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Rankings updated: Feb 04, 2026

Certain agencies may be featured through sponsored placements. Rankings and SF Scores remain unbiased and are based solely on our evaluation methodology.

10 Companies

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28

SF Score

SF Score is calculated using our SARM methodology to evaluate agency expertise, market presence, and overall credibility. Learn more

28

SF Score

SF Score is calculated using our SARM methodology to evaluate agency expertise, market presence, and overall credibility. Learn more

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Services Provided
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Expertise Distribution (%)
  • 100% Business Services

Committed to Lasting Impact

Bain Capital is one of the world’s leading alternative investment firms. More than 1,000 Bain Capital employees work together at locations in Boston, Chicago, New York, San Francisco, Palo Alto, London, Dublin, Hong Kong, Shanghai, Guangzhou, Melbourne, Sydney, Madrid, Luxembourg, Munich, Mumbai, Seoul, and Tokyo to manage approximately $105 billion in assets. Founded in 1984, Bain Capital has advanced a consulting-based approach to investment. We develop close partnerships with management teams around the world, uncovering valuable insights that drive long-term value to businesses and markets. We have expanded this approach beyond private equity to several asset classes, including credit, fixed income, public equity, venture capital, and real estate. We’re dedicated to responsible business practices, and environmental, social, and governance (ESG) standards are critical considerations in our investment approach.

View Bain Capital Profile
Inside Service Listing

N/A

Hourly Rate
Inside Service Listing

$1,000+

Min. Budget Size
Inside Service Listing

1,000 - 9,999

Team size
Inside Service Listing

New York, USA

Location

28

SF Score

SF Score is calculated using our SARM methodology to evaluate agency expertise, market presence, and overall credibility. Learn more

28

SF Score

SF Score is calculated using our SARM methodology to evaluate agency expertise, market presence, and overall credibility. Learn more

View Profile Visit Website
Services Provided
info
Expertise Distribution (%)
  • 100% Business Services

A leading global investment firm

Brookfield Asset Management is a leading global alternative asset manager with over US$500 billion of assets under management across real estate, infrastructure, private equity and credit (including through affiliate Oaktree Capital Management). Building on an investment history that stretches back more than 100 years, we own and operate long-life assets and businesses, many of which form the backbone of today’s global economy. Utilizing our global reach, access to large-scale capital and operational expertise, we offer a range of investment products and services to investors around the world—including public and private pension plans, endowments and foundations, financial institutions, insurance companies and private wealth.

View Brookfield Asset Management Profile
Inside Service Listing

N/A

Hourly Rate
Inside Service Listing

$1,000+

Min. Budget Size
Inside Service Listing

1,000 - 9,999

Team size
Inside Service Listing

New York, USA

Location

28

SF Score

SF Score is calculated using our SARM methodology to evaluate agency expertise, market presence, and overall credibility. Learn more

28

SF Score

SF Score is calculated using our SARM methodology to evaluate agency expertise, market presence, and overall credibility. Learn more

View Profile Visit Website
Services Provided
info
Expertise Distribution (%)
  • 100% Business Services

A global financial services company

Over the course of the investment lifecycle, BNY Mellon, a seasoned steward for over 235 years, assists its clients in managing and servicing their financial assets. BNY Mellon, which offers investment services and investment management in 35 countries, has a distinct viewpoint based on one of the biggest data sets in the financial industry.

View BNY Mellon Profile
Inside Service Listing

N/A

Hourly Rate
Inside Service Listing

$1,000+

Min. Budget Size
Inside Service Listing

10,000+

Team size
Inside Service Listing

New York, USA

Location

28

SF Score

SF Score is calculated using our SARM methodology to evaluate agency expertise, market presence, and overall credibility. Learn more

28

SF Score

SF Score is calculated using our SARM methodology to evaluate agency expertise, market presence, and overall credibility. Learn more

View Profile Visit Website
Services Provided
info
Expertise Distribution (%)
  • 100% Business Services

The Latest Analysis on Trade, Tariffs, and Geopolitics

At Goldman Sachs, we think that everyone has a stake in progress. To support the growth of our clients, shareholders, and the communities we serve, we dedicate our people, resources, and ideas. Our strategic investment planning relies heavily on the financial services provided by Goldman Sachs. Our strategic investment planning relies heavily on Goldman Sachs' financial services, which steer us in the direction of stability and economic progress.

View Goldman Sachs Profile
Inside Service Listing

N/A

Hourly Rate
Inside Service Listing

$1,000+

Min. Budget Size
Inside Service Listing

10,000+

Team size
Inside Service Listing

New York, USA

Location

28

SF Score

SF Score is calculated using our SARM methodology to evaluate agency expertise, market presence, and overall credibility. Learn more

28

SF Score

SF Score is calculated using our SARM methodology to evaluate agency expertise, market presence, and overall credibility. Learn more

View Profile Visit Website
Services Provided
info
Expertise Distribution (%)
  • 100% Business Services

Ideas create, Values protect

One of the top conglomerates of varied financial services in India, Edelweiss offers a wide range of goods and services. Its solutions cover a variety of asset classes, and its clientele includes individuals, organizations, and institutions. Our network of more than 450 locations, employing more than 10,000 people, serves our 1,200,000+ strong clientele in both domestic and international regions.

