Top 10 Capital Markets Technology Consulting/Service Companies - 2020

In 2019, various regulatory changes were introduced to bring better transparency in the capital markets industry. These changes are surging the financial firms to move toward a more data-driven compliance approach and ensure greater standards in using, distributing, and protecting valuable customer data.

On the other hand, customer engagement and satisfaction have been a burning issue for the industry for a long time. Firms are under constant pressure to improve customer service, particularly in today’s competitive landscape. Thus, capital market firms are adopting AI to drive intelligent solutions that can streamline and optimize current operational processes. In the same vein, firms are also leveraging RPA solutions to simplify client onboarding while blockchain technology is helping firms enhance data transparency, manage risks, and achieve greater operational efficiency.

At this juncture, many cutting-edge capital market companies are entering the domain with advanced and integrated offerings. To help the finance sector strengthen its operational capabilities and simultaneously enable growth in the industry, CIOReview has compiled a list of the top capital market technology solution providers and consulting/service companies. The list comprises prominent organizations in the industry that address issues pertinent to the finance sector by implementing current trends. Besides, the magazine also includes insights from thought leaders in the sector on the industry trends, best practices, recent innovations, and their advice for the aspiring CIOs.

We present to you CIOReview’s, “10 Most Promising Capital Markets Technology Consulting/Service Companies – 2020.”

    Top Capital Markets Technology Consulting/Service Companies

  • 1

    Advantage Data has been a trusted name for its best-of-breed fintech solutions across the high-yield and high-growth markets. Now drawing on its years of expertise, Advantage Data has developed Private Bond Advantage—a first-of-its-kind pricing and analytical tool explicitly designed for credit analyses. The workstation solution makes it easy for the credit analysts to collate and view credit and credit-derivative data from many sources, thereby increasing the data visibility of the opaque market

  • 2

    Citrin Cooperman is among the largest, full-service assurance, tax, and business advisory firms in the United States, having steadily built its business serving a diverse and loyal clientele since 1979. The company’s mission is to help its clients focus on what counts: their business. To that end, under its TRAC practice, Citrin Cooperman provides the most comprehensive integrated services in the areas of risk, technology, and compliance. The company leverages a massive shared experience of over 40 professionals from both finance and IT realms to advise clients in all aspects of their business to mitigate threat incidents, fill resource gaps, and improve enterprise-wide performance

  • 3

    Thrive, a leading provider of managed services, helps organizations across a variety of industries drive business outcomes through application enablement and optimization

  • 4

    Adeptyx

    Adeptyx

    Adeptyx was started in 2009 by Ari Fuad, a twenty-five year veteran in providing consulting services to investment management firms. Adeptyx Consulting offers an end-to-end solution: From Strategy Development, Software Implementation/Upgrade, and Project Management, Adeptyx Consulting ensures that your operations are working at maximum efficiency for your valued clients. Adeptyx Consulting, advising on buy-side asset management systems and operations is all they do. Their consultants are out in the field every day—observing, implementing, sharing, advising and working

  • 5

    Cowen

    Cowen

    A diversified financial services firm that operates through two business segments: a broker dealer and an investment management division. The company’s broker dealer division offers investment banking services, equity and credit research, sales and trading, prime brokerage, global clearing and commission management services. Cowen’s investment management segment offers actively managed alternative investment products. Cowen Inc. focuses on delivering value-added capabilities to our clients in order to help them outperform

  • 6

    Incenter

    Incenter

    Blackstone portfolio company headquartered in Saint Paul, Minnesota. With over 300 professsionals employed worldwide, Incenter provides its lender clients operating in the mortgage and specialty finance markets with access to capital, secondary markets solutions and fulfillment services. They are always seeking motivated and exceptional individuals to join the team. As an Incenter employee, you will have access to the best products, services and technology the industry has to offer.

  • 7

    Matrix IFS

    Matrix IFS

    Matrix International Financial Services is a leading global specialist, providing business and technology solutions specifically for the complex needs of the global Financial Industry and Capital Markets. Headquartered in Jersey City, Matrix-IFS offers specialized Consulting, Systems Integration and Managed Services which include: Trade Surveillance, Business Intelligence (BI), AML / Case Management, Fraud Risk Prevention, Compliance, Financial Operational Risk, Cloud and Cyber-Risk Management, and Advisory Services. Matrix-IFS has developed and nurtured a broad expertise across multiple solution platforms and operational models

  • 8

    Sucden Financial

    Sucden Financial

    They have built their business by establishing long-term relationships with our clients, through flexibility, sound management and diligent attention to detail. Their approach to innovation is open-minded and progressive, seeking solutions that deliver optimum results for our clients. They offer adaptable multiple trading and technology solutions – underpinned by their own post-trade and non-bank clearing capabilities. They have a track record of over 45 years in financial markets. Since our foundation in 1973, they have been supported by our parent, Sucden, one of the world’s leading trading groups, while remaining fully independent in our day-to-day trading operations.

  • 9

    TradingView

    TradingView

    TradingView is one of the largest and most active trading communities on the web. 8,000,000+ traders worldwide come together to analyze, discuss & trade the markets! Active traders and investors have free access to top-notch charting and analysis, publish trading ideas and discuss markets in real-time. The free platform is in HTML5, which means no installation or setup. It works equally well across different platforms - such as iPads, or Android-based tablets and phones

  • 10

    Wedbush Securities

    Wedbush Securities

    Since their founding in 1955, Wedbush has been a leader in the efinancial services industry, providing their clients, both private and institutional, with a wide range of securities brokerage, wealth management, and investment banking services; Headquartered in Los Angeles, California with 100 registered offices and nearly 900 colleagues, the firm focuses on client service and financial safety, innovation, and the utilization of advanced technology