The 30 Best Innovative finance company in New York, New York
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CompitaGroup
CompitaGroup is a leading institution located at 31 East Main Street in Rochester, New York, United States. We specialize in providing top-notch consulting services in various industries such as technology, finance, and healthcare. Our team of experts is dedicated to helping businesses achieve their goals and maximize their potential. With a proven track record of success, CompitaGroup is the go-to choice for companies looking to enhance their operations and drive growth. Contact us today to learn more about how we can help your business thrive.
Conversance Business Solutions LLC
Conversance Business Solutions LLC is a leading consulting firm located at 30 West Broad Street in Rochester, New York. With a dedicated team of experts, we provide innovative solutions to help businesses achieve their goals and drive growth. Our services range from strategic planning and market research to technology implementation and process improvement. Whether you are a start-up looking to establish a strong foundation or an established company seeking to stay ahead of the competition, Conversance Business Solutions LLC is here to help you succeed. Contact us today to learn more about how we can support your business needs.
CT Corporation
CT Corporation, located at 187 Wolf Road in Albany, New York, is a trusted global provider of professional information, software solutions, and services for various industries including healthcare, finance, legal, and regulatory sectors. With a focus on clinical effectiveness, learning, research, and safety, CT Corporation offers tools and expert guidance to help companies meet regulatory requirements and manage ESG risks efficiently. Specializing in financial compliance, CT Corporation helps customers meet obligations to external regulators by unifying and optimizing processes to provide a real-time and accurate view of their financial position. Additionally, CT Corporation enables organizations to adhere to regulatory obligations, manage risk, increase efficiency, and achieve better business outcomes.
TFG Accounting and Tax
TFG Accounting and Tax, located at 120 White Plains Road in Tarrytown, New York, has been providing comprehensive accounting, audit, tax, and business consulting services since 1996. As part of The Fuoco Group, they offer a range of financial advisory services through their TFG Related Entities, including TFG Financial Advisors, TFG Risk Management, and TFG Business Advisors. Their team of Certified Public Accountants understands the unique financial needs of individuals, families, entrepreneurs, and business owners, offering innovative solutions to help them achieve their goals. From tax-saving strategies to comprehensive financial management, TFG Accounting and Tax provides customized options for growth and legacy building.
John Hancock Financial Network
John Hancock Financial Network is a finance institution located at 300 Jericho Quadrangle in Jericho, New York, United States. With a focus on providing financial advisory services with a personal touch, we believe in helping our customers live longer, healthier, and better lives. For over 160 years, we have been known for our honesty, reliability, and unwavering commitment to our customers. By combining our longstanding reputation with cutting-edge innovation, we are transforming the industry and helping our partners build successful life insurance businesses. We offer a range of products designed to add real value to your life insurance policy, including access to the groundbreaking Galleri test for multi-cancer early detection. Our Advisors can help you navigate the complexities of managing your finances while preparing for your family's future needs. Whether you are planning for retirement or seeking a personalized financial plan, we are here to help you achieve your goals.
Axis Capital
Axis Capital is a leading finance institution located at 1797 Veterans Memorial Highway in Islandia, New York. With a strong presence in the United States, Axis Capital offers a wide range of financial services including investment banking, asset management, and risk management. Their team of experienced professionals provides innovative solutions to help clients achieve their financial goals. Whether you are an individual or a corporation, Axis Capital is dedicated to providing top-notch service and expertise to meet your financial needs.
Gladowsky Group
The Gladowsky Group is a renowned institution located at 18 Manor Road in Smithtown, New York. Known for its commitment to excellence and innovation, the Gladowsky Group offers a wide range of services in the fields of business consulting, financial planning, and investment management. With a team of experienced professionals and a track record of success, the Gladowsky Group is dedicated to helping clients achieve their financial goals and secure their future. Whether you are a business owner looking to grow your company or an individual seeking to build wealth, the Gladowsky Group is here to provide expert guidance and support. Visit us today to learn more about how we can help you succeed.
IGB Group
The IGB Group, located at 45 Broadway in New York, United States, is a trusted advisor in the finance industry. For nearly two decades, they have helped small and mid-cap companies effectively communicate with key capital market and media audiences. The experienced team at The IGB Group works with a diverse group of clients, including public and private companies, industry leaders, and emerging innovators in various sectors. They provide strategic counsel to management teams and boards, helping them communicate their investment thesis and corporate narrative to attract capital and achieve business goals. The IGB Group understands the evolving investor relations and media landscape, offering tailored solutions to navigate these changes.
Adelphi Solutions
Adelphi Solutions is a leading finance institution located at 41-02 Bell Boulevard in New York, United States. Our team of experts provides a wide range of financial services to help clients achieve their financial goals. From investment planning to wealth management, we offer personalized solutions tailored to each client's unique needs. With a commitment to excellence and a focus on customer satisfaction, Adelphi Solutions is dedicated to helping our clients navigate the complex world of finance with confidence and peace of mind.
