Investment Services companies

Fidelity Investments provides investment management, retirement planning, brokerage, and workplace benefits services to millions of customers across 11 countrie…

Russell Investments is an asset manager and investment consultant managing $377 billion for clients worldwide through customized portfolios and a multi-manager…

Investment management firm that manages portfolios and delivers tailored investment products and services to institutional and individual investors worldwide.

GBM is Mexico's leading brokerage and investment platform, providing a comprehensive ecosystem of financial products including stock trading, investment funds,…

Opto Investments is a fintech company that provides a platform for wealth managers, family offices, and private banks to manage private markets investments end…

Brown Brothers Harriman is a privately held global financial services firm, founded in 1818, offering asset servicing, global markets, wealth management, corpor…

Cambridge Investment Research is a large independent broker-dealer and financial solutions firm based in Fairfield, Iowa, serving thousands of financial advisor…

PTMA Financial Solutions provides treasury management, liquidity management, and investment advisory services to public sector clients and partners with financi…

Northmarq is a capital markets firm providing commercial real estate investors with services in debt, equity, investment sales, loan servicing, and fund managem…

Global asset manager offering integrated active, passive and alternative investment solutions to institutional and retail clients worldwide.

A leading global financial services firm providing a wide range of investment banking, securities, wealth management and investment management services.

Midas is a Turkey-based fintech company offering a mobile platform for commission-free investing in equities, funds, and other financial assets.

Sixth Street is a global investment firm with over $130 billion in assets under management, providing flexible capital solutions across public and private marke…

AllianceBernstein is a global investment management and wealth planning firm managing $839 billion in assets across 27 countries.

Jordan Park is a multi-family office and SEC-registered investment adviser providing investment management, financial advisory and purpose-driven wealth managem…

iCapital operates a fintech platform that automates alternative investment transactions and provides access to private markets for institutional investors.

Securian Financial, founded in 1880 and based in St. Paul, MN, provides insurance, investment, and retirement solutions to millions of customers across the US a…

SEI is a global financial technology, operations, and asset management services provider for the banking, wealth management, and investment sectors.

Wellington Management is a large, independent investment management firm providing equity, fixed income, multi-asset, and alternative strategies to institutiona…

Employee-owned financial services firm providing wealth management, capital markets, investment banking, and trust services nationwide since 1935.