TOP 10 Financial technology in New York, New York

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Vista Wealth Management - UBS Financial Services Inc. is a leading financial institution located in White Plains, New York. With a prime location at 709 Westchester Avenue, this institution offers top-notch wealth management services to clients in the United States. Specializing in finance, Vista Wealth Management provides expert guidance and personalized strategies to help individuals and businesses achieve their financial goals. With a team of experienced professionals, cutting-edge technology, and a commitment to excellence, Vista Wealth Management - UBS Financial Services Inc. is a trusted partner for those seeking to secure their financial future.

Lippencott Financial Group is a leading finance institution located at 4 Technology Drive in Setauket- East Setauket, New York. With a strong reputation for providing top-notch financial services, Lippencott Financial Group offers a wide range of investment and wealth management solutions tailored to meet the unique needs of their clients. Their team of experienced professionals is dedicated to helping individuals and businesses achieve their financial goals through sound advice and strategic planning. Whether you are looking to grow your investments, plan for retirement, or secure your financial future, Lippencott Financial Group is committed to providing expert guidance and personalized service every step of the way.

At Merrill Lynch Financial Advisor Paul J McKirgan, located at 360 Hamilton Avenue in White Plains, New York, United States, we believe that relationships are at the heart of everything we do. With over 100 years of combined wealth advisory experience, our team at The BME Group is dedicated to helping clients build the financial life they've imagined. We offer personalized financial strategies, retirement planning, estate planning services, wealth transfer, and business transition assistance. Our tailored investment approach, combined with cutting-edge technology, enables us to assist affluent families, executives, and businesses in building, preserving, and transferring wealth while minimizing taxes. We understand that no two people are alike, which is why we take the time to get to know you, your priorities, goals, risk tolerance, and more, in order to help you identify and address financial challenges and opportunities. Our Investment Personality Assessment helps us understand your investing preferences so that we can customize a financial approach that aligns with your goals. We believe in regular check-ins to ensure that your financial approach reflects any changes in your life or goals.

York College is a prestigious university located in New York, United States. Situated at 94-20 Guy R Brewer Boulevard, the institution offers a wide range of academic programs and degrees to students from diverse backgrounds. With a strong focus on academic excellence and student success, York College provides a supportive and enriching learning environment for its students. The university is known for its dedicated faculty, state-of-the-art facilities, and vibrant campus life. Whether you are looking to pursue a degree in business, education, health sciences, or the arts, York College is committed to helping you achieve your academic and career goals.

Proto Financial is a finance institution located at 1025 Old Country Road, Westbury, New York, United States. We offer finance solutions customized to meet your business needs, with a focus on helping small business owners across the U.S. in various industries. Our streamlined paperless application process and quick funding decisions based on actual business performance make financing easy and efficient. With the best financial technology in alternative lending, funds can be deposited in as little as 24 hours following approval. Our dedicated funding officers are here to assist you from the initial application to future funding needs. We strive to build lasting relationships with our clients and are committed to positioning your business for success. Whether you are looking for a merchant cash advance or an SBA 7(a) loan, Proto Financial is here to help you unleash your business potential and fuel your success.

Rochester Institute of Technology is a prestigious university located at 1 Lomb Memorial Drive in Rochester, New York, United States. Known for its strong emphasis on technology, innovation, and hands-on learning, RIT offers a wide range of programs in engineering, computing, business, and the arts. With state-of-the-art facilities and a diverse student body, RIT provides a dynamic and engaging environment for students to thrive and succeed in their chosen fields. Whether you're interested in pursuing a career in STEM or the arts, RIT is dedicated to helping students reach their full potential and achieve their academic and professional goals.

