New Financial Services Businesses in Manhattan, NY

Your Balanced Books is a small business bookkeeping service, as indicated by the website's 'What We Do' page catering to small businesses.

Siguler Guff is a specialized private markets investment firm based at 200 Park Avenue, New York, NY. Its website describes investing in areas where capital is historically scarce and emphasizes disciplined underwriting and alignment.

Ansa is a venture capital firm based in New York City, founded by Allan Jean-Baptiste and Marco DeMeireles, making high-conviction, thesis-driven investments in Series A stage companies. The LLC's Manhattan address aligns with the firm's stated New York City presence.

Chimera Securities is a proprietary trading and technology firm based in Manhattan, matching the LLC's New York location. The site emphasizes training, trading, and technology, consistent with a trading-focused business. The name difference from the LLC filing is minor, and the geographic/industry overlap makes it likely the same operating entity.

Forest GP Corp. operates as Forest Partners (포레스트파트너스), a venture capital and growth/private equity firm. The LLC's principal address is in Manhattan, New York.

Wealthora is a premium financial services firm providing wealth management, investment advisory, and retirement planning for American families and businesses. The company's website lists a New York City address on Wall Street and includes contact information and service descriptions.

WHNAS INC. appears to be a financial services firm based in Manhattan, NY, as indicated by its filing address at 85 Broad Street and a press release describing its work in global financial services and ecosystem development.

ProCap Financial is a modern financial services firm based at 600 Lexington Avenue, New York, NY 10022, serving independent investors. Founded in 2025, the company raised over $750 million and positions itself as a publicly traded agentic finance firm. Its website offers investor relations, newsroom, and contact information, indicating an active operating business.

FOLA Wealth Management LLC, operating as FOLA Financial, provides financial services including accounting, tax preparation, and financial education to generational wealth creators.

BV Dynasty Ventures LLC operates Dynasty Ventures, a financial services company based in New York City that connects businesses to financing products. The LLC filing shows a principal address at 228 Park Ave S #272203, Manhattan, NY 10003, which is a common virtual office address.

ANOS Capital is a financial technology firm based in New York, NY, specializing in liquidity and technology solutions for capital markets. The principal address listed on the LLC filing (405 Lexington Avenue, Manhattan, NY 10174) matches the address found on the website.

Lane Capital Management (operating as Lane CP) is a financial services firm based in New York City, specializing in loan acquisitions and equity investments. The company is led by Managing Member Alan Leavitt, as indicated on the company's website and vCard contact. The firm's address is listed at 2025 Lane, New York, NY 10019, and it offers services through a team including Ethan Leavitt and Frank Choroco.

Zenith Harbor is a financial services firm based in New York, offering accounting, auditing, and taxation solutions.

Aptivaa is a financial risk management and regulatory compliance firm with less than fifteen years in operation. The company is based at 100 Park Avenue, New York, NY, and provides services to businesses in the financial sector.

PCC Global is a premier investment and financial advisory firm, operating across five global markets since 1995. The company is based in Manhattan, New York, with a principal address at 1178 Broadway and a website listing 99 Wall Street. It offers integrated capital and advisory services across ten sectors.

Ardessa is a command centre for private markets capital formation, sourcing investors, monitoring books, and preparing meetings for fund managers and investors. The business operates from an address in Manhattan, New York, as indicated by the LLC filing.

CEM Bookkeeping & Consultancy is a New York-based firm offering professional bookkeeping and management accounting services. The business serves clients in the financial sector, providing reliable financial record-keeping and reporting.

Gildex Capital offers gold trading, secure transactions, and global sourcing services. The website emphasizes 'building enduring value with confidence' and operates in the financial services sector. The LLC's address is 30 Wall Street, Manhattan, NY.

Haven Mercer is a financial services company based in Manhattan, New York, that facilitates, services, and asset-manages seller-carried ownership transitions (SCOTs). The company's website emphasizes a differentiated approach to ownership transitions and provides contact information aligning with the LLC's registered address.

