Company lists · Data refreshed October 2026
Top 25 Financial services research agencies based in New York, United States
RevenueBase identified 60 company matches for financial services research agencies associated with New York, United States as of October 2026 and tracks 3,593 professional contacts across them, including 763 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 research agencies 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.
The 25 largest financial services research agencies based in New York, United States
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 500 contacts → | ||||
Exact match “KBW (Keefe, Bruyette & Woods, Inc, operating in the U.S, and Stifel Nicolaus Europe Limited, also trading as Keefe, Bruyette & Woods Europe, operating in Europe) is a Stifel…” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase | |||||
| 2 | 211 contacts → | ||||
Exact match “Convergex is now Cowen!” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase | |||||
| 3 | 197 contacts → | ||||
Exact match “M Science is a data-driven research and analytics firm, uncovering new insights for leading financial institutions and corporations since 2016.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase | |||||
| 4 | 195 contacts → | ||||
Exact match “Value Line® The Most Trusted Name in Investment Research™ A venerable authority in reliable and unbiased information, Value Line provides accurate and insightful investment…” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase | |||||
| 5 | 194 contacts → | ||||
Exact match “Bread Payments is now Bread Financial.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase | |||||
| 6 | 174 contacts → | ||||
Exact match “BWG Global has set the industry standard as the premier provider of industry intelligence to more than professionals across investment firms and corporations.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase | |||||
| 7 | 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 | |||||
| 8 | 72 contacts → | ||||
Exact match “Strategic Insight (SI) provides critical and proprietary data, business intelligence, research and marketing services to the global asset management community.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase | |||||
| 9 | 68 contacts → | ||||
Exact match “American Banker, an Arizent brand, is the banking industry's most powerful information resource providing analysis, insight and perspective on the business of banking.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase | |||||
| 10 | 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 | |||||
| 11 | 54 contacts → | ||||
Exact match “JMI.Ai is a leading provider of on-demand financial research and business analytics services to global corporate and financial institutions.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase | |||||
| 12 | 49 contacts → | ||||
Exact match “We are a global financial services firm delivering research, trading access, and capital markets solutions in over 120 countries-powered by an unmatched network of trusted local…” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase | |||||
| 13 | 47 contacts → | ||||
Exact match “Stirlingshire's mission is to structurally change the financial services model to be Better for Clients, Better for Advisors.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase | |||||
| 14 | 33 contacts → | ||||
Exact match “For more than 25 years, Strategic Insight has been at the forefront of thorough, unbiased mutual fund industry research and business intelligence.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase | |||||
| 15 | 29 contacts → | ||||
Exact match “Established in 1976 as a full-service brokerage firm, Triad Securities strives to provide our clients with the most comprehensive data on the new issue market.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase | |||||
| 16 | 19 contacts → | ||||
Exact match “Empirical Research Partners LLC, a broker-dealer, was founded in 2002 with the aim of providing high quality research on a wide range of topics of interest to institutional…” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase | |||||
| 17 | 18 contacts → | ||||
Exact match “Our mission is to transform how financial services companies grow their market share.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase | |||||
| 18 | 14 contacts → | ||||
Exact match “Gordon Haskett Research Advisors publishes highly differentiated, independent research to a targeted group of institutional investors.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase | |||||
| 19 | 13 contacts → | ||||
Exact match “TABB Group is a financial markets research and strategic advisory firm focused on capital markets.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase | |||||
| 20 | 11 contacts → | ||||
Exact match “Decision Economics, Inc.(DE) led by Chief Global Economist and Strategist, Allen Sinai, provides unparalleled perspective on the global macroeconomic backdrop and risks to help…” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase | |||||
| 21 | 7 contacts → | ||||
Exact match “Django Group LLC provides executive research and competitive intelligence to companies in the financial services sector.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase | |||||
| 22 | 7 contacts → | ||||
Exact match “IRC, a FINRA-registered broker-dealer, delivers tailored compliance, payments, operational, marketing, and strategic support solutions to investment analysts and research…” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase | |||||
| 23 | 5 contacts → | ||||
Exact match “Troluce Capital Advisors, LLC” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase | |||||
| 24 | 5 contacts → | ||||
Exact match Recorded description not available. Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase | |||||
| 25 | 5 contacts → | ||||
Exact match “Cirrus Research, LLC is a financial services company based out of 110 W.” 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 research agencies”. 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 60 financial services research agencies based in New York, United States
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Financial services research agencies based in New York, United States at a glance
As of Oct 12, 2026Companies by employee count
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 60 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 research agencies” 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 763 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.
