🔥🐔 BizChicken 🐔🔥

Companies Similar to Netcapital Inc.

Sign Up Today!

Sign up for BizChicken and discover more about the corporations around you.

Maquia Capital Acquisition Corporation

Maquia Capital Acquisition Corporation logo
Market Cap: Lowest
Employees: Not Available

N/A

Maquia Capital Acquisition Corporation does not have significant operations. The company focuses on effecting a merger, capital stock exchange, asset acquisition, stock purchase, reorganization, or similar business combination with one or more businesses. It intends to focus its search on technology-focused middle market and emerging growth companies in North America. Maquia Capital Acquisition Corporation was incorporated in 2020 and is based in Miami, Florida.

No tags available.

Symbol: MAQC

Recent Price: $11.26

Industry: Shell Companies

CEO: Mr. Jeffrey Scott Ransdell

Sector: Financial Services

Employees: N/A

Address: 50 Biscayne Boulevard, Miami, FL 33132

Phone: 305 608 1395

Last updated: 2024-12-31

NB Bancorp, Inc. Common Stock

NB Bancorp, Inc. Common Stock logo
Market Cap: Medium
Employees: Medium

N/A

NB Bancorp, Inc. focuses on operating as a bank holding company for Needham Bank that provides various banking products and services in Greater Boston metropolitan area and surrounding communities in Massachusetts, eastern Connecticut, southern New Hampshire, and Rhode Island. The company offers various deposits, including certificate of deposit, individual retirement, money market, savings, NOW, demand deposit, and interest-bearing and noninterest-bearing checking accounts; and commercial real estate and multifamily, one- to four-family residential real estate, construction and land development, commercial and industrial, and consumer loans, as well as home equity loans and lines of credit. It also invests in securities consisting of U.S. treasury and federal agency securities, government-sponsored residential mortgage-backed securities, municipal bonds, and corporate bonds. The company was founded in 1892 and is based in Needham, Massachusetts.

No tags available.

Symbol: NBBK

Recent Price: $18.23

Industry: Banks - Regional

CEO: Mr. Joseph P. Campanelli

Sector: Financial Services

Employees: 342

Address: 1063 Great Plain Avenue, Needham, MA 02492

Phone: 781 444 2100

Leadership

  • Joseph Campanelli, Chairman, President & CEO
  • Paul J. Ayoub, Chair
  • William Darcey, President & CEO
  • Susan Elliott, Retired Executive Vice President
  • Angela Jackson, CEO
  • Christopher Lynch, President
  • Kenneth Montgomery, Retired First Vice President and Chief Operating Officer
  • Joseph R. Nolan, Jr., Chairman, President & CEO
  • Francis Orfanello, Operating Partner
  • Hope Pascucci, President & Principal
  • Raza Shaikh, Managing Director
  • Mark Whalen, Retired CEO
  • Salvatore Rinaldi, Executive Vice President Chief Operating Officer
  • Peter Bakkala, Executive Vice President Chief Risk Officer
  • Paul Evangelista, Executive Vice President Director Specialized Banking
  • Kevin Henkin, Executive Vice President Chief Credit Officer
  • J.P. Lapointe, Executive Vice President Chief Financial Officer
  • Stephanie Maiona, Executive Vice President Senior Commercial Lender
  • Michael Sinclair, Executive Vice President Residential & Consumer Lending
  • James White, Executive Vice President Chief Administrative Officer
  • Blake Bamford, Senior Vice President Structured Finance Relationship Manager
  • Gracine Copithorne, Senior Vice President Risk & Compliance Officer
  • James Daley, Senior Vice President Director Structured Finance
  • Linda Farley, Senior Vice President Human Resources Learning & Development
  • Eric Johnson, Senior Vice President CRE Lender
  • Jillian Landi, Senior Vice President Director Project Management
  • Patrick Lee, Senior Vice President CRE Lending Team Leader
  • Karen Marryat, Senior Vice President Chief Marketing Officer
  • Jeffrey Marshall, Senior Vice President Consumer Lending Team Leader
  • Jay Massimo, Senior Vice President Senior Relationship Manager Middle Market
  • Keith Phelps, Senior Vice President Chief Information Officer
  • Lawrence Pitman, Senior Vice President Senior CRE Lending Team Leader
  • Rick Reder, Senior Vice President Senior Credit Manager
  • Michael Semizoglou, Senior Vice President Director Small Business
  • John Shea, Senior Vice President Managed Assets Group
  • Brian Sutton, Senior Vice President Director Middle Market
  • Carrie Vargas, Senior Vice President Director of Retail Banking
  • Margaret Watson, Senior Vice President General Counsel

Last updated: 2024-12-31

Netcapital Inc.

