DataPile investor atlas

Angel investors & venture capitalists in New York, United States

Last updated 27-10-2025. Data refreshed weekly.

28 Matches for your filters
628 Total investors in region
3,050 Profiles tracked nationwide
628 Based in New York
New York (383) Largest investor hub
Insight Partners, Bessemer Venture Partners Notable firms

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We found 28 investors focused on financial services.

Market intelligence

  • Most active investment themes in New York, United States: venture capital & private equity, investment management, financial services.
  • 383 profiles are headquartered in New York, making it the busiest hub in New York, United States.
  • Featured firms include Insight Partners, Bessemer Venture Partners, Bregal Sagemount, Greycroft.

Explore states in United States

Showing 1 – 28 of 28 investors

AC
Anthony Cerroni
Managing Director, Global Head of Investor Services
SS&C GlobeOp
Focus areas
financial services hedge funds private regional banks family wealth offices fund of funds insurance companies managed services pension funds otc services corporate treasuries risk services cash management valuation control private equity financial technology scalability middle and back-office outsourcing client portal for fund investors b2b performance analytics software risk assessment tools for asset managers client reporting securities accounting software cloud infrastructure for funds performance attribution analytics performance analytics operational risk risk analytics tools private markets solutions trade order management for funds fund data integration systems technology platform cloud services fund transfer agency services risk reporting for hedge funds client onboarding solutions asset servicing technology financial services fund onboarding automation investment compliance monitoring trade processing fund lifecycle automation asset management fund accounting software reconciliation automation regulatory compliance for private markets risk management asset class support systems hedge fund risk management asset class diversification support operational risk management other financial investment activities middle office fund services integrated risk analytics securities accounting alternative investments cash flow management reconciliation systems outsourcing solutions performance benchmarking tools fund administration technology investment reporting fund lifecycle management software operational efficiency fund administration fund lifecycle fund lifecycle management technology solutions cloud-based services fund compliance automation asset servicing regulatory reporting for hedge funds performance analytics platforms asset class support regulatory compliance software data security global fund support outsourcing risk management tools investment operations support investment operations asset management compliance tools trade reconciliation software compliance monitoring software performance measurement systems client onboarding platforms scalable fund infrastructure regulatory compliance solutions performance attribution models outsourcing services global fund services performance measurement reconciliation risk reporting systems fund transaction processing wealth management performance measurement tools investment management private equity fund services private markets fund support hedge fund administration cloud-based fund services data analytics back office fund data management compliance solutions services private equity fund accounting trade processing solutions scalable infrastructure client onboarding risk reporting regulatory reporting fund reporting automation fund of funds support risk management software global fund administration investment reporting platforms private markets regulatory compliance fund data analytics regulatory reporting tools fund accounting client communication back office solutions trade order management middle office solutions investor services business process outsourcing financial services operations cloud-based solutions portfolio management esg reporting intelligent automation client relationship management financial reporting tax compliance cross-border transactions market risk assessment reconciliation services operational integrity performance attribution risk & compliance solutions member engagement health analytics investment accounting mergers & acquisitions transfer agency saas solutions managed it services investment book of record equity trading real estate investments digital transformation onboarding solutions fraud prevention analytics tools investment strategy alternative asset management finance distribution finance technology information technology & services cloud computing enterprise software enterprises computer software computer & network security venture capital & private equity real estate
Location
Syosset, New York, United States
Signals
BG
Brett Goodman
EVP, Corporate Development, Treasury and Investor Relations
LPL Financial
Focus areas
financial services independent broker dealer institution services ria independent advisors custom clearing services financial services investment bankers brokers service finance independent broker-dealer wealth management investment products financial advisors client-centric practices comprehensive resources digital marketing platform retirement planning estate planning tax planning cash management solutions affluent investors practice management tools investment advice financial goal setting technology platforms customer support regulatory compliance esg practices financial planning tools investment management business support financial institutions market flexibility client success advisor independence customer loyalty financial decision-making asset management investment strategies financial education client relationships personalized services competitive analysis industry leadership financial advising ria custodian investment solutions advisor support personalized financial planning technology platform client management business growth custodial services sustainable investing financial goals market research compliance support business operations financial planning software investment advisory integrated technology client engagement financial planning capabilities operational support custom solutions fee-based advisory market performance risk management investment platforms financial literacy client-focused services recruitment financial tools advisor networks community involvement strategic partnerships research insights diversity in finance high-net-worth services business transition operating model advisory leadership client-first approach non-proprietary investment best-in-class resources b2b consulting services law practice legal services capital markets
Location
New York, New York, United States
Signals
BS
Bruno Santos
Partner & Board Member
XP Inc.