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 research agencies”; each Exact match badge shows search membership, not an individual similarity or quality score.
How many financial services research agencies are there based in New York, United States?
RevenueBase identified 60 company matches for financial services research agencies 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?
KBW 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 research agencies?
New York leads the United States with 60 company records, followed by Boston (11) and Chicago (8).
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 763 professional contacts with verified work emails tracked across these 60 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.
Ready to reach these companies? Verified emails and direct dials for all 60 financial services research agencies based in New York, United States. Start with a free account, no credit card.
Download this list →Related lists
Financial services research agencies by geography
- Financial services research agencies based in Sydney, Australia
- Financial services research agencies based in Mumbai, India
- Financial services research agencies based in London, United Kingdom
- Financial services research agencies based in Australia
- Financial services research agencies based in Brazil
- Financial services research agencies based in Canada
- Financial services research agencies based in France
- Financial services research agencies based in Germany
- Financial services research agencies based in India
- Financial services research agencies based in Italy
- Financial services research agencies based in the Netherlands
- Financial services research agencies based in South Africa
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.
More company lists
- All company lists
- Lists by location
- Lists A-Z
- New lists
- Financial services research agencies based in Sydney, Australia
- Financial services research agencies based in Mumbai, India
- Financial services research agencies based in London, United Kingdom
- Financial services research agencies based in Australia
- Financial services research agencies based in Brazil
- Financial services research agencies based in Canada
Company intelligence · public preview
Top 25 financial services research agencies based in New York, United States
Find companies in any niche.
Describe the businesses you want in your own words. RevenueBase SmartSearch matches company descriptions by meaning.
RevenueBase records 60 matching company records for financial services research agencies based in New York, United States, with 3,593 tracked contacts and 763 verified work emails.
This public preview shows 25 selected records ordered by tracked contacts. RevenueBase SmartSearch finds company descriptions that match by meaning at Exact. Snapshot: October 12, 2026.
RevenueBase compiles business descriptions for niche-company discovery; each row shows a recorded excerpt where available. Adapt this search to find the companies and contacts you want.