Netcapital Inc. logo
Market Cap: Lowest
Employees: Lowest

N/A

Netcapital Inc. operates as a fintech company. It offers Netcapital.com, an SEC-registered funding portal that enables private companies to raise capital online, as well as allows investors to invest from anywhere in the world. It also provides various services, including a fully automated onboarding process; automated filing of required regulatory documents; compliance review; custom-built offering page on its portal website; third party transfer agent and custodial services; email marketing to its proprietary list of investors; rolling closes, which provide potential access to liquidity before final close date of offering; assistance with annual filings; and ongoing support services. In addition, the company offers advisory services, such as incubation of technology start-ups; investor introduction; digital marketing; website design, software, and software development; message crafting, including pitch decks, offering pages, and ad creation; strategic advice; and technology consulting services. Further, it provides business valuations; fairness and solvency opinions; ESOP feasibility and valuation; non-cash charitable contributions; economic analysis of damages; intellectual property appraisals; and compensation studies. Netcapital Inc. was incorporated in 1984 and is based in Boston, Massachusetts. Netcapital Inc. is a subsidiary of NetCapital Systems LLC.

No tags available.

Symbol: NCPL

Recent Price: $2.12

Industry: Financial - Capital Markets

CEO: Mr. Martin Kay

Sector: Financial Services

Employees: 21

Address: State Street Financial Center, Boston, MA 02111

Phone: 781 925 1700

Last updated: 2024-12-31

Nasdaq, Inc.

Nasdaq, Inc. logo
Market Cap: Highest
Employees: Highest

N/A

Nasdaq, Inc. operates as a technology company that serves capital markets and other industries worldwide. The Market Technology segment includes anti financial crime technology business, which offers Nasdaq Trade Surveillance, a SaaS solution for brokers and other market participants to assist them in complying with market rules, regulations, and internal market surveillance policies; Nasdaq Automated Investigator, a cloud-deployed anti-money laundering tool; and Verafin, a SaaS technology provider of anti-financial crime management solutions. This segment also handles assets, such as cash equities, equity derivatives, currencies, interest-bearing securities, commodities, energy products, and digital currencies. The Investment Intelligence segment sells and distributes historical and real-time market data; develops and licenses Nasdaq-branded indexes and financial products; and provides investment insights and workflow solutions. The Corporate Platforms segment operates listing platforms; and offers investor relations intelligence and governance solutions. As of December 31, 2021, it had 4,178 companies listed securities on The Nasdaq Stock Market, including 1,632 listings on The Nasdaq Global Select Market; 1,169 on The Nasdaq Global Market; and 1,377 on The Nasdaq Capital Market. The Market Services segment includes equity derivative trading and clearing, cash equity trading, fixed income and commodities trading and clearing, and trade management service businesses. This segment operates various exchanges and other marketplace facilities across various asset classes, which include derivatives, commodities, cash equity, debt, structured products, and exchange traded products; and provides broker, clearing, settlement, and central depository services. The company was formerly known as The NASDAQ OMX Group, Inc. and changed its name to Nasdaq, Inc. in September 2015. Nasdaq, Inc. was founded in 1971 and is headquartered in New York, New York.

No tags available.

Symbol: NDAQ

Recent Price: $77.40

Industry: Financial - Data & Stock Exchanges

CEO: Ms. Adena T. Friedman

Sector: Financial Services

Employees: 9120

Address: 151 West 42nd Street, New York, NY 10036

Phone: 212 401 8700

Leadership

  • Melissa M. Arnoldi, EVP and Chief Customer Officer, AT&T Consumer
  • Charlene T. Begley, Retired SVP & CIO, General Electric Company
  • Adena T. Friedman, Chair and CEO, Nasdaq
  • Essa Kazim, Governor of Dubai International Financial Centre
  • Thomas A. Kloet, Retired CEO and Executive Director, TMX Group Limited
  • Kathryn A. Koch, President and CEO, The TCW Group, Inc.
  • Holden Spaht, Managing Partner, Thoma Bravo
  • Michael R. Splinter, Retired Chairman and CEO, Applied Materials, Inc.
  • Johan Torgeby, President & CEO, Skandinaviska Enskilda Banken (SEB)
  • Toni Townes-Whitley, CEO of SAIC
  • Jeffery W. Yabuki, Chairman and Founding Partner, Motive Partners
  • Alfred Zollar, Executive Advisor, Siris Capital Group, LLC

Last updated: 2024-12-31

Newtek Business Services Corp.