Penso Capital Markets LLC
Penso Capital Markets LLC is a finance institution located at 68 Carman Avenue in Cedarhurst, New York, United States. Specializing in capital markets, Penso offers a range of financial services to meet the needs of individual and institutional clients. With a team of experienced professionals, Penso Capital Markets LLC is dedicated to providing expert advice and innovative solutions to help clients achieve their financial goals.
YMH Consulting LLC
YMH Consulting LLC is a leading consulting firm located at 186-22 140th Avenue in New York, United States. Our team of experienced professionals offers expert advice and guidance in various areas such as business strategy, marketing, finance, and operations. We work closely with our clients to develop customized solutions that meet their specific needs and help them achieve their goals. With a proven track record of success, YMH Consulting LLC is committed to delivering high-quality services and driving positive results for our clients. Contact us today to learn more about how we can help your business thrive.
ROBB CORPORATION - robbcorp.com
ROBB CORPORATION is a dynamic and innovative institution located in New York, United States. Specializing in both finance and food industries, we offer a wide range of services to meet the diverse needs of our clients. Our team of experts is dedicated to providing top-notch financial solutions as well as high-quality food products. Visit our website at robbcorp.com to learn more about how we can help you achieve your goals.
Merrill Lynch Financial Advisor Philip Siegel
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.
BDO
BDO, located at 201 Old Country Road in Melville, New York, is a leading accounting and finance institution offering a wide range of services to businesses in the area. Stay informed about emerging trends, regulatory updates, and the latest headlines in the industry. Discover how to drive new growth and find competitive advantages for your business with valuable data and insights. Our Melville office serves the Long Island and New York Metropolitan Area, providing world-class resources and exceptional service to our clients. With a team of talented professionals, we offer assurance, tax, and advisory services to various industries including manufacturing, retail, real estate, technology, and more.
Broadridge Financial Solutions
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.
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.
Commonwealth Financial Network
Commonwealth Financial Network, located in Rochester, New York, United States, is a leading finance institution that prioritizes independent financial advisors. With a focus on sophisticated solutions, specialized consulting, and intuitive tools, Commonwealth Financial Network helps advisors reach their full potential. In 2023, the institution recruited $15.9 billion in assets, showcasing their commitment to success. As the economy and markets evolve in 2024, Commonwealth Financial Network offers insight through their 2024 Outlook. Whether you are looking to grow an existing practice, transition to a fee-only model, or explore independence for the first time, Commonwealth Financial Network provides innovative strategies for a competitive advantage. With personalized consulting, operations, and compliance, advisors can optimize their business and achieve their goals. The institution also offers valuable resources for independent business owners, guiding them through entrepreneurship and marketing strategies. Commonwealth Financial Network empowers advisors to take control of their growth path, whether affiliating as their own RIA or through the corporate RIA. With a focus on client experience and high-touch service, Commonwealth Financial Network helps advisors navigate unpredictability and achieve growth. The institution's emphasis on investment management, financial planning, and a supportive culture make it a top choice for advisors looking to build a successful enterprise. Through personalized stories and insights, Commonwealth Financial Network showcases their dedication to helping advisors succeed and making a positive impact on their clients' lives.
GP Fund Solutions
GP Fund Solutions, located at 12 Cornell Road in Latham, New York, is a finance institution known for its exceptional services and high standards. With a team of dedicated professionals and a vibrant culture, GP Fund Solutions offers comprehensive fund administration services to clients in the US, UK, and EU. Their commitment to quality and service excellence sets them apart in the competitive market for 3rd party fund administration. Clients, like Level, have praised GP Fund Solutions for their instrumental role in helping them grow their private asset management business successfully.
Progress Solutions LLC
Progress Solutions LLC is a leading finance institution located at 45 Park Street in Pleasantville, New York, United States. Specializing in providing innovative financial solutions to individuals and businesses, Progress Solutions LLC is dedicated to helping clients achieve their financial goals. With a team of experienced professionals, the institution offers a wide range of services including investment management, financial planning, and retirement strategies. Whether you are looking to grow your wealth or plan for the future, Progress Solutions LLC is committed to providing personalized and comprehensive financial solutions to meet your needs.
Galinn Fund LLC
Galinn Fund LLC is a finance institution located at 399 Knollwood Road in White Plains, New York, United States. Specializing in investment management and financial advisory services, Galinn Fund LLC offers a range of solutions for individuals and businesses looking to grow and manage their wealth. With a team of experienced professionals, Galinn Fund LLC is dedicated to providing personalized and strategic financial guidance to help clients achieve their goals.
Great Hill Advisory
Great Hill Advisory is a leading finance institution located at 174 Main Street in Port Washington, New York, United States. Our team of experienced advisors offers personalized financial solutions to help clients achieve their goals and secure their financial future. With a focus on integrity, transparency, and excellence, Great Hill Advisory is committed to providing top-notch financial guidance and support to individuals and businesses alike. Whether you are looking to invest, plan for retirement, or manage your wealth, our dedicated team is here to help you every step of the way. Trust Great Hill Advisory to be your partner in financial success.
