"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 reach their financial goals. Through our Investment Information segment, we offer an extensive line of data, software, and research products for…

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 regional offices in San Diego, Los Angeles, Seattle, New York and Pennsylvania. International offices include a Shanghai Representative Office and a Hong…

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.

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 wholly owned, independent subsidiary of Joh. Berenberg, Gossler & Co. KG (Berenberg), one of Europe’s leading privately-owned banks, established in…

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 analyzing a few hundred stocks soon had interest from other institutional investors on the Street – and Canalyst was born. Today, the company works with…

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 our organization. North America’s leading institutional investors, venture capitalists and technology companies consider us the leading authority on…

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 financial solutions. The company has built a strong reputation for partnering with dynamic companies and helping them achieve growth with purposeful…

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 leading institutional equity research firm, including eight analysts who have been ranked by Institutional Investor Magazine in its Independent/…

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, launching coverage of more than 100 equities of $200 million market cap or less since inception in mid-2010. Our analysts mine dozens of industries to provide…

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 rest of the shares are held by international and domestic investors. The Bank's ordinary and preferred shares have been publicly traded in Russia…

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 Cleveland, OH. Founded in 2009, our professional staff includes Senior Research Analysts and Associate Research Analysts, who publish, and distribute,…

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 products or services, sustainable competitive advantages, quality management teams and ethical business practices. We believe the most attractive…

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 for public companies.

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 services sector, the firm’s coverage spans across market capitalizations. Compass Point specializes in mortgage finance, real estate and REITs, home…

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 to the world's largest banks and leading corporations. With sustainable competitive advantage arising from our strong brand, unmatched credibility,…

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 makes us Sweden’s largest bank in terms of number of customers and gives us a leading position in our other home markets of Estonia, Latvia and…

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, institutions, and partners. Our active, independent, and opportunistic style allows us to manage risk in line with client objectives across a variety of market…

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, financials and energy sectors. It provides fundamental and industry specific research. The firm offers customized research, macro morning calls,…

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 and investing advice — with a decidedly Foolish bent. Our name is in homage to the one character in Shakespearean literature — the court jester — who…

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, advice, and service to knowledgeable investors looking to execute the best possible public and private real estate capital allocation decisions.

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 assets, managers and strategies of each company. Most of our institutional clients beat their indexes; others generally fail. WHAT WE DO Manage Risk…

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 brokerage, investment advisor and clearing services to institutional and high net-worth clients and to other broker-dealers. For corporations, we…

Institutional Equity Trading & Research MKM Partners is a premier institutional equity trading, sales, and research firm fusing high-impact fundamental analysis with macroeconomics, technical insights, derivatives strategies, event-driven commentary, alternative research, and first-rate execution. We strive to produce innovative, actionable,…

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 to help people make the most of all they've been given. At our heart, we are a membership-owned fraternal organization, as well as a holistic financial…

Bold Ideas and Integrity. Our equity research team is dedicated to uncover the sublime, emerging, small-cap company and to challenge conventional wisdom of the under-followed, unloved, or out-of-favor stock. Our bold investment ideas are backed by experienced, seasoned, professional analysts, with top industry and peer group accreditations for…

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 valued.

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 Inc, which manages separate accounts for high net worth individuals, institutions, and qualified pension plans, and through the Company's role as…

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 1990 and is a wholly-owned subsidiary of The Western and Southern Life Insurance Company (Western & Southern) and is member of the Western &…

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 is headquartered in Oslo, Norway, with more than 300 employees located in offices in Norway, Sweden, Denmark, Finland, United Kingdom, USA, Singapore…

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 its channel-checking methodology by developing a comprehensive base of industry sources and an in-depth understanding of complex, global product supply…

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 data sets and pioneering methodologies to provide actionable intelligence.

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 courage and conviction to say what others can’t or won’t. Established in 2000, Veritas’ mission is to be our clients'​ trusted source of independent…

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. Through a differentiated proprietary methodology blending forensic accounting and fundamental equity research, CFRA empowers sophisticated investment…

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 investment firms, banks, insurance companies, mutual funds, hedge funds, pension and endowment funds, and registered investment advisors. 360° Approach…

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

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 professionals providing diversified financial services. Yuanta Securities is the largest retail broker in Taiwan and has a significant institutional…

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 company global file on EVA metrics as reference points for benchmarking performance, setting targets, and assessing expectations.

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

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. Prior to starting PCS Research Services, Randy Hill sold the Quality of Earnings Report to institutions from 1973 to 1982. Randy began his career at…

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 banking, and consulting clients make informed, strategic investment decisions. When we formed TAG in 2006, few of us could have foreseen the events that…

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 securities, and a member of the New York Stock Exchange and other major U.S. exchanges. Our main focus is on the sales and trading of Japanese, Asian,…

AMP was founded in 1849 on a simple yet bold idea: that with financial security came dignity. Over the course of our 170-year history, that ethos hasn’t changed, although our business has evolved and will continue to do so into the future. AMP is a wealth management company with a growing retail banking business and an expanding international…

Newton Investment Management is a London-based, global investment management subsidiary of The Bank of New York Mellon Corporation. With assets under management of over £47bn (as of 30 June 2011), Newton provides a broad range of award-winning investment products and services to a wide range of clients, including pension funds, charities,…

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 subsequently acquired by Apptio in January 2021. 7Park Data was founded in 2012 and headquartered in New York City.