Top 25 financial services research agencies based in New York, United States
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
| # | Company | Headquarters on record | Reported employees | RevenueBase SmartSearch | Tracked contacts |
|---|---|---|---|---|---|
| 1 |  KBWkbw.comHQ: New York, NY, United StatesReported employees: 501-1,000 | New York, NY, United States | 501-1,000 | Exact match | 500 contacts → |
“KBW (Keefe, Bruyette & Woods, Inc, operating in the U.S, and Stifel Nicolaus Europe Limited, also trading as Keefe, Bruyette & Woods Europe, operating in Europe) is a Stifel…” Recorded description excerpt · October 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 |  Convergexcowen.comHQ: New York, NY, United StatesReported employees: 201-500 | New York, NY, United States | 201-500 | Exact match | 211 contacts → |
“Convergex is now Cowen!” Recorded description excerpt · October 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 |  M Sciencemscience.comHQ: New York, NY, United StatesReported employees: 51-200 | New York, NY, United States | 51-200 | Exact match | 197 contacts → |
“M Science is a data-driven research and analytics firm, uncovering new insights for leading financial institutions and corporations since 2016.” Recorded description excerpt · October 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 |  Value Linevalueline.comHQ: New York, NY, United StatesReported employees: 201-500 | New York, NY, United States | 201-500 | Exact match | 195 contacts → |
“Value Line® The Most Trusted Name in Investment Research™ A venerable authority in reliable and unbiased information, Value Line provides accurate and insightful investment…” Recorded description excerpt · October 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 |  BREADbreadfinancial.comHQ: New York, United StatesReported employees: 201-500 | New York, United States | 201-500 | Exact match | 194 contacts → |
“Bread Payments is now Bread Financial.” Recorded description excerpt · October 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 |  BWG Globalbwgglobal.comHQ: New York, United StatesReported employees: 51-200 | New York, United States | 51-200 | Exact match | 174 contacts → |
“BWG Global has set the industry standard as the premier provider of industry intelligence to more than professionals across investment firms and corporations.” Recorded description excerpt · October 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 |  ISS Market Intelligenceissmarketintelligence.comHQ: New York, NY, United StatesReported employees: 1,001-5,000 | New York, NY, United States | 1,001-5,000 | Exact match | 152 contacts → |
“ISS Market Intelligence (ISS MI) is a leading provider of data, insights, and market engagement solutions to the global financial services industry.” Recorded description excerpt · October 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 | Strategic Insight ISS Market Intelligencestrategic-i.com HQ: New York, NY, United StatesReported employees: 501-1,000 | New York, NY, United States | 501-1,000 | Exact match | 72 contacts → |
“Strategic Insight (SI) provides critical and proprietary data, business intelligence, research and marketing services to the global asset management community.” Recorded description excerpt · October 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 |  American Bankeramericanbanker.comHQ: New York, NY, United StatesReported employees: 201-500 | New York, NY, United States | 201-500 | Exact match | 68 contacts → |
“American Banker, an Arizent brand, is the banking industry's most powerful information resource providing analysis, insight and perspective on the business of banking.” Recorded description excerpt · October 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 | RF Lafferty & Co., INCrflafferty.com HQ: New York, NY, United StatesReported employees: 51-200 | New York, NY, United States | 51-200 | Exact match | 55 contacts → |
“It’s not an accident that R.F.” Recorded description excerpt · October 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 |  jmi.aijmi.aiHQ: New York, NY, United StatesReported employees: 501-1,000 | New York, NY, United States | 501-1,000 | Exact match | 54 contacts → |
“JMI.Ai is a leading provider of on-demand financial research and business analytics services to global corporate and financial institutions.” Recorded description excerpt · October 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 | Auerbach Graysonagco.com HQ: New York, NY, United StatesReported employees: 51-200 | New York, NY, United States | 51-200 | Exact match | 49 contacts → |
“We are a global financial services firm delivering research, trading access, and capital markets solutions in over 120 countries-powered by an unmatched network of trusted local…” Recorded description excerpt · October 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | Stirlingshirestirlingshire.com HQ: New York, NY, United StatesReported employees: 51-200 | New York, NY, United States | 51-200 | Exact match | 47 contacts → |
“Stirlingshire's mission is to structurally change the financial services model to be Better for Clients, Better for Advisors.” Recorded description excerpt · October 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 | Strategic Insight Researchsionline.com HQ: New York, NY, United StatesReported employees: 201-500 | New York, NY, United States | 201-500 | Exact match | 33 contacts → |
