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This list of investment banks notes full-service banks, financial conglomerates, independent investment banks, private placement firms and notable acquired, merged, or bankrupt investment banks. As an industry it is broken up into the Bulge Bracket (upper tier), Middle Market (mid-level businesses), and boutique market (specialized businesses).
Pages in category "Investment banks in the United States" The following 81 pages are in this category, out of 81 total. This list may not reflect recent changes .
An asset management company is an asset management / investment management company/firm that invests the pooled funds of retail investors in securities in line with the stated investment objectives. For a fee, the company/firm provides more diversification , liquidity , and professional management consulting service than is normally available ...
Pages in category "Defunct financial services companies of the United States" The following 112 pages are in this category, out of 112 total. This list may not reflect recent changes .
Pages in category "Financial services companies of the United States" The following 200 pages are in this category, out of approximately 346 total. This list may not reflect recent changes .
SoFi was founded in 2011 as a student loan refinancing company. In 2019, SoFi — , short for Social Finance — expanded into investment services, offering a user-friendly platform to new investors.
Not surprisingly, Harvard University and New York University are the top feeder schools for a career on Wall Street, according to Wall Street Oasis’ 2022 Investment Banking Industry Report.
Name Location Year established Partners or CEO Industries and Investment Type Assets under management; Bill & Melinda Gates Foundation’s Strategic Investment Fund Seattle, Washington: 2009 Andrew Farnum Private Equity: health, development and education $2,000M [1] Boston Common Asset Management Bolton, Massachusetts: 2003 Allyson McDonald