WSO Company Database

Gain Access to Exclusive Data on Compensation, Interviews and Employee Reviews

79,516 Salary Entries
35,511 Interview Insights
40,170 Company Reviews
319 Result(s) Found

Morningstar

"Morningstar is a leading provider of independent investment research to investors around the world. Since our founding in 1984, our mission has been to create great products that help investors…

60 Salary Entries

29 Interview Insights

33 Company Reviews

Sanford C Bernstein

Equity Research Sanford C. Bernstein & Co., LLC., Research Division is an investment banking company based out of 1345 AVE OF THE AMERICAS, New York, New York, United States.

27 Salary Entries

16 Interview Insights

11 Company Reviews

Roth Capital Partners

ROTH is an investment banking firm dedicated to the small-cap public market. Since its inception in 1984, ROTH has been an innovator in this market. Headquartered in Newport Beach, CA, ROTH has…

27 Salary Entries

7 Interview Insights

18 Company Reviews

BERENBERG CAPITAL MARKETS

German Investment Bank Berenberg Capital Markets LLC (BCM) is a FINRA-registered US-based broker-dealer; headquartered in New York, with branches in Boston, Chicago, and San Francisco. BCM is a…

11 Salary Entries

8 Interview Insights

10 Company Reviews

Wolfe Research

Botique fundamental research shop Wolfe Research, LLC was founded in 2008 as a premier equity research firm with a commitment to best-in-class products and service.

13 Salary Entries

6 Interview Insights

5 Company Reviews

Pacific Crest Securities

Pacific Crest Securities is the preeminent investment bank in technology. Through extensive, concentrated research and a vertical focus, we have developed an unparalleled depth of knowledge across…

17 Salary Entries

7 Interview Insights

5 Company Reviews

Canalyst

Canalyst was created out of necessity by a veteran PM who needed a more efficient way to expand his coverage and quickly compare a broad universe of companies. What started as a personal tool for…

11 Salary Entries

6 Interview Insights

7 Company Reviews

Moody's Analytics Knowledge Services

Moody's Analytics Knowledge Services, a division of Moody's Analytics, is a leading provider of high-value research, analytics and business intelligence to the financial services sector. We EMPOWER…

12 Salary Entries

3 Interview Insights

10 Company Reviews

Cleveland Research Company

Cleveland Research Company is an independent investment research firm headquartered in Cleveland, Ohio. The firm opened its doors with a staff of approximately 40 that were formerly employed with a…

7 Salary Entries

12 Interview Insights

3 Company Reviews

Ladenburg Thalmann

Ladenburg Thalmann Financial Services Inc. is a full service financial company committed to meeting the diverse and changing needs of its clients by providing a full array of innovative, customized…

15 Salary Entries

3 Interview Insights

4 Company Reviews

Sidoti and Company

Sidoti & Company, LLC, founded in 1999, continues to set the Wall Street standard for independent small-cap equity research, while rapidly becoming a driving force in micro-cap research,…

13 Salary Entries

4 Interview Insights

4 Company Reviews

Exane BNP Paribas

Founded in 1990, Exane is an investment company specialising in 3 businesses: - Cash Equities: Under the brand name Exane BNP Paribas, Exane provides institutional investors with a range of services…

12 Salary Entries

3 Interview Insights

3 Company Reviews

Parnassus Investments

Parnassus Investments is an independent and employee-owned investment management company based in San Francisco, California. The firm seeks to invest in good business that have increasingly relevant…

6 Salary Entries

7 Interview Insights

3 Company Reviews

Northcoast Research

Boutique, independent equity research firm that focuses on providing clients with unbiased investment research. Northcoast Research is an independent institutional equity research firm located in…

12 Salary Entries

1 Interview Insights

4 Company Reviews

Sberbank

Sberbank of Russia is the largest bank in Russia and CIS. The founder and principal shareholder is the Central Bank of Russia, which owns 50% of the Bank's authorized capital plus 1 voting share. The…