Newtek Business Services Corp. logo
Market Cap: Low
Employees: Medium

N/A

Newtek Business Services Corp. is a business development company specializing in providing financial and business services to the small-and medium-sized business market in the United States. The firm also seeks to invest in early stage businesses. The firm seeks to makes both debt and equity investments. Under debt investments, it focuses on first lien loans, which have terms of 1 to 25 years; second lien loans, which have terms of 5 to 25 years, and unsecured loans, which are provided to meet short-term funding needs and are repaid within 6 to 12 months. It operates through Electronic Payment Processing, Managed Technology Solutions, Small Business Finance, and Capcos segments. The company originates small business administration loans for the purpose of acquiring commercial real estate, machinery, equipment, and inventory, as well as to refinance debt and fund franchises, working capital, and business acquisitions; and offers small business loan servicing and consulting services to the Federal Deposit Insurance Corporation and various other financial institutions, as well as provides management services. Its electronic payment processing services include credit and debit card processing, check approval, ancillary processing equipment and software to merchants, eCommerce, electronic solutions to accept non-cash payments, check conversion, remote deposit capture, ACH processing, and electronic gift and loyalty card programs. The company also provides Website hosting, dedicated server, and cloud hosting services; Web design and development; Internet marketing; data storage and backup and other related services; and ecommerce services, such as payment processing, online shopping cart tools, Website design and Web related services; Accounts Receivable Financing, and The Secure Gateway. In addition, it offers Newtek Advantage, a mobile, real-time operating platform enabling a business to access data on a smartphone, tablet, laptop, or PC for eCommerce, credit/debit transactions, Website statistics, payroll, insurance, and business loans. Further, the company sells personal, commercial, and health/benefits lines of insurance products; and payroll management processing and employee tax filing services. It has strategic alliances with American International Group, CTAA, Navy Federal Credit Union, Credit Union National Association, Pershing, and others to provide agent services to small business clients. The firm seeks to invest in New York and Louisiana area. The firm seeks to invest $0.3 million to $3 million in businesses. It provides small business terms loans ranging from $0.05 million to $10 million. The firm also provides account receivable financing ranging from $0.05 million to $1.5 million. It also provides $0.05 million to $10 million financing to owner occupied real estate businesses whose average net income over the last 2 years must not exceed $2.5 million. Newtek Business Services Corp.,was founded in 1998 and converted to a BDC company in 2014 and is headquartered in Boca Raton, Florida with additional offices in Lake Success, New York, Garden City, New York; Miami, Florida; Milwaukee, Wisconsin; New Orleans, Louisiana; and New York, New York.

No tags available.

Symbol: NEWT

Recent Price: $12.92

Industry: Asset Management

CEO: Mr. Barry Scott Sloane

Sector: Financial Services

Employees: 528

Address: 4800 T-Rex Avenue, Boca Raton, FL 33431-4479

Phone: 212 356 9500

Last updated: 2024-12-31

NerdWallet, Inc.

NerdWallet, Inc. logo
Market Cap: Medium
Employees: Medium

N/A

NerdWallet, Inc. operates a digital platform that provides consumer-driven advice about personal finance by connecting individuals and small and mid-sized businesses with financial products providers. The company's platform offers guidance to consumers through educational content, tools and calculators, and product marketplaces, as well as NerdWallet app for various financial products, including credit cards, mortgages, insurance, SMB products, personal loans, banking, investing, and student loans. It serves customers in the United States, the United Kingdom, and Canada. The company was founded in 2009 and is based in San Francisco, California.

No tags available.

Symbol: NRDS

Recent Price: $13.16

Industry: Financial - Credit Services

CEO: Mr. Tim Chen

Sector: Financial Services

Employees: 730

Address: 55 Hawthorne Street, San Francisco, CA 94105

Phone: 415 549 8913

Last updated: 2024-12-31

Capital Bancorp, Inc.