Focus areas
financial services investimentos tecnologia carreira mercado financeiro investment bankers brokers service finance financial products investment management brokerage services wealth management financial education retirement planning mutual funds hedge funds private equity credit cards loan operations insurance products technology-driven solutions client segmentation retail clients high-net-worth individuals financial planning investment banking diversified financial services customer-centric approach sustainable finance financial empowerment digital platform advisory services omni-channel network brazil's financial market innovative financial solutions accessible investments client assets market leadership financial transparency investment strategies customer satisfaction financial services industry financial services investment platform digital banking trading solutions esg investment alternative investments low fees client-centric approach diversity and inclusion impact investing employee empowerment career development data analytics investment advisory risk management financial literacy programs community programs technology solutions financial democratization market analysis digital assets fintech innovation equity trading equity strategy financial literacy client resources social impact cognitive bias reduction remote working hybrid workforce ethical governance business mentoring nonprofit partnerships capability development collaborative workspace open innovation shareholder engagement cybersecurity measures cloud computing financial inclusion job training youth empowerment programs corporate responsibility technology scalability user experience design b2b b2c services retail technology information technology & services capital markets enterprise software enterprises computer software
Location
Scarsdale, New York, United States
Signals
Charlotte Rushton profile photo Ryan logo
Charlotte Rushton
Technology Advisory Board
Ryan
Focus areas
financial services tax services consulting risk management strategic planning property tax abandoned & unclaimed property tax compliance credits & incentives tax software business license tax captive insurance employment tax fuels & excise tax income tax insurance tax severance tax tax technology transaction tax valueadded tax government grants & incentives scientific research & experimental development global tax services tax recovery tax consulting strategic advisory technology solutions corporate tax services compliance outsourcing international tax business valuation profitability improvement cash flow optimization shareholder value fortune 500 client service excellence community outreach augmented intelligence complex tax issues industry-specific solutions blockchain healthcare manufacturing financial services real estate retail technology transportation utilities high-net-worth individuals multinational corporations tax performance operational efficiency innovative solutions client-centric service tax savings strategic tax planning data analysis mentorship programs community engagement consulting services tax advocacy value-added tax excise tax claims recovery business services healthcare tax services manufacturing tax oil and gas tax financial services tax retail tax solutions telecommunications tax government contractor tax cryptocurrency tax multi-jurisdictional tax end-to-end tax solutions client value process improvement data management outsourced tax department tax minimization risk reduction corporate citizenship tax policy lobbying services legal tax services employee training professional development client success economic recovery corporate tax strategy customs duty charity contributions flexible work environment work-life balance high-performing teams b2b e-commerce government services health care health wellness & fitness hospital & health care mechanical or industrial engineering data analytics management consulting consumer internet consumers internet information technology & services
Location
Southampton, New York, United States
Signals
Cole Mora profile photo Galaxy logo
Cole Mora
Venture Capital
Galaxy
Focus areas
financial services crypto digital assets blockchain technology
Location
New York, New York, United States
Signals
Esra Dizdarci profile photo Wixxir logo
Esra Dizdarci
Angel Investor
Wixxir
Focus areas
financial services secure transactions buy now pay later installment sales pci dss compliance asset unification digital payment platform b2b market expansion tools gold assets factoring receivables d2c installment payment low-cost transactions digital assets fintech revenue acceleration financial services retail cryptocurrency assets receivables endorsement api integration multi-currency support cash flow optimization b2c financial transactions processing reserve and clearinghouse activities payment processing services cash flow management payment collection e-commerce financial management crypto and gold savings digital payments financial technology finance consumer products & retail finance technology information technology & services consumer internet consumers internet
Location
New York, New York, United States
Signals
FG
Felicia Guerci
Director, Product Strategy and Investor Relations - BlackRock Infrastructure
BlackRock
Focus areas
financial services financial services software investment management finance information technology asset management financial advisory risk management fiduciary responsibility sustainable investing technology solutions aladdin platform etfs mutual funds closed-end funds cryptocurrency trusts financial well-being client-centric approach innovation global presence institutional investors retail investors diverse investment opportunities financial inclusion long-term growth accessibility affordability collaborative culture economic resilience client-focused solutions portfolio construction strategic planning climate-conscious strategies private markets demographic trends financial goals investment performance responsible corporate behavior portfolio management wealth management fixed income cash management global liquidity financial technology retirement planning index funds active investment strategies fund distribution investment advisory client service tax-exempt funds government funds digital assets financial markets investment opportunities financial education 529 college savings plans liquid assets alternative investments multi-asset strategies market insights investing for retirement investment governance investment stewardship financial performance corporate governance risk assessment global investments investment solutions sustainability liquid fund management short-term investments asset allocation investment strategy capital preservation financial planning b2b consulting services information technology & services financial consulting management consulting finance technology environmental services renewables & environment
Location
New York, New York, United States
Signals
Greg Ketron profile photo Invesco Ltd. logo
Greg Ketron
Global Head of Treasury, Investor Relations and Insurance
Invesco Ltd.
