Company lists · Data refreshed October 2026

Top 25 Financial services marketing firms based in New York, United States

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

Compiled by the RevenueBase Data Team Data refreshed Oct 12, 2026 373 companies tracked

RevenueBase identified 373 company matches for financial services marketing firms associated with New York, United States as of October 2026 and tracks 8,762 professional contacts across them, including 2,675 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 marketing firms 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 October 12, 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 Oct 12, 2026 How this list was built

373Companies

8,762Contacts tracked

2,675Verified emails

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

Ranked by team size

Top 25 of 373 company matches for financial services marketing firms based in New York, United States, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Oct 12, 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	Cantor Fitzgerald	Exact match	New York, NY, United StatesHQ recorded Oct 12, 2026	10001+	2,533 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 · Oct 12, 2026 · View company records in RevenueBase
2	Horizon Next	Exact match	New York, NY, United StatesHQ recorded Oct 12, 2026	201-500	359 contacts →
	Exact match “Horizon Next is one of the industry's most innovative and data-driven marketing organizations and sits at the intersection of three constantly changing landscapes: people, data…” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
3	Alex. Brown	Exact match	New York, NY, United StatesHQ recorded Oct 12, 2026	501-1,000	333 contacts →
	Exact match “Alex.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
4	Merkley Partners	Exact match	New York, NY, United StatesHQ recorded Oct 12, 2026	51-200	294 contacts →
	Exact match “From QSR and fin tech to automotive and oncology, we’ve been helping brands navigate change to keep them ahead of the curve for over 30 years.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
5	Strategies For Wealth	Exact match	New York, NY, United StatesHQ recorded Oct 12, 2026	201-500	261 contacts →
	Exact match “Strategies for Wealth is a full service financial planning firm that has offices in Manhattan and Rye Brook, New York as well as throughout the New England area.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
6	BREAD	Exact match	New York, United StatesHQ recorded Oct 12, 2026	201-500	194 contacts →
	Exact match “Bread Payments is now Bread Financial.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
7	Carpenter Group	Exact match	New York, NY, United StatesHQ recorded Oct 12, 2026	n/a	157 contacts →
	Exact match “Carpenter Group was a strategic branding and marketing communications firm providing results-driven solutions to financial services firms for 30+ years.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
8	ISS Market Intelligence	Exact match	New York, NY, United StatesHQ recorded Oct 12, 2026	1,001-5,000	152 contacts →
	Exact match “ISS Market Intelligence (ISS MI) is a leading provider of data, insights, and market engagement solutions to the global financial services industry.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
9	SKY Advertising	Exact match	New York, NY, United StatesHQ recorded Oct 12, 2026	11-50	138 contacts →
	Exact match “When you need help thinking big-whether in interactive, digital, social, or traditional media-you want an agency that will lift you above your competitors.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
10	Vested	Exact match	New York, NY, United StatesHQ recorded Oct 12, 2026	51-200	118 contacts →
	Exact match “Vested is a world-leading integrated marketing and communications consultancy focused exclusively on the financial services industry.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
11	Spartan Capital Securities, LLC	Exact match	New York, NY, United StatesHQ recorded Oct 12, 2026	51-200	92 contacts →
	Exact match “About Spartan Capital Securities LLC: Spartan Capital Securities, LLC (SCS) is a full-service, integrated financial services firm that provides sound investment guidance for high…” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
12	Block & TAM	Exact match	New York, NY, United StatesHQ recorded Oct 12, 2026	51-200	75 contacts →
	Exact match “At Block & Tam, we’re more than just data experts, we’re innovators and problem solvers.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
13	Rubenstein Public Relations	Exact match	New York, NY, United StatesHQ recorded Oct 12, 2026	11-50	65 contacts →
	Exact match “Rubenstein Public Relations is a leading full service communications agency founded more than three decades ago by third generation communications strategist and respected brand…” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
14	NU Media Holdings	Exact match	New York, NY, United StatesHQ recorded Oct 12, 2026	11-50	64 contacts →
	Exact match “NU Media is an international digital agency and investment firm headquartered in New York City.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
15	Caliber Corporate Advisers	Exact match	New York, NY, United StatesHQ recorded Oct 12, 2026	11-50	59 contacts →
	Exact match “Caliber drives innovation in financial services and fintech, insurance and insurtech, real estate and proptech, and related professional services by being a trusted marketing and…” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
16	RF Lafferty & Co., INC	Exact match	New York, NY, United StatesHQ recorded Oct 12, 2026	51-200	55 contacts →
	Exact match “It’s not an accident that R.F.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
17	A&a Group	Exact match	New York, NY, United StatesHQ recorded Oct 12, 2026	11-50	46 contacts →
	Exact match “Attentive media buying and effective creative production.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
18	QNY Creative	Exact match	New York, NY, United StatesHQ recorded Oct 12, 2026	11-50	42 contacts →
	Exact match “QNY Creative is an award-winning and leading Marketing & Design agency located in the vibrant heart of Manhattan, New York.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
19	Investingchannel	Exact match	New York, NY, United StatesHQ recorded Oct 12, 2026	11-50	38 contacts →
	Exact match “InvestingChannel is the most innovative and scalable marketing platform in financial media.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
20	Brandburp Digital A Fluper Company	Exact match	New York, NY, United StatesHQ recorded Oct 12, 2026	51-200	31 contacts →
	Exact match “BrandBurp is #1 Web, App & Brand Marketing & Advertising hub leveraging Brands to tactically market their business.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
21	Cabot Lodge Securities	Exact match	New York, NY, United StatesHQ recorded Oct 12, 2026	11-50	29 contacts →
	Exact match “Cabot Lodge Securities, LLC is a full service financial firm headquartered in New York with representatives and affiliates nationwide.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
22	MKP Communications INC	Exact match	New York, NY, United StatesHQ recorded Oct 12, 2026	11-50	28 contacts →
	Exact match Recorded description not available. Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
23	Flightpath	Exact match	New York, NY, United StatesHQ recorded Oct 12, 2026	11-50	26 contacts →
	Exact match “Flightpath is a digital marketing agency based in New York City.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
24	Arthouse	Exact match	New York, NY, United StatesHQ recorded Oct 12, 2026	11-50	24 contacts →
	Exact match “ARTHOUSE is a full-service agency that brings inspired design to digital marketing.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
25	Busyseed	Exact match	New York, NY, United StatesHQ recorded Oct 12, 2026	11-50	23 contacts →
	Exact match “BusySeed is a U.S-based revenue growth agency headquartered in New York City.” Recorded in the RevenueBase company graph · Oct 12, 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 marketing firms”. 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 373 financial services marketing firms based in New York, United States

See the full list, filter by size, metro and specialty, and access 2,675 tracked professional contacts with verified work emails. Direct dials are available where recorded.

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

As of Oct 12, 2026

30.5%Verified-email coverage

23.5Average contacts per company

1-10Median size (employees)

Oct 12, 2026Page data refreshed

Companies by employee count

1-10

227

11-50

106

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 373 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 marketing firms” 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 2,675 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 October 12, 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 marketing firms 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 marketing firms”; each Exact match badge shows search membership, not an individual similarity or quality score.

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

RevenueBase identified 373 company matches for financial services marketing firms associated with New York, United States as of October 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?

Cantor Fitzgerald 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 marketing firms?

New York leads the United States with 373 company records, followed by Los Angeles (189) and Houston (169).

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 2,675 professional contacts with verified work emails tracked across these 373 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 October 12, 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.