public-finance

(4)
Company
The Ballot Comes Last
Enterprise · Media

The Ballot Comes Last

TeamCivX helps public agencies decide whether a funding measure deserves a place on the ballot - and has the rare discipline to stop when the voters say no.

ballot-measures · public-financeRead →
Company
The $564 Billion Finance Firm That Refuses to Go Public
Fintech · Vc · Enterprise

The $564 Billion Finance Firm That Refuses to Go Public

Baird began as a Milwaukee bond house in 1919. A century later, its five-business portfolio, employee ownership and nearly $564 billion in client assets make it a quiet counterexample to Wall Street's quarterly reflex.

financial-services · employee-ownedRead →
Company
Raymond James
Fintech · Enterprise · Consumer

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.

wealth-management · financial-advisorsRead →
Company
BondLink
Fintech · Saas · Enterprise

BondLink

BondLink is a Boston-based financial technology company that builds cloud software for issuers in the roughly $4 trillion U.S. municipal bond market. Founded in 2015 by former Massachusetts debt manager Colin MacNaught and tech entrepreneur Carl Query, BondLink gives state and local governments, universities, hospitals and public utilities tools for investor relations websites, disclosure and compliance filing, deal marketing, investor outreach and debt-portfolio management - modernizing a historically opaque, paper-heavy corner of finance. Its platform has supported issuers in raising more than $70 billion in bonds, counts the State of California, City of Chicago and University of Texas among its clients, and is backed by Franklin Templeton and Intercontinental Exchange (parent of the NYSE).

municipal-