Capital Bancorp, Inc. logo
Market Cap: Medium
Employees: Low

Capital Bank, N.A.

Capital Bancorp, Inc. is a bank holding company providing a variety of banking products and services to businesses, not-for-profit associations, and entrepreneurs. Its offerings include deposit products, credit cards, residential mortgages, and various loans.

Tags: Banking, Credit Cards, Financial Services, Loans, Mortgages

Symbol: CBNK

Recent Price: $28.39

Industry: Banks - Regional

CEO: Mr. Edward F. Barry

Sector: Financial Services

Employees: 277

Address: 2275 Research Boulevard, Rockville, MD 20850

Phone: 301 468 8848

Last updated: 2024-12-31

Investcorp Credit Management BDC, Inc.

Investcorp Credit Management BDC, Inc. logo
Market Cap: Lowest
Employees: Lowest

N/A

Investcorp Credit Management BDC, Inc. is a business development company specializing in loan, mezzanine, middle market, growth capital, acquisitions, market/product expansion, organic growth, refinancings and recapitalization investments. It also selectively invests in mezzanine loans/structured equity and in the equity of portfolio companies through warrants and other instruments, in most cases taking such upside participation interests as part of a broader investment relationship. The fund typically invests in United States and Europe. Within United States, the fund seeks to invest in Midatlantic, Midwest, Northeast, Southeast, and West Coast regions. The fund primarily invests in cable and satellites; consumer services; healthcare equipment and services; industrials; information technology; telecommunication services; and utilities sectors. The fund seeks to invest between $5 million to $25 million in companies that have annual revenues of at least $50 million with EBITDA at least $15 million.

No tags available.

Symbol: ICMB

Recent Price: $3.03

Industry: Asset Management

CEO: Mr. Suhail Ahmad Shaikh

Sector: Financial Services

Employees: 2

Address: 280 Park Avenue, New York, NY 10017

Phone: 646 690 5047

Last updated: 2024-12-31

Prospect Capital Corporation

Prospect Capital Corporation logo
Market Cap: High
Employees: Not Available

N/A

Prospect Capital Corporation is a business development company. It specializes in middle market, mature, mezzanine finance, later stage, emerging growth, leveraged buyouts, refinancing, acquisitions, recapitalizations, turnaround, growth capital, development, capital expenditures and subordinated debt tranches of collateralized loan obligations, cash flow term loans, market place lending and bridge transactions. It also makes real estate investments particularly in multi-family residential real estate asset class. The fund makes secured debt, senior debt, senior and secured term loans, unitranche debt, first-lien and second lien, private debt, private equity, mezzanine debt, and equity investments in private and microcap public businesses. It focuses on both primary origination and secondary loans/portfolios and invests in situations like debt financings for private equity sponsors, acquisitions, dividend recapitalizations, growth financings, bridge loans, cash flow term loans, real estate financings/investments. It also focuses on investing in small-sized and medium-sized private companies rather than large public companies. The fund typically invests across all industry sectors, with a particular expertise in the energy and industrial sectors. It invests in aerospace and defense, chemicals, conglomerate services, consumer services, ecological, electronics, financial services, machinery, manufacturing, media, pharmaceuticals, retail, software, specialty minerals, textiles and leather, transportation, oil and gas production, coal production, materials, industrials, consumer discretionary, information technology, utilities, pipeline, storage, power generation and distribution, renewable and clean energy, oilfield services, healthcare, food and beverage, education, business services, and other select sectors. It prefers to invest in the United States and Canada. The fund seeks to invest between $10 million to $500 million per transaction in companies with EBITDA between $5 million and $150 million, sales value between $25 million and $500 million, and enterprise value between $5 million and $1000 million. It fund also co-invests for larger deals. The fund seeks control acquisitions by providing multiple levels of the capital structure. The fund focuses on sole, agented, club, or syndicated deals.

No tags available.

Symbol: PSEC

Recent Price: $4.44

Industry: Asset Management

CEO: Mr. John Francis Barry III, J.D.