8 Salary Entries

6 Company Reviews

New Constructs

New Constructs, LLC is an equity research firm. It is an investment and fundamental research firm specializing in quality-of-earnings, forensic accounting, and discounted cash flow valuation analyses…

9 Salary Entries

1 Interview Insights

5 Company Reviews

Compass Point Research and Trading

Compass Point Research & Trading, LLC is a financial services firm that provides equity research, institutional brokerage execution, and investment banking services. With a focus on the financial…

8 Salary Entries

3 Interview Insights

3 Company Reviews

Swedbank

Swedbank is a modern bank firmly rooted in Swedish savings bank history. We are an inclusive bank with 7.8 million private customers and more than 600 000 corporate and organisational customers. This…

5 Salary Entries

2 Interview Insights

2 Company Reviews

The Motley Fool

The Motley Fool's purpose is to make the world smarter, happier, and richer. While other companies may make you smarter, happier, or richer, we aim to do all three by providing outstanding business…

5 Salary Entries

1 Interview Insights

6 Company Reviews

Crisil Global Research and Analytics

CRISIL is a global analytical company providing ratings, research, and risk and policy advisory services. We are India's leading ratings agency. We are also the foremost provider of high-end research…

6 Salary Entries

1 Interview Insights

4 Company Reviews

Langenberg & Company

OUR VALUE WE ARE PAID BY SUCCESSFUL MARKET BEATING FUND MANAGERS WHO VALUE QUALITY THOUGHT AND ANALYSIS. They bring intense focus, ignore minutiae, and appreciate our perspective and knowledge of the…

2 Salary Entries

5 Interview Insights

2 Company Reviews

Hedgeye Risk Management

Hedgeye Risk Management LLC, is an independent investment research firm. The firm focuses its research on strategy, macro, gaming, lodging, leisure, restaurants, food, beverage, retail, healthcare,…

6 Salary Entries

2 Interview Insights

3 Company Reviews

Green Street Advisors

Expertise in REIT and Real Estate Analytics As the industry leader in real estate and real estate investment trust (REITs) research for over 25 years, our mission is to provide unparalleled insight,…

4 Salary Entries

4 Interview Insights

CL King and Associates

CL King & Associates, founded in 1972, is a self-clearing, service-oriented broker-dealer and investment bank. We deliver investment research, equity and fixed income sales and trading, prime…

3 Salary Entries

1 Interview Insights

4 Company Reviews

Manning and Napier

Since 1970, Manning & Napier has delivered solutions that help clients meet their financial goals. We offer a broad range of investment management products and services to individuals,…

3 Salary Entries

1 Interview Insights

3 Company Reviews

Gabelli Asset Management

GAMCO Investors, Inc. is a well-known diversified asset manager and financial services company. The company's investment services are primarily offered through its subsidiary GAMCO Asset Management…

3 Salary Entries

2 Interview Insights

3 Company Reviews

First Analysis Securities Corporation

A research-driven investment organization We serve: emerging growth companies with private equity/venture capital investments corporations with corporate finance and M&A advisory services*…

3 Salary Entries

1 Interview Insights

MKM Partners

Institutional Equity Trading & Research MKM Partners is a premier institutional equity trading, sales, and research firm fusing high-impact fundamental analysis with macroeconomics, technical…

3 Salary Entries

2 Interview Insights

Fort Washington Capital Advisors

Fort Washington Capital Partners Group (FW Capital), based in Cincinnati, Ohio, is the institutional private equity division of Fort Washington Investment Advisors, Inc. Fort Washington was formed in…

1 Salary Entries

1 Interview Insights

3 Company Reviews

Pareto Securities

Pareto Securities is an independent full service investment bank with a leading position in the Nordic capital markets and a strong international presence within the energy sectors. Pareto Securities…

4 Salary Entries

3 Company Reviews

M Science LLC

M Science is a data-driven research and analytics firm, uncovering new insights for leading financial institutions and corporations since 2002. M Science is revolutionizing research, discovering new…

