# Top Investment Firms in New York Recommended Funding & Investment companies in New York include Mortar Group, leadforce.info, Simion Advisory, Tialma, Finsmart Accounting, Bravo Capital, Alliance Global Partners, BankofShares, Alternative Funding Solutions, New York Fast Funding. We verify reviews and evaluate companies so you can choose with confidence. We may earn a fee for some placements. [Learn how Clutch ensures trust](#why-trust-clutch) ## List of the Best Top Investment Firms in New York Ratings Updated: Jul 13, 2026 ### [Mortar Group](https://clutch.co/profile/mortar-group) #### 5 out of 5 star rating (1 reviews) - $25,000+ minimum project size - 2 - 9 employees - Brooklyn, NY #### Services Provided - Allocation of Expertise by Percentage - 60% Commercial Development - 10% Financial Advising & Planning - 30% Funding & Investment #### Company description Mortar Group is a real estate investment firm offering comprehensive investment services, as evidenced by their ability to deliver financial returns exceeding 25% over three years. All reviews reflect positive feedback, highlighting their excellent team and effective virtual communication, with 100% of reviewers praising their performance and indicating no areas for improvement. [Visit Website](https://mortargroup.com/?utm_source=clutch.co&utm_medium=referral) #### Reviewed 1 time in the past 6 months In the past six months, client feedback for Mortar Group has been overwhelmingly positive. A director at a financial services company noted the team's effectiveness in enhancing real estate return performance, achieving over 25% financial returns within three years. Clients praised the professionalism and communication skills of the Mortar Group team, highlighting their impressive support and seamless project management. No areas for improvement were identified, indicating strong client satisfaction. - 1 of 1 reviews is 5 stars - Unknown avg. project cost [Read 1 Recent Review](https://clutch.co/profile/mortar-group?sort_by=date_desc&verified=true#reviews) #### Experience in 1 industry The Mortar Group has demonstrated significant expertise in the financial services industry, particularly in enhancing real estate return performance. Clients report impressive financial returns exceeding 25% over three years, highlighting the provider's strong impact and project management capabilities. Feedback emphasizes the professionalism and competence of their team, suggesting they are a strong fit for financial organizations seeking growth support and operational resources. [Read All Reviews](https://clutch.co/profile/mortar-group?verified=true#reviews) ##### Financial services Experience Mortar Group has received positive feedback in the Financial services industry, particularly for their expertise in real estate investment strategies. Clients commend their strong project management, achieving over 25% financial returns within three years. The team is noted for their effective communication and exceptional personnel, contributing to successful long-term partnerships. Overall, Mortar Group is well-regarded for its ability to enhance investment performance, making them a strong candidate for firms seeking growth and operational support in the financial sector. - 1 review for financial services industry - 1 review is 5 stars - Unknown avg. project cost - Real Estate Investment Support for Financial Services Co (5.0/5, Apr 30, 2026): Mortar Group has helped a financial services company invest in real estate. The team has handled everything related to that effort. [Read Full Review](https://clutch.co/go-to-review/mortar-group/453958) #### 5.0 out of 5.0 rating for cost What Clients Have Said Clients have expressed high satisfaction with Mortar Group's cost-effectiveness, highlighting a return on investment exceeding 25% within three years. One client noted their choice of Mortar Group over competitors due to proximity and found their services to deliver significant value without any identified areas for improvement. Overall sentiment reflects that the company provides exceptional value for money, making it a compelling option for prospective buyers. [Read All Reviews](https://clutch.co/profile/mortar-group?verified=true#reviews) --- ### [leadforce.info](https://clutch.co/profile/leadforceinfo) #### 4.6 out of 5 star rating (21 reviews) - 10 - 49 employees - New York, NY #### Services Provided - Allocation of Expertise by Percentage - 15% Financial Advising & Planning - 35% Financial Consulting - 45% Funding & Investment - 5% Other Marketing #### Company description leadforce.info is a Funding and Investment service provider specializing in investor lead generation and capital raising. While one review highlights a shortfall in deliverables, leading to dissatisfaction, two others praise their effective investor engagement and capital raising success, with 67% of reviewers noting timely delivery and personalized service. The company is recognized for its detailed approach and proactive support in investment initiatives. [Visit Website](https://www.leadforce.info/) #### Reviewed 1 time in the past 6 months Recent reviews for leadforce.info highlight a strong performance in sourcing investment leads, with one client securing £250,000 from angel investors identified by the team. The client praised leadforce.info for excellent project management and timely delivery, noting their responsive support. Overall sentiment is highly positive, with no identified areas for improvement, reinforcing their reputation for value and alignment with client needs. - 1 of 1 reviews is 5 stars - Unknown avg. project cost [Read 1 Recent Review](https://clutch.co/profile/leadforceinfo?sort_by=date_desc&verified=true#reviews) #### 3 reviews mention Funding & Investment Funding Services for Marketing Agency 5.0/5 — A marketing agency hired leadforce.info to provide investor search and funding services. The team was responsible for helping the client communicate with investors and secure funding. - 2 of 3 Funding & Investment reviews are 5 stars - Less than $10,000 avg. project cost [Read Full Review](https://clutch.co/go-to-review/leadforceinfo/393837) #### Experience in 10 industries Leadforce.info has garnered positive feedback across various industries, particularly in Information Technology, Food & Beverage, and Business Services. Clients praised their expertise in lead generation, effective communication, and project management, noting significant impacts on capital raising efforts and investor engagement. While the sentiment is largely favorable, feedback from the Supply Chain and Logistics industry highlighted areas for improvement in deliverables. Overall, Leadforce.info is well-suited for organizations seeking investor outreach and business development in technology, food, and services sectors. [Read All Reviews](https://clutch.co/profile/leadforceinfo?verified=true#reviews) ##### Consumer