New Financial Services Businesses in Albany, NY

Klaris Capital is an independent merchant bank based in New York City, providing investment and advisory services in the technology and services ecosystem, backed by a multi-generational family office. The website lists a Lexington Avenue address and contact phones in New York and California.

Trail Ridge Advisory LLC appears to be a financial advisory firm, based on the strong name match with Trail Ridge Investment Advisors, LLC, which offers comprehensive financial planning and investment advisory services. The candidate website (W3) lists phone numbers with area codes 970 (Colorado) and 301 (Maryland), suggesting multi-state operations, though the LLC filing is in New York. The firm is listed on financial advisor directories, indicating a legitimate operating business.

Alesco Advisors, LLC is an SEC-registered investment advisory firm located in Pittsford, NY, with $5B+ in assets under advisement. The firm provides client-first wealth and investment management for high net worth and institutional clients. It was founded in 2000 and is an ESL company.

Refy Lending Corp. operates Refy, an online auto loan refinancing service that uses AI to compare rates and lower monthly payments. The website provides phone and email contact options and lists an Austin, TX address at 5900 Balcones Drive.

Ledgerline is a financial services firm that positions itself as a partner for business leaders and individuals, offering financial clarity, growth support, and compliance services. The website emphasizes a mission-driven approach, suggesting a consultancy or accounting practice. The LLC filing lists a principal address in Albany, NY, aligning with a professional services operation.

The site is associated with an advisor using a New York Life email, suggesting affiliation. The business likely serves clients in the Albany, NY area based on the filing address.

Partner Capital Group is a boutique, globally focused alternative investment placement agent and advisory firm founded in 1996 in New York. The website lists services including broker/dealer services and investment banking, with a contact address in Bluffton, SC and a New York phone number. The LLC filing in Albany, NY likely represents a new corporate entity for the same operating business.

The site emphasizes retirement planning, investment services, and a client-first approach, with contact details including phone numbers and email. The business operates under the name Summa Global Advisors, LLC, which is consistent with the LLC filing.

The Locke Group is a boutique investment and executive search firm based in Chappaqua, NY, serving alternative investors and asset managers. Their website emphasizes investment strength, flexibility, and retained search services, with a team including Sean Locke and other professionals.

C2P Enterprises is a financial services firm that provides training, insurance products, and growth strategies for financial advisors. The company positions itself as a partner to enhance success in financial advisory practices. Services include holistic wealth management solutions and practical training programs.

YNM Capital is a financial services firm based in Albany, NY, offering financing solutions. The company's website lists contact information including phone numbers and email, and mentions a team with locations in Albany and other cities. The business appears to be a small to mid-size operation focused on lending or capital services.

Valuation Resource Group provides business valuation services, likely operating as Valuable Resource LLC. The website domain and content focus on clear, sound valuations for intelligent decisions, indicating a professional financial advisory firm.

Ty Associates, based in Mount Vernon, NY, offers financial consultation services including refund planning and amended returns, serving clients nationwide. The LLC's full name includes 'Philanthropy Advisors', suggesting a potential focus on charitable giving advice alongside general financial services.

Archant Advisors LLC operates as AlbanyAdvisor Group, a financial advisory firm based in Albany, NY. The firm offers evaluation, identification, and analysis services to clients. Its team includes advisors Lori, Marc, and Susan.

The LLC's registered address is 9 Washington Square in Albany, New York. The business provides financial advisory services to hedge funds.

Tuccillo CM is a financial planning firm, as indicated by its tagline 'Plan for tomorrow today!' and 'Your Financial Future Starts Here.' The domain suggests it is related to Tuccillo Capital LLC, and the LLC filing shows a principal address in Albany, New York.

One Atlantic Capital is a mortgage loan advisory firm based in Miami, FL. Led by Lenny Steigman, they provide expert advice for purchases, refinancing, renewals, and debt consolidation. The website includes contact details and a description of their services.

Bekor Ventures LLC is a financial advisory firm based in Albany, NY, as indicated by the filing address. The company's website describes services including financial strategy, startup financial advisory, and technology-driven financial solutions.