View Edelweiss Financial Services Limited Profile
Inside Service Listing

N/A

Hourly Rate
Inside Service Listing

$1,000+

Min. Budget Size
Inside Service Listing

1,000 - 9,999

Team size
Inside Service Listing

New York, USA

Location

28

SF Score

SF Score is calculated using our SARM methodology to evaluate agency expertise, market presence, and overall credibility. Learn more

28

SF Score

SF Score is calculated using our SARM methodology to evaluate agency expertise, market presence, and overall credibility. Learn more

View Profile Visit Website
Services Provided
info
Expertise Distribution (%)
  • 100% Business Services

Beyond the Obvious

Established by investors, for investors, we are a stand-alone international asset management company. We succeed by concentrating on genuinely active management of unique investing approaches. We have 35 years of experience investing our clients' money through active methods that include systematic, specialized, and discretionary solutions. We create new products with worldwide appeal and alluring returns as our business changes in order to meet our clients' evolving needs and get access to new client asset pools.

View GAM Investments Profile
Inside Service Listing

N/A

Hourly Rate
Inside Service Listing

$1,000+

Min. Budget Size
Inside Service Listing

250 - 999

Team size
Inside Service Listing

New York, USA

Location

28

SF Score

SF Score is calculated using our SARM methodology to evaluate agency expertise, market presence, and overall credibility. Learn more

28

SF Score

SF Score is calculated using our SARM methodology to evaluate agency expertise, market presence, and overall credibility. Learn more

View Profile Visit Website
Services Provided
info
Expertise Distribution (%)
  • 100% Business Services

A better way to invest and save

Betterment is a clever automated investing program that offers rollover 401(k), individual, IRA, and ROTH IRA accounts the best possible investment returns. Users can manage their money in a diverse, personalized portfolio thanks to its technology. The company charges a 0.25% management fee and allows users to deposit and withdraw funds from any location at any time, as well as access, view, share, and review the actions of their portfolio. Other Betterments products include RetireGuide, a set of online quizzes that allow users to assess the performance of their long-term financial objectives, and Tax Loss Harvesting, a program that aims to offset taxes on both income and profits.

View Betterment Profile
Inside Service Listing

N/A

Hourly Rate
Inside Service Listing

$1,000+

Min. Budget Size
Inside Service Listing

250 - 999

Team size
Inside Service Listing

New York, USA

Location

28

SF Score

SF Score is calculated using our SARM methodology to evaluate agency expertise, market presence, and overall credibility. Learn more

28

SF Score

SF Score is calculated using our SARM methodology to evaluate agency expertise, market presence, and overall credibility. Learn more

View Profile Visit Website
Services Provided
info
Expertise Distribution (%)
  • 100% Business Services

All-Weatherproofing Institutional Portfolios

One of the biggest asset management companies in the US is New York Life Investment Management LLC (NYLIM). NYLIM provides investment performance through a variety of products made for institutional and retail clients through its various boutique investment structure.

View New York Life Investments Profile
Inside Service Listing

N/A

Hourly Rate
Inside Service Listing

$1,000+

Min. Budget Size
Inside Service Listing

250 - 999

Team size
Inside Service Listing

New York, USA

Location

28

SF Score

SF Score is calculated using our SARM methodology to evaluate agency expertise, market presence, and overall credibility. Learn more

28

SF Score

SF Score is calculated using our SARM methodology to evaluate agency expertise, market presence, and overall credibility. Learn more

View Profile Visit Website
Services Provided
info
Expertise Distribution (%)
  • 100% Business Services

Transforming the impossible

A reputable supplier of affordable financial goods and services in Brazil, XP is a technology-driven financial services platform. We think that our innovative company strategy and mission-driven culture give us significant competitive advantages in our market. By educating new investor classes, democratizing access to a broader range of financial services, creating new financial products and technological applications to empower our clients, and offering what we believe to be the best customer service experience in the Brazilian financial industry, we use these to disintermediate the legacy models of traditional financial institutions.

View XP Inc Profile
Inside Service Listing

N/A

Hourly Rate
Inside Service Listing

$1,000+

Min. Budget Size
Inside Service Listing

1,000 - 9,999

Team size
Inside Service Listing

New York, USA

Location

28

SF Score

SF Score is calculated using our SARM methodology to evaluate agency expertise, market presence, and overall credibility. Learn more

28

SF Score

SF Score is calculated using our SARM methodology to evaluate agency expertise, market presence, and overall credibility. Learn more

View Profile Visit Website
Services Provided
info
Expertise Distribution (%)
  • 100% Business Services

BLACKROCK INVESTMENT INSTITUTE

BlackRock manages assets all across the world. We assist investors in creating more secure financial futures. As a top supplier of financial technology and a fiduciary to investors, our clients come to us for the answers they require while making plans for their most significant objectives. Our primary goal, which remains true today, was to create a company that would manage investment risks in a unique way for the benefit of our clients. We push companies to meet greater benchmarks. Technology allows us to think beyond the realm of possibility. For every requirement, we provide investing alternatives. Our goal is to make a complicated world simpler. We assist in laying out plans for achieving financial stability. Our company, BlackRock, cares about your financial security.

View BlackRock Profile
Inside Service Listing

N/A

Hourly Rate
Inside Service Listing

$1,000+

Min. Budget Size
Inside Service Listing

10,000+

Team size
Inside Service Listing

New York, USA

Location
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