Webull is a commission-free trading platform offering stocks, options, and ETFs through its intuitive mobile and desktop apps. The LLC filing for Webull Markets Ltd. at 44 Wall Street aligns with the company's financial services footprint, while its main operational headquarters are in St. Petersburg, FL.

The LLC filing shows the same geographic location and a related business purpose.

TSX Transfer Agency US LLC is a US-based subsidiary of TSX Trust, providing transfer agency services for companies listed on the Toronto Stock Exchange. The LLC's principal address is in Manhattan, New York, indicating US operations.

Atlas Capital Group, LLC is a financial services firm based in New York, NY, with additional offices in Los Angeles. The company provides investment management and capital advisory services, as indicated by its website and contact information at 200 Park Avenue, New York, NY 10019.

Gudo Partners LLC is a registered investment advisory firm based in Manhattan, New York. According to regulatory filings, the firm manages approximately $15.5 million in assets under management and is operated by a single advisor. It holds a FINRA registration and is listed on advisor databases.

Roystone Capital is an investment management firm based in New York, NY, operating from 410 Park Avenue. The website indicates it is a holdings or management company, likely engaged in financial services.

UMI Capital is a financial services firm specializing in private equity, PIPE, and SPAC investments, with a focus on cross-border opportunities between the U.S. and Turkey.

SLR Capital Partners, LLC is an independent boutique asset manager specializing in direct lending and providing senior secured financing solutions to U.S. businesses. Operating from 500 Park Avenue, New York, NY, the firm's website details its investment strategies and contact information. The LLC filing name, SLR Secured Lending Partners, LLC, is consistent with the company's lending focus.

The Ledger Path provides finance, accounting, tax, and CFO services tailored to service-based and creative businesses. The website describes building and running finance functions to support operations.

Napier Park Global Capital is an alternative credit firm specializing in asset-based lending. The website emphasizes client focus, performance, integrity, and teamwork, and lists key personnel such as Jonathan Dorfman and Jim O'Brien. The firm operates from Manhattan, NY.

BOC Capital Corp. is a business lending company located at 85 South Oxford Street, Brooklyn, NY, offering financing and growth support for small businesses. The website emphasizes helping clients prepare for financing, with contact details including phone and email.

Virtuous Funding provides business financing up to $400K, offering lines of credit and term loans.

Alexander Joachim Mielke is a registered financial advisor at Goldman Sachs & Co. The LLC 'Mielke Advisors' likely serves as his personal advisory entity. The business is based in Manhattan, NY, focusing on wealth management.

Crestmont Investments is a financial services firm located at 745 Fifth Avenue in New York, NY, offering investment management services. The website mentions 'david beach' and FINRA, indicating a registered investment advisor. While the LLC name suggests a global trade focus, the firm's location and financial nature align with the filing.

Rush Vance Funding LLC operates as a business funding company based in New York.

Crestline Capital Group is a financial services firm offering investment and capital management solutions, based in New York. The website provides contact information including a phone number and email, indicating an active operating business.

DealMaker is a platform that helps companies manage fundraising and investor relations, likely operating as a transfer agent. The website shows they offer a platform to build investor communities, aligning with transfer agent services. The address in New York City matches the LLC's location.

Sagamore Funding LLC is a financial services firm located in Manhattan, New York, associated with Sagamore Capital, which focuses on investment strategies and capital management. The website indicates a presence at 750 Lexington Ave, while the LLC filing lists 271 Madison Avenue, but the similar name and industry suggest the same or related business.

Seawise Capital LLC appears to be an investment or capital firm. Principal address is in Manhattan, NY, while the registered agent is listed in Sheridan, WY. No official website found, but it is profiled on multiple business databases (Seedtable, Pitchbook, Craft.co, etc.) indicating it is a real operating entity seeking or providing capital.