Products Experience Leadforce.info demonstrates strong expertise in lead generation for the Consumer Products sector, particularly for sustainable electronics. Clients commend their hands-on approach and effective outreach strategies, successfully accessing quality leads and relevant investors. The company's transparent communication and project management enhance collaboration. Overall, Leadforce.info is well-regarded for delivering results and understanding client needs, making them a suitable partner for businesses seeking growth in the Consumer Products industry. - 1 review for consumer products industry - 1 review is 5 stars - Less than $10,000 avg. project cost - LinkedIn Lead Generation for Electronics Manufacturing Co (5.0/5, Jan 24, 2023): Leadforce.info provides an electronics manufacturing company with lead generation services over LinkedIn. Their team focuses on finding potential investors for the client to pitch to and onboard. [Read Full Review](https://clutch.co/go-to-review/leadforceinfo/177568) ##### Supply Chain, Logistics, and Transport Experience Client feedback highlights leadforce.info's expertise in connecting with startups in the Supply Chain, Logistics, and Transport sector. However, there are significant concerns regarding their deliverability and project management, with claims of unmet expectations and underperformance in lead generation efforts. Overall sentiment indicates disappointment, suggesting potential clients exercise caution and thoroughly evaluate alignment with their objectives before engagement. - 1 review for supply chain, logistics, and transport industry - Less than $10,000 avg. project cost - Lead Generation for Disposable Catering Products Co (0.5/5, Oct 17, 2025): leadforce.info provided lead generation services for a disposable catering products company. The team was tasked with generating leads and setting up meetings with investors. [Read Full Review](https://clutch.co/go-to-review/leadforceinfo/414082) ##### Food & Beverage Experience Leadforce.info has received positive feedback from Food & Beverage industry clients, highlighting their expertise in capital raising and lead generation. Clients praised their proactive approach, strong communication, and attention to detail, resulting in successful investor introductions and increased investment opportunities. Their ability to tailor strategies to specific business needs has significantly impacted clients, making them a valuable partner in the Food & Beverage sector. - 3 reviews for food & beverage industry - 3 reviews are 5 stars - Less than $10,000 avg. project cost - Funding & Investment Services for Drinks Company (5.0/5, Jul 23, 2025): leadforce.info provides funding and investment services for a drinks company. The team has helped the client raise capital through angel investors and supported the client in building their brand. [Read Full Review](https://clutch.co/go-to-review/leadforceinfo/392626) - Social Media Marketing for Drinks Agency (5.0/5, Jul 28, 2025): leadforce.info has been helping a drinks agency connect with leads on LinkedIn. The team's goal is to use positive communication with a friendly approach. [Read Full Review](https://clutch.co/go-to-review/leadforceinfo/393738) - Capital-Raising Services for Beverage Alcohol Consulting Co (5.0/5, Jul 29, 2025): leadforce.info provided capital-raising services for a beverage alcohol consulting company. The team conducted targeted investor research and engaged with potential investors. [Read Full Review](https://clutch.co/go-to-review/leadforceinfo/394025) ##### Business services Experience Leadforce.info has demonstrated significant expertise in enhancing brand awareness and generating valuable connections within the Business services industry. Clients commend their timely delivery and responsiveness to needs, noting measurable outcomes such as increased LinkedIn connections and investor engagement. Their focus on delivering promised services has earned them high ratings, indicating a strong fit for businesses seeking effective lead generation and investor relations support. - 1 review for business services industry - Less than $10,000 avg. project cost - Email & Social Media Marketing for Job-Finding Company (4.5/5, Oct 11, 2024): Leadforce.info provides email and social media marketing services for a job-finding company. The team generates LinkedIn connections and interest in the client's pitch deck and builds brand awareness. [Read Full Review](https://clutch.co/go-to-review/leadforceinfo/321486) ##### Retail Experience Leadforce.info has demonstrated a strong capability in the Retail industry, particularly for businesses in sustainable fashion. Clients appreciate their diligent outreach and effective strategies for audience acquisition, email campaigns, and social media engagement. The high-quality deliverables and timely project management have led to measurable outcomes such as increased CTR and conversions. Overall, the sentiment is positive, highlighting their expertise, commitment, and impactful results. - 1 review for retail industry - Less than $10,000 avg. project cost - Email Marketing & SMM for Fashion Company (4.0/5, Jun 20, 2024): A fashion company hired Leadforce.info for email marketing and social media management services. The client's goal was to increase their social media connections and target audience acquisition.  [Read Full Review](https://clutch.co/go-to-review/leadforceinfo/295670) ##### Beauty & Cosmetics Experience Leadforce.info has received positive feedback for their expertise in the Beauty & Cosmetics industry, particularly in developing targeted outreach lists and securing investor meetings. Clients appreciate their effective communication and project management, noting that they deliver results on time and within budget. The company's strong value proposition and clarity in execution make them a reliable partner for businesses seeking growth in the Beauty & Cosmetics sector. - 1 review for beauty & cosmetics industry - Less than $10,000 avg. project cost - Market Research for Skin Products Company (4.5/5, Jan 4, 2024): Leadforce.info was hired to develop lists and reach out to investors and strategics. [Read Full Review](https://clutch.co/go-to-review/leadforceinfo/259499) ##### eCommerce Experience Leadforce.info demonstrates strong expertise in the eCommerce sector, particularly in live shopping initiatives. Clients praise their structured approach to project management and their ability to effectively identify and engage potential investors. The company's commitment and passion are highlighted as key strengths, with feedback indicating a high level of satisfaction and no notable areas for improvement. This positions Leadforce.info as a reliable choice for eCommerce businesses seeking targeted investor outreach and support. - 1 review for ecommerce industry - 1 review is 5 stars - Less than $10,000 avg. project cost - Email Marketing & SMM for E-Commerce Company (5.0/5, Dec 5, 2023): Leadforce.info provided email marketing and SMM services for an e-commerce company. The team was responsible for identifying and targeting potential investors via email and LinkedIn for the client. [Read Full Review](https://clutch.co/go-to-review/leadforceinfo/254091) ##### Food & Beverages Experience Leadforce.info has demonstrated significant expertise in the Food & Beverages industry, specifically through their work with Better Nature, a leading tempeh brand. Their outreach strategy yielded impressive results, securing 180 new connections and engaging 45 investors from a targeted approach. Clients commend their efficiency, effective communication, and adherence to project timelines, indicating that Leadforce.info is a strong partner for businesses seeking investment and growth in the Foodtech sector. - 1 review for food & beverages industry - 1 review is 5 stars - Less than $10,000 avg. project cost - SMM for FoodTech Company (5.0/5, Nov 6, 2023): Leadforce.info provided social media marketing services for a foodtech company. The team is tasked with using LinkedIn to engage 500 prospective investors in the foodtech and climatetech sectors for the client. [Read Full Review](https://clutch.co/go-to-review/leadforceinfo/247359) ##### Wellness & Fitness Experience Leadforce.info demonstrates strong expertise in the Wellness & Fitness industry, as evidenced by their successful collaboration with Holodia, a VR fitness app. The client praised their resourcefulness and responsiveness, resulting in the successful raising of $400k for a crowdfunding campaign. Their ability to deliver timely results and adapt to client needs highlights their strengths in project management, making them a commendable choice for businesses seeking effective support in the Wellness & Fitness sector. - 1 review for wellness & fitness industry - 1 review is 5 stars - Less than $10,000 avg. project cost - SMM for VR Fitness Platform (5.0/5, May 3, 2023): Leadforce.info provided social media marketing for a VR fitness platform. The team was hired to promote the client's crowdfunding campaign. [Read Full Review](https://clutch.co/go-to-review/leadforceinfo/198954) ##### Other Industry Experience Leadforce.info has demonstrated strong expertise in the Other Industry, particularly in capital raising through strategic outreach. Clients appreciate their effective communication and timely project management, exemplified by their ability to secure investments for crowdfunding efforts. The overall sentiment reflects satisfaction with their value for cost, showcasing their strengths in providing detailed reports and a proactive approach to client needs, making them a viable option for businesses seeking similar services. - 1 review for other industry industry - 1 review is 5 stars - Less than $10,000 avg. project cost - Lead Generation for Online Motorcycle Rental Marketplace (5.0/5, Apr 3, 2023): Leadforce.info provided lead generation services for an online motorcycle rental marketplace. The team helped execute a crowdfunding campaign, reaching out to potential investors via LinkedIn. [Read Full Review](https://clutch.co/go-to-review/leadforceinfo/191954) ##### Energy & natural resources Experience Leadforce.info has demonstrated strong expertise in the Energy & natural resources sector, particularly through effective investor outreach campaigns for companies focused on clean energy solutions. Their client, EarthGrid PBC, praised their efficiency, timely delivery, and cost-effective services in identifying potential investors to support innovative energy technologies. The positive feedback underscores Leadforce.info's capability to provide valuable support in achieving project objectives within this industry. - 1 review for energy & natural resources industry - 1 review is 5 stars - Less than $10,000 avg. project cost - Lead Generation for Construction Company (5.0/5, Mar 15, 2023): Leadforce.info provided lead generation services for a construction company. They created an investor outreach campaign to find interested investors for the client via email and social media. [Read Full Review](https://clutch.co/go-to-review/leadforceinfo/187523) ##### Healthcare Experience Leadforce.info has demonstrated strong expertise in the Healthcare sector, particularly in AI-driven health technology for remote patient monitoring. Clients highlight their effective lead generation, responsiveness, and thorough communication as key strengths. The measurable outcomes from engagements include increased investment opportunities and potential customer outreach, indicating a positive impact on business growth. Overall, their proficiency in delivering actionable insights positions them as a valuable partner for Healthcare industry projects. - 1 review for healthcare industry - 1 review is 5 stars - Less than $10,000 avg. project cost - Lead Generation Services for AI Health Tech Company (5.0/5, Dec 14, 2022): Leadforce provides business development application support, focusing on investment and customer outreach. They also did research and web scraping. [Read Full Review](https://clutch.co/go-to-review/leadforceinfo/172074) ##### Manufacturing Experience Leadforce.info demonstrates notable expertise in the Manufacturing industry, particularly in facilitating marketing efforts for companies like Biodel AG. Their professionalism, cost-effectiveness, and ability to generate meaningful connections with institutional investors have been highlighted positively. Clients appreciate their strategic insight into market structures and the efficient workflow. Overall, the sentiment is overwhelmingly positive, indicating Leadforce.info is a strong candidate for Manufacturing firms seeking effective marketing and fundraising support. - 1 review for manufacturing industry - 1 review is 5 stars - Less than $10,000 avg. project cost - Social Media Marketing for Agricultural Products Company (5.0/5, Dec 7, 2022): Leadforce provides social media marketing services for an agricultural products company. The team built a target list of institutional and crowdfunding investors from LinkedIn profiles. [Read Full Review](https://clutch.co/go-to-review/leadforceinfo/170806) ##### IT Services Experience Leadforce.info has received positive feedback from clients in the IT Services industry, highlighting their expertise in investor outreach and targeted campaign management. Clients commend their professionalism, responsiveness, and commitment to understanding specific project needs. The impactful results, including successful meetings with potential investors, demonstrate their strong capabilities in facilitating connections and supporting business growth. Overall, Leadforce.info appears to be a reliable partner for companies seeking tailored IT Services solutions. - 1 review for it services industry - Less than $10,000 avg. project cost - Lead Gen & Investor Outreach for AI Technology Company (4.5/5, Nov 7, 2022): Leadforce.info provided lead generation services for a human-centered AI technology company. They worked on finding and reaching out to potential investors to participate in the firm's funding round.  [Read Full Review](https://clutch.co/go-to-review/leadforceinfo/165742) ##### Information technology Experience The feedback from clients in the Information Technology sector indicates that leadforce.info excels in sourcing quality leads for investment opportunities. Their expertise in identifying potential investors has resulted in successful funding outcomes, significantly impacting clients' project progress. The company's project management is praised for its timeliness and effective communication. Overall, clients express high satisfaction with the value and support provided, suggesting leadforce.info is a strong candidate for businesses seeking assistance in securing investment and enhancing operational efficiency. - 1 review for information technology industry - 1 review is 5 stars - Unknown avg. project cost - Lead Generation Services for Legal Tech Company (5.0/5, Jun 9, 2026): leadforce.info has provided lead generation services for a legal tech company. The team has identified LinkedIn profiles and email addresses of angel investors who could potentially invest in the company. [Read Full Review](https://clutch.co/go-to-review/leadforceinfo/463341) #### Completed projects in 4 countries - Sweden (1 projects) - Switzerland (1 projects) - United States (10 projects) - England (4 projects) [View Reviews](https://clutch.co/profile/leadforceinfo?verified=true#reviews) --- ### [Simion Advisory](https://clutch.co/profile/simion-advisory) #### 5 out of 5 star rating (2 reviews) - $1,000+ minimum project size - 2 - 9 employees - New York, NY #### Services Provided - Allocation of Expertise by Percentage - 23% Commercial Financing - 41% Funding & Investment - 36% Business Consulting #### Company description Simion Advisory, a company specializing in Funding and Investment services, is praised for its financial expertise and strategic support. They successfully increased project margins by 18% and reduced payback periods by 12 months. Reviews are overwhelmingly positive, highlighting their proactive communication and tailored approach, with suggestions for more initial brainstorming sessions. [Visit Website](https://simionadvisory.com/) #### Customized support Clients have expressed high satisfaction with Simion Advisory's customized support, highlighting their proactive communication and tailored solutions. One client noted the team's ability to understand industry specifics and provide insights that enhanced project outcomes. They appreciated the strategic partnership approach, with feedback indicating that deliverables were consistently on time and aligned closely with client needs. Overall, sentiment reflects confidence in Simion Advisory's expertise and responsiveness, although a desire for more initial brainstorming sessions was mentioned. #### 1 review mentions Funding & Investment Financial Modeling & Fundraising Support for Drone Company 5.0/5 — Simion Advisory provided financial modeling and fundraising support for a drone company. The work included conducting market and competitor analysis, designing a financial model, and creating a pitch deck. - 1 of 1 Funding & Investment reviews are 5 stars - 1 new review for Funding & Investment in past 6 months - $10,000 – $49,000 avg. project cost [Read Full Review](https://clutch.co/go-to-review/simion-advisory/398527) #### Experience in 1 industry Simion Advisory has demonstrated expertise in the GPS, Navigation & GIS sectors, particularly within high-tech drone applications focusing on LiDAR technology. Clients have praised their ability to create tailored financial models and effective fundraising strategies that resulted in improved profit margins and investor engagement. Overall sentiment is highly positive, with notable strengths in project management, communication, and industry-specific insights, making them a strong candidate for companies in agriculture, forestry, and infrastructure. [Read All Reviews](https://clutch.co/profile/simion-advisory?verified=true#reviews) ##### GPS, Navigation & GIS Experience Simion Advisory has received positive feedback from clients in the GPS, Navigation & GIS industry, particularly for their expertise in financial modeling and strategic planning. One client highlighted their ability to create customized financial models and investor presentations tailored to specific market needs, resulting in improved margins and successful investor outreach. Overall, clients appreciate their proactive communication and deep understanding of industry-specific challenges, indicating that Simion Advisory is a strong partner for businesses seeking growth and funding in the GIS sector. - 1 review for gps, navigation & gis industry - 1 review is 5 stars - $10,000 – $49,000 avg. project cost - Financial Modeling & Fundraising Support for Drone Company (5.0/5, Aug 15, 2025): Simion Advisory provided financial modeling and fundraising support for a drone company. The work included conducting market and competitor analysis, designing a financial model, and creating a pitch deck. [Read Full Review](https://clutch.co/go-to-review/simion-advisory/398527) #### 5.0 out of 5.0 rating for cost What Clients Have Said Clients have expressed strong satisfaction with the overall cost and value provided by Simion Advisory. One client noted that their 'pricing fit our budget' and highlighted the 'good value for cost' offered. Additionally, the firm delivered measurable outcomes, including an 18% increase in projected gross margins and a reduction in payback period from 36 to 24 months. Overall, the sentiment reflects a positive assessment of the company's pricing relative to the quality of service received. [Read All Reviews](https://clutch.co/profile/simion-advisory?verified=true#reviews) - $10,000 to $49,000 (1 reviews) --- ### [Tialma](https://clutch.co/profile/tialma) - $1,000+ minimum project size - $100 - $149 average hourly rate - 2 - 9 employees - New York, NY #### Services Provided - Allocation of Expertise by Percentage - 50% Commercial Financing - 50% Funding & Investment #### Company description Established in 2023, Tialma is a Commercial Financing and Funding & Investment company. Headquartered in New York, New York, the team focuses on Commercial Financing and Funding & Investment. [Visit Website](https://www.tialma.com/) --- ### [Finsmart Accounting](https://clutch.co/profile/finsmart-accounting) - 10 - 49 employees - New York, NY #### Services Provided - Allocation of Expertise by Percentage - 25% Accounting - 10% Commercial Financing - 25% Finance & Accounting Outsourcing (FAO) - 25% Financial Advising & Planning - 15% Funding & Investment #### Company description Established in 2007, Finsmart Accounting is a small New York, New York-based Finance & Accounting Outsourcing (FAO) company. Their team offers Finance & Accounting Outsourcing (FAO) and Accounting. [Visit Website](https://finsmartaccounting.com/) --- ### [Bravo Capital](https://clutch.co/profile/bravo-capital) - 10 - 49 employees - New York, NY #### Services Provided - Allocation of Expertise by Percentage - 50% Commercial Financing - 50% Funding & Investment #### Company description Bravo Capital, a Commercial Financing and Funding & Investment company, is headquartered in New York, New York. Their services include Commercial Financing and Funding & Investment. [Visit Website](https://www.bravocapital.com) --- ### [Alliance Global Partners](https://clutch.co/profile/alliance-global-partners) - 10 - 49 employees - New York, NY #### Services Provided - Allocation of Expertise by Percentage - 30% Financial Advising & Planning - 35% Financial Consulting - 35% Funding & Investment #### Company description Established in 1980, Alliance Global Partners is a small Funding & Investment company. Their team offers Funding & Investment and Financial Consulting. [Visit Website](https://allianceg.com/) --- ### [BankofShares](https://clutch.co/profile/bankofshares) - $5,000+ minimum project size - $100 - $149 average hourly rate - 2 - 9 employees - New York, NY #### Services Provided - Allocation of Expertise by Percentage - 50% Commercial Financing - 50% Funding & Investment #### Company description Commercial Financing and Funding & Investment company BankofShares was launched in 2019. Based in Tallinn, Estonia and Ronda, Spain, the team offers Commercial Financing and Funding & Investment. [Visit Website](https://bankofshares.com) #### 33% of employees work in New York office New York, NY 601 Lexington Ave 2 - 5 employees 646-980-4420 [See All Locations (3)](https://clutch.co/profile/bankofshares#location) --- ### [Alternative Funding Solutions](https://clutch.co/profile/alternative-funding-solutions) - $10,000+ minimum project size - $100 - $149 average hourly rate - 10 - 49 employees - Uniondale, NY #### Services Provided - Allocation of Expertise by Percentage - 35% Commercial Financing - 20% Financial Consulting - 45% Funding & Investment #### Company description Alternative Funding Solutions is a Funding & Investment company launched in 2022. The team focuses on Funding & Investment and Commercial Financing. [Visit Website](https://afsb2b.com) --- ### [New York Fast Funding](https://clutch.co/profile/new-york-fast-funding) - 2 - 9 employees - New York, NY #### Services Provided - Allocation of Expertise by Percentage - 100% Funding & Investment #### Company description Launched in 2024, New York Fast Funding is a Funding & Investment company. The firm focuses on Funding & Investment. [Visit Website](https://newyorkfastfunding.com/) --- ### [JetPack Group, Inc.](https://clutch.co/profile/jetpack-group) - $25,000+ minimum project size - $150 - $199 average hourly rate - 2 - 9 employees - New York, NY #### Services Provided - Allocation of Expertise by Percentage - 10% AI Consulting - 15% Business Valuation Services - 10% Fractional CFO Services - 35% Funding & Investment - 30% Business Consulting #### Company description Funding & Investment company JetPack Group, Inc. Is located in New York, New York. Founded in 2018, the team offers Funding & Investment and Business Consulting. [Visit Website](https://jetpackstart.com) --- ### [NPI Strategies](https://clutch.co/profile/npi-strategies) - $10,000+ minimum project size - $50 - $99 average hourly rate - 2 - 9 employees - New York, NY #### Services Provided - Allocation of Expertise by Percentage - 30% Financial Advising & Planning - 30% Funding & Investment - 30% Business Consulting - 10% Recruitment Process Outsourcing #### Company description NPI Strategies is a small New York, New York-based Business Consulting company. The team focuses on Business Consulting and Financial Advising & Planning. [Visit Website](https://www.npistrategies.org/) --- ### [MoonshotNX](https://clutch.co/profile/moonshotnx) - $250,000+ minimum project size - < $25 average hourly rate - 10 - 49 employees - New York, NY #### Services Provided - Allocation of Expertise by Percentage - 35% Business Valuation Services - 15% Financial Advising & Planning - 5% Financial Consulting - 25% Funding & Investment - 20% Business Consulting #### Company description MoonshotNX is a Business Valuation Services company launched in 2021. The team offers Business Valuation Services and Funding & Investment. [Visit Website](https://www.moonshotnx.com) --- ### [Swift SBF](https://clutch.co/profile/swift-sbf-0) - 2 - 9 employees - Lawrence, NY #### Services Provided - Allocation of Expertise by Percentage - 65% Commercial Financing - 35% Funding & Investment #### Company description Swift SBF, a small Commercial Financing company, is located in Lawrence, New York. Their services include Commercial Financing and Funding & Investment. [Visit Website](https://www.swiftsbf.com/) --- ### [Pro Business Plans](https://clutch.co/profile/pro-business-plans-0) #### 5 out of 5 star rating (3 reviews) - 10 - 49 employees - New York, NY #### Services Provided - Allocation of Expertise by Percentage - 30% Financial Consulting - 15% Fractional CFO Services - 20% Funding & Investment - 35% Business Consulting #### Company description Pro Business Plans is a firm specializing in funding and investment services, offering comprehensive business plans, market analysis, and financial modeling. According to reviews, 100% of clients praise their ability to integrate technical and regulatory insights into investor-friendly presentations, with particular commendation for their financial models and timely communication, leading to successful meetings with major venture capital firms. [Visit Website](https://business-plans.com/) #### Communicative #### 1 review mentions Funding & Investment Business Plan Development for Healthcare Company 5.0/5 — Pro Business Plans created a detailed business plan for a healthcare company. The team conducted market research and analysis and created a five-year financial projection. - 1 of 1 Funding & Investment reviews are 5 stars - 1 new review for Funding & Investment in past 6 months - $10,000 – $49,000 avg. project cost [Read Full Review](https://clutch.co/go-to-review/pro-business-plans-0/345524) #### Experience in 1 industry Pro Business Plans has demonstrated expertise primarily in the IT Services and Healthcare industries. Clients praise their ability to create comprehensive business plans, conduct in-depth market analysis, and develop realistic financial models, particularly in the context of healthcare technology. The overall sentiment is positive, highlighting their effective communication, timely delivery, and understanding of both