Merrill Lynch Financial Advisor James L Gallagher is a finance institution located at 449 New York 146, New York, United States. The institution provides access to a wide range of investment solutions from Merrill and banking products from Bank of America. With timely insights on market trends and the global economy, clients can stay on track with their financial goals. The SiRiCa Group, led by Todd Silaika, CFP®, CPWA® CAIA, specializes in helping clients redefine retirement and use their wealth to support new endeavors. The team at Merrill Lynch focuses on retirement wealth strategies, offering expertise in corporate benefit plans and retirement income tax laws. By creating strategic asset allocations and selecting appropriate investments, clients can generate reliable income for their retirement years. The institution employs a risk-based investment philosophy that prioritizes sustainable cash flow over high rates of return. With access to Merrill's advanced technology and Bank of America's banking convenience, clients can benefit from a comprehensive platform of products and services. Merrill Lynch Financial Advisor James L Gallagher aims to bring fresh perspectives to clients' financial lives, helping them make informed decisions as they pursue their goals.

Merrill Lynch Financial Advisor Todd Silaika, located at 449 New York 146, New York, United States, offers a wide range of investment solutions from Merrill and banking products from Bank of America. With a focus on retirement wealth strategies, Todd Silaika and his team specialize in helping clients navigate the complexities of retirement planning, corporate benefit plans, and retirement income tax laws. By creating strategic allocations of investment assets and selecting appropriate investments, the team aims to generate reliable income for clients in retirement. They prioritize strong communication and setting proper expectations to build lasting relationships with their clients. With a risk-based investment philosophy that focuses on cash flow over growth, the team designs portfolios to seek steady, reliable cash flow rather than unsustainable high rates of return. By leveraging the resources of Merrill Lynch Wealth Management and Bank of America, clients have access to advanced technology, timely insights on market trends, and a wide range of products and services. Todd Silaika and his team bring fresh perspectives to their clients' financial lives, helping them make informed decisions as they pursue their goals.

Merrill Lynch Financial Advisor Lee Wilson, located at 449 New York 146, New York, United States, offers access to a wide range of investment solutions from Merrill and banking products from Bank of America. With timely insights on market trends and global economy, the institution helps clients stay on track with their financial goals. The SiRiCa Group, led by Todd Silaika, CFP®, CPWA® CAIA, specializes in retirement wealth strategies and guiding clients through transitions to new endeavors. The team focuses on communication, setting proper expectations, and creating strategic allocation of investment assets to generate reliable income in retirement. With a risk-based investment philosophy and a focus on sustainable cash flow, Merrill Lynch Financial Advisor Lee Wilson aims to provide clients with a solid financial foundation for the future. Access to Merrill's advanced technology and the banking convenience of Bank of America ensures clients have the resources and support they need to make informed decisions for their financial well-being.

Merrill Lynch Financial Advisor James E Coker, located at 449 New York 146 in New York, United States, offers access to a wide range of investment solutions from Merrill and banking products from Bank of America. With timely insights on market trends and global economy, clients can stay on track with their financial goals. The SiRiCa Group, led by Todd Silaika, CFP®, CPWA® CAIA, specializes in helping clients redefine retirement and use their wealth to support new endeavors. The team focuses on retirement wealth strategies, communication, and setting proper expectations to build strong relationships with clients. Using a risk-based investment philosophy that prioritizes cash flow, the team creates portfolios tailored to generate reliable income and make it last. By combining fixed-income securities, bond ladders, stocks, and alternative investments, clients can achieve steady cash flow. With access to Merrill's advanced technology and Bank of America's banking convenience, clients benefit from a comprehensive platform of products and services. The team at Merrill Lynch Wealth Management strives to bring fresh perspectives to clients' financial lives, helping them make informed decisions to pursue their goals.

Financial Technology Partners (FT Partners) is a leading investment banking firm located at 90 Park Avenue in New York, United States. Specializing in the financial technology sector, FT Partners offers top-tier investment banking services to clients worldwide. The firm's team of experienced bankers, led by founder Steve McLaughlin, brings a wealth of industry knowledge and expertise to every transaction. With a focus on maximizing value for shareholders, FT Partners has been recognized for its outstanding work in the industry, earning prestigious awards such as "Dealmaker of the Year" and "Investment Banking Firm of the Year." Whether advising on mergers, acquisitions, or financing rounds, FT Partners is committed to providing strategic and financial advisory services that help clients achieve their full potential in the rapidly evolving financial technology landscape. With a global presence in cities like San Francisco, New York, Miami, and London, FT Partners is well-positioned to serve the needs of leading CEOs and industry decision makers in the fintech sector.

