"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…
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.
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…
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.
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…
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…
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…
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…
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…
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,…
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…
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…
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…
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…
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…
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…
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…
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…
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…
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,…
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…
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,…
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,…
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…
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…
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…
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…
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…
Institutional Equity Trading & Research
MKM Partners is a premier institutional equity trading, sales, and research firm fusing high-impact fundamental analysis with macroeconomics, technical…
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…
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*…
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…
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…
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…
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.…
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…
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…
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…
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…
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…
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…
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.…
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…
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…
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…
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…
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…
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…
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…
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…
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…
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…
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…
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…
PI Financial is a leading independent full-service Canadian investment dealer with offices in Vancouver, Victoria, Kelowna, Calgary, Regina, Winnipeg & Toronto.
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…
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…
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…
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…
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…
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…
"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…
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…
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…
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…
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…
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.…
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…
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…
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…
Long/short hedge fund operating out of San Francisco
Lighthaven Capital Management manages the Lighthaven Fund, a high-performing long-short equity hedge fund based in San Francisco, California. We…
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…
As a merchant bank specializing in the investment management industry and related businesses, we apply our tenacity in two ways.
In investing, we leverage our hard-earned industry experience by…
The following articles on investment banks and other financial firms are a great place to know more about the different options available to you in terms of planning your career. This library will point you in the right direction if you want to know about the major financial firms in a specific country, industry, or profession.
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