Company lists · Data refreshed September 2026

Top 25 Financial services executives based in New York, United States

Name: Financial services executives based in New York, United States
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Sep 16, 2026 240 companies tracked

RevenueBase identified 240 company matches for financial services executives associated with New York, United States as of September 2026 and tracks 634,156 professional contacts across them, including 254,152 with verified work emails. Across the United States, New York is the largest hub for this category.

This list covers company matches for financial services executives associated with New York, United States, found by RevenueBase SmartSearch using the meaning of business descriptions in its company graph at Exact. Ranked by professionals tracked, largest first. Rows show recorded descriptions where available, Exact search membership and the snapshot date. Data refreshed September 16, 2026.

Published by RevenueBase, a B2B data infrastructure company. This list was built with RevenueBase SmartSearch, the natural-language company search RevenueBase customers use to build their own targeted lists and unlock verified emails and direct dials at the companies on them. How these lists are built and judged.

How to read this list RevenueBase SmartSearch · Exact Recorded Sep 16, 2026 How this list was built

240Companies

634,156Contacts tracked

254,152Verified emails

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The 25 largest financial services executives based in New York, United States

Ranked by team size

Top 25 of 240 company matches for financial services executives based in New York, United States, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Sep 16, 2026. The RevenueBase SmartSearch column shows Exact match membership in this saved search. Click a contact count to view that company's people. Totals use company locations recorded by RevenueBase; the displayed preview is a smaller selection.
#	Company	RevenueBase SmartSearch	Headquarters	Employees	Contacts
1	Jpmorganchase	Exact match	New York, NY, United StatesHQ recorded Sep 16, 2026	10001+	215,533 contacts →
	Exact match “With a history tracing its roots to 1799 in New York City, JPMorganChase is one of the world's oldest, largest, and best-known financial institutions-carrying forth the innovative…” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase
2	Morgan Stanley	Exact match	New York, NY, United StatesHQ recorded Sep 16, 2026	10001+	91,146 contacts →
	Exact match “Morgan Stanley is a leading global financial services firm providing investment banking, securities, wealth management and investment management services.” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase
3	Goldman Sachs	Exact match	New York, NY, United StatesHQ recorded Sep 16, 2026	10001+	63,447 contacts →
	Exact match “We aspire to be the world’s most exceptional financial institution, united by our shared values of partnership, client service, integrity, and excellence.” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase
4	J.P. Morgan	Exact match	New York, NY, United StatesHQ recorded Sep 16, 2026	10001+	57,790 contacts →
	Exact match “J.P.” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase
5	BNY	Exact match	New York, NY, United StatesHQ recorded Sep 16, 2026	10001+	53,345 contacts →
	Exact match “BNY is a global financial services platforms company at the heart of the world’s capital markets.” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase
6	Metlife	Exact match	New York, NY, United StatesHQ recorded Sep 16, 2026	10001+	39,007 contacts →
	Exact match “We live in a time of unprecedented change.” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase
7	Merrill Lynch	Exact match	New York, NY, United StatesHQ recorded Sep 16, 2026	10001+	32,808 contacts →
	Exact match “Founded in 1914, Merrill is one of the largest wealth management businesses in the world.” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase
8	CHASE	Exact match	New York, NY, United StatesHQ recorded Sep 16, 2026	10001+	25,090 contacts →
	Exact match “At Chase, we’re dedicated to helping you succeed.” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase
9	Barclays Investment Bank	Exact match	New York, NY, United StatesHQ recorded Sep 16, 2026	10001+	20,783 contacts →
	Exact match “Barclays Investment Bank deploys financial solutions to help our clients with their funding, financing, strategic and risk management needs across sectors, markets and economies.” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase
10	Voya Financial	Exact match	New York, NY, United StatesHQ recorded Sep 16, 2026	10001+	5,499 contacts →
	Exact match “Voya Financial, Inc.(NYSE: VOYA), is a leading retirement, employee benefits and investment management company.” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase
11	Nylife Securities LLC	Exact match	New York, NY, United StatesHQ recorded Sep 16, 2026	10001+	3,292 contacts →
	Exact match “NYLIFE Securities is a subsidiary of New York Life Insurance Company and focuses on providing clients with world‐class brokerage services and a wide variety of investment options.” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase
12	Equitable	Exact match	New York, NY, United StatesHQ recorded Sep 16, 2026	5,001-10,000	3,090 contacts →
	Exact match “Equitable is one of America’s leading financial services companies.” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase
13	Oppenheimer & Co. INC	Exact match	New York, NY, United StatesHQ recorded Sep 16, 2026	1,001-5,000	3,006 contacts →
	Exact match “Oppenheimer is a global financial institution offering Wealth Management, Capital Markets, and Investment Banking solutions.” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase
14	CIT	Exact match	New York, NY, United StatesHQ recorded Sep 16, 2026	5,001-10,000	2,913 contacts →
	Exact match Recorded description not available. Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase
15	AXA US	Exact match	New York, NY, United StatesHQ recorded Sep 16, 2026	5,001-10,000	2,813 contacts →
	Exact match “AXA Equitable Life is a wholly-owned indirect subsidiary of AXA Equitable Holdings, Inc.(NYSE: EQH).” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase
16	Cantor Fitzgerald	Exact match	New York, NY, United StatesHQ recorded Sep 16, 2026	10001+	2,293 contacts →
	Exact match “Cantor Fitzgerald is a leading global financial services firm, serving clients from over 30 offices around the world.” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase
17	Guggenheim Partners	Exact match	New York, NY, United StatesHQ recorded Sep 16, 2026	1,001-5,000	1,748 contacts →
	Exact match “Guggenheim Partners is a global investment and advisory firm.” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase
18	Mutual Of America Financial Group	Exact match	New York, NY, United StatesHQ recorded Sep 16, 2026	1,001-5,000	1,064 contacts →
	Exact match “Mutual of America Financial Group is a leading provider of retirement products, services and investments to individuals and organizations.” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase
19	Canaccord Genuity	Exact match	New York, NY, United StatesHQ recorded Sep 16, 2026	501-1,000	810 contacts →
	Exact match “Canaccord Genuity is the global capital markets division of Canaccord Genuity Group Inc, offering institutional and corporate clients idea-driven investment banking, merger and…” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase
20	Guggenheim Securities	Exact match	New York, NY, United StatesHQ recorded Sep 16, 2026	1,001-5,000	699 contacts →
	Exact match “Guggenheim Securities is the investment banking and capital markets business of Guggenheim Partners, offering a full range of services including Advisory, Sales and Trading…” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase
21	Smbc Capital Markets, INC	Exact match	New York, NY, United StatesHQ recorded Sep 16, 2026	5,001-10,000	410 contacts →
	Exact match “Sumitomo Mitsui Financial Group, Inc.(SMFG) is the holding company of SMBC Group, which is one of the three largest banking groups in Japan.” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase
22	Alex. Brown	Exact match	New York, NY, United StatesHQ recorded Sep 16, 2026	501-1,000	330 contacts →
	Exact match “Alex.” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase
23	Lenox Advisors	Exact match	New York, NY, United StatesHQ recorded Sep 16, 2026	201-500	323 contacts →
	Exact match “Driven by the notion of what is best for you, we build custom solutions that integrate the financial needs of high net worth individuals, their families and corporate clients.” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase
24	Convergex	Exact match	New York, NY, United StatesHQ recorded Sep 16, 2026	201-500	195 contacts →
	Exact match “Convergex is now Cowen!” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase
25	Park Avenue Wealth Management	Exact match	New York, NY, United StatesHQ recorded Sep 16, 2026	1,001-5,000	194 contacts →
	Exact match “Park Avenue® Wealth Management has evolved into a modern wealth management company delivering holistic solutions across investing, planning, and protection.” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase

RevenueBase SmartSearch

Describe a niche business in your own words. RevenueBase SmartSearch compares the meaning of your description with company business descriptions compiled in the RevenueBase company graph. Exact, Similar, Related and Broad control how closely companies must fit.

This list uses Exact for “financial services executives”. Each Exact match badge shows membership in that saved search; it is not an individual similarity score or a service-quality rating. Recorded descriptions are shown where available.

