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Based in New York City, Wall Street Access Corporation is a New York Stock Exchange member firm that provides electronic trading to institutional and high-net worth investors. Founded in 1981, its institutional research division provides a range of institutional brokerage services, such as trade executions, market insight, stock loan for trading short and a financial program that helps to pay for research tools and analytical software. The firm serves a wide range of clients, including corporations, hedge and pension funds, trust banks, investment advisors, money managers, mutual funds and high-net worth individuals. It also offers wealth management, counseling, plan administration and investor education services. The firm has developed a fixed-income trading operation and maintains an electronic trading platform that provides automatic execution for government agencies and corporate bonds. It also publishes Merger Insight, which is an institutional research service that provides trading analysis on mergers and acquisitions of more than $500 million value.

SagePoint Financial, currently operating as Osaic, provides a range of securities and investment advisory services. The firm is a registered broker-dealer and investment adviser, affiliated with various entities, including Osaic Wealth Inc. and other financial service providers, all of which are members of FINRA and SIPC. The company emphasizes the independent nature of its various offerings and entities while providing accessibility to professional financial history through FINRA's BrokerCheck. With multiple consultancy and advisory brands, Osaic aims to foster informed investment decisions through its diverse capabilities. Generated from the website