Sector: Financial Services

Employees: N/A

Address: 10 East 40th Street, New York, NY 10016

Phone: 212-448-0702

Last updated: 2024-11-08

Rand Capital Corporation

Rand Capital Corporation logo
Market Cap: Lowest
Employees: Lowest

N/A

Rand Capital Corporation is a business development company and regulated investment company specializing in private equity investments. The firm prefers to make investments through equity or debt instruments in lower middle market and in small to medium-sized privately held companies. It generally lends to more mature companies. The firm does not prefer to invest in real estate sector. It invests in companies that are engaged in the exploitation of new or unique products, technologies, or services. The firm invests in healthcare, consumer products, manufacturing, software, and professional services. It seeks to invest in companies based in the Western and Upstate New York region and its surrounding states with focus on Buffalo and Niagara region. The firm may invest in region within three to five hour drives from Western New York including Canada. It typically invests between $0.5 million and $1.5 million and the total investment in rounds is between $1 million and $5 million. The firm seeks to invest up to maximum of $3 million total per company as part of follow-on investments. It invest in startups and companies having annual revenue up to $10 million. It invest companies having EBITDA up to $5 million. The firm Follow-on investment(s) up to a targeted maximum of $2 million to $3 million total per company. The firm frequently participate three investment round. The firm seeks to be a lead investor in companies within its geographical area and participates in syndicate/co-invest with other investors outside it. It prefers to invest in businesses that are unique or possess proprietary right. The firm prefers to be a minority investor and seeks to take a Board seat in its portfolio companies. It typically holds its investments for a period of five to seven years. Rand Capital Corporation was founded in 1969 and is based in Buffalo, New York.

No tags available.

Symbol: RAND

Recent Price: $19.49

Industry: Asset Management

CEO: Mr. Daniel Patrick Penberthy

Sector: Financial Services

Employees: 4

Address: 14 Lafayette Square, Buffalo, NY 14203

Phone: 716 853 0802

Leadership

  • Jane Doe, Chief Financial Officer
  • John Smith, Chief Executive Officer
  • Alice Johnson, Chief Technology Officer
  • Michael Brown, Director of Marketing
  • Emily Davis, Chief Marketing Officer
  • Emily Johnson, Chief Technology Officer
  • Sarah Davis, President
  • James Wilson, Chairman of the Board
  • Linda Martinez, Chief Operating Officer

Last updated: 2024-12-31

SuRo Capital Corp.

SuRo Capital Corp. logo
Market Cap: Low
Employees: Lowest

N/A

SuRo Capital Corp. is a business development company. The firm seeks to invest in growing, late stage, venture capital-backed private companies. SuRo Capital Corp. was founded in 2010 and is based in San Francisco, California.

No tags available.

Symbol: SSSS

Recent Price: $5.05

Industry: Asset Management

CEO: Mr. Mark David Klein

Sector: Financial Services

Employees: 11

Address: One Sansome Street, San Francisco, CA 94104

Phone: 650-235-4769

Last updated: 2024-11-08

The Bancorp, Inc.

The Bancorp, Inc. logo
Market Cap: High
Employees: Medium

N/A

The Bancorp, Inc. operates as the financial holding company for The Bancorp Bank that provides banking products and services in the United States. The company offers a range of deposit products and services, including checking, savings, money market, and commercial accounts; and prepaid and debit cards. It also provides securities-backed lines of credit and insurance policy cash value-backed lines of credit; institutional banking services; vehicle fleet, other equipment leasing, and commercial fleet leasing services consist of commercial vehicles, including trucks and special purpose vehicles, and equipment; and real estate bridge lending, as well as small business administration, commercial mortgage-backed, and commercial real estate loans. The company offers private label banking; credit and debit card payment processing services for independent service organizations; and internet banking services. The Bancorp, Inc. was incorporated in 1999 and is headquartered in Wilmington, Delaware.

No tags available.

Symbol: TBBK

Recent Price: $53.26

Industry: Banks - Regional

CEO: Mr. Damian M. Kozlowski

Sector: Financial Services

Employees: 757

Address: 409 Silverside Road, Wilmington, DE 19809

Phone: 302 385 5000

Last updated: 2024-12-31

Texas Capital Bancshares, Inc.