Equiya is a proprietary AI-driven quantitative trading firm that uses advanced artificial intelligence to drive value creation and positive global impact. The firm is based in Manhattan, NY, as indicated by the LLC filing address.

The Parros Advisory team provides financial planning and wealth management services, led by Timothy C. Parros with over 32 years of experience, including college funding specialization. The business is part of Wealth Enhancement Group and operates with a coordinated team approach. This matches the LLC filing for PARROS ADVISORY LLC in Manhattan, NY.

The business is a registered investment advisory firm operating from 430 Park Avenue in New York, NY. It likely provides financial advisory and wealth management services.

Northveil Inc. appears to be a financial services or consulting firm focused on capital, assets, and governance. The LLC is registered in Manhattan, NY.

The website mentions industry-leading fee arrangements, suggesting investment advisory or partnership services. The LLC name 'Greenspring Equity Holdings' is consistent with a holding or investment entity.

Intentional Funds LLC operates as Intentional Asset Management, an investment advisory firm in New York, NY. The website emphasizes problem-solving wealth management. Contact email and phone are consistent across filings and site.

The LLC is the general partner of MAPIF II, a private equity fund managed by Macquarie Asset Management. The fund invests in infrastructure secondary deals, targeting limited partner-led transactions. The manager's address matches 125 West 55th Street, New York.

Green Horizon Capital Partners is a financial advisory firm specializing in M&A advisory, equity and debt raising, and principal investing. The domain matches the LLC name exactly, and the description confirms the financial services focus. The LLC's principal address is in New York, consistent with the firm's likely location.

ClearMCA is a New York-based small business funding agency offering merchant cash advances and loans. Their website provides loan agency services, and their principal address (485 Madison Ave) matches the LLC filing location.

KNG Securities USA Inc is a securities brokerage and investment banking firm based in New York, NY. It is the US arm of KNG Securities LLP, offering cross-border advisory and capital markets services. The website lists contacts in New York and London, and the firm is registered with FINRA.

The business operates as Morgan Manhattan, a small financial advisory offering investment check-ups and consultations, located in Manhattan. The site's focus on 'Invest in You' suggests a personal investment planning service.

America Business Advance is a business funding company based in New York, NY. The website offers services to secure resources and emphasizes business done right. The address matches the LLC filing and provides contact phone and email.

Ironclad Capital Partners is a finance company offering capital solutions, asset-based lending, and construction financing. The website shows a Texas address, while the LLC filing lists a New York address. The business appears to be a small, specialized lending firm.

Allstar Advisory is an investment advisory firm that assists clients with global exchange listings and investments, including U.S. exchange IPOs and China investment opportunities.

Trento Global Group is a financial services firm specializing in institutional gold platforms, offering investment products with target net return and collateralization. The business operates from 85 Broad St in Manhattan, New York, as indicated on the website.

Noor Holding appears to be an investment holding company based in Manhattan, NY, focusing on bridging global investments and Middle Eastern growth, as indicated by its website description and the LLC filing address.

InterFlow Factors Corporation provides accounts receivable factoring and working capital solutions. The website describes converting invoices into immediate cash, and the contact email domain matches the business name. The LLC filing's Manhattan address suggests a New York presence, while the website's Texas phone indicates multi-state operations.

Dean Keller & Associates LLC operates as a professional services firm based in New York, NY, offering advisory services. The team page indicates multiple professionals including Dean Keller, suggesting an established consultancy. A FINRA broker check links to an individual, implying financial services.

The site includes contact information and a description of helping fund businesses, though it uses a multipurpose template.

The LLC is a South Florida team within Barnum Financial Group, a financial services firm offering financial planning and investment advisory. The principal address is at a Manhattan terminal, but the firm has offices in Connecticut, Rhode Island, New York, and Florida, with a location in Jupiter, FL suggesting South Florida operations.