Strategic Financial Solutions, located at 115 Lawrence Bell Drive in Buffalo, New York, is a finance institution that empowers people to live financially healthy lives. Established in 2007, Strategic Financial Solutions operates at the intersection of technology, information, and empathy to provide effective solutions for various financial needs. They specialize in Debt Resolution, Consumer Lending, and Financial Consulting Services. The Debt Resolution services offered include a Direct-to-Consumer offering through Atlas Debt Relief, as well as a Platform-as-a-Service offering for Law Firms across the country. Personal Lending services are provided through Versara Lending, focusing on consumer personal debt consolidation. Strategic Consulting offers alternative financial solutions to consumers seeking debt relief.

New York University, located in the bustling city of New York, New York, is a prestigious and renowned university offering a wide range of academic programs and opportunities for students. With a diverse and vibrant student body, NYU is known for its innovative research, top-notch faculty, and dynamic campus life. From its historic Greenwich Village campus to its global academic centers around the world, NYU provides a truly unique and enriching educational experience for students from all walks of life. Whether studying arts, sciences, business, or any other field, students at NYU can expect a rigorous and rewarding academic experience that prepares them for success in their future careers.

New York Military Academy, located at 78 Academy Avenue in Cornwall-on-Hudson, New York, is a prestigious institution that focuses on developing cadets in mind, body, and character in preparation for further education and leadership. The academy's Military Leadership Program helps cadets actively seek pathways to leadership, while the Emerging Technology Program equips them with the knowledge and skills needed to thrive in a world driven by innovation. Additionally, a partnership with Canterbury Brook Academy enriches students' holistic development through music and visual arts programs. At NYMA, cadets are taught adaptability, entrepreneurial spirit, and financial responsibility, with a focus on practical skills and problem-solving. The academy also emphasizes the importance of character, leadership, and team excellence, providing a transformative experience that empowers future leaders to excel in all areas of life. With a rigorous academic program, competitive athletics, and a focus on traditional values, NYMA prepares cadets for success in college and beyond.

New York Career Institute is a prestigious university located at 11 Park Place in the vibrant city of New York, New York, United States. Our institution is dedicated to providing students with the knowledge and skills needed to excel in their chosen careers. With a focus on practical, hands-on learning, we offer a wide range of programs in various fields such as business, healthcare, technology, and more. Our experienced faculty members are committed to helping students reach their full potential and achieve their professional goals. Join us at New York Career Institute and take the first step towards a successful and fulfilling career.

The Coalition of New York State Career Schools is a leading institution located at 437 Old Albany Post Road in Philipstown, New York, United States. We are dedicated to providing high-quality education and training programs to prepare students for successful careers in various industries. Our experienced faculty and staff are committed to helping students achieve their goals and excel in their chosen fields. With a focus on hands-on learning and practical skills development, our institution offers a dynamic and supportive learning environment for students to thrive. Join us at the Coalition of New York State Career Schools and take the first step towards a rewarding and fulfilling career.

Merrill Lynch Financial Advisor Cynthia G Wolff, located at 75 Rockefeller Plaza in New York, offers comprehensive wealth management and investment strategies tailored to each client's needs, values, and goals. The Wolff Group prioritizes client interests and operates across generations to help high-net-worth investors make informed decisions about their wealth allocation. Backed by Merrill's advanced technologies and research, the team collaborates with outside advisors to adjust plans as needed. The institution serves as a one-stop-shop for managing various aspects of wealth, including asset preservation, business banking, family planning, executive compensation, insurance, lending, philanthropy, and retirement planning. With a fee schedule designed to be transparent and competitive, clients receive full-time support from a team of experienced advisors and specialists. The institution believes in achieving financial success by helping clients make informed decisions that align with their personal goals. Supported by Merrill's global resources, the team is dedicated to building strong client relationships based on trust and personalized service.