Texas Capital Bancshares, Inc. logo
Market Cap: High
Employees: High

N/A

Texas Capital Bancshares, Inc. operates as the bank holding company for Texas Capital Bank, is a full-service financial services firm that delivers customized solutions to businesses, entrepreneurs, and individual customers. The company offers commercial banking, consumer banking, investment banking, and wealth management services. It offers business deposit products and services, including commercial checking accounts, lockbox accounts, and cash concentration accounts, as well as information, wire transfer initiation, ACH initiation, account transfer, and service integration services; and consumer deposit products, such as checking accounts, savings accounts, money market accounts, and certificates of deposit. The company also provides commercial loans for general corporate purposes comprising financing working capital, internal growth, acquisitions, and business insurance premiums, as well as consumer loans; loans to exploration and production companies; mortgage finance loans; commercial real estate and residential homebuilder finance loans; first and second lien loans for the purpose of purchasing or constructing 1-4 family residential dwellings, as well as home equity revolving lines of credit and loans to purchase lots for future construction of 1-4 family residential dwellings; and real estate loans originated through a small business administration program, as well as equipment finance and leasing services, and letters of credit. In addition, it offers online and mobile banking, and debit and credit card services; escrow services; personal wealth management and trust services; and depositors American Airlines AAdvantage miles. It operates in Austin, Fort Worth, Dallas, Houston, and San Antonio metropolitan areas of Texas. Texas Capital Bancshares, Inc. was incorporated in 1996 and is headquartered in Dallas, Texas.

No tags available.

Symbol: TCBI

Recent Price: $77.72

Industry: Banks - Regional

CEO: Mr. Robert C. Holmes

Sector: Financial Services

Employees: 1987

Address: 2000 McKinney Avenue, Dallas, TX 75201

Phone: 214 932 6600

Last updated: 2024-12-31

Trinity Capital Inc.

Trinity Capital Inc. logo
Market Cap: Medium
Employees: Low

N/A

Trinity Capital Inc. is a business development company. It is a venture capital firm specializing in venture debt to growth stage companies looking for loans and/or equipment financing. Trinity Capital Inc. was founded in 2019 is based in Phoenix, Arizona with additional offices in Lutherville-Timonium, Maryland, San Diego, California and Austin, Texas.

No tags available.

Symbol: TRIN

Recent Price: $14.32

Industry: Asset Management

CEO: Mr. Kyle Steven Brown

Sector: Financial Services

Employees: 86

Address: 1 N. 1st Street, Phoenix, AZ 85004-2357

Phone: 480 374 5350

Last updated: 2024-12-31

Nelnet, Inc.

Nelnet, Inc. logo
Market Cap: High
Employees: Highest

N/A

Nelnet, Inc. engages in loan servicing, communications, education technology, services, and payment processing businesses worldwide, providing loan servicing software and education technology solutions.

Tags: business process outsourcing, education technology, financial management, loan servicing, payment processing, student loans

Symbol: NNI

Recent Price: $105.89

Industry: Financial - Credit Services

CEO: Mr. Jeffrey R. Noordhoek

Sector: Financial Services

Employees: 7550

Address: 121 South 13th Street, Lincoln, NE 68508

Phone: 402 458 2370

Last updated: 2024-12-31

RiverNorth Capital and Income Fund, Inc.

RiverNorth Capital and Income Fund, Inc. logo
Market Cap: Lowest
Employees: Not Available

N/A

RiverNorth Capital & Income Fund, Inc.. is a non-diversified, closed end management investment company. Its investment objective is to seek a high level of current income. The firm seeks to accomplish its objective by constructing a diversified portfolio of consumer, small business and specialty finance debt assets generated from selected marketplace lending originators. The company was founded on June 9, 2015 and is headquartered in West Palm Beach, FL.

No tags available.

Symbol: RSF

Recent Price: $15.18

Industry: Asset Management

CEO: Patrick William Galley

Sector: Financial Services

Employees: N/A

Address: 325 North LaSalle Street, Chicago, IL 60654

Phone: 312-832-1440

Last updated: 2024-12-31

Source Capital, Inc.

Source Capital, Inc. logo
Market Cap: Medium
Employees: Lowest

N/A

Source Capital, Inc. is a close-ended balanced fund launched and managed by First Pacific Advisors, LLC. The fund invests in the public equity markets of the United States. It seeks to invest in the stocks of companies operating across diversified sectors. The fund primarily invests in value stocks of small to mid cap companies. It employs fundamental analysis with a bottom-up stock selection approach, focusing on such factors as high liquidity, relatively unleveraged balance sheets, and long-term ability to earn above-average returns on capital to create its portfolio. The fund benchmarks the performance of its portfolio against the Russell 2500 Index, the S&P 500 Index, and the Nasdaq Composite Index. Source Capital, Inc. was formed in June 1, 1968 and is domiciled in the United States.

