks.
Curv
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Curv is a developer of digital asset security infrastructure helping crypto-native and financial institutions to create digital wallets.
Blackstone Group
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Blackstone is an investment and advisory firm providing financial solutions for investors and clients.
Pico
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Pico is a provider of technology services for the global financial markets community.
Biz2Credit
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Biz2Credit is a digital-first provider of small business funding and offers its Biz2X Platform to help financial institutions manage risk.
Wahed Invest
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Wahed is the first automated Shari’ah compliant investment platform in the world.
Boost
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Boost enables innovators to build, offer, and deliver insurance products to their customers.