New York University (NYU) is a prestigious university located at 72 Lafayette Street in New York City, New York, United States. Founded in 1831, NYU is known for its strong academic programs, diverse student body, and vibrant campus life. With a wide range of undergraduate and graduate programs, NYU offers students the opportunity to pursue their passions and interests in a dynamic and intellectually stimulating environment. The university is located in the heart of Manhattan, providing students with access to countless cultural, professional, and recreational opportunities. NYU is committed to providing a world-class education and fostering a community of scholars who are dedicated to making a positive impact on the world.

Newtek Financial Information Systems is a leading finance institution located at 1440 Broadway in the bustling city of New York, United States. With a focus on providing innovative financial solutions and cutting-edge technology, Newtek is dedicated to helping businesses thrive and succeed in today's ever-changing marketplace. Our team of experts is committed to delivering top-notch financial services and support to our clients, ensuring their financial goals are met and exceeded. Trust Newtek Financial Information Systems for all your financial needs.

IE University - New York Office is an extension of the truly international university campus located in Segovia and Madrid. The office is conveniently situated at 1230 6th Avenue in the heart of New York City. The university offers a unique campus experience with study rooms, cafeteria, library, and the WOW room. The main campus in Segovia is housed in the historic Convent of Santa Cruz la Real, offering a global university setting with students from over 80 countries.

The Buffalo Center for Arts and Technology, located at 1221 Main Street in Buffalo, New York, is dedicated to providing adult workforce training programs and high school arts & technology afterschool programs. These programs aim to engage, strengthen skills, and open doors to opportunity and financial security for students. Offered in a welcoming, supportive, and inspiring environment, BCAT’s cost-free programs are designed to provide tools, support, and opportunities for students to realize their potential and create positive futures. The institution offers workforce training programs in Allied Health, IT, and Landscaping that lead to promising careers.

New York-Presbyterian Iona School of Health Sciences, located at 171 White Plains Road in Bronxville, New York, is a cutting-edge institution offering collaborative healthcare education. As part of Iona University's campus, this school focuses on interprofessional experiences, modern facilities with simulation technology, and a curriculum aligned with industry needs. The partnership with New York-Presbyterian, a top-ranked hospital, ensures a commitment to developing the next generation of healthcare professionals. With a gift of $20 million, New York-Presbyterian supports this innovative school, known for its emphasis on community care and patient well-being. Students at the New York-Presbyterian Iona School of Health Sciences benefit from state-of-the-art labs and facilities, including a bedside skills lab, assessment labs, and study areas for collaboration. Programs offered range from undergraduate degrees in nursing, health & wellness, speech-language pathology, and social work to graduate degrees in allied health disciplines like occupational therapy and mental health counseling. The school also offers an Accelerated Second Degree in Nursing for students with a bachelor's degree. The school's mission emphasizes equity, community engagement, and interprofessional collaboration in healthcare education. With a focus on inclusive, evidence-based practice and multicultural awareness, students are prepared to serve their communities ethically and competently. The Dean's Office, located in Feth Hall on campus, is open for students to connect with staff and resources.

NYADI The College of Transportation Technology, located at 178-18 Liberty Avenue in New York, is a premier institution offering associate degrees and certificate programs in automotive technology. With a dedicated faculty and staff, NYADI provides hands-on education to prepare students for successful careers in the automotive industry. The college welcomes students from diverse backgrounds, offering Test Assessment Secondary Completion courses for those without a high school diploma or equivalent. Students at NYADI benefit from cutting-edge curriculum and equipment, with a focus on practical skills and industry-relevant training. The college offers a range of courses, including Hybrid Electric Drive Technology, Performance Fundamentals, Automotive Fuel Systems, Steering and Suspension, Automotive Electrical Foundations, and Welding & Cutting. NYADI's mission is to provide educational opportunities to underrepresented students, equipping them with the technical skills needed for career advancement. The college follows COVID-19 safety protocols to ensure the well-being of students and staff.

