BTIG’s Financials Research team examines the diverse financial services landscape for information that helps clients plan their next move. The team’s coverage universe includes both legacy and industry-disrupting companies throughout fintech, mortgage and specialty finance. By carefully collecting, analyzing and reporting on data from private and public companies, our analysts empower clients to make the most-informed investment decisions. BTIG’s analysts evaluate company performance, consider market indicators and leverage their relationships with company management teams to help clients understand the strength of the industry and the positioning of participants.

  • Client Relationships Built Through Authenticity, Honesty and Accessibility
  • Thematic Industry Analysis and Deep Dives Into Consumer and Mortgage Finance Firms, Regional Banks and Insurance Companies

See Our Financials Investment Banking Capabilities

Giving clients a full range of banking capabilities for financials-related entities

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