Focus areas
financial services investment management asset management uits closedend mutual funds dc db actively managed openend mutual funds etfs variable insurance funds separate accounts collective trusts private placements subadvised accounts financial services
Location
Briarcliff Manor, New York, United States
Signals
Heather Mostrom profile photo NewVest logo
Heather Mostrom
Investor Services & Compliance Senior Associate
NewVest
Focus areas
financial services private markets index funds passive investing institutional fintech asset classes portfolio construction capital raising investment banking low management fees risk reduction volatility management pooled returns private equity private credit real estate investments infrastructure investments net returns efficient investing investment products client focused market data performance benchmarks limited partners transparent governance user experience financial inclusion gp introductions private debt capital weighted vintage year diversification institutional investors financial technology disruptive innovation alternative investments strategic partnerships investment strategies asset management seamless investing return optimization investment objectives top-tier solutions market access private energy funds financial services impact investing investment capabilities exposure to funds b2b services capital markets ux finance technology information technology & services investment management
Location
New York, New York, United States
Signals
Hugh Miller profile photo Nasdaq logo
Hugh Miller
Senior Director | Head of Investor Engagement (East) & Perception (Americas)
Nasdaq
Focus areas
financial services technology solutions financial markets global trading equities market technology market services fixed income derivatives corporate solutions global index services listing services nasdaq marketsite investment bankers brokers service finance market data solutions for market operators market regulation solutions market data solutions for brokers market data products market data services investment in fintech securities and commodity contracts intermediation and brokerage market surveillance technology investment in innovation data analytics stock exchange operator market data management market data platforms energy public company listings public listings venture investment program market data technology market data solutions for investors telecommunications b2b market data solutions for financial institutions electronic trading platform market infrastructure development consumer goods financial services risk management information technology market regulation compliance global financial markets financial technology innovation global market access market data analytics tools market data solutions for regulators fixed income trading market data solutions for trading firms cryptocurrency market data platform capital markets analytics trading and clearing technology trading platforms market data solutions provider market surveillance systems derivatives trading platform market communication services market data solutions for clearinghouses trading technology consulting market data solutions market data solutions for hedge funds market data provider services market data infrastructure market surveillance market data solutions for institutions market data solutions for corporates market infrastructure market data solutions for asset managers market data healthcare market regulation financial data market technology services trading technology solutions market data apis financial technology market risk analytics market data analytics market data solutions for exchanges stock exchange market data feeds market data distribution stock market real-time quotes market insights investment intelligence public markets private markets options trading etf listings investing solutions market events earnings calendar dividends corporate governance sustainability solutions investor relations global markets economic data financial services technology corporate esg solutions nasdaq listings investor tools alternative datasets market news ipo process index services smart investing market accessibility data link trading strategies market analysis financial technology solutions regulatory technology investor trust brand building data-driven insights market trends market metrics corporate strategies investment analytics market performance market events calendar distribution transportation & logistics energy & utilities consumers information technology & services health care health wellness & fitness hospital & health care finance technology financial exchanges
Location
New York, New York, United States
Signals
Jacqueline Kabigting profile photo Citi logo
Jacqueline Kabigting
COO Transformation Office | Program Management - MEBI (Board Oversight, Reporting, Governance)
Citi
Focus areas
financial services banking commercial banking investment banking wealth management credit cards capital markets equity & fixed income research consumer lending cash management transaction services enterprise software software information technology major banks finance financial services retail banking digital banking private banking personal loans mortgages investment management customer service economic growth financial solutions global presence technology-driven customer-centric diverse clientele high-net-worth individuals small business solutions corporate banking financial institutions innovative lending financial literacy economic progress risk management ethical standards customer satisfaction fintech innovation digital assets customer experience partnerships global network economic value sustainable infrastructure financial products credit solutions tailored services market segmentation accessibility financial planning trust and estate planning mobile banking online banking customer demographics mortgage savings accounts investment options loan applications customer support account management credit score monitoring rewards programs interest rates funding solutions digital wallets personal financial planning secure transactions fraud protection overdraft services retirement planning debt consolidation home equity loans student loans prepaid cards insurance services payment processing financial education budgeting tools auto loans foreign currency exchange wire transfers atm access branch locations account types loan calculators investment accounts credit analysis online statements e-statements account alerts investment strategies financial consulting business accounts mobile app features loyalty programs b2b b2c government services retail enterprises computer software information technology & services consulting management consulting e-commerce consumer internet consumers internet banks & credit unions