Main Effort Financial is a financial advisory firm based in Holliston, Massachusetts, currently updating its website.

Camba Capital, LLC is a pre-launch financial planning firm on Long Island, founded by Dan Zimon, who is completing Investment Adviser Representative registration. The firm focuses on pension election analysis and retirement transition planning for public-sector and hospital-system households.

Sterling Tier Capital provides revenue-based working capital to operating businesses, offering $10K-$500K with fast funding. The website indicates it is a financial services company specializing in working capital loans.

VSW In-Force Intelligence is a service offered by Vested Secured Wealth, focused on helping clients understand their in-force insurance policies through a technology or consultancy approach. The website emphasizes 'know what you own' and provides a 'Get Started' call-to-action, suggesting a client-facing platform. The LLC filed in Albany, NY indicates the business's registered location.

The company's website states it provides 'value added resources focused on growth, performance and integrity,' indicating investment or asset management services.

Resolution Enterprise, operating as Credit by Nuribeel, provides personalized credit consulting services focused on helping clients strengthen their financial profile. The business website features a contact number with a New York area code and uses an email address matching the domain name, indicating a legitimate operation in New York.

Alacrity Funding LLC is a business finance company specializing in invoice factoring, lines of credit, and equipment financing. The company provides capital to real businesses, as indicated on their website. The LLC was formed in Albany, NY, and the website operates under the exact same name.

GG Nexus Solutions LLC is a financial services company based in Albany, NY, specializing in credit repair. The website offers credit report review, credit profile consultation, and financial profile improvement plans. Contact information includes a New York area code phone number and a support email matching the business name.

Avra Advance is a direct funding firm that provides same-day capital, targeting ISOs and brokers.

The website presents a professional services focus, with a phone number area code (914) indicating a New York presence. The company name and domain align with the registered LLC in Albany, NY, suggesting it is the operating entity behind the filing.

Wealth Gained Incorporated appears to operate as a digital asset investment firm, as indicated by its website wealth-gain.co, which offers advanced analysis and high-return investment services. The site describes a registered investment platform focused on digital assets. The domain name closely mirrors the LLC name, suggesting the same entity.

Maximum Care Solutions, based in Brooklyn, NY, specializes in Medicaid planning. The website offers services for simplifying Medicaid applications and estate planning. The business appears to serve local clients in the New York area.

Nexvora Capital is a financial services firm based in Bridgehampton, NY, offering banking and advisory services for individuals and entrepreneurs. The website emphasizes 'smarter banking' and personalized financial planning, targeting clients with big dreams who need strategic financial support.

Aegis Meridian is a boutique equity research firm that provides financial research and allied support services, specializing in detailed research on mutual funds and other investment vehicles.

White Rose Capital Group provides tailored structured credit solutions for investment-grade and near-investment-grade corporates, particularly in infrastructure and other sectors.

Moor Funds is a New York-based SEC-registered investment adviser that employs systematic, AI-driven equity strategies to achieve benchmark outperformance. Its website and multiple financial advisor profiles confirm its registration and New York City location.

APA INVESTMENT GROUP LTD operates as an investment firm, as indicated by the website title 'your investment haven' and description emphasizing 'Empowering Financial Growth with Strategic Investments'. The site suggests diversified investment opportunities, likely targeting individual or institutional clients.

Avanzar Financial provides tailored insurance and financial solutions for contractors and small business owners, specializing in bookkeeping and commercial insurance.

ABO Capital is a private lending firm specializing in Non-QM, DSCR, fix and flip, and construction loans for self-employed borrowers and real estate investors.

Synthnex Group Inc. operates as a financial technology company offering global money transfer and expense management solutions. The website describes services for moving money across borders with instant settlement, and includes compliance contact information, suggesting a regulated enterprise. The company is listed on VaspTrack as a registered virtual asset service provider, confirming its regulatory status.