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

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; "Best Managed Companies" in 2010 by FinanceAsia. Panin Sekuritas is Panin Group's division for securities and mutual fund management.

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 investment philosophy is to find and own sustainable quality businesses with a commanding market position that produce highly visible, recurring earnings…

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 fully integrated national investment dealer, we offer a full complement of capital markets and wealth management services to private clients, institutions…

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 funds. Locations in San Francisco, New York, and Boston.

Northland Securities, Inc. is a full service securities brokerage firm with a singular focus on helping our clients meet their financing and investment goals. The firm boasts a roster of industry veterans who have successfully met the investment and capital needs of clients ranging from individual investors to corporations, government agencies and…

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 retirement plans, RRSPs, mutual and segregated funds, securities, auto and home insurance, mortgage loans and other financial products and services.

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 unique position to give something back to our customers when we are doing well. Together we can simply do more for our customers and for society.

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 context. All of our research is independent and draws on our extensive proprietary data models and network of contacts within the global oil and gas…

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 delivered Gradient AnalyticsSM brand services, which are best-in-class research intelligence, providing a comprehensive perspective on generating alpha and…

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 far more complex now than they were in 1979, but we still believe in our straightforward, founding principles: • Safeguard clients’ anonymity 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 research, fundamental research, trading, and sales. We have 220 employees around the world with our headquarters in New York and offices located in Boston,…

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

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 acquisitions, divestitures, strategic guidance, fairness opinions/valuation, royalty monetization, project finance and restructuring. CAPITAL MARKETS We are…

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

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 offices in Toronto, Montreal, Vancouver, Victoria, Calgary, London (England) and Dubai. Our principal businesses include investment banking, research and…

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

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, including manufacturing, business services, information technology, media, healthcare and biotech. Our principals have decades of banking and…

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 matter most. Ask more. Know more. Do more.

Family Office

Equity Research boutique focused on financial service companies.

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 and international clients.

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

CDPQ is one of the big pension funds located in Quebec. They manage about 300B of assets or something around that. It's all francophone so you better speak French if you're in the quebec office.

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 of highly-ranked individuals across economics, strategy and sales. We have built a reputation for providing research that challenges the consensus and…

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 goals in mind – Building Relationships & Building Wealth. Our clients have grown in number and today, we continue to work with some of their…

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

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 believes in value investing as the foundation in evaluating investments. The firm’s long-term equity strategy reflects the belief in the upward bias of the…

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 of our success lies in the consistency of our people, process and perspective. For over 25 years our disciplined, time-tested, and value-based…

Privately owned owner and operator of real estate across all asset types, predominantly operating in Orange County, CA. 

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

CGS-CIMB is a leading broker in retail, corporate and institutional banking. We are the financial provider of choice for over 2,600 institutional clients and 400,000 retail investors. Clients engage our services due to our commitment to quality service.

SG Analytics (SGA), an ISO/IEC 27001:2005 certified firm, is a leading research and analytics KPO outsourcing firm which provides a range of services to financial services companies, market research companies and business research firms. Our customized solutions for data management, investment research, equity research, data processing, business…

Trilogy Global Advisors, LP operates as an investment management company. The Company offers asset management, equities, investment strategies, financial planning, and advisory services. Trilogy Global Advisors serves customers worldwide.

Value Line is an independent investment research and financial publishing firm based in New York City, New York, USA, founded in 1931 by Arnold Bernhard. Value Line is best known for publishing The Value Line Investment Survey, a stock analysis newsletter that is among the most highly regarded and widely used independent investment research…

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. Our skilled staff of banking experts always has your best interests at heart, and we take pride in fostering your success.

Chartwell Capital Ltd. Bank Advisory and Investment Banking Services Chartwell Capital Ltd., a private investment firm, provides specialized advisory services to the boards of directors and executive management of commercial banks, corporations and institutional investment clients. Charles J. Thayer, Chairman and Managing Director, organized…

family office

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 include U.S. value and growth, global core equity, and energy equity. We offer separate account management as well as private funds to institutional…

About us. White Oak Partners is exclusively devoted to buyside acquisition searches. We work with private equity groups, unfunded sponsors, family offices, and corporate buyers. We are not industry focused, but instead employ a generalist strategy seeking unique acquisition opportunities.

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.

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

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 are dedicated to delivering high quality investment banking services and investment ideas to our clients. We have served our corporate, institutional…

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 Equity Capital Market and Debt Capital Market transactions. The team at dealReporter is comprised of highly experienced financial journalists and…

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 companies, pooled investment vehicles, charitable organizations, corporations, and state or municipal government entities. The firm manages separate client-…

High net worth wealth management

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 ratings that provide decision-making guidance to retail and institutional investors.

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 1983, we have followed and studied this methodology, which provides the Company with good insight into how successful investors think. After we…

Affinity Ventures is a nationally recognized mergers and acquisitions company that specializes in complete advisory services to middle market companies. We are intermediaries who offer expertise in valuations, divestiture preparation, buyer identification and the facilitation of transactions. Our group has extensive industry experience and has…