New Financial Services Businesses in Albany, NY

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.

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.

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.

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.

Ludlow Capital Partners is an elite sell-side investment bank, as stated on their homepage. They offer services including programs like Silver, Gold, and Platinum plans, and have a team led by Kerri Blank and Victor Danett, with contact numbers in the 917 area code (New York City).

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

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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

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.

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.

NextCard is a credit card management platform offering tracking and auto-add offers, described as an operating system for credit cards. The GitHub repository NextCardApp contains the app's source code, confirming the LLC operates this app.

Debt Capital Advisors provides debt capital advisory services for corporate borrowers, focusing on financing transactions and debt facilities. The website matches the LLC name and is located in New York.

Wholefin, Inc. is a corporation that filed a SEC Form D for $7,725,000 under Rule 506(b), indicating an active capital raise. The filing was made on Nov 3, 2025, with a business address in Sacramento, CA. The entity is distinct from the LLC filing location in Albany, NY, but likely the same company.

Despite the LLC's principal address in Albany, NY, the business appears to operate with a real website and service offerings.

Maker Life Group is a financial services firm specializing in tax-free retirement income strategies for high earners using TFRA (IRS Section 7702). The website emphasizes no contribution limits, no market risk, and tax-free growth.

NOW CFO offers fractional CFO services, including cash flow management, forecasting, bookkeeping, and accounting. The website presents a professional financial services firm with a Salt Lake City address and contact information. The LLC filing in NY likely represents a separate registration for the same business.

The LLC name suggests a financial advisory firm. Candidate W1, RMC Investment Advisors, operates in wealth management from West Hartford, CT, with matching service focus but different location. No other candidate aligns with wealth services.

ACG Funding is a mortgage funding company based in Industry, California, offering tailored mortgage solutions. The website lists contact info and consultants. The LLC filing in New York may be a registration entity.

Bluerock Options offers quick and easy alternative business loans and funding across the US, with a focus on New York, Miami, and other major cities. The website provides contact information, services like business lines of credit, and has locations in New York, NY. The domain name matches the LLC name exactly.

Slate Street Advisors is a financial advisory firm focusing on MCA debt relief and restructuring, as indicated by the website description and recent press releases. The website provides a contact form and toll-free phone number, suggesting an active operating business. The LLC filing shows a principal address in Albany, NY, while the website does not show a physical address, but the domain name strongly aligns with the LLC name.

Eleven 11 Capital is a private investment and advisory firm that integrates financial expertise with operational execution to deploy capital efficiently and realize opportunities. The website indicates a New York City location and offers contact via email and a form.

AlgoTraders is a research group focused on developing and executing systematic quantitative trading strategies, as described on its website algotraders.ai. The entity is incorporated as ALGOTRADERS INC. in Albany, NY, but no principal address is listed.

Bluecore Capital Group LLC is a business funding provider offering merchant cash advances from $5K to $500K. It operates from 1440 Central Ave, Albany, NY, and advertises fast approval and same-day funding for small businesses.

Chelsea Bridge Advisors provides quick, flexible funding options up to $2 million for businesses. The website features an online application and emphasizes transparent processes. Contact info (phone, email) is consistent across all pages.

Hedge & Alpha is a financial services firm offering investment solutions, wealth management, and brokerage services, as indicated by their website's title and services page.

Try Inertia is a financial advisory service that helps clients make daily money decisions with clarity and direction. The website's title and description indicate a focus on personal finance and money management.

VelocitySBA is a financial services company that provides SBA 7(a) loans to small businesses, as evidenced by its website tagline 'Financing in Three Easy Steps' and description of originating SBA loans. The site lists multiple phone numbers and addresses in Irving, TX, and references funded loans totaling over $159 million on a third-party site.

The LLC filing indicates a new advisory entity in Albany, NY. Candidate W1, AlbanyAdvisor Group, is a financial advisory firm located at 20 Corporate Woods Blvd, Albany, offering services like evaluation and analysis. The name mismatch but same industry and locale suggest a plausible DBA relationship.

KlevrPay provides an AI-driven platform that automatically selects the best payment card for each purchase to maximize rewards and benefits. The website and app store listing confirm its focus on payment intelligence. Principal address in Albany, NY aligns with the LLC filing.

Berona & Sons Capital Group LLC operates as an investment and capital management firm, as indicated by its website domain and contact details. The site uses the full business name and provides a direct email and phone number for the company.

JRG Funding (W2) is a financial services company offering same-day funding, located in New York City. The website presents a fast funding process, contact form, and business address on Maiden Lane, suggesting a small to medium business. The LLC name 'JRG AMERICA LLC' could be a holding or parent entity, but the functional business appears to be JRG Funding.

Orende Group provides financial consulting, market research, and investment strategies. The business description explicitly mentions financial consulting and investments.

JKG Partners LLC appears to be the parent entity for JKG Capital, a financial advisory firm offering investment advice and financial solutions. The LLC was filed in New York, likely as a registered agent address in Albany.

Mistretta Advisors offers fractional leadership and financial advisory services, leveraging four decades of institutional experience. The website highlights tax, accounting, and financial planning for individuals and businesses. Contact information shows a New York area code.

Risk Reward Limited is a global banking and financial risk, audit, and compliance consultancy operating as a Knowledge as a Service company. The website offers risk management services and consulting. The domain name is nearly identical to the LLC name, suggesting a connection.