Arcadia Investment Partners is an investment management firm based in New York, NY, offering investment advisory services. The site provides contact information and describes their focus on client portfolios. Candidate W1's location and phone (212 area) align with the LLC's New York filing.

Clearfund appears to be a business funding company, as indicated by its website's call to action ('Apply Now!'), partner and FAQ sections, and contact information. The site offers funding solutions but lacks explicit state or location details beyond a general presence.

Stratum Advisory Group provides tailored financial and estate planning strategies, emphasizing a thoughtful and uncomplicated approach to protecting legacies. The website describes the firm as dedicated to being in the client's corner, with a focus on personalized service. Contact information includes a Canadian phone number, suggesting operations may extend beyond New York.

Breakaway Advisors Group is a small business funding broker that helps businesses access fast capital.

Wright & Barron LLC operates as an investment services firm, providing stock selection and trading strategies to a member community. The LLC filing in Albany, NY suggests the business is registered in New York, though its operations appear centered in Manhattan based on the phone area code.

Offers financial planning services helping families manage their financial affairs, protect wealth, and create a legacy. Domain matches LLC name exactly.

Checo is a family office focused on asset acquisition and management, with locations in New York, Los Angeles, and Philadelphia. The website describes recent acquisitions and provides contact information, indicating an active operating business.

L&A Family Office LLC appears to be a family office offering financial services. The site has a contact form and sections on services, suggesting an operating business.

The website for Apex Wealth Solutions presents a comprehensive wealth planning firm located in Scottsdale, AZ, offering holistic financial planning and investment management. The site lists a team of advisors and a phone number, indicating an active business.

Iron Mark Capital is a financial services firm that provides creative solutions for complex transactions, emphasizing decades of experience and bank-backed stability. The website highlights a legacy of trust and personalized service.

Business Funding New York (BFNY) provides short-term working capital loans, lines of credit, term loans, and equipment loans to businesses. Their website indicates they fund any type of business and are located at 600 Third Avenue, New York, NY 10016.

The business appears to be a financial advisory firm based in Albany, NY, as indicated by the website (W1) offering financial planning and advisory services. The website's tagline and content reference 'AlbanyAdvisor Group' which likely operates under the LLC 'AVO ADVISORY LLC'. No direct evidence of name equivalence but strong geographic and industry alignment.

Crown Capital BK LLC appears to be a small business funding company offering merchant cash advances, term loans, and lines of credit.

Advisors for Change provides financial transformation and accounting support for nonprofits. The website describes a bi-coastal team serving nonprofits since 2007, with headquarters in Annapolis, Maryland and an office in Denver, Colorado.

LRD Capital is a commercial financing company offering business funding from $20,000 to $1,000,000 with 24-hour approvals and soft credit pulls. It is based in New York City at 521 Fifth Avenue and targets small to medium-sized businesses. The website emphasizes speed, flexibility, and no prepayment penalty.

W1 is a financial advisory firm in Albany, NY, offering services like evaluation, identification, and analysis. The site features team members Lori, Marc, and Susan, and is located at 20 Corporate Woods Blvd. It uses a Webflow template and provides contact info.

The LLC name 'ADVISORY BY DL LLC' is plausibly the same entity, given the shared 'DL' initials and advisory focus. The filing's Albany, NY location aligns with a small New York-based advisory, though the site does not specify address.

A newly registered capital management LLC in Albany, NY, with a website at agoracap.co indicating investment services.

Sababu Capital LLC provides professional services, likely fractional CFO or advisory solutions. The website title and description emphasize helping clients achieve goals, and the domain name aligns with the LLC's 'Sababu' branding. Phone numbers and generic service description support an operating business.

Branch Financial, LLC offers tax preparation and financial services, operating primarily in Birmingham, AL, as shown on its website. The New York filing at 99 Washington Ave, Albany, likely serves as a registered agent address.

Maxime Capital appears to be an investment firm focused on acquisitions, asset ownership, and asset management, as described on its website. The site includes a contact page and phone number in New Jersey, suggesting an operating business. No detailed location matches the LLC's Albany filing, but the name alignment is strong.