Location
New York, New York, United States
Signals
Jennifer Fleiss profile photo Volition Capital logo
Jennifer Fleiss
Venture Partner
Volition Capital
Focus areas
financial services technology investments venture capital growth equity
Location
New York, New York, United States
Signals
JR
John Rogers
Director, Investor Relations
S&P Global
Focus areas
financial services analytics credit ratings finance energy commodities information intelligence commodities benchmarks portfolio & enterprise risk solutions esg sustainable finance finance: consumer services essential intelligence data analytics risk management market intelligence financial services commodity insights sustainability solutions automotive data investment research benchmarking indices corporate finance decision-making global markets fortune global 500 energy transition financial analytics customer insights data solutions technology integration economic insights risk assessment market trends corporate governance valuation services climate risk analysis supply chain analytics financial institutions banking capital markets automotive industry data marketplace cloud solutions partnerships innovation customer support market research industry benchmarks equity progress opportunity integrity discovery partnership esg scores sustainability research two-sided market credit risk financial news investment insights geopolitical risk artificial intelligence supply chain global trade fixed income private markets corporate responsibility diversity and inclusion s&p global indices consumer insights webinars podcasts business insights financial markets climate risk energy security debt issuance environmental research technology solutions economic trends sustainable development sector analysis debt markets equity markets client services strategic planning regulatory insights investment strategies b2b government consulting services information technology & services cloud computing enterprise software enterprises computer software environmental services renewables & environment logistics & supply chain
Location
New York, New York, United States
Signals
Josh S. profile photo BGO logo
Josh S.
Managing Director Capital Raising & Investor Relations/Head of US Distribution
BGO
Focus areas
financial services real estate investment management real estate development real estate services responsible investing sustainable investing scandinavian market real estate research analytics investment partnerships international property markets real estate asset strategies co-investment opportunities sustainable real estate consulting property operations real estate investment management market insights lending solutions sustainable property management market analysis market presence property performance portfolio optimization institutional clients property asset management property management hospitality properties co-investment markets market research sustainability property development secondary markets services property management analytics financial services institutional real estate investment opportunities multi-residential client relationships portfolio management property lending real estate investment advisory market opportunity identification risk management real estate portfolio management growth equity structuring sustainability practices co-investment partnerships growth equity global real estate real estate strategy retail properties client management commercial real estate investment analytics property investment strategies property portfolio diversification strategic capital real estate investment solutions asset management real estate asset optimization real estate markets worldwide analytics investment solutions industry-leading sustainability real estate investment partnerships investment strategies recapitalizations financial planning capital partnerships asset management services asset allocation real estate markets offices of real estate agents and brokers real estate analytics real estate investment funds property management software investment advisory real estate investment consulting research real estate properties recapitalization property portfolio recapitalization structuring socially beneficial real estate data analytics investment portfolio local market expertise b2b real estate industry real estate assets under management global property management real estate investment environmentally responsible properties real estate assets sophisticated analytics multinational real estate equity investment commercial mortgages multi-family residential industrial property retail real estate global markets property leasing capital investments high-yield finance construction financing office assets esg compliance investment funds real estate advisory multi-manager platform operational excellence targeted investments gateway cities debt financing capital solutions local expertise macroeconomic analysis community engagement strategic partnerships real estate trends market intelligence asset repositioning value-add strategies financial innovation client-centric approach investment performance property valuation tenant services construction & real estate enterprise software enterprises computer software information technology & services environmental services renewables & environment
Location
New York, New York, United States
Signals
Kenneth Posner profile photo Mr. Cooper logo
Kenneth Posner
SVP, Strategic Planning and Investor Relations
Mr. Cooper
Focus areas