“For more than 25 years, Strategic Insight has been at the forefront of thorough, unbiased mutual fund industry research and business intelligence.” Recorded description excerpt · October 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 | Triad Securities Corptriadsecurities.com HQ: New York, United StatesReported employees: 11-50 | New York, United States | 11-50 | Exact match | 29 contacts → |
“Established in 1976 as a full-service brokerage firm, Triad Securities strives to provide our clients with the most comprehensive data on the new issue market.” Recorded description excerpt · October 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 |  Empirical Research Partners, LLCempirical-research.comHQ: New York, NY, United StatesReported employees: 11-50 | New York, NY, United States | 11-50 | Exact match | 19 contacts → |
“Empirical Research Partners LLC, a broker-dealer, was founded in 2002 with the aim of providing high quality research on a wide range of topics of interest to institutional…” Recorded description excerpt · October 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 |  DST Research, Analytics, And Consultingdstsystems.comHQ: New York, NY, United StatesReported employees: Not recorded | New York, NY, United States | Not recorded | Exact match | 18 contacts → |
“Our mission is to transform how financial services companies grow their market share.” Recorded description excerpt · October 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 | Gordon Haskett Research Advisorsgordonhaskett.com HQ: New York, NY, United StatesReported employees: 11-50 | New York, NY, United States | 11-50 | Exact match | 14 contacts → |
“Gordon Haskett Research Advisors publishes highly differentiated, independent research to a targeted group of institutional investors.” Recorded description excerpt · October 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 | Tabb Grouptabbgroup.com HQ: New York, NY, United StatesReported employees: 11-50 | New York, NY, United States | 11-50 | Exact match | 13 contacts → |
“TABB Group is a financial markets research and strategic advisory firm focused on capital markets.” Recorded description excerpt · October 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 | Decision Economics, INCdecisioneconomicsinc.com HQ: New York, NY, United StatesReported employees: 11-50 | New York, NY, United States | 11-50 | Exact match | 11 contacts → |
“Decision Economics, Inc.(DE) led by Chief Global Economist and Strategist, Allen Sinai, provides unparalleled perspective on the global macroeconomic backdrop and risks to help…” Recorded description excerpt · October 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 | Django Groupdjangogroup.com HQ: New York, NY, United StatesReported employees: 1-10 | New York, NY, United States | 1-10 | Exact match | 7 contacts → |
“Django Group LLC provides executive research and competitive intelligence to companies in the financial services sector.” Recorded description excerpt · October 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 |  IRC Securitiesircsecurities.comHQ: New York, NY, United StatesReported employees: 1-10 | New York, NY, United States | 1-10 | Exact match | 7 contacts → |
“IRC, a FINRA-registered broker-dealer, delivers tailored compliance, payments, operational, marketing, and strategic support solutions to investment analysts and research…” Recorded description excerpt · October 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 |  Troluce Capital Advisorstroluce.comHQ: New York, NY, United StatesReported employees: 1-10 | New York, NY, United States | 1-10 | Exact match | 5 contacts → |
“Troluce Capital Advisors, LLC” Recorded description excerpt · October 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 | Beyondbond, INCbeyondbondllc.com HQ: New York, NY, United StatesReported employees: 11-50 | New York, NY, United States | 11-50 | Exact match | 5 contacts → |
No recorded description excerpt is available for this public record. | |||||
| 25 | Cirrus Research, LLCcirrus-res.com HQ: New York, NY, United StatesReported employees: 1-10 | New York, NY, United States | 1-10 | Exact match | 5 contacts → |
“Cirrus Research, LLC is a financial services company based out of 110 W.” Recorded description excerpt · October 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 60 company matches
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Financial services research agencies: dataset insights
October 12, 2026These summaries describe recorded coverage in this saved dataset. This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Reported company sizes
60 records in the displayed employee bands.
0 matching records are outside the displayed bands or do not have a displayed size. Bars show shares of the displayed bands.
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 60 companies.
How this company list was built
Describe a niche in your own words: companies installing commercial solar, or manufacturers of sustainable packaging. RevenueBase SmartSearch finds companies whose compiled business descriptions match by meaning. This list is one saved example to adapt.
Where the company descriptions come from
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
RevenueBase SmartSearch matching settings
- Exact
- Closest fits to the business described.
- Similar
- Similar businesses with a wider range of fits.