Galexy Business Solutions offers outsourced financial operations services, as shown on the homepage and services page. The website includes a New York phone number (914) and contact email, indicating a small operational business. The LLC registered in Albany, NY aligns with the business's New York location.

Atlas Funding Partners provides sophisticated capital and lending solutions for high-growth enterprises. The website highlights senior professionals and offers a contact form for loan applications, suggesting a focus on business financing. The site's address is in Albany, NY, matching the LLC's filing location.

Prime Source Solutions offers business funding and working capital solutions, with a dedicated support team. The website emphasizes a fast review process and clear terms. Phone area code 646 (New York City) is consistent with the New York region. No physical address is listed, but the business appears to be a small-scale provider of financing options.

National Surplus Funds specializes in helping individuals recover unclaimed foreclosure surplus funds held by courts and counties. The website offers services for surplus fund recovery, with contact info and a professional design. The business is likely operating from the Albany, NY area, as indicated by the LLC filing.

The principal address in Albany, NY matches the filing. No evidence of a major brand or shell structure.

Operation Ascend provides financial education, credit rebuilding, business structuring, and funding strategies, as described on their website. The LLC is based in Albany, NY, and the website mentions serving Syracuse, NY. Contact info (phone and email) is consistent across all pages.

Sargasso Capital Management is a constructivist hedge fund founded by Patrick Feeley, focusing on small and mid-cap U.S. equities and engaging management on the AI adoption gap. The website describes the fund's strategy and leadership, indicating an active operating business.

The website for Pivotal Moments, LLC presents as a small professional services firm offering bookkeeping and estate transition guidance, with a phone number and address in Orange, CA. The site has a contact form and describes helping clients through financial processes after a loved one's death, indicating a niche financial advisory service.

The LLC name suggests an investment vehicle, but no operating business signals found; candidate W1 is a private investment firm but different location and entity name.

American Pipeline Associates is a financial management and consulting firm based in Albany, NY, offering investment planning, tax optimization, debt management, and retirement planning services. The website's description and contact details align with the LLC filing's address and phone number, confirming a real operating business.

Boutique sell-side M&A advisory for founder-led SaaS and tech businesses, preparing and executing premium exit outcomes for founders.

Within Group appears to be a capital firm specializing in non-performing residential loan transactions, coordinating with capital partners to facilitate liquidity for lenders. The website describes a structured process for reviewing and coordinating such transactions, indicating a B2B financial service.

PrimeCore Group appears to be a commercial debt recovery company based on its website description. The domain name matches the LLC name, and the business is headquartered in the US with a toll-free number. The LLC filing location is Albany, NY, but no specific location is provided on the website.

Life & Legacy Group, LLC appears to be a financial services firm specializing in life insurance and premium finance, led by Dr. Libby Grant and James McFarlane. The website is based in Addison, IL, while the LLC filing is in Albany, NY, but the exact name match suggests they are the same entity.

CORSA CFO ADVISORS LLC is a financial advisory firm focusing on CFO services, formed in Albany, NY. The candidate website CEFO Advisors operates from Saratoga Springs, NY, offering similar services, and the legal notice confirms the LLC formation. The geographic and industry alignment strongly suggest they are the same business.

The business appears to be a small, owner-operated financial services firm.

Nelson & Strife Financial Group is a financial planning firm based in New Hartford, NY, offering personalized financial goal planning. The website features contact information for advisors Tom and Kyle. The firm appears to be a small, locally-focused practice.

Bay Haven Capital is a financial services firm based in Albany, New York, as indicated by its LLC filing.

Raytech Servicing provides servicing solutions for lenders and lessors, as stated on their website. The company operates from Clackamas, Oregon, and markets itself as a new partner delivering results for the lending industry.

Worthmore is a mission-driven firm based in Albany, NY, that builds wealth, optionality, and opportunity for the new majority through partnerships with mission-driven leaders. The website lists Rodney Foxworth and Caitlin Morelli as principals, matching the LLC filing's officers.