Farrell Financial, LLC is a finance institution located at 21 Princeton Place in Orchard Park, New York, United States. They believe in a disciplined and common sense approach to financial management, providing clients with customized investment solutions to meet their financial goals. Neil Farrell, an experienced investment professional, leads the team in helping clients take an unemotional, rational, and disciplined investment approach based on sound principles to build long-term wealth. The institution offers professional management, world-class technology, and transparency at a reasonable price. They take the time to help clients get organized and provide clear reports to track progress and offer recommendations for improvement. Farrell Financial, LLC aims to not only manage money but also help clients achieve their desired lifestyle without worry.

Ufini Educational Technologies, Inc. is located at 4050 West Ridge Road in Rochester, New York, United States. Our mission is to help individuals finish the degree they need to obtain the job they desire. With over 36 million adult Americans who never completed college, we are here to provide a path to success and fulfillment. At Ufini, we understand that you are not starting from scratch, but rather from where you are now. Our expert team will assess your goals, review your educational history, evaluate your work-life experiences, and match your credits and skills with top Colleges and Universities for degree completion. We provide one-on-one counseling and simplify the financial aid process to ensure there are no barriers in achieving your goals.

Merrill Lynch Financial Advisor Roy Ku, located at 75 Rockefeller Plaza in New York City, is a Senior Financial Advisor with Merrill Lynch Wealth Management and a founding partner of The XK Group. With two decades of experience in the hedge fund industry and a background in investment banking, Roy is dedicated to providing creative solutions to meet the complex financial needs of his diverse clientele, including professionals in the technology and finance industries and families in the Asian community. Roy prioritizes putting his clients first, educating them to make informed decisions that have a long-term impact on their financial futures. By developing customized financial models and portfolios, Roy helps his clients achieve their goals and recapture valuable free time to focus on their passions and priorities. With a personalized approach to financial planning and investing, Roy aims to build strong client relationships based on trust and personalized service. As a Certified Private Wealth Advisor®, Roy is committed to helping his clients pursue their financial goals at every stage of life. Contact Roy Ku at Merrill Lynch for premier customer service and personalized financial solutions tailored to your unique circumstances.

Merrill Lynch Financial Advisor Philip Siegel is located at 1305 Walt Whitman Road in Melville, New York, United States. With a focus on wealth planning, Phil brings innovative ideas to successful individuals in various industries, such as sports and entertainment, technology, and healthcare. He is dedicated to building strong relationships with his clients and helping them make important financial decisions for themselves and their families. Phil is a Certified Financial Planner™ and Chartered Retirement Planning CounselorSM, with a Bachelor's degree in Finance from The George Washington University. He believes in a defined process for building wealth, emphasizing strategies that can create long-term results. Phil works closely with clients to understand their goals, risk tolerance, and investment objectives, creating personalized asset allocation plans that may include dividend-paying stocks, technology companies, ETFs, and alternative investments.

Broadridge Financial Solutions, located at 51 Mercedes Way in Brentwood, New York, is a leading institution in the finance industry. As an ATM and finance provider, we offer access to the latest news, analysis, and trends impacting businesses. Our representatives and specialists are dedicated to providing the solutions needed to advance your business. Whether you're looking to speak with a commercial representative or seeking insights from our annual studies on digital transformation, Broadridge has the expertise to help you succeed.

Tax Technologies, Inc. is a leading finance institution located at 2821 Wehrle Drive in Williamsville, New York, United States. Specializing in tax technology solutions, this innovative company offers a wide range of services to help individuals and businesses navigate the complexities of tax compliance and planning. With a team of experienced professionals and cutting-edge technology, Tax Technologies, Inc. is dedicated to providing top-notch financial services to its clients. Whether you need help with tax preparation, consulting, or software solutions, this institution has the expertise and resources to meet your needs.

Holistic Financial Solutions is a leading finance institution located at 15 Technology Place in East Syracuse, New York, United States. We provide comprehensive financial services tailored to meet the individual needs and goals of our clients. Our team of experienced professionals offers a holistic approach to financial planning, investment management, and retirement strategies. Whether you are looking to grow your wealth, protect your assets, or plan for the future, Holistic Financial Solutions is committed to helping you achieve your financial goals. Contact us today to schedule a consultation and take the first step towards a secure financial future.