5 Salary Entries

1 Interview Insights

PCS Research Services

PCS Research Services, originally formed as Institutional Research Services, was founded in 1982 by Randy Hill with the idea of becoming the leading marketer of independent research on Wall Street.…

2 Salary Entries

2 Company Reviews

OTR Global

OTR Global (OTR), founded in 1995, is an investment research and agency-trading boutique with offices in North America, Europe and Asia. The recognized leader in marketplace research, OTR pioneered…

3 Interview Insights

EVA Dimensions

EVA Dimensions provides Asset Management, equity research and corporate consulting services – all with the power of EVA and the EVA Momentum ratio framework. EVA Dimensions also maintains a 14,000…

3 Salary Entries

2 Interview Insights

1 Company Reviews

Yuanta Securities

Yuanta Securities is a wholly-owned subsidiary of Yuanta Financial Holdings. Yuanta Financial Holdings is a comprehensive financial services firm spanning Greater China. The company has over 8,000…

4 Salary Entries

2 Company Reviews

Daiwa Capital Markets America

Daiwa Capital Markets America Inc. ("DCMA"), was incorporated in 1964. DCMA is a New York-based registered securities broker-dealer, a futures commission merchant, a primary dealer of U.S. Treasury…

2 Interview Insights

Telsey Advisory Group

Thank you for your interest in Telsey Advisory Group. TAG's mission is to provide the most relevant, timely, and insightful information on the consumer to help our research, trading, investment…

4 Salary Entries

2 Company Reviews

Ned Davis Research

Founded in 1980, Ned Davis Research Group is a leading independent research firm with over 1,100 institutional clients in over three dozen countries. Our clients include professionals from global…

2 Salary Entries

2 Interview Insights

CFRA

CFRA is a leading provider of independent investment research. Founded in 1994, CFRA consistently identifies actionable opportunities from which clients can gain an investment edge and avoid risk.…

4 Salary Entries

2 Company Reviews

Thrivent

At Thrivent, we believe money is a tool, not a goal. Driven by a higher purpose at our core, we are committed to providing financial advice, investments, insurance, banking, and generosity programs…

3 Salary Entries

2 Company Reviews

Veritas Investment Research Corporation

Independent Canadian Equity Research shop; focused on accounting and due-diligence related coverage Veritas is Canada's leading independent equity research company. Being independent means having the…

2 Salary Entries

1 Interview Insights

2 Company Reviews

Johnson Rice and Company

Johnson Rice & Company L.L.C. was founded in 1987 as an institutional research and sales firm. Our investment banking department was added in 1991 and has been involved in over $14 billion in…

1 Salary Entries

2 Interview Insights

PT Panin Sekuritas Tbk

PT Panin Sekuritas Tbk is a financial services company specializing in stock brokerage based in Jakarta, Indonesia. It was awarded the "Best Securities Company" in 2006 and 2007 by Investor magazine…

1 Salary Entries

1 Interview Insights

7Park Data

Alternative Data Provider to Financial Services 7Park Data transforms data to revolutionize business decisions. In December 2018, 7Park Data was acquired by Vista Equity Partners. The Company was…

3 Salary Entries

Jarislowsky Fraser Limited

Jarislowsky Fraser is one of Canada's leading investment firms. Our core strengths -a philosophy of fundamental, high-quality investing and rigorous in-house research- are widely recognized and…

3 Salary Entries

1 Interview Insights

Merrill Lynch Private Equity And Venture Services

Niche financial consultant at advises entity level private equity and venture capital firms during IPOs and profits by selling distributed shares from the underlying limited partners invested in the…

3 Salary Entries

1 Interview Insights

Longbow Research

Cleveland Ohio based equity research firm that grew out of FTN Midwest Research. David MacGregor is the lead analyst/majority owner of the firm.

4 Salary Entries

Ridgetop Research

The next generation primary research firm. Works on targeted research projects for their institutional investor client base.