- Related
- Related businesses in and around the category.
- Broad
- A broader set of businesses connected to the description.
RevenueBase SmartSearch · Exact match identifies inclusion in this search's closest semantic matching setting. It is not a per-company confidence score, a literal keyword match, or a quality endorsement.
Selection, ordering and scope
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Recorded company descriptions support research; check company websites for current services. The selected preview is ordered by tracked contacts and is not a list of the best service providers.
Snapshot: October 12, 2026.
RevenueBase is a B2B data infrastructure company. Its September 3, 2026 published methodology describes a graph of 60 million companies and 398.9 million professional contacts; these platform figures differ from this page's totals. Published methodology ↗
Questions about this company list
What does Exact match mean for financial services research agencies?
The separate RevenueBase SmartSearch column identifies inclusion at the closest semantic matching preset. It is not a literal keyword match, a per-company confidence score or a quality endorsement. Changing the search form opens a new search in RevenueBase; it does not reclassify these saved rows.
How many financial services research agencies did RevenueBase find based in New York, United States?
The saved snapshot records 60 matching company records, 3,593 tracked contacts and 763 verified emails. The public preview displays 25 selected records.
Where do the company descriptions come from?
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
How are the public companies ordered?
The selected public records are ordered by contacts tracked in RevenueBase, highest first. Contact coverage is a prospecting measure, not an assessment of the company's services or quality.
How can I get contact information?
Select a company's contact count to open its filtered contacts in RevenueBase. Free signup is required and includes 500 credits and limited free results. Verified emails, direct dials and mobile numbers depend on available coverage.
How current is this list?
Snapshot: October 12, 2026. Review each company's website for current services and locations. A recorded business description does not establish that every company offers every service named in the search.
What do headquarters and employee bands mean?
These are recorded company-level fields, rather than a map of every branch or a count of specialists. Missing headquarters or employee bands are labeled; older records may show a location separately from recorded headquarters.
Build your next target company list
Adapt this niche search and work with available contacts in RevenueBase.
Related lists
Financial services research agencies by geography
- Financial services research agencies based in Sydney, Australia
- Financial services research agencies based in Mumbai, India
- Financial services research agencies based in London, United Kingdom
- Financial services research agencies based in Australia
- Financial services research agencies based in Brazil
- Financial services research agencies based in Canada
- Financial services research agencies based in France
- Financial services research agencies based in Germany
- Financial services research agencies based in India
- Financial services research agencies based in Italy
- Financial services research agencies based in the Netherlands
- Financial services research agencies based in South Africa
Cite this list
RevenueBase Data Team. Top 25 financial services research agencies based in New York, United States. Snapshot: October 12, 2026. https://revenuebase.ai/companies/financial-services-research-agencies/united-states/new-york.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗
More company lists
- All company lists
- Lists by location
- Lists A-Z
- New lists
- Financial services research agencies based in Sydney, Australia
- Financial services research agencies based in Mumbai, India
- Financial services research agencies based in London, United Kingdom
- Financial services research agencies based in Australia
- Financial services research agencies based in Brazil
- Financial services research agencies based in Canada
Company intelligence · public preview
Top 25 financial services research agencies based in New York, United States
RevenueBase records 60 matching company records for financial services research agencies based in New York, United States, with 3,593 tracked contacts and 763 verified work emails.
This public preview shows 25 selected records ordered by tracked contacts. RevenueBase SmartSearch finds company descriptions that match by meaning at Exact. Snapshot: October 12, 2026.
RevenueBase compiles business descriptions for niche-company discovery; each row shows a recorded excerpt where available. Adapt this search to find the companies and contacts you want.
