Top New York Financial Services Startups (419)

Our technology makes it easy for companies—from fast-growing startups to global fintechs—to integrate stablecoins into their products, platforms, and payment flows. Whether they’re launching a credit card program, enabling cross-border payments, or embedding wallets, Rain builds the tools to do it fast, flexibly, and compliantly. We’re built for the next generation of global finance. Our infrastructure combines the stability of trusted...

Current is a U.S. based consumer fintech and payments platform with over four million members and a mission to improve financial outcomes. It provides mobile banking services that give its members access to opportunities to improve their financial lives, such as paychecks up to two days early, up to 4% APY, fee-free overdraft, money management tools and insights, fee-free ATMs,...

By providing one unified platform where FI's can manage the end-to-end customer journey, Narmi securely drives primacy, customer growth, and efficiency. We unlock the very latest solutions in account opening and digital banking to allow our customers to reach their goals. Since our founding, Narmi has moved billions of dollars and opened hundreds of thousands of accounts for banks and...

Hebbia is the AI platform for knowledge work used by leading finance, law, and Fortune 500 companies. The product orchestrates "AI agents" that accurately tackle the most complex tasks by breaking them down into understandable actions. Users can collaborate with AI to extract, structure, and analyze millions of documents at scale, allowing for full workflow automations with generative AI. We've raised...

A technology-driven asset manager and registered investment advisor delivering personalized investment solutions that are tailored to reflect individual sustainability and financial priorities. Headquartered in New York City, our growing team brings a diverse set of backgrounds and experiences. Together, we are on a mission to help create a future where all investing is sustainable investing.

Addition Wealth is a holistic personal finance platform that empowers employees to make smart, informed financial decisions. By taking a tech-forward approach that combines digital tools, community events, expert content, and access to financial professionals, Addition is making personalized financial expertise inclusive and accessible for all employees. Addition partners with forward-thinking employers to help employees make the most of their...

We believe in a more equitable and efficient data and financial ecosystem that better serves the needs of both individuals and companies. Attain is a data company powered by our consumer-facing financial services app, Klover. We are building a platform that enables millions of consumers can access their earned wages, savings tools and rewards in seconds with no interest, no credit check...

We help everyday Americans build a brighter financial future. With a business model that is aligned with our customers, we create transparent, fair, and simple financial products that put money back in the hands of our members, help them spend wisely, and avoid unfair fees. We don’t just reduce stress — we promote sustainable financial health. Our team comes from diverse...

Flourish provides innovative access to financial products that help advisors secure their clients’ financial futures. We work with over 900 wealth management firms that collectively represent more than $1.6 trillion in assets under management across two products: Flourish Annuities and Flourish Cash — with additional exciting products in the works. Headquartered in New York City, we are an independent subsidiary...

Gynger is an AR management and embedded financing solution that give B2B technology vendors the power to offer flexible payment terms to customers while securing up front payment. With Gynger, finance leaders can leverage a combination of actionable insights and capital to optimize day-to-day cash flows, accelerate deal flows, and execute long term strategic vision with ease. Our SaaS solution allows...

We’re a rapidly growing fintech bringing leading-edge technology and product design to corporate bond trading. With a start-up mentality, we’re constantly innovating and advancing, remaining nimble and agile as we grow. We combine market expertise with a diversity of thinking - experiences, backgrounds, and opinions from a variety of industries collaborating to drive innovation and bring ideas to life. Our...

At January, we bring humanity to consumer finance. Using data intelligence, we create trust and deliver better outcomes for consumers and creditors alike. Our mission is simple: expand access to credit while empowering consumers to achieve lasting stability and control of their financial lives. We began by building the foundation for creditors to engage with and support their borrowers at scale...

Bilt Rewards is the first loyalty program that rewards members on rent and in their neighborhood, no matter where they live. Bilt Members can earn points and access exclusive benefits on rent payments, condo & co-op fees, and around their neighborhood at local restaurants, fitness studios, rideshare, pharmacy, and more. Ranked the highest-value point currency by top publications, Bilt Points...

Opto Investments (“Opto”) are engineering the future of private markets, offering the solution for wealth managers to efficiently build and manage differentiated private investment programs. Opto’s end-to-end technology solution dramatically streamlines building, fundraising for, and managing a bespoke private markets fund or program, allowing independent investment advisors, family offices, and private banks to scale their offerings without scaling their team. Founded by...

Canoe offers first-of-its kind AI technology powering the future of alternative investments. Canoe has reimagined the future of alternative investments with cloud-based, machine-learning technology for document collection, data extraction, and data science initiatives. We transform complex documents into actionable intelligence within seconds and empower allocators with tools to unlock new efficiencies for their business. Since the beginning, we’ve maintained a focused, client-first...

Here at Chapter, we aim to help seniors not only navigate the complexities of Medicare, but also to transform the way seniors transition into and experience retirement. This is not easy, and no one else has succeeded at this endeavor. For us to achieve this mission, we have to have a deeply shared understanding of who we are and who...

CheckAlt is the largest independent provider of lockbox and treasury solutions in the United States. We service hundreds of banks and credit unions, along with large corporations and fintechs, with our robust, omni-channel suite of payment processing solutions, such as lockbox, ATM Deposit Automation, Remote Deposit Capture, APIs, card/ACH processing and more. Learn more: www.checkalt.com

We provide advisory, trade execution, and technology solutions for interest rate and foreign exchange derivatives, and international payments. Our clients include community and regional banks, asset managers, credit unions, and corporate borrowers. We're proud to be recognized as FOW International’s 2021 “Multi-Asset Trading System of the Year” and Global Capital’s 2022 “Risk Management Advisory Firm of the Year.” With U.S....

Baselayer empowers over 2,000 financial institutions and government agencies to trust the small and medium-sized businesses they serve. We use proprietary machine learning to search government records, the web, and private databases to answer questions about Compliance, Risk, or Fraud about any business in the United States. Our solution suite includes tools for identity verification (Know Your Business), enhanced due diligence,...

CastleOak Securities, L.P. is a boutique investment bank focused on the capital markets serving a broad array of corporate, governmental and institutional investor clients. Headquartered in New York City, and with five regional offices, CastleOak specializes in primary and secondary sales and trading of fixed income, equity, and money market securities. Since its founding in 2006, CastleOak has grown to...