State Street

The Bank of New York Mellon (BNY Mellon)BNY · BankingNew York, United States

73% matchPublic

The Bank of New York Mellon Corporation provides a range of financial products and services in the United States and internationally. It operates through Securities Services, Market and Wealth Services, Investment and Wealth Management, and Other segments. The Securities Services segment offers custody, trust and depositary, accounting, exchange-traded funds, middle-office solutions, transfer agency, services for private equity and real estate funds, foreign exchange, securities lending, liquidity/lending services, and data analytics. This segment also provides trustee, paying agency, fiduciary, escrow and other financial, issuer, and support services for brokers and investors. The Market and Wealth Services segment offers clearing and custody, investment, wealth and retirement solutions, technology and enterprise data management, trading, and prime brokerage services. This segment also provides integrated cash management solutions, including payments, foreign exchange, liquidity management, receivables processing, payables management, and trade finance, as well as U.S. government and global clearing, and tri-party services. The Investment and Wealth Management segment offers investment management strategies, investment products distribution, investment management, custody, wealth and estate planning, private banking, investment, and information management services. The Other segment provides corporate treasury, derivative and other trading, corporate and bank-owned life insurance, tax credit investment, other corporate investment, and business exit services. The company serves central banks and sovereigns, financial institutions, asset managers, insurance companies, corporations, local authorities and high net-worth individuals, and family offices. The Bank of New York Mellon Corporation was founded in 1784 and is headquartered in New York, New York.

SS&C Technologies Holdings, Inc.SSNC · FintechWindsor, United States

69% matchPublic

SS&C Technologies Holdings, Inc. offers a diverse portfolio of software solutions and related services, catering primarily to the financial services and healthcare industries. The company's sophisticated technology infrastructure spans various critical functions within finance, including securities accounting; front-office capabilities such as trading and financial modeling; middle-office tasks like portfolio oversight and reporting; and comprehensive back-office operations encompassing general accounting, performance measurement, data reconciliation, processing, clearing, regulatory compliance, and tax reporting. In the healthcare sector, SS&C provides specialized solutions for claims adjudication, benefits administration, care management, and business intelligence. These offerings are instrumental in helping professionals in both domains automate intricate business processes and efficiently handle their extensive information processing demands. SS&C's wide array of software-enabled services includes prominent platforms like SS&C GlobeOp, Global Investor and Distribution Solutions, SS&C Retirement Solutions, Black Diamond Wealth Platform, Bluedoor, Advent Outsourcing Services, Advent Data Solutions, ALPS Advisors, and Virtual Data Rooms, alongside specific services for pharmacy, healthcare administration, and health outcomes optimization. Its core software products feature tools for portfolio and investment accounting and analytics, holistic portfolio management, trading, digital process automation, and banking and lending, complemented by research, risk analysis, and training applications. Additionally, the company extends professional services, offering expert consulting and implementation support, along with dedicated product assistance. Operating on a global scale, SS&C maintains a significant footprint across the United States, the United Kingdom, Europe, the Middle East, Africa, the Asia Pacific region including Japan, Canada, and the broader Americas. Established in 1986, the company is based in Windsor, Connecticut.

Interactive Brokers Group, Inc.IBKR · Financial ServicesGreenwich, United States

64% matchPublic

Interactive Brokers Group, Inc. is an American multinational brokerage and financial services company headquartered in Greenwich, Connecticut. Through its subsidiaries, it provides automated trade execution and custody services for stocks, options, futures, foreign exchange, bonds, funds and other products on electronic markets worldwide. Its services include direct market access, clearing, securities lending, margin lending and prime brokerage.

BroadridgeFintechUnited States

63% match

Broadridge is a global technology leader headquartered in New York, United States. The company provides solutions that power investing, governance, and communications for clients and the financial industry. It is an S&P company, with an affiliate like LTX also operating in financial services.

Established in 1995 and headquartered in Beijing, People's Republic of China, CITIC Securities Company Limited is a leading financial institution offering a comprehensive suite of financial products and services to a diverse clientele, both domestically within Mainland China and on an international scale. The company's operations are primarily organized across its Investment Banking, Brokerage, Trading, and Asset Management divisions. The Investment Banking arm specializes in capital market activities, providing enterprises and other institutional clients with expert guidance on equity and debt financing, fundraising strategies, and broader financial advisory services. Within its Brokerage segment, the firm facilitates transactions in securities and futures markets, alongside the distribution of a wide array of financial instruments. The Trading operations involve active participation and market-making across a broad spectrum of assets, including equities, fixed income products, derivatives, and foreign exchange. This also encompasses margin lending, securities borrowing and lending, alternative investments, and commodities trading. Asset Management services include the management of collective investment schemes, specialized and separately managed accounts, comprehensive fund management, and other investment portfolio oversight. Beyond these core areas, CITIC Securities offers a variety of specialized services, such as private equity investments, custodial functions, and in-depth research. It also provides institutional brokerage, a full suite of investment advisory and management solutions, fiduciary oversight, and services pertaining to funds, real estate, and business training. The company further extends its offerings to include finance outsourcing, bond issuance, offshore portfolio hedging, fund distribution, leveraged foreign exchange transactions, proprietary capital investments, cash management, and property management and leasing. Additionally, CITIC Securities is involved in information technology development, technical consulting, the research and design of financial products, portfolio structuring, and general consultancy activities.

Morgan Stanley0QYU · BankingNew York City, United States

69% matchPublicAI 11/100

Morgan Stanley operates as a global financial holding company, delivering a comprehensive suite of financial products and services. Its diverse client base includes corporations, government entities, financial institutions, and private individuals across the Americas, Europe, the Middle East, Africa, and Asia. The company's operations are divided into three core segments: Institutional Securities, Wealth Management, and Investment Management. The Institutional Securities division specializes in advising and supporting large organizations. It facilitates capital raising, such as underwriting debt and equity offerings, and provides strategic financial advisory services for significant transactions like mergers and acquisitions, corporate restructurings, real estate ventures, and project financing. This segment is also heavily involved in sales and trading activities, offering sales execution, financing, prime brokerage, and market-making services across a variety of asset classes, including equities, fixed income, foreign exchange, and commodities. Furthermore, it extends credit through corporate and commercial real estate loans, secured lending for its trading clientele, and asset-backed and mortgage lending. Specialized wealth management, investment, and research services are also provided to institutional clients. Through its Wealth Management segment, Morgan Stanley caters to individual investors, small-to-medium-sized businesses, and specific institutional clients. This encompasses a range of offerings, from advisor-guided and self-directed brokerage and investment advisory services to comprehensive financial and wealth planning. It also provides workplace solutions, including stock plan administration, as well as annuity and insurance products, various lending options (such as securities-backed and residential real estate loans), banking services, and retirement plan administration. The Investment Management division focuses on delivering a diverse portfolio of investment products, including equity, fixed income, liquidity solutions, and alternative investments. Its primary clientele comprises large institutional investors, such as pension and defined contribution plans, charitable foundations, endowments, government bodies, sovereign wealth funds, insurance companies, and corporate clients, distributing these offerings through both direct institutional and intermediary channels. Founded in 1924, Morgan Stanley is headquartered in New York City.