Financial services Companies in the United States

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1-10 of 951 companies

Pathstone is an independent family and partner owned advisory firm providing objective advice to families, family offices and select institutions.

pathstone.com

$21 M Revenue 95 Employees Englewood, NJ Financial Consultant 7

Starboard Value LP is a New York-based investment adviser with a focused and fundamental approach to investing in publicly traded U.S. companies. Starboard invests in deeply un...

starboardvalue.com

$6.56 M Revenue 30 Employees New York City, NY Financial Consultant 7

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SenaHill Partners is a merchant bank offering a full suite of investment, operating, and advisory services to the Financial Technology sector.

senahill.com

$16.1 M Revenue 28 Employees New York City, NY Financial Consultant 7

360 Payments empowers businesses to reach their full potential. We accomplish this as a payment processing organization headquartered in Silicon Valley, CA built by industry ex...

360payments.com

$7.5 M Revenue 26 Employees Campbell, CA Financial Consultant 6

TAG Resources offers the Easiest, Most Compliant & Safest 401(k) on the market. Full stop.

tagresources.com

$28.3 M Revenue 127 Employees Knoxville, TN Financial Consultant 6

Vesta Partners is an investment banking and strategy consulting firm that serves the hospitality industry.

vesta-capital.com

$5.08 M Revenue 23 Employees Winter Park, FL Financial Consultant 6

An experienced and cutting-edge TPA Diversified Benefit Services, Inc. (DBS) is a leading third party administrator (TPA) providing excellence in benefit management solutions f...

dbsbenefits.com

$29 M Revenue 70 Employees Hartland, WI Financial Consultant 6

Summit Trail is the leading Networked Family Office, delivering an elevated approach to managing wealth that charts the course for extraordinary success.

summittrail.com

$7.25 M Revenue 34 Employees New York City, NY Financial Consultant 6

Davis Capital Advisors are committed to clarity through full and unambiguous disclosure, as well as enhanced understanding of the securities markets. We believe that the needs ...

daviscapitaladvisors.com

$6.01 M Revenue 28 Employees New York City, NY Financial Consultant 6

Austerra Wealth Management LLC is a full service independent wealth management firm formed to cater to the demanding financial needs of business owners, successful professional...

austerra.com

$1.08 M Revenue 5 Employees Dallas, TX Financial Consultant 6