RIBIT CAPITAL LLC operates as a business funding company offering same-day and under 24-hour funding, a direct funder and broker network, and streamlined applications with human guidance. The company is based at 12 manor court in Manhattan, NY, as indicated in the LLC filing.

Theatre Capital is an investment and portfolio management firm based in New York, NY, offering strategic insights and guidance. The website and contact details align with the LLC name and location.

BSD Strategic Advisors is a Manhattan-based investment advisory firm specializing in blockchain digital assets. The website highlights experienced investors and a focus on strategic advisory in the crypto space. Contact information includes a New York phone number and address.

Shia Capital provides fast, flexible institutional financing including working capital, term loans, SBA loans, equipment financing, and lines of credit to businesses nationwide.

ZorvexFX is a forex broker offering trading in forex, crypto, commodities, indices, and stocks. The LLC is registered in Manhattan, NY, likely as the US entity for the brand.

Setara Capital GP LLC appears to be the general partner entity for Setara Capital Management, an investment management firm. The site describes a focus on clarity, insight, and disciplined results, typical of a financial services firm.

Malohn Capital Group provides working capital and DSCR loans for real estate investors and business owners, operating out of 48 Wall Street, New York. They focus on lower-middle market finance with institutional-grade strategy.

Hucklebear, Inc. is an LLC filed in Manhattan, NY. No other matching business websites were found.

The site offers investment services and provides an investor relations contact.

CVC-PEF General Partner Inc. The LLC's name directly corresponds to the fund's name, indicating it is the managing entity.

Dwyer Capital LLC operates as a small business financial services firm, offering merchant cash advances and loan consolidation. The LLC filing shows a Manhattan, NY address, consistent with a small finance company.

DW II MANAGEMENT (NEW YORK), LLC is a New York-based management entity, likely related to DW Partners, an investment firm. The filing address at 375 Greenwich Street differs from DW Partners' Madison Avenue address. The name suggests a specific fund or vehicle under the DW umbrella.

The business appears to provide funding services, likely short-term loans or invoice factoring, based on its name and domain. No additional details from search results.

Seven Eight Capital Group LLC appears to be a financial services firm, likely involved in capital management or investment advisory, based on its name and active website.

Averion Trading Inc. appears to operate as a trading platform under the name 'Averion' or 'Averion Pro', based on multiple third-party scam alert websites that reference the same entity. The LLC is registered at 112 Bowery in Manhattan, NY. No official website was found; all candidates are reviews and warnings about the platform.

Greenline Partners is an independent registered investment advisor based in New York City, managing over $1 billion in assets for ultra-high-net-worth families, foundations, and family offices. The firm's address (521 5th Avenue) exactly matches the LLC filing, and the website lists a local phone number and email.

No further details are available from the candidate data.

The LLC likely operates in merchant cash advance or business funding, based on the candidate's bankruptcy case (1:14-bk-11786) and address in Manhattan, NY. The candidate site suggests a funding company, consistent with the LLC name. No recent website found, but the bankruptcy filing indicates prior real business activity.

Sheikh Satari Ajikawo runs a network of UK-registered firms in finance, digital assets, consultancy, and energy, based in London. The NYC LLC filing suggests US expansion.

Ingalls & Snyder is a New York-based investment management firm founded over 90 years ago, offering personal investment services. The website lists a Manhattan address and phone number, consistent with the LLC filing's location.

Charles Capital is an investment management firm based in New York City, offering active investment management services to individual investors. The website describes bringing complex investing techniques to everyday investors through personalized client management.

NewEdge Wealth is a financial services firm offering wealth management solutions, with an office in New York City at 1140 Avenue. The firm provides expert wealth management tailored to local clients.

Arbor Operating Partners provides on-demand financial expertise including core accounting, controllership, revenue operations, and strategic finance for startups and businesses. The website indicates it is a rebrand of Catalyst Advisor Services. Although the LLC filing lists a Manhattan address, the website does not display a physical location.