Top 25 financial services research agencies based in New York, United States
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
| # | Company | Headquarters on record | Reported employees | RevenueBase SmartSearch | Tracked contacts |
|---|---|---|---|---|---|
| 1 | KBWkbw.com HQ: New York, NY, United StatesReported employees: 501-1,000 | New York, NY, United States | 501-1,000 | Exact match | 500 contacts → |
“KBW (Keefe, Bruyette & Woods, Inc, operating in the U.S, and Stifel Nicolaus Europe Limited, also trading as Keefe, Bruyette & Woods Europe, operating in Europe) is a Stifel…” Recorded description excerpt · October 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 | Convergexcowen.com HQ: New York, NY, United StatesReported employees: 201-500 | New York, NY, United States | 201-500 | Exact match | 211 contacts → |
“Convergex is now Cowen!” Recorded description excerpt · October 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 | M Sciencemscience.com HQ: New York, NY, United StatesReported employees: 51-200 | New York, NY, United States | 51-200 | Exact match | 197 contacts → |
“M Science is a data-driven research and analytics firm, uncovering new insights for leading financial institutions and corporations since 2016.” Recorded description excerpt · October 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 | Value Linevalueline.com HQ: New York, NY, United StatesReported employees: 201-500 | New York, NY, United States | 201-500 | Exact match | 195 contacts → |
“Value Line® The Most Trusted Name in Investment Research™ A venerable authority in reliable and unbiased information, Value Line provides accurate and insightful investment…” Recorded description excerpt · October 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 | BREADbreadfinancial.com HQ: New York, United StatesReported employees: 201-500 | New York, United States | 201-500 | Exact match | 194 contacts → |
“Bread Payments is now Bread Financial.” Recorded description excerpt · October 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 | BWG Globalbwgglobal.com HQ: New York, United StatesReported employees: 51-200 | New York, United States | 51-200 | Exact match | 174 contacts → |
“BWG Global has set the industry standard as the premier provider of industry intelligence to more than professionals across investment firms and corporations.” Recorded description excerpt · October 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 | ISS Market Intelligenceissmarketintelligence.com HQ: New York, NY, United StatesReported employees: 1,001-5,000 | New York, NY, United States | 1,001-5,000 | Exact match | 152 contacts → |
“ISS Market Intelligence (ISS MI) is a leading provider of data, insights, and market engagement solutions to the global financial services industry.” Recorded description excerpt · October 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 | Strategic Insight ISS Market Intelligencestrategic-i.com HQ: New York, NY, United StatesReported employees: 501-1,000 | New York, NY, United States | 501-1,000 | Exact match | 72 contacts → |
“Strategic Insight (SI) provides critical and proprietary data, business intelligence, research and marketing services to the global asset management community.” Recorded description excerpt · October 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 | American Bankeramericanbanker.com HQ: New York, NY, United StatesReported employees: 201-500 | New York, NY, United States | 201-500 | Exact match | 68 contacts → |
“American Banker, an Arizent brand, is the banking industry's most powerful information resource providing analysis, insight and perspective on the business of banking.” Recorded description excerpt · October 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 | RF Lafferty & Co., INCrflafferty.com HQ: New York, NY, United StatesReported employees: 51-200 | New York, NY, United States | 51-200 | Exact match | 55 contacts → |
“It’s not an accident that R.F.” Recorded description excerpt · October 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 | jmi.aijmi.ai HQ: New York, NY, United StatesReported employees: 501-1,000 | New York, NY, United States | 501-1,000 | Exact match | 54 contacts → |
“JMI.Ai is a leading provider of on-demand financial research and business analytics services to global corporate and financial institutions.” Recorded description excerpt · October 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 | Auerbach Graysonagco.com HQ: New York, NY, United StatesReported employees: 51-200 | New York, NY, United States | 51-200 | Exact match | 49 contacts → |
“We are a global financial services firm delivering research, trading access, and capital markets solutions in over 120 countries-powered by an unmatched network of trusted local…” Recorded description excerpt · October 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | Stirlingshirestirlingshire.com HQ: New York, NY, United StatesReported employees: 51-200 | New York, NY, United States | 51-200 | Exact match | 47 contacts → |