Freshford Capital
Freshford Capital is a prominent finance institution located at 800 Westchester Avenue in Rye Brook, New York, United States. With a strong reputation for delivering top-notch financial services, Freshford Capital is dedicated to providing innovative investment strategies and solutions to its clients. The institution is committed to helping individuals and businesses achieve their financial goals through personalized and expert financial guidance. With a team of experienced professionals, Freshford Capital is a trusted partner for those seeking financial success and security.
Corporate Funding
Corporate Funding is a reputable finance institution located at 329 Hewes Street in New York, United States. We specialize in providing financial solutions and funding opportunities for businesses of all sizes. Our team of experienced professionals is dedicated to helping corporations secure the capital they need to grow and thrive. Whether you are looking to expand your operations, launch a new product, or simply improve your cash flow, Corporate Funding is here to support you every step of the way. Contact us today to learn more about our services and how we can help your business succeed.
Cross River
Cross River is a leading finance institution located at 711 Bedford Avenue, New York, United States. Our API-driven banking infrastructure is designed to embed financial services across industries while ensuring regulatory compliance for our partners. We prioritize our partners' needs to provide financial technology solutions for everyone, everywhere. As pioneers in faster payments, we offer secure and instant money movement solutions, including FedNow, to support partner growth and advance financial technology milestones. Our modern BaaS platform, in collaboration with Visa, Mastercard, and American Express, enables our partners to build cutting-edge card solutions for their users. With our card rails and APIs, partners can design their own card programs for credit building and a streamlined customer experience. We are committed to addressing the challenges faced by the underbanked and credit invisible population in the U.S. by offering innovative credit-building tools through partnerships like Current and Cross River. Small businesses can access credit and integrate budgeting tools through our issuing BIN sponsorship and processor options. Our support for faster payment rails like Real-Time Payments and push-to-card services helps companies meet the demands of on-demand payments. Trustly and Cross River are driving instant payment adoption with the support of FedNow® Service, while VoPay strengthens its U.S. expansion through our alliance. Cross River also provides financial support for redevelopment projects, launches premier fintech investment banking franchises, and collaborates with industry leaders like Mastercard to adapt to modern banking needs. We pride ourselves on bridging technology support with banking expertise to create customized banking solutions for businesses of all sizes. Recognized by American Banker multiple years in a row, Cross River is dedicated to driving innovation and financial inclusion in the industry.
First Payment Solution
First Payment Solution is a leading finance institution located at 13621 Roosevelt Avenue in New York, United States. We specialize in providing innovative payment solutions for businesses of all sizes. Our team of experts is dedicated to helping our clients streamline their payment processes and maximize efficiency. With a focus on customer satisfaction and cutting-edge technology, First Payment Solution is the go-to choice for businesses looking to optimize their financial operations.
NRE Capital Partners
NRE Capital Partners is a leading finance institution located at 29 Barstow Road in Great Neck, New York. Specializing in commercial real estate lending, NRE Capital Partners is a direct nationwide lender with a strong track record of providing financing solutions for various real estate projects. With a team of experienced professionals and a commitment to excellence, NRE Capital Partners is a trusted partner for clients seeking innovative financial solutions for their real estate ventures. Contact NRE Capital Partners at 212-457-7699 or email info@nrecp.com for more information.
Phoenix Asset Management
Phoenix Asset Management is a reputable finance and real estate agency located at 1205 Franklin Avenue in Garden City, New York. With a team of experienced professionals, we provide expert advice and services in managing assets and real estate investments. Our institution is dedicated to helping clients achieve their financial goals through strategic planning and personalized solutions. Whether you are looking to grow your wealth or invest in properties, Phoenix Asset Management is here to guide you every step of the way.
Eschborn Enterprises
Eschborn Enterprises is a leading institution located at 6170 Karen Avenue in Newfane, New York. We specialize in providing innovative solutions and services in various industries such as technology, finance, and consulting. Our team of experts is dedicated to delivering high-quality results and exceeding our clients' expectations. With a commitment to excellence and customer satisfaction, Eschborn Enterprises is your trusted partner for all your business needs. Contact us today to learn more about how we can help you achieve your goals.
Ives Park Investments
Ives Park Investments is a prestigious finance institution located at 277 Alexander Street in Rochester, New York. With a focus on providing expert financial services and investment opportunities, Ives Park Investments is dedicated to helping clients achieve their financial goals. Their team of experienced professionals offers personalized advice and tailored solutions to meet the unique needs of each client. Whether you are looking to grow your wealth, plan for retirement, or secure your financial future, Ives Park Investments is committed to providing top-notch service and expertise. Visit them today to see how they can help you reach your financial goals.
iTP Partners LLC
iTP Partners LLC is a finance institution located at 55 Sully's Trail in Pittsford, New York, United States. They specialize in providing financial services such as investment management, financial planning, and wealth management. With a team of experienced professionals, iTP Partners LLC is dedicated to helping clients achieve their financial goals and secure their financial future. Whether you are looking to grow your investments, plan for retirement, or manage your assets, iTP Partners LLC offers personalized solutions to meet your individual needs. Visit their office today to learn more about how they can help you navigate the complexities of the financial world.
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