SI Global is a global strategic M&A advisory firm based in New York, NY, offering trusted and actionable advice to entrepreneurs and investors. The website indicates a real operating business with contact information and a detailed service description.

Merchant Bloom is an ethical, AI-driven business funding company offering same-day funding decisions. Based in Albany, NY at the same address as the LLC filing. The site describes years of experience helping American businesses.

Fyncap is a business capital solutions provider offering tailored financing for growth, operations, and real estate, with no upfront fees and fast decisions.

The site lists a Texas address, while the LLC filing shows a New York registered agent address. The business appears to be a small financial service provider.

VersaLife Advisors is an independent investment advisory firm focusing on biotechnology and healthcare innovation, with disciplined portfolio management. The website lists a New York, NY address and contact info.

Infund Capital LLC operates infund.co, an ESG investing and sustainable financing platform connecting investors with local companies. The site includes contact, about, and FAQ pages.

Crebrid is a tech-driven hard money lender providing fast loans for real estate investors, including fix-and-flip and investment property financing. The website lists a Plano, TX address and a Texas phone number, while the LLC is registered in Albany, NY.

Preferred NY Financial Group offers financial planning and advisory services, as indicated by their website description and contact information. The LLC filing in Albany, NY aligns with the New York focus. The website provides a phone number and email for a company representative, confirming an operating business.

Przygoda & Co. LLC is a global independent investment banking firm founded by Alejandro Przygoda, headquartered at 445 Park Avenue, New York, NY. The website offers contact details and mentions securities products and brokerage services.

Financial advisory group based in Albany, NY, offering services such as evaluation, identification, and analysis. Website lists team members (Lori, Marc, Susan) and contact details including phone and email.

Cashpam is an online money transfer and phone topup service. Their website states they facilitate online money transfer and phone topup, trusted by thousands worldwide. They provide customer support via email and phone. The LLC filing in Albany, NY aligns with a small business operation.

Pinnacle Receivables Services LLC is a receivables management company based in Atlanta, GA, offering debt collection, portfolio acquisitions, and master servicing. The website presents a professional small business with a clear service focus.

Charm Network Management's website offers strategic business funding, high-limit credit solutions, and growth programs for entrepreneurs. The site has a CEO page and client login, indicating an operating small business.

The candidate website presents Kite LLC as an investment firm providing institutional investors with access to differentiated investments across the capital structure, emphasizing risk mitigation. No location or contact details beyond the email are provided. The LLC filing shows a NY address with no principal address listed, making geographic alignment unclear.

Genuine Funding is a funding company that focuses on broker-centric services, providing personal, direct, and efficient deal processing.

FINEXPRESS MORTGAGE LLC is a mortgage lending company based in Lowell, Massachusetts, offering FHA, conventional, jumbo, and commercial loans.

From W1 website, the business appears to be a financial services firm providing value-added products to private clients and institutions, located in Miami, FL. The site mentions an integrated approach and divisional regions.

The business offers business lending and financial solutions, positioning itself as a consulting firm that helps clients cultivate growth through patient capital. The website features information about funding solutions and working capital, indicating a focus on financial advisory services.

Working Capital Associates provides working capital financing and loans to SMEs, specializing in supply chain finance for Latin America and Africa. The website features a team, governance, and investor programs, indicating a structured financial services firm. The LLC name matches the domain exactly.

Next Level Financial Services LLC offers financial consulting and services, with a website providing contact information and a phone number. The business is located in Jacksonville, FL, and DeBerry, TX, and appears to serve individuals seeking financial guidance.

HomePro Funding provides financing solutions for home improvement projects. The website emphasizes being 'Florida’s Top Choice for Home Improvement Funding' and lists a physical address in Lake Mary, FL. Phone and email contact details are provided, indicating an active business.

ThinkLattice is a financial services and appraisal management company based in San Antonio, TX, offering property valuation, title, flood, warranty, insurance, and portfolio analytics. The website provides contact info and service descriptions consistent with a real operating business.

FINITAC is an outsourced bookkeeping service provider offering affordable monthly rates to help businesses focus on growth while handling their financial numbers.

No physical address listed on site, but LLC filed in New York.

LendNav is a business financing solutions provider offering creative and quick funding for businesses, with a focus on customer satisfaction and easy application process. The website highlights funding across every industry and a four-step process.

Joseph Capital Network offers strategic financing solutions for real estate investors, including fix & flip loans, DSCR loans, bridge loans, and commercial mortgages. The website provides contact information via phone and email, indicating an active operating business.

Smart Overages Solutions LLC provides proactive tax lien recovery planning services. Its website emphasizes customized planning to help clients recover tax lien overages, with a contact phone number and address in Las Vegas, NV. The LLC is registered in New York, suggesting multi-state operations.

Safe Money Innovators is a financial services firm offering individualized stock market investing strategies with downside protection, targeting clients seeking market participation without risk. The website emphasizes a no-downside approach and lists a physical address in West Palm Beach, FL. The domain name matches the LLC filing exactly.

The site includes contact numbers with Nevada area codes, but the LLC is filed in New York. The business appears to be a small financial consulting firm.

JBA Assets LLC appears to be the holding entity for JBA Asset Management, an investment advisory firm based in New York City. The website describes asset management expertise and transactions. The phone and email contact point to a financial services company.