financial services home loans home loan servicing home loan refinance home loan originations mortgages mortgage servicing mortgage refinance mortgage originations mortgage calculators fixedrate loans conventional loans adjustablerate loans fha loans fha streamline loans va loans va interest rate reduction refinance loan jumbo loans mortgage compliance mortgage market loan modification programs mortgage servicing data security loan servicing platform mortgage portfolio valuation mortgage servicing platform customer-centric mortgage mortgage loans home loan solutions mortgage servicing operational efficiency mortgage servicing risk assessment mortgage finance mortgage origination software mortgage servicing process automation mortgage data management mortgage industry digital transformation mortgage industry leader mortgage servicing digital platform mortgage investor reporting tools services mortgage collections mortgage servicing solutions mortgage servicing technology mortgage portfolio analytics real estate transactions mortgage customer engagement mortgage customer support mortgage servicing operations collections mortgage compliance systems mortgage portfolio risk management mortgage customer service mobile app real estate mortgage servicing technology platform mortgage servicing compliance monitoring mortgage servicing customer portal mortgage servicing automation tools mortgage portfolio digital mortgage servicing solutions mortgage servicing data analytics real estate sales mortgage investor relations digital mortgage platform mortgage servicing rights digital infrastructure loan origination real estate owned (reo) management financial services mortgage industry refinancing mortgage servicing scalability payment processing mortgage portfolio management d2c mortgage servicing automation mortgage servicing workflow automation mortgage industry digitalization homeownership support mortgage technology mortgage servicing analytics mortgage company b2b mortgage analytics mortgage management foreclosure management mortgage servicing efficiency mortgage industry innovation mortgage servicing software mortgage servicing compliance mortgage portfolio valuation tools mortgage portfolio performance analytics mortgage portfolio management software home loan refinancing foreclosures loan modifications mortgage portfolio growth mortgage services mortgage investor reporting home equity loans other activities related to credit intermediation mortgage servicing compliance systems mortgage industry digital tools mortgage portfolio valuation models servicing rights mortgage risk management customer experience homeownership support services mortgage servicing process optimization b2c mortgage portfolio growth strategies loan servicing automation residential loans mortgage investor relations management mortgage refinancing buy a home loan types digital mortgage access adjustable-rate mortgages fixed-rate mortgages monthly payments interest rates pre-approval online mortgage tracker real estate cashback customer support smart refinancing closing guarantees homeownership resources home advisor team property appraisal equity management mortgage assistance 2024 homebuying guide customer testimonials cash back programs loan application terms of service credit verification interest rate buydown escrow management payment history borrower support debt consolidation property taxes insurance premiums loan limits digital access comprehensive mortgage solutions homeownership education mortgage industry expertise online resources secure transactions finance construction & real estate
Location
New York, New York, United States
Signals
Lee Wanie profile photo Mubadala Capital logo
Lee Wanie
Head of Sales and Distribution
Mubadala Capital
Focus areas
financial services asset management expertise private markets real estate investments investment solutions investment innovation investment execution insurance investments services performance-driven investment partnerships investment firm private market strategies asset managers investment research asset management global investment platform private equity in brazil investment strategies investment consulting investment in emerging markets investment analysis sovereign wealth fund backing asset management firm investment growth strategic investment solutions alternative investment strategies strategic asset allocation alternative investments investment diversification investment opportunities asset management for sovereign wealth investment structuring private wealth client services asset management technology investment compliance investment in real assets global asset allocation strategic partnerships risk management other financial investment activities real estate sports sovereign wealth fund credit investments healthcare technology real estate strategies performance-driven asset management investment performance venture capital business services asset management for high-net-worth b2b global presence investment in private markets institutional investors asset class diversification investment portfolio asset management for institutions asset management across geographies private wealth management special opportunities asset administration asset management platform investment advisory private equity investments credit strategies investment funds private equity investment operations portfolio management investment in strategic sectors entertainment global asset management investment platform investment services investment analytics energy performance-focused investments asset portfolio investment advisory services client management asset management innovation financial technology brazil investments financial services investment reporting infrastructure healthcare investment management solutions investment management investment risk management alternative asset management media alternative asset classes asset classes strategic investments asset portfolio management global investments brazil investment esg investing healthcare investments technology investments capital solutions third-party capital co-investment tailored investment solutions middle market investments financial returns sustainable growth fund management investment strategy liquidity solutions distressed assets value creation capital preservation diversified portfolio long-term returns founder-led companies market access due diligence investment thesis special situations investments investment professionals capital deployment investor relations site-specific strategies market opportunities direct investments global network business scalability operating partners performance optimization innovative solutions financial partnerships finance finance technology information technology & services health care health wellness & fitness hospital & health care
Location
New York, New York, United States
Signals
Lesley profile photo Palm Drive Capital logo
Lesley
Venture Capital
Palm Drive Capital
Focus areas
financial services venture capital technology investment startups
Location
New York, New York, United States
Signals
Michael Janiszewski profile photo Alter Domus logo
Michael Janiszewski
Chief Operating Officer & Group Executive Board Member
Alter Domus
Focus areas