Mandarin Capital Group is a business funding company offering revenue-based financing and working capital solutions. The company's focus on funding empowered growth aligns with the LLC name.

McMillan Capital Partners is a business lending company based in Toronto, Canada, offering flexible business loans. The firm's website lists a Toronto phone number and focuses on tailored business financing solutions. The LLC is registered in New York, suggesting a cross-border operation or separate entity.

Creekmur, LLC operates as Creekmur Wealth Team, a financial advisory firm based in Morton, IL. The LLC is registered in New York, but the business is physically located in Illinois, a common arrangement for out-of-state registrations.

The business appears to be a financial services firm specializing in treasury connectivity.

Kinwell Financial is a financial advisory firm based on its website, which focuses on tailoring investment strategies to client priorities and simplifying investing. The site provides contact information and is listed on financial advisor directories, indicating an active small-shop operation.

American Fundstars Financial Group is a financial institution offering wealth management, asset management, and FinTech services.

The LLC name 'Stewart Meridian' aligns with John Stewart, a team member at Meridian Wealth Management, as indicated on their website. This suggests the LLC may be associated with wealth management or financial advisory services. The candidate page highlights John Stewart's professional background, though the exact business operations of the LLC are not confirmed by a dedicated business site.

Alpha Private Wealth Advisory is a wealth management firm offering holistic financial planning and investment advisory services, as indicated by their website's Total Portfolio Advisory approach. The domain name and business description align with the LLC name, suggesting this is the operating entity.

Magor Deel Wealth Planners LLC is associated with Barbara Magor Deel, a financial planner serving as Vice President, Financial Planning at American Investment Planners LLC in Jericho, NY. The blog post introduces her role and suggests the LLC offers wealth planning services. Contact information and address are provided for American Investment Planners, indicating a small-shop financial advisory operation.

Astoria Delta is a New York-based firm that selectively allocates capital alongside founders, principals, and institutions, emphasizing disciplined stewardship. Their website states they are located in New York, NY, aligning with the LLC's New York registration.

Standish Management provides fund administration services for private capital fund managers, with a technology-enabled platform. The website highlights comprehensive fund solutions, milestones, and client testimonials. Multiple office locations are listed, including New York, aligning with the LLC's Albany address.

SilverRock Partners offers strategic finance, FP&A, and accounting services, as indicated by their website and contact details for Eric Kuan and Francis McKenna. The business is based in the New York area (phone area codes 516 and 201), aligning with the LLC's filing state.

Andurand Capital Management is a private fund management company specializing in fundamental commodity strategies, focusing on oil, energy, and the global energy transition, led by founder Pierre Andurand. The New York LLC appears to be its US registration entity.

Website offers bill payment, mobile payments, and product delivery services targeting the Latino community. Contact info (phone, email) indicates an operational small business.

Cardinal Advisory, LLC is a trust and investment advisory firm based in Albany, NY, offering trust solutions and investment management services. The business provides a contact form and phone number for client inquiries.

David Spack Consulting offers financial services compliance for fintech and digital asset companies, specializing in BSA/AML programs, money transmitter licensing, crypto compliance, and fractional CCO services. The website explicitly matches the LLC name and owner name.

Greenbridge Capital LLC is a financial institution offering tailored business lending solutions. The business description emphasizes personalized lending services, consistent with the LLC name.

Ironbound Group is an investment banking boutique specializing in M&A and capital raises for fintech and adtech industries. Based in New York, NY, it provides expert financial advisory services. The website lists a Lexington Ave address and contact information.

Optima Capital Management is an investment portfolio management firm based in Billings, MT, offering risk management and process-oriented investment services. The website describes a go-anywhere risk management approach, with contact information including a Montana address and phone number.

AlbanyAdvisor Group is a financial advisory firm located at 20 Corporate Woods Blvd, Albany, NY 12211, offering services such as evaluation, identification, and analysis.

A financial advisory firm operating as Prism Planning and Solutions Group, located in White Plains, NY. The website offers wealth management and financial planning services, with team members listed and contact information provided.