“Stirlingshire's mission is to structurally change the financial services model to be Better for Clients, Better for Advisors.” Recorded description excerpt · October 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 | Strategic Insight Researchsionline.com HQ: New York, NY, United StatesReported employees: 201-500 | New York, NY, United States | 201-500 | Exact match | 33 contacts → |
“For more than 25 years, Strategic Insight has been at the forefront of thorough, unbiased mutual fund industry research and business intelligence.” Recorded description excerpt · October 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 | Triad Securities Corptriadsecurities.com HQ: New York, United StatesReported employees: 11-50 | New York, United States | 11-50 | Exact match | 29 contacts → |
“Established in 1976 as a full-service brokerage firm, Triad Securities strives to provide our clients with the most comprehensive data on the new issue market.” Recorded description excerpt · October 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 | Empirical Research Partners, LLCempirical-research.com HQ: New York, NY, United StatesReported employees: 11-50 | New York, NY, United States | 11-50 | Exact match | 19 contacts → |
“Empirical Research Partners LLC, a broker-dealer, was founded in 2002 with the aim of providing high quality research on a wide range of topics of interest to institutional…” Recorded description excerpt · October 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 | DST Research, Analytics, And Consultingdstsystems.com HQ: New York, NY, United StatesReported employees: Not recorded | New York, NY, United States | Not recorded | Exact match | 18 contacts → |
“Our mission is to transform how financial services companies grow their market share.” Recorded description excerpt · October 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 | Gordon Haskett Research Advisorsgordonhaskett.com HQ: New York, NY, United StatesReported employees: 11-50 | New York, NY, United States | 11-50 | Exact match | 14 contacts → |
“Gordon Haskett Research Advisors publishes highly differentiated, independent research to a targeted group of institutional investors.” Recorded description excerpt · October 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 | Tabb Grouptabbgroup.com HQ: New York, NY, United StatesReported employees: 11-50 | New York, NY, United States | 11-50 | Exact match | 13 contacts → |
“TABB Group is a financial markets research and strategic advisory firm focused on capital markets.” Recorded description excerpt · October 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 | Decision Economics, INCdecisioneconomicsinc.com HQ: New York, NY, United StatesReported employees: 11-50 | New York, NY, United States | 11-50 | Exact match | 11 contacts → |
“Decision Economics, Inc.(DE) led by Chief Global Economist and Strategist, Allen Sinai, provides unparalleled perspective on the global macroeconomic backdrop and risks to help…” Recorded description excerpt · October 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 | Django Groupdjangogroup.com HQ: New York, NY, United StatesReported employees: 1-10 | New York, NY, United States | 1-10 | Exact match | 7 contacts → |
“Django Group LLC provides executive research and competitive intelligence to companies in the financial services sector.” Recorded description excerpt · October 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 | IRC Securitiesircsecurities.com HQ: New York, NY, United StatesReported employees: 1-10 | New York, NY, United States | 1-10 | Exact match | 7 contacts → |
“IRC, a FINRA-registered broker-dealer, delivers tailored compliance, payments, operational, marketing, and strategic support solutions to investment analysts and research…” Recorded description excerpt · October 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 | Troluce Capital Advisorstroluce.com HQ: New York, NY, United StatesReported employees: 1-10 | New York, NY, United States | 1-10 | Exact match | 5 contacts → |
“Troluce Capital Advisors, LLC” Recorded description excerpt · October 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 | Beyondbond, INCbeyondbondllc.com HQ: New York, NY, United StatesReported employees: 11-50 | New York, NY, United States | 11-50 | Exact match | 5 contacts → |
No recorded description excerpt is available for this public record. | |||||
| 25 | Cirrus Research, LLCcirrus-res.com HQ: New York, NY, United StatesReported employees: 1-10 | New York, NY, United States | 1-10 | Exact match | 5 contacts → |
“Cirrus Research, LLC is a financial services company based out of 110 W.” Recorded description excerpt · October 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 60 company matches
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Financial services research agencies: dataset insights
October 12, 2026These summaries describe recorded coverage in this saved dataset. This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Reported company sizes
60 records in the displayed employee bands.