financial services fund services corporate services debt depositary services transfer pricing real estate regulatory & compliance services liquidation capital markets consolidation ifrs middle office services cosourcing services manco management company fund administration aifm private equity private debt alternative investments asset management investor management compliance management technology solutions real assets wealth administration cross-border expertise data management client-centric service global presence institutional investors financial technology operational excellence risk mitigation customized solutions client partnerships transparency efficiency talent development market insights regulatory compliance investment management data analytics portfolio management fund accounting risk management asset monitoring clo services aifm services financial reporting client services back-office solutions administrative support strategic outsourcing performance reporting data extraction harmonization esg commitment global reach financial institutions tailor-made solutions funding solutions investor reporting risk analytics fund servicing client relationships operational efficiency investment strategies centralized platform reporting solutions customized support global office network technology integration agile processes data transparency administrator services outsourced services money management b2b consulting services financial services venture capital & private equity finance technology information technology & services
Location
New York, New York, United States
Signals
NN
Nancy Nabhan
Investor-Client Servicing Specialist
Brown Brothers Harriman
Focus areas
financial services private banking investment management investor services financial services wealth management asset servicing investment banking private equity commercial banking advisory services global custody securities administration high-net-worth individuals family offices institutional investors capital partner solutions personalized service long-term relationships risk management operational efficiency alternative fund services etf services client success partnership culture sophisticated investors family-owned businesses succession planning technology solutions regulatory compliance client engagement community involvement premium service specialist expertise financial advisory merger and acquisitions trust administration estate planning client-focused approach innovative technology market presence customer loyalty employee satisfaction custody services fund administration securities lending foreign exchange transfer agency regulatory intelligence global markets client experience multi-family office corporate advisory trust services investment strategy endowment management philanthropic advisory values-based wealth planning funding solutions cross-border fund services depositary services alternatives data solutions market insights capital partners financial institutions custom solutions strategic partnerships personalized services expertise and insight long-term investment strategy sustainable investing client-centric approach global reach investment research assets under custody market trends client success stories business continuity planning b2b consulting services capital markets financial consulting management consulting law practice legal services venture capital & private equity
Location
New York, New York, United States
Signals
Noah Gunn profile photo Apollo Global Management, Inc. logo
Noah Gunn
Managing Director and Global Head of Investor Relations
Apollo Global Management, Inc.
Focus areas
financial services private equity credit real assets investment management investment managers finance real estate infrastructure energy transition capital consulting private markets access social impact leveraged buyouts private credit funds portfolio diversification fund management private markets yield strategies innovative solutions client solutions alternative credit energy & utilities sustainable real estate renewable energy projects asset management market diversification global reach energy infrastructure funds sector expertise risk management clean energy transition climate change esg integration b2b infrastructure funds global investment sustainable infrastructure energy infrastructure financing real estate funds climate-focused investments social impact investing decarbonization investments investment platform real assets in energy esg investment discipline energy transition investments talented professionals investment research alternative asset management long-term capital private credit market access asset-backed finance financial innovation investment strategies climate risk management individual investors collaborative culture wealth management data-driven investing carbon reduction strategies long-term growth digital infrastructure esg-focused private equity acquisitions fundraising retirement solutions sustainability institutional clients transparency sustainable investing energy security projects private credit for growth fund performance energy transition financial technology investment advisory services alternative investments asset origination distressed debt capital deployment growth equity hybrid strategies financial services infrastructure projects client partnership energy efficiency projects market opportunities green bonds other financial investment activities capital solutions venture capital long-duration capital green energy infrastructure client trust fundraising strategies real estate development credit management financial security risk-adjusted returns global financing institutional investors investment partnerships financial market insights economic outlook business growth fixed income equity investments retiree empowerment innovative capital solutions global infrastructure corporate financing market volatility democratizing finance business partnerships long-term investments financial performance economic resilience capital demands client risk management digital infrastructure financing semi-conductor investments energy security environmental challenges investment opportunities financial literacy investment excellence diversified portfolios strategic finance construction & real estate fund-raising environmental services renewables & environment finance technology information technology & services
Location
New York, New York, United States
Signals
Pallavi Chennupati profile photo Apollo Global Management, Inc. logo
Pallavi Chennupati
Principal, CPS Digital & Investor Services Technology
Apollo Global Management, Inc.