2 Salary Entries

2 Interview Insights

AlphaValue

Independent equity research firm, with a team of about 30 analysts covering over 450 stocks in Europe.

2 Salary Entries

2 Company Reviews

SurveyMonkey

SurveyMonkey is the world's leading People Powered Data platform enabling curious individuals and companies – including 100% of the Fortune 500 – to have conversations at scale with the people who…

2 Salary Entries

2 Company Reviews

Energy Aspects

Energy research house nergy Aspects is a research consultancy providing analysis of energy markets. We offer our clients in-depth coverage of market fundamentals, price movements and the geopolitical…

1 Interview Insights

International Strategy & Investment

ISI, founded in 1991, strives to create and deliver the most useful investment research for our clients' money management performance. Today we are a full service broker-dealer offering macro…

1 Interview Insights

Industrial Alliance Financial Group

Founded in 1892, Industrial Alliance Insurance and Financial Services Inc. is a life and health insurance company that offers a wide range of life and health insurance products, savings and…

3 Salary Entries

1 Interview Insights

Dundee Capital Markets

Dundee Capital Markets is a full-service Canadian boutique investment dealer that works with our affiliates Dundee Securities Inc., Dundee Securities Europe LLP and Dundee Asia Arabia Ltd., with…

3 Salary Entries

Rosenblatt Securities

Rosenblatt Securities was founded three decades ago with a simple goal - help institutional investors prosper with trusted, conflict-free advice and expert trade execution services. The markets are…

2 Interview Insights

First Merchants Corporation

2 Salary Entries

1 Interview Insights

Knowledge Outsource

Knowledge Outsource, a Sri Lankan startup company, provides financial services to a Singaporean bank

3 Salary Entries

Botticelli Capital Partners

Botticelli Capital Partners is a privately owned investment management firm based in New York. All portfolios are managed in house using our proprietary research and investment strategy. Our…

2 Interview Insights

2 Company Reviews

Nykredit

Nykredit is different. Yes, we are a bank. And a mortgage provider too. But in one important area we are different: We are owned by an association of customers. Being customer-owned, we are in a…

FBR Investment Management

FBR Investment Management, Inc. is a privately owned investment manager. The firm primarily provides its services to pooled investment vehicles. It manages separate client focused portfolios and…

1 Salary Entries

1 Interview Insights

Gradient Analytics

Gradient Analytics, LLC ("Gradient") is a leading independent equity research firm with expertise in financial analysis, forensic accounting, and executive behavior. Since 1996, Gradient has…

2 Interview Insights

The Yale Group

The Yale Group is a leading middle market investment bank offering private placements of debt and equity, mergers and acquisitions and strategic partnerships for clients in a wide range of industries…

3 Salary Entries

MLV and Co

ADVISORY MLV & Co's professionals offer a unique approach to supporting a company's growth and profitability. We provide a variety of advisory services to our clients including mergers and…

2 Salary Entries

HAITONG Securities Company Limited

A famous financial company in China, including investment banking devision, a series of derivatives and vc, etc.

2 Company Reviews

Consumer Edge

Boutique equity research firm specializing in fundamental research with alternative data-driven insights.

2 Salary Entries

Martin Investment Management

Martin Investment Management, LLC is registered with the Securities Exchange Commission as an investment adviser. Martin Investment Management, LLC is an equity oriented investment adviser. It…

3 Company Reviews

Mackie Research Capital Corporation

Mackie Research Capital is one of Canada's largest independent full service investment firms, and proudly traces its roots back to 1921. We are privately owned by many of our 350 employees. As a…

1 Salary Entries

1 Company Reviews

ClearArc Asset Management

3 Salary Entries

Credit Viet Securities

Small securities company in Vietnam, offer sales & trading and sell-side equity research

1 Company Reviews

Esposito Securities

Esposito offers an investment banking service focused on M&A advisory as well as equity and debt financing. We provide middle-market firms with bespoke capital-raising solutions that add value…

1 Interview Insights

Meredith Whitney Advisory Group

Equity Research boutique focused on financial service companies.

