fixed-income
(13)
First Horizon Bank
First Horizon has spent 162 years learning a difficult banking trick: how to get bigger without becoming distant. Its wager is that Southern customers still want a banker who knows the market - plus the balance sheet, software and specialists of an $84.4 billion institution.
Raymond James
A firm that started in a downtown St. Petersburg apartment now watches over $1.92 trillion - and it still measures itself one advisor and one client at a time.
Victory Capital
How a management buyout out of a Cleveland bank turned into a $300-billion-plus asset manager that collects boutiques the way other firms collect logos.
Oppenheimer & Co. Inc.
A 140-year-old Wall Street house that never grew into a giant - and turned staying mid-sized into the whole pitch.
Jefferies
How a 1962 Los Angeles block-trading desk turned into the last independent full-service investment bank standing between the boutiques and the giants.
9fin
9fin is a London-based, AI-native intelligence platform for the global debt markets. Founded in 2016 by former banker Steven Hunter and former engineer Huss El-Sheikh, it uses machine learning to extract structured data from dense financial documents and pairs that data with news, analytics, and AI-powered workflows. Its platform covers leveraged loans, high-yield bonds, distressed debt, CLOs, private credit, and asset-based finance, and is used by investment banks, asset managers, hedge funds, law firms, and advisors. In March 2026 the company raised a $170M Series C at a $1.3 billion valuation.
IMTC
IMTC is a New York-based fintech that builds a cloud-native, AI-enhanced platform for fixed income investing. It combines portfolio construction, optimization, order management, risk and compliance, and reporting into one system, helping asset and wealth managers customize bond portfolios and separately managed accounts at scale while automating manual workflows. Founded in 2017 and led by CEO Russell Feldman, the company raised a $12M Series A in December 2025 led by Nyca Partners.
OpenYield
OpenYield is a New York-based fintech operating an automated, all-to-all bond marketplace that brings an equity-like trading experience to fixed income. A FINRA-registered broker-dealer and SEC-registered alternative trading system (ATS), it offers firm, executable quotes with no minimum trade sizes across corporate bonds, municipal bonds and U.S. Treasurys, connected to brokerages, advisors, asset managers and market makers through API-first infrastructure.
Henry Adams
Henry Adams is US CEO and Global Head of Capital Markets at TreasurySpring, a London-founded fintech that opens up the multi-trillion dollar wholesale money markets to corporates and institutions. He joined the founding team at the start of 2018 after roughly a decade running secured financing portfolios at RBC and earlier work at BlackRock, and now leads the company's push into the United States from New York. His background sits at the intersection of repo trading, fixed income and product, which he channels into building the market plumbing behind TreasurySpring's Fixed-Term Funds.
Jonathan Birnbaum
Jonathan Birnbaum is the founder and CEO of OpenYield, a New York-based fixed income marketplace that brings an equity-like, fully automated trading experience to bonds. A former US credit trading COO at Morgan Stanley and fixed income execution lead at Bridgewater Associates, he later helped build consumer investing platforms as general manager of SoFi Invest and founding COO of Domain Money. He founded OpenYield in 2023 to make bonds cheap and easy to trade for retail investors, backed by a 2026 Series A of more than $6 million from investors including LeveL Markets, Draper Associates, Canapi Ventures and Clocktower Ventures.
Russell Feldman
Russell Feldman is the co-founder and CEO of IMTC, a New York-based fintech building cloud-based portfolio management software for fixed income teams. He took the CEO seat in May 2022 when IMTC raised its first outside capital led by Nyca Partners, and has grown the company from serving small RIAs to top-tier asset managers. Before IMTC he worked in institutional sales and client advisory at Deutsche Asset Management, an experience he says was his real education in how broken fixed income tooling was.
Moment
Moment is a New York fintech building the AI operating system for investment management. Founded in 2022 by former Citadel quants, it unifies trading, portfolio management, research, reporting, and compliance for fixed income and beyond into a single platform with an API layer. In roughly 18 months it grew from powering $300 billion to more than $10 trillion in client assets, working with firms like Edward Jones, LPL Financial, and Hightower Advisors. The company has raised $134 million across rounds led by Index Ventures, with backing from Andreessen Horowitz, Lightspeed, and others.
Dylan Parker
Dylan Parker is the co-founder and CEO of Moment, the AI operating system for investment management. A former Citadel Securities and Jane Street fixed income quant, he and two Harvard friends set out to drag the $150-trillion bond market out of spreadsheets and chat threads. In under four years Moment went from $300 billion to over $10 trillion in client assets monitored and raised $134 million across three rounds, counting Edward Jones, LPL Financial, and Hightower Advisors as customers.