Focus areas
financial services private equity credit real assets investment management investment managers finance real estate infrastructure energy transition capital consulting private markets access social impact leveraged buyouts private credit funds portfolio diversification fund management private markets yield strategies innovative solutions client solutions alternative credit energy & utilities sustainable real estate renewable energy projects asset management market diversification global reach energy infrastructure funds sector expertise risk management clean energy transition climate change esg integration b2b infrastructure funds global investment sustainable infrastructure energy infrastructure financing real estate funds climate-focused investments social impact investing decarbonization investments investment platform real assets in energy esg investment discipline energy transition investments talented professionals investment research alternative asset management long-term capital private credit market access asset-backed finance financial innovation investment strategies climate risk management individual investors collaborative culture wealth management data-driven investing carbon reduction strategies long-term growth digital infrastructure esg-focused private equity acquisitions fundraising retirement solutions sustainability institutional clients transparency sustainable investing energy security projects private credit for growth fund performance energy transition financial technology investment advisory services alternative investments asset origination distressed debt capital deployment growth equity hybrid strategies financial services infrastructure projects client partnership energy efficiency projects market opportunities green bonds other financial investment activities capital solutions venture capital long-duration capital green energy infrastructure client trust fundraising strategies real estate development credit management financial security risk-adjusted returns global financing institutional investors investment partnerships financial market insights economic outlook business growth fixed income equity investments retiree empowerment innovative capital solutions global infrastructure corporate financing market volatility democratizing finance business partnerships long-term investments financial performance economic resilience capital demands client risk management digital infrastructure financing semi-conductor investments energy security environmental challenges investment opportunities financial literacy investment excellence diversified portfolios strategic finance construction & real estate fund-raising environmental services renewables & environment finance technology information technology & services
Location
New York, New York, United States
Signals
Peter Poillon profile photo OneMain Financial logo
Peter Poillon
Head of Investor Relations
OneMain Financial
Focus areas
financial services credit card technology operations customer service sales home improvement loans personal loans bill consolidation loans financial services finance finance: consumer services debt consolidation financial education responsible credit access nonprime consumers customer satisfaction fixed rates no prepayment penalties branch network financial tools insurance products credit cards emergency loans medical loans customer demographics underserved communities digital services community engagement financial wellness personalized service quick funding high interest rates origination fees consumer finance auto finance banking financial empowerment credit-building solutions mission-driven approach scalable model diversity and inclusion customer experience hybrid service model auto loans fixed payments loan application secured loans unsecured loans loan amounts credit building monthly budget 40% of americans loan approval branch locator loan repayment credit score monthly payments affordable loans low aprs money management collateral requirements instant approval loan terms credit history convenient access customer complaints cash out refinance auto refinance market analysis consumer protection online application mobile app financial stability emergency financial aid commitment to community loan specialists support for military families financial regulation b2c services retail auto loan providers automotive banks & credit unions check cashing pay-day loans installment loans
Location
New York, New York, United States
Signals
Priyanka Hanabar profile photo Alter Domus logo
Priyanka Hanabar
Head of AD Data & Analytics, Member of the Group Executive Board
Alter Domus
Focus areas
financial services fund services corporate services debt depositary services transfer pricing real estate regulatory & compliance services liquidation capital markets consolidation ifrs middle office services cosourcing services manco management company fund administration aifm private equity private debt alternative investments asset management investor management compliance management technology solutions real assets wealth administration cross-border expertise data management client-centric service global presence institutional investors financial technology operational excellence risk mitigation customized solutions client partnerships transparency efficiency talent development market insights regulatory compliance investment management data analytics portfolio management fund accounting risk management asset monitoring clo services aifm services financial reporting client services back-office solutions administrative support strategic outsourcing performance reporting data extraction harmonization esg commitment global reach financial institutions tailor-made solutions funding solutions investor reporting risk analytics fund servicing client relationships operational efficiency investment strategies centralized platform reporting solutions customized support global office network technology integration agile processes data transparency administrator services outsourced services money management b2b consulting services financial services venture capital & private equity finance technology information technology & services
Location
New York, New York, United States
Signals
Raphael Davis profile photo Rebalance Capital logo
Raphael Davis
Venture Partner
Rebalance Capital
Focus areas
financial services alternative investments & venture capital
Location
New York, New York, United States
Signals
SA
Steven Addonisio
Director of Investor Services
SS&C GlobeOp
Focus areas