2 Interview Insights

Absolute Strategy Research

Absolute Strategy Research is Europe's leading independent macro-strategy provider. Founded in 2006, ASR has established its position through bringing together one of Europe's most experienced teams…

1 Interview Insights

Mastrapasqua Asset Management

The firm offers an array of distinct products to meet the needs of individual and institutional investors. Mastrapasqua's exclusive portfolios are derived from independent, in-house research with two…

1 Interview Insights

PI Financial

PI Financial is a leading independent full-service Canadian investment dealer with offices in Vancouver, Victoria, Kelowna, Calgary, Regina, Winnipeg & Toronto.

2 Company Reviews

China Galaxy Securities Co., LTD

China Galaxy Securities Co., Ltd. provides securities services. The Company provides securities underwriting, securities brokerage, securities investment advisory, securities transaction, and other…

3 Company Reviews

SKBA Capital Management

SKBA Capital Management, LLC is an independent investment management firm specialized in managing equity, fixed income, and balanced portfolios for institutions and private clients. The cornerstone…

1 Interview Insights

Cabot Wealth Management

High net worth wealth management

FERI EuroRating Services AG

FERI EuroRating Services AG is one of the leading European rating agencies specialized in investment market and product ratings. Our mission is to create market transparency and to offer investment…

Advisory Research Investment Management

Advisory Research® Investment Management, an independent boutique asset manager based in Chicago, manages and advises assets in markets where we have deep expertise. Our actively managed strategies…

1 Interview Insights

Cambiar Investors

Cambiar Investors, LLC is an employee owned investment manager. The firm primarily provides its services to individuals. It also manages accounts for banking or thrift institutions, investment…

Vertical Research Partners

VRP is an independent equity research boutique focusing on industrials covering EE/MI, E&C, Paper and Packaging and Machinery.

1 Company Reviews

Wm Smith Securities

Wm Smith & Co. is an event-driven, special situations, institutional research firm that utilizes 13D filings, insider buying, 13F filings, and stock buybacks to generate investment ideas. Since…

1 Interview Insights

1 Company Reviews

Stralem and Company

Fischer Stralem Advisors brings together two firms with decades of experience in wealth and investment management.

INSEAD

MBA programme

Boston Advisors

Boston Advisors is a boutique investment management firm with more than 35 years of experience managing assets for institutions and affluent individuals and families. We offer a range of investment…

Access Investment Management

Access Investment Management was established in 1997 and it is a wholly-owned subsidiary of The Platinum Group, which is an Asian financial group offering financial services and advice to regional…

Commonwealth Bank and Trust

Our philosophy is to build a team of bankers around your relationship to provide the highest level of service. We will give you the same advice, service and attention we would give our own families.…

1 Interview Insights

Instinet Incorporated

Trading executing arm for Nomira Group, alsosells equity research to advertise their execution services and remain competitive thought leaders

Euroamerica AGF

The Chilean asset manager launched a string of diverse products, including Argentine equity and fixed-income vehicles that captured the attention of institutional and family-office clients.

duomos

family office

atlantic equity research

Atlantic Equity Research, LLC is an independent financial research firm. The mission of the firm is to provide actionable investment recommendations to hedge fund companies and broker -dealers. We…

2 Interview Insights

dealReporter

dealReporter is an online subscription service that provides proprietary forward-looking intelligence on mergers and acquisitions, event-driven special situations, convertible arbitrage as well as…

1 Salary Entries

1 Company Reviews

MainFirst Bank AG

"In the beginning we were seven people who liked to deal in stocks and shares and dreamed of providing our clients with fair and independent service through our own company". This was the opening…

1 Salary Entries

1 Company Reviews

Brean Murray, Carret & Co., LLC

Brean Murray, Carret & Co. is a full-service, boutique investment bank dedicated to small cap and emerging growth companies and those who invest in them. As a research-driven securities firm, we…

1 Salary Entries

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