No tags available.

Symbol: SOR

Recent Price: $42.29

Industry: Asset Management

CEO: Mr. James Richard Atwood CPA

Sector: Financial Services

Employees: 0

Address: 11601 Wilshire Boulevard, Los Angeles, CA 90025

Phone: 800-982-4372

Last updated: 2024-12-31

State Street Corporation

State Street Corporation logo
Market Cap: Highest
Employees: Highest

N/A

State Street Corporation, through its subsidiaries, provides a range of financial products and services to institutional investors worldwide. The company offers investment servicing products and services, including custody; product accounting; daily pricing and administration; master trust and master custody; depotbank services; record-keeping; cash management; foreign exchange, brokerage and other trading services; securities finance and enhanced custody products; deposit and short-term investment facilities; loans and lease financing; investment manager and alternative investment manager operations outsourcing; performance, risk, and compliance analytics; and financial data management to support institutional investors. It also engages in the provision of portfolio management and risk analytics, as well as trading and post-trade settlement services with integrated compliance and managed data. In addition, the company offers investment management strategies and products, such as core and enhanced indexing, multi-asset strategies, active quantitative and fundamental active capabilities, and alternative investment strategies. Further, it provides services and solutions, including environmental, social, and governance investing; defined benefit and defined contribution; and global fiduciary solutions, as well as exchange-traded fund under the SPDR ETF brand. The company provides its products and services to mutual funds, collective investment funds and other investment pools, corporate and public retirement plans, insurance companies, foundations, endowments, and investment managers. State Street Corporation was founded in 1792 and is headquartered in Boston, Massachusetts.

No tags available.

Symbol: STT

Recent Price: $98.86

Industry: Asset Management

CEO: Mr. Ronald Philip O'Hanley

Sector: Financial Services

Employees: 53000

Address: State Street Financial Center, Boston, MA 02111

Phone: 617 786 3000

Last updated: 2024-12-31

Oportun Financial Corporation

Oportun Financial Corporation logo
Market Cap: Low
Employees: High

N/A

Oportun Financial Corporation provides financial services. It offers personal loans, auto loans, and credit cards. The company serves customers online and over-the-phone, as well as through retail locations. It operates in 24 states in the United States, which include Arkansas, Delaware, Indiana, Kentucky, Mississippi, Montana, North Dakota, New Hampshire, Oregon, South Carolina, South Dakota, and Virginia. Oportun Financial Corporation was founded in 2005 and is headquartered in San Carlos, California.

No tags available.

Symbol: OPRT

Recent Price: $3.08

Industry: Financial - Credit Services

CEO: Mr. Raul Vazquez

Sector: Financial Services

Employees: 2340

Address: 2 Circle Star Way, San Carlos, CA 94070

Phone: 650 810 8823

Last updated: 2024-11-08

BlackRock TCP Capital Corp.

BlackRock TCP Capital Corp. logo
Market Cap: Medium
Employees: Not Available

N/A

BlackRock TCP Capital Corp. is a business development company specializing in direct equity and debt investments in middle-market, debt securities, senior secured loans, junior loans, originated loans, mezzanine, senior debt instruments, bonds, and secondary-market investments. It typically invests in communication services, public relations services, television, wireless telecommunication services, apparel, textile mills, restaurants, retailing, energy, oil and gas extraction, Patent owners and Lessors, Federal and Federally- Sponsored Credit agencies, insurance, hospital and healthcare centers, Biotechnology, engineering services, heavy electrical equipment, tax accounting, scientific and related consulting services, charter freight air transportation, Information technology consulting, application hosting services, software diagram and design, computer aided design, communication equipment, electronics manufacturing equipment, computer components, chemicals. It seeks to invest in the United States. The fund typically invests between $10 million and $35 million in companies with enterprise values between $100 million and $1500 million including complex situations. It prefers to make equity investments in companies for an ownership stake.

No tags available.

Symbol: TCPC

Recent Price: $8.60

Industry: Asset Management

CEO: Mr. Rajneesh Vig CPA

Sector: Financial Services

Employees: N/A

Address: 2951 28th Street, Santa Monica, CA 90405

Phone: 310 566 1000

Last updated: 2024-12-31