0 matching records are outside the displayed bands or do not have a displayed size. Bars show shares of the displayed bands.
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 60 companies.
How this company list was built
Describe a niche in your own words: companies installing commercial solar, or manufacturers of sustainable packaging. RevenueBase SmartSearch finds companies whose compiled business descriptions match by meaning. This list is one saved example to adapt.
Where the company descriptions come from
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
RevenueBase SmartSearch matching settings
- Exact
- Closest fits to the business described.
- Similar
- Similar businesses with a wider range of fits.
- Related
- Related businesses in and around the category.
- Broad
- A broader set of businesses connected to the description.
RevenueBase SmartSearch · Exact match identifies inclusion in this search's closest semantic matching setting. It is not a per-company confidence score, a literal keyword match, or a quality endorsement.
Selection, ordering and scope
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Recorded company descriptions support research; check company websites for current services. The selected preview is ordered by tracked contacts and is not a list of the best service providers.
Snapshot: October 12, 2026.
RevenueBase is a B2B data infrastructure company. Its September 3, 2026 published methodology describes a graph of 60 million companies and 398.9 million professional contacts; these platform figures differ from this page's totals. Published methodology ↗
Questions about this company list
What does Exact match mean for financial services research agencies?
The separate RevenueBase SmartSearch column identifies inclusion at the closest semantic matching preset. It is not a literal keyword match, a per-company confidence score or a quality endorsement. Changing the search form opens a new search in RevenueBase; it does not reclassify these saved rows.
How many financial services research agencies did RevenueBase find based in New York, United States?
The saved snapshot records 60 matching company records, 3,593 tracked contacts and 763 verified emails. The public preview displays 25 selected records.
Where do the company descriptions come from?
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
How are the public companies ordered?
The selected public records are ordered by contacts tracked in RevenueBase, highest first. Contact coverage is a prospecting measure, not an assessment of the company's services or quality.
How can I get contact information?
Select a company's contact count to open its filtered contacts in RevenueBase. Free signup is required and includes 500 credits and limited free results. Verified emails, direct dials and mobile numbers depend on available coverage.
How current is this list?
Snapshot: October 12, 2026. Review each company's website for current services and locations. A recorded business description does not establish that every company offers every service named in the search.
What do headquarters and employee bands mean?
These are recorded company-level fields, rather than a map of every branch or a count of specialists. Missing headquarters or employee bands are labeled; older records may show a location separately from recorded headquarters.
Build your next target company list
Adapt this niche search and work with available contacts in RevenueBase.
Related lists
Financial services research agencies by geography
- Financial services research agencies based in Sydney, Australia
- Financial services research agencies based in Mumbai, India
- Financial services research agencies based in London, United Kingdom
- Financial services research agencies based in Australia
- Financial services research agencies based in Brazil
- Financial services research agencies based in Canada
- Financial services research agencies based in France
- Financial services research agencies based in Germany
- Financial services research agencies based in India
- Financial services research agencies based in Italy
- Financial services research agencies based in the Netherlands
- Financial services research agencies based in South Africa
Cite this list
RevenueBase Data Team. Top 25 financial services research agencies based in New York, United States. Snapshot: October 12, 2026. https://revenuebase.ai/companies/financial-services-research-agencies/united-states/new-york.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗
More company lists
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- Lists A-Z
- New lists
- Financial services research agencies based in Sydney, Australia
- Financial services research agencies based in Mumbai, India
- Financial services research agencies based in London, United Kingdom
- Financial services research agencies based in Australia
- Financial services research agencies based in Brazil
- Financial services research agencies based in Canada