Argo Fund Solutions offers comprehensive private capital fund administration with tailored technology and expert support, headquartered at 1325 Avenue of the Americas in New York, as confirmed by website and filing address.

LPK Holdings New York Inc. likely operates as the holding entity for LPK Investment Group, an alternative asset management firm headquartered in New York City. The firm's website describes a global alternative asset management firm with a dedicated team.

TGSO Financial Services provides business loans, emergency loans, and financial advisory services aimed at helping entrepreneurs build generational wealth. The site features a team page and emphasizes transforming entrepreneurial mindsets from short-term gains to long-term prosperity.

Aventis Pay offers an intelligent B2B payment layer for enterprises, addressing issues like stacked fees, slow settlement, and FX complexity. The website outlines a focus on operational efficiency for business payments.

Empire Collection Agency is a debt collection agency operating in New York City, with an office in Babylon, NY. The LLC name 'EMPIRE AGENCY SERVICING LLC' suggests a similar service-oriented business, likely the same entity. W1's website offers debt recovery services and is BBB accredited.

The LLC name suggests a financial advisory firm, and candidate W1 describes a boutique investment banking advisory firm focused on growth equity, M&A, and credit capital advisory. However, the candidate is located in Florida while the LLC is filed in New York, so they may be related entities or the filing reflects a different location.

Miramontes Capital is a family office and wealth management firm based in Newport Beach, CA, as indicated by the website address. The site describes services for high-net-worth families and individuals, with contact phone and email.

ZLN Finance, operating under ZLN DIRECT LLC, provides subprime auto loans and small business loans in NJ, NY, and PA. The LLC's registered address is 139 Centre Street, Manhattan, NY, likely a registered agent or secondary office.

Marco Polo Securities operates as a broker-dealer specializing in cross-border securities and investing under SEC Rule 15a-6, located at 1230 Avenue of the Americas, New York. The website offers chaperoning services for foreign broker-dealers, and the contact phone and email are provided.

Insight Financial is a wealth management firm offering financial advisory services, as indicated by the website's 'Wealth Management' heading and contact page. The site includes a contact form and phone number, suggesting a small-shop operation. No explicit address is provided, but the LLC filing lists a Manhattan, NY address.

Hines Private Wealth Solutions LLC is a registered broker-dealer (Member FINRA/SIPC) that acts as the dealer manager for Hines real estate investment offerings. The website provides investor resources and contact information, with the principal office located in Houston, TX. The LLC filing in New York suggests a registered agent or ancillary address.

Parkside Advisors is a financial advisory firm based in New York, recently acquired by NorthRock Partners in July 2025. The LLC filing address is a virtual office, but the article confirms its operations as an advisory firm.

Meridian Servicing is a loan servicing organization specializing in helping banks and lenders with application and origination support, customer service, and first/third-party servicing.

Tekmerion Capital Management is a systematic macro investment hedge fund based in New York. The website promotes 'Next Generation Macro Investing' and the firm was involved in a high-profile trade secrets lawsuit with Bridgewater Associates.

Blantyre Capital is an investment firm based in New York, NY, as evidenced by its website address at 130 Regent Street and contact emails tailored to investor relations. The site indicates a focus on capital management, though detailed services are obscured by placeholder text.

GreenWulf Advisors, LLC operates as GreenWulf Asset Management at 270 Madison Ave, New York. It is an innovative credit fund investing in capital-intensive growth companies and new financial products, as described on its website.

Freeport Markets is an investment platform allowing users to invest in pre-IPO companies, stocks, commodities, and crypto. The website describes itself as a way to invest with insights from top investors.

The LLC is named Prospect Equity Fund LLC, suggesting an investment fund entity. Candidate W3 is Prospect Equity Partners, a financial services website located in New York, matching the LLC's state but with a possibly placeholder address. The site lists contact emails and phone numbers, indicating an operating business.