regulatory requirements and investor expectations. This makes them a strong fit for companies seeking support in business planning and financial modeling within these sectors. [Read All Reviews](https://clutch.co/profile/pro-business-plans-0?verified=true#reviews) ##### IT Services Experience Pro Business Plans demonstrates strong expertise in the IT Services industry, specifically in healthcare technology. Clients commend their ability to create comprehensive business plans with effective market and financial analyses, which have successfully secured investor interest. The team's responsiveness and proactive communication enhance their service delivery. Overall, their understanding of regulatory complexities alongside investor requirements positions them as a valuable partner for businesses seeking tailored IT solutions. - 1 review for it services industry - 1 review is 5 stars - $10,000 – $49,000 avg. project cost - Business Plan Development for Healthcare Company (5.0/5, Jan 23, 2025): Pro Business Plans created a detailed business plan for a healthcare company. The team conducted market research and analysis and created a five-year financial projection. [Read Full Review](https://clutch.co/go-to-review/pro-business-plans-0/345524) #### 5.0 out of 5.0 rating for cost What Clients Have Said Clients have expressed that Pro Business Plans offers good value for their cost, with one client specifically noting that the pricing fit their budget while delivering quality outputs. The company’s ability to produce detailed business plans and financial models has been praised, particularly for their realistic approach and timely delivery. Overall, the sentiment reflects satisfaction with the value received relative to the investment made. [Read All Reviews](https://clutch.co/profile/pro-business-plans-0?verified=true#reviews) - $10,000 to $49,000 (1 reviews) --- ### [Apollo Global Management LLC](https://clutch.co/profile/apollo-global-management) - 1,000 - 9,999 employees - New York, NY #### Services Provided - Allocation of Expertise by Percentage - 50% Commercial Financing - 50% Funding & Investment #### Company description Commercial Financing and Funding & Investment company Apollo Global Management LLC was established in 1990. The agency provides Commercial Financing and Funding & Investment, and is large. [Visit Website](https://www.apollo.com/) --- ### [Oaktree Capital Management](https://clutch.co/profile/oaktree-capital-management) - 250 - 999 employees - New York, NY #### Services Provided - Allocation of Expertise by Percentage - 50% Commercial Financing - 50% Funding & Investment #### Company description Commercial Financing and Funding & Investment company Oaktree Capital Management specializes in Commercial Financing and Funding & Investment. They were established in 1995. [Visit Website](https://www.oaktreecapital.com/) #### 71% of employees work in New York office New York, NY 1301 Avenue of the Americas 34th Floor 1001 - 2000 employees +1.212.284.1900 [See All Locations (2)](https://clutch.co/profile/oaktree-capital-management#location) --- ### [Hunt Real Estate Capital](https://clutch.co/profile/hunt-real-estate-capital) - 50 - 249 employees - New York, NY #### Services Provided - Allocation of Expertise by Percentage - 50% Commercial Financing - 50% Funding & Investment #### Company description Hunt Real Estate Capital, a Commercial Financing and Funding & Investment company, was founded in 1972. The agency provides Commercial Financing and Funding & Investment, and is midsize. [Visit Website](https://huntrealestatecapital.com/) --- ### [Hellman & Friedman](https://clutch.co/profile/hellman-friedman) - 50 - 249 employees - New York, NY #### Services Provided - Allocation of Expertise by Percentage - 50% Commercial Financing - 50% Funding & Investment #### Company description Hellman & Friedman, a Commercial Financing and Funding & Investment company, was founded in 1984. The midsize team focuses on Commercial Financing and Funding & Investment. [Visit Website](https://hf.com/) #### 33% of employees work in New York office New York, NY 425 Park Ave Floor 30 16 - 20 employees (212) 871-6680 [See All Locations (3)](https://clutch.co/profile/hellman-friedman#location) --- ### [AEA Investors LP](https://clutch.co/profile/aea-investors-lp) - 50 - 249 employees - New York, NY #### Services Provided - Allocation of Expertise by Percentage - 50% Commercial Financing - 50% Funding & Investment #### Company description AEA Investors LP is a Commercial Financing and Funding & Investment company established in 1968. Their team offers Commercial Financing and Funding & Investment. [Visit Website](https://www.aeainvestors.com/) #### 50% of employees work in New York office New York, NY 520 Madison Avenue, 40th FL 151 - 200 employees +1 (212) 644-5900 [See All Locations (2)](https://clutch.co/profile/aea-investors-lp#location) --- ### [HQ Capital](https://clutch.co/profile/hq-capital) - 50 - 249 employees - New York, NY #### Services Provided - Allocation of Expertise by Percentage - 50% Commercial Financing - 50% Funding & Investment #### Company description HQ Capital is a Commercial Financing and Funding & Investment company in Bad Homburg vor der Höhe, Germany and New York, New York. They offer Commercial Financing and Funding & Investment. [Visit Website](https://www.hqcapital.com/de) #### 33% of employees work in New York office New York, NY 1290 Avenue of the Americas Floor 10 151 - 200 employees +1 212 863 2300 [See All Locations (3)](https://clutch.co/profile/hq-capital#location) --- ### [Golding Capital Partners](https://clutch.co/profile/golding-capital-partners) - 50 - 249 employees - New York, NY #### Services Provided - Allocation of Expertise by Percentage - 50% Commercial Financing - 50% Funding & Investment #### Company description Golding Capital Partners, a Commercial Financing and Funding & Investment company, was launched in 2000. The team specializes in Commercial Financing and Funding & Investment. [Visit Website](https://www.goldingcapital.com/) #### 33% of employees work in New York office New York, NY 405 Lexington Avenue 26th Floor 151 - 200 employees [See All Locations (3)](https://clutch.co/profile/golding-capital-partners#location) --- ### [H.I.G. Capital](https://clutch.co/profile/hig-capital) - 250 - 999 employees - New York, NY #### Services Provided - Allocation of Expertise by Percentage - 50% Commercial Financing - 50% Funding & Investment #### Company description H.I.G. Capital, a Commercial Financing and Funding & Investment company, was founded in 1993. The agency focuses on Commercial Financing and Funding & Investment. [Visit Website](https://higcapital.com/) #### 50% of employees work in New York office New York, NY 1271 Avenue of the Americas 22nd Floor 751 - 1000 employees 212 506-0500 [See All Locations (2)](https://clutch.co/profile/hig-capital#location) --- ### [Siguler