Showing 25 of 240 financial services executives based in New York, United States

See the full list, filter by size, metro and specialty, and access 254,152 tracked professional contacts with verified work emails. Direct dials are available where recorded.

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Financial services executives based in New York, United States at a glance

As of Sep 16, 2026

40.1%Verified-email coverage

2642.3Average contacts per company

11-50Median size (employees)

Sep 16, 2026Page data refreshed

Companies by employee count

1-10

11-50

51-200

201-500

501-1,000

1,001-5,000

5,001-10,000

10001+

Email recency for this list is measured across the whole United States list rather than for New York, so it is reported there. Company counts and contact totals on this page are exact for New York, over 240 companies.

How this list was built

The recorded descriptions help you assess these company matches. Check a company’s website for its current services and locations.

Source: The RevenueBase company graph: 60 million companies and 398.9 million professional contacts resolved from primary sources, queried with RevenueBase SmartSearch, the natural-language company search available to every RevenueBase user.
What qualifies: Company records associated with New York, United States whose business descriptions match “financial services executives” by meaning at the Exact setting. Descriptions are compiled in the RevenueBase company graph from public websites, profiles and company information where available; they are not guaranteed quotations from the company's website.
RevenueBase SmartSearch: Describe a niche company in your own words to find businesses by meaning. Exact, Similar, Related and Broad control the breadth of RevenueBase SmartSearch. This saved list uses Exact. Each row's Exact match badge shows inclusion in that search, not an individual score or a service-quality judgment.
Public preview: The public preview omits records without a verified work email. Where headquarters information is recorded, preview rows are also filtered to this page’s location. Dataset totals and geographic summaries describe the full matched records before these preview filters.
Match quality: RevenueBase's August 25, 2026 study assessed 4,198 description/company pairs across matching settings. The publisher reports 86% good or better at Exact. This evaluates the method across queries; it does not audit this individual list. Recorded company descriptions, where available, help you judge each match yourself. Read the full methodology: how the lists are built and what the study measures.
Ranking: Team size, largest first: companies are ordered by the number of professionals RevenueBase tracks at each one. Employee ranges shown are reported bands, for context.
Verification: Every displayed company carries at least one verified work email. RevenueBase tracks 254,152 professional contacts with verified work emails across the full matched dataset. Contacts re-verify on a rolling cadence, and each contact's own verification date is shown inside RevenueBase.
Refresh: This page's figures were pulled from the company graph on September 16, 2026. Lists refresh periodically as the graph is re-checked.
Record context: Company records and descriptions can change. Check the company's website for its current services and locations.

Financial services executives by metro in the United States

Frequently asked

What is RevenueBase SmartSearch?

RevenueBase SmartSearch finds niche companies by the meaning of their business descriptions in the RevenueBase company graph. Exact, Similar, Related and Broad control how closely companies must fit your description. This list uses Exact for “financial services executives”; each Exact match badge shows search membership, not an individual similarity or quality score.

How many financial services executives are there based in New York, United States?

RevenueBase identified 240 company matches for financial services executives associated with New York, United States as of September 2026, using the meaning of business descriptions at Exact. This is the recorded matched set in the RevenueBase company graph.

What is the largest company on this list?

Jpmorganchase tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.

Which city in the United States has the most financial services executives?

New York leads the United States with 240 company records, followed by Dallas (77) and Houston (65).

How do I get contact information for these companies?

A free RevenueBase account lets you run this exact search and work limited free results with 500 credits to start. Upgrading provides access to the 254,152 professional contacts with verified work emails tracked across these 240 companies; direct dials are available where recorded.

How current is this list?

The list refreshes periodically as the company graph is re-checked. This page's figures were pulled on September 16, 2026.

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About this data

RevenueBase is a B2B data infrastructure company. Its company graph covers 60 million companies and 398.9 million professional contacts, with emails verified on a rolling cadence rather than scraped once and left to decay. These company lists are generated directly from that graph with RevenueBase SmartSearch, the same natural-language company search every RevenueBase user has: describe a market in plain words, get the companies that match, and add verified emails and direct dials for the people at them. It is the same data that powers RevenueBase's B2B data products, and a free account includes 500 credits to start. How these lists are built and judged.