Financial, Technology & Brokerage

Financial Technology and Securities Brokerage

Putnam Lovell represents a wide range of global Financial Technology and Securities Brokerage firms. These are the firms that support the broader financial services industry – the vital vendors that make it possible for the industry to operate,  such as electronic and online trading, clearing, administration, securities lending, risk management and record keeping firms. Our experience includes Algorithmic Trading shops, DMA providers, Hedge Fund Administrators, and TAMPS.

As with all of our specialty areas, our success in this segment is based on a strong foundation of industry knowledge. Each month, we compile this knowledge into Financial Technology Universe, Indices and Insights, a comprehensive collection of valuation trends, must-read facts and analysis. Offering a meticulous review of this market niche and all its sub-sectors, it’s an excellent example of the benefits our intellectual capital can bring to clients on an ongoing basis.