Guff & Company](https://clutch.co/profile/siguler-guff-company) - 50 - 249 employees - New York, NY #### Services Provided - Allocation of Expertise by Percentage - 50% Commercial Financing - 50% Funding & Investment #### Company description Siguler Guff & Company, a Commercial Financing and Funding & Investment company, was founded in 1991. The midsize team provides Commercial Financing and Funding & Investment. [Visit Website](https://www.sigulerguff.com/) --- ### [Trilantic North America](https://clutch.co/profile/trilantic-north-america) - 50 - 249 employees - New York, NY #### Services Provided - Allocation of Expertise by Percentage - 50% Commercial Financing - 50% Funding & Investment #### Company description Trilantic North America, a Commercial Financing and Funding & Investment company, was founded in 2009. The team offers Commercial Financing and Funding & Investment. [Visit Website](https://www.trilanticnorthamerica.com/) --- ### [Astorg](https://clutch.co/profile/astorg) - 50 - 249 employees - New York, NY #### Services Provided - Allocation of Expertise by Percentage - 50% Commercial Financing - 50% Funding & Investment #### Company description Established in 1998, Astorg is a Commercial Financing and Funding & Investment company. In Paris, France and New York, New York, the team focuses on Commercial Financing and Funding & Investment. [Visit Website](https://www.astorg.com/) #### 50% of employees work in New York office New York, NY 31 West 52nd St Suite 2504 151 - 200 employees +1 929 566 2500 [See All Locations (2)](https://clutch.co/profile/astorg#location) --- ### [Access Holdings](https://clutch.co/profile/access-holdings) - 50 - 249 employees - New York, NY #### Services Provided - Allocation of Expertise by Percentage - 50% Commercial Financing - 50% Funding & Investment #### Company description Commercial Financing and Funding & Investment company Access Holdings was launched in 2013. The midsize team offers Commercial Financing and Funding & Investment. [Visit Website](https://accessholdings.com/) #### 50% of employees work in New York office New York, NY 551 5th Ave #2620 50 - 75 employees +1 443-836-6931 [See All Locations (2)](https://clutch.co/profile/access-holdings#location) --- ### [Motive Partners](https://clutch.co/profile/motive-partners) - 50 - 249 employees - New York, NY #### Services Provided - Allocation of Expertise by Percentage - 50% Commercial Financing - 50% Funding & Investment #### Company description Motive Partners, a Commercial Financing and Funding & Investment company, is located in New York, New York and London, England. Their services include Commercial Financing and Funding & Investment. [Visit Website](https://www.motivepartners.com/) --- ### [Stripes Co](https://clutch.co/profile/stripes-co) - 50 - 249 employees - New York, NY #### Services Provided - Allocation of Expertise by Percentage - 50% Commercial Financing - 50% Funding & Investment #### Company description Stripes Co, a Commercial Financing and Funding & Investment company, was founded in 2008. The firm focuses on Commercial Financing and Funding & Investment, and is midsize. [Visit Website](https://www.stripes.co/) --- ### [KKR](https://clutch.co/profile/kkr) - 1,000 - 9,999 employees - New York, NY #### Services Provided - Allocation of Expertise by Percentage - 30% Commercial Financing - 40% Financial Advising & Planning - 30% Funding & Investment #### Company description KKR is a large Financial Advising & Planning company. Launched in 1976, the team offers Financial Advising & Planning and Commercial Financing. [Visit Website](https://www.kkr.com/) --- ### [General Atlantic](https://clutch.co/profile/general-atlantic) - 250 - 999 employees - New York, NY #### Services Provided - Allocation of Expertise by Percentage - 50% Commercial Financing - 50% Funding & Investment #### Company description General Atlantic is a Commercial Financing and Funding & Investment company. Founded in 1980, the team provides Commercial Financing and Funding & Investment. [Visit Website](https://www.generalatlantic.com/) --- ### [Clayton, Dubilier & Rice](https://clutch.co/profile/clayton-dubilier-rice) - 250 - 999 employees - New York, NY #### Services Provided - Allocation of Expertise by Percentage - 50% Commercial Financing - 50% Funding & Investment #### Company description Commercial Financing and Funding & Investment company Clayton, Dubilier & Rice was launched in 1978. The company offers Commercial Financing and Funding & Investment. [Visit Website](https://www.cdr-inc.com/) --- ### [Trilantic North America](https://clutch.co/profile/trilantic-north-america-0) - 50 - 249 employees - New York, NY #### Services Provided - Allocation of Expertise by Percentage - 50% Commercial Financing - 50% Funding & Investment #### Company description Launched in 2009, Trilantic North America is a Commercial Financing and Funding & Investment company. The team specializes in Commercial Financing and Funding & Investment. [Visit Website](https://www.trilanticnorthamerica.com/) --- ### [Level Equity](https://clutch.co/profile/level-equity) - 50 - 249 employees - New York, NY #### Services Provided - Allocation of Expertise by Percentage - 50% Commercial Financing - 50% Funding & Investment #### Company description Commercial Financing and Funding & Investment company Level Equity was founded in 2009. Based in New York, New York, the team focuses on Commercial Financing and Funding & Investment. [Visit Website](https://www.levelequity.com/) --- ### [Lexington Partners](https://clutch.co/profile/lexington-partners) - 50 - 249 employees - New York, NY #### Services Provided - Allocation of Expertise by Percentage - 50% Commercial Financing - 50% Funding & Investment #### Company description Lexington Partners is a midsize New York, New York-based Commercial Financing and Funding & Investment company. The team focuses on Commercial Financing and Funding & Investment. [Visit Website](https://www.lexingtonpartners.com/) --- ### [Houlihan Lokey](https://clutch.co/profile/houlihan-lokey) - 1,000 - 9,999 employees - New York, NY #### Services Provided - Allocation of Expertise by Percentage - 30% Commercial Financing - 40% Financial Advising & Planning - 30% Funding & Investment #### Company description Financial Advising & Planning company Houlihan Lokey was founded in 1990. The firm provides Financial Advising & Planning and Commercial Financing, and is large. [Visit Website](https://hl.com/) #### 44% of employees work in New York office New York, NY 245 Park Avenue 20th Fl. 501 - 750 employees 212.497.4100 [See All Locations (3)](https://clutch.co/profile/houlihan-lokey#location) --- ### [Brightstar Capital Partners](https://clutch.co/profile/brightstar-capital-partners) - 50 - 249 employees - New York, NY #### Services Provided - Allocation of Expertise by Percentage - 50% Commercial Financing - 50% Funding & Investment #### Company description Brightstar Capital Partners is a Commercial Financing and Funding & Investment company established in 2015. Their team focuses on Commercial Financing and Funding & Investment. [Visit Website](https://brightstarcp.com/) --- ### [Abbott Capital Management](https://clutch.co/profile/abbott-capital-management) - 50 - 249 employees - New York, NY #### Services Provided - Allocation of Expertise by Percentage - 50% Commercial Financing - 50% Funding & Investment #### Company description Commercial Financing and Funding & Investment company Abbott Capital Management is based in New York, New York and London, England. They offer Commercial Financing and Funding & Investment. [Visit Website](https://www.abbottcapital.com/) --- ### [Apax Partners](https://clutch.co/profile/apax-partners) - 250 - 999 employees - New York, NY #### Services Provided - Allocation of Expertise by Percentage - 50% Commercial Financing - 50% Funding & Investment #### Company description Apax Partners is a Commercial Financing and Funding & Investment company founded in 1981. The company specializes in Commercial Financing and Funding & Investment. [Visit Website](https://www.apax.com/) --- ### [KPS Capital Partners](https://clutch.co/profile/kps-capital-partners) - 50 - 249 employees - New York, NY #### Services Provided - Allocation of Expertise by Percentage - 50% Commercial Financing - 50% Funding & Investment #### Company description KPS Capital Partners is a New York, New York-based Commercial Financing and Funding & Investment company. The team offers Commercial Financing and Funding & Investment. [Visit Website](https://www.kpsfund.com/) --- ### [Court Square Capital Partners](https://clutch.co/profile/court-square-capital-partners) - 50 - 249 employees - New York, NY #### Services Provided - Allocation of Expertise by Percentage - 50% Commercial Financing - 50% Funding & Investment #### Company description Court Square Capital Partners is a Commercial Financing and Funding & Investment company. Founded in 1968, the company provides Commercial Financing and Funding & Investment. [Visit Website](https://www.courtsquare.com/) --- ### [Blackstone](https://clutch.co/profile/blackstone) - 1,000 - 9,999 employees - New York, NY #### Services Provided - Allocation of Expertise by Percentage - 50% Commercial Financing - 50% Funding & Investment #### Company description Blackstone, a large Commercial Financing and Funding & Investment company, is in New York, New York and Dublin, Ireland. The team offers Commercial Financing and Funding & Investment. [Visit Website](https://www.blackstone.com/) --- ### [Stonepeak](https://clutch.co/profile/stonepeak) - 50 - 249 employees - New York, NY #### Services Provided - Allocation of Expertise by Percentage - 50% Commercial Financing - 50% Funding & Investment #### Company description Commercial Financing and Funding & Investment company Stonepeak focuses on Commercial Financing and Funding & Investment. They are headquartered in New York, New York and Central, Hong Kong. [Visit Website](https://stonepeak.com/) --- ### [New Mountain Capital](https://clutch.co/profile/new-mountain-capital) - 250 - 999 employees - New York, NY #### Services Provided - Allocation of Expertise by Percentage - 35% Commercial Financing - 30% Financial Advising & Planning - 35% Funding & Investment #### Company description Established in 1999, New Mountain Capital is a midsize Commercial Financing company. Their team focuses on Commercial Financing and Funding & Investment. [Visit Website](https://www.newmountaincapital.com/) --- ### [Soundcore Capital Partners](https://clutch.co/profile/soundcore-capital-partners) - 50 - 249 employees - New York, NY #### Services Provided - Allocation of Expertise by Percentage - 50% Commercial Financing - 50% Funding & Investment #### Company description Midsize Commercial Financing and Funding & Investment company Soundcore Capital Partners, is headquartered in New York, New York. Their services include Commercial Financing and Funding & Investment. [Visit Website](https://www.soundcorecap.com/) --- ### [Aquiline Capital Partners](https://clutch.co/profile/aquiline-capital-partners) - 50 - 249 employees - New York, NY #### Services Provided - Allocation of Expertise by Percentage - 50% Commercial Financing - 50% Funding & Investment #### Company description Founded in 2005, Aquiline Capital Partners is a Commercial Financing and Funding & Investment company. Their team specializes in Commercial Financing and Funding & Investment. [Visit Website](https://www.aquiline.com/) --- ### [Veritas Capital](https://clutch.co/profile/veritas-capital) - 50 - 249 employees - New York, NY #### Services Provided - Allocation of Expertise by Percentage - 50% Commercial Financing - 50% Funding & Investment #### Company description Veritas Capital is a midsize New York, New York-based Commercial Financing and Funding & Investment company. The team specializes in Commercial Financing and Funding & Investment. [Visit Website](https://www.veritascapital.com/) --- ### [Paine Schwartz Partners](https://clutch.co/profile/paine-schwartz-partners) - 50 - 249 employees - New York, NY #### Services Provided - Allocation of Expertise by Percentage - 50% Commercial Financing - 50% Funding & Investment #### Company description Established in 1997, Paine Schwartz Partners is a Commercial Financing and Funding & Investment company. Their services include Commercial Financing and Funding & Investment. [Visit Website](https://paineschwartz.com/) --- ### [Apax](https://clutch.co/profile/apax) - 250 - 999 employees - New York, NY #### Services Provided - Allocation of Expertise by Percentage - 50% Commercial Financing - 50% Funding & Investment #### Company description Apax is a New York, New York-based Commercial Financing and Funding & Investment company. They focus on Commercial Financing and Funding & Investment. [Visit Website](https://www.apax.com/) --- ### [Clayton Dubilier & Rice](https://clutch.co/profile/clayton-dubilier-rice-0) - 250 - 999 employees - New York, NY #### Services Provided - Allocation of Expertise by Percentage - 50% Commercial Financing - 50% Funding & Investment #### Company description Clayton Dubilier & Rice, a Commercial Financing and Funding & Investment company, was founded in 1978. The firm provides Commercial Financing and Funding & Investment, and is midsize. [Visit Website](https://www.cdr-inc.com/) --- #### Get personalized agency matches based on your project goals. [Find the right fit](https://project.clutch.co/project-brief?source=directory_slide_in_CTA&BPB_adoption_source=directory) ## Why Trust Clutch At Clutch, we believe trust is the foundation of every business relationship. Our mission is to help buyers make confident, data-backed decisions informed by real client experiences. 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