financial services hedge funds private regional banks family wealth offices fund of funds insurance companies managed services pension funds otc services corporate treasuries risk services cash management valuation control private equity financial technology scalability middle and back-office outsourcing client portal for fund investors b2b performance analytics software risk assessment tools for asset managers client reporting securities accounting software cloud infrastructure for funds performance attribution analytics performance analytics operational risk risk analytics tools private markets solutions trade order management for funds fund data integration systems technology platform cloud services fund transfer agency services risk reporting for hedge funds client onboarding solutions asset servicing technology financial services fund onboarding automation investment compliance monitoring trade processing fund lifecycle automation asset management fund accounting software reconciliation automation regulatory compliance for private markets risk management asset class support systems hedge fund risk management asset class diversification support operational risk management other financial investment activities middle office fund services integrated risk analytics securities accounting alternative investments cash flow management reconciliation systems outsourcing solutions performance benchmarking tools fund administration technology investment reporting fund lifecycle management software operational efficiency fund administration fund lifecycle fund lifecycle management technology solutions cloud-based services fund compliance automation asset servicing regulatory reporting for hedge funds performance analytics platforms asset class support regulatory compliance software data security global fund support outsourcing risk management tools investment operations support investment operations asset management compliance tools trade reconciliation software compliance monitoring software performance measurement systems client onboarding platforms scalable fund infrastructure regulatory compliance solutions performance attribution models outsourcing services global fund services performance measurement reconciliation risk reporting systems fund transaction processing wealth management performance measurement tools investment management private equity fund services private markets fund support hedge fund administration cloud-based fund services data analytics back office fund data management compliance solutions services private equity fund accounting trade processing solutions scalable infrastructure client onboarding risk reporting regulatory reporting fund reporting automation fund of funds support risk management software global fund administration investment reporting platforms private markets regulatory compliance fund data analytics regulatory reporting tools fund accounting client communication back office solutions trade order management middle office solutions investor services business process outsourcing financial services operations cloud-based solutions portfolio management esg reporting intelligent automation client relationship management financial reporting tax compliance cross-border transactions market risk assessment reconciliation services operational integrity performance attribution risk & compliance solutions member engagement health analytics investment accounting mergers & acquisitions transfer agency saas solutions managed it services investment book of record equity trading real estate investments digital transformation onboarding solutions fraud prevention analytics tools investment strategy alternative asset management finance distribution finance technology information technology & services cloud computing enterprise software enterprises computer software computer & network security venture capital & private equity real estate
Location
New York, New York, United States
Signals
Steven Goldman profile photo Nasdaq logo
Steven Goldman
Director, Investor Analytics
Nasdaq
Focus areas
financial services technology solutions financial markets global trading equities market technology market services fixed income derivatives corporate solutions global index services listing services nasdaq marketsite investment bankers brokers service finance market data solutions for market operators market regulation solutions market data solutions for brokers market data products market data services investment in fintech securities and commodity contracts intermediation and brokerage market surveillance technology investment in innovation data analytics stock exchange operator market data management market data platforms energy public company listings public listings venture investment program market data technology market data solutions for investors telecommunications b2b market data solutions for financial institutions electronic trading platform market infrastructure development consumer goods financial services risk management information technology market regulation compliance global financial markets financial technology innovation global market access market data analytics tools market data solutions for regulators fixed income trading market data solutions for trading firms cryptocurrency market data platform capital markets analytics trading and clearing technology trading platforms market data solutions provider market surveillance systems derivatives trading platform market communication services market data solutions for clearinghouses trading technology consulting market data solutions market data solutions for hedge funds market data provider services market data infrastructure market surveillance market data solutions for institutions market data solutions for corporates market infrastructure market data solutions for asset managers market data healthcare market regulation financial data market technology services trading technology solutions market data apis financial technology market risk analytics market data analytics market data solutions for exchanges stock exchange market data feeds market data distribution stock market real-time quotes market insights investment intelligence public markets private markets options trading etf listings investing solutions market events earnings calendar dividends corporate governance sustainability solutions investor relations global markets economic data financial services technology corporate esg solutions nasdaq listings investor tools alternative datasets market news ipo process index services smart investing market accessibility data link trading strategies market analysis financial technology solutions regulatory technology investor trust brand building data-driven insights market trends market metrics corporate strategies investment analytics market performance market events calendar distribution transportation & logistics energy & utilities consumers information technology & services health care health wellness & fitness hospital & health care finance technology financial exchanges
Location
Cortlandt Manor, New York, United States
Signals
Tonia Williams profile photo Corebridge Financial logo
Tonia Williams
Vice President of Investor Relations
Corebridge Financial
Focus areas
financial services retirement solutions life insurance annuities finance financial services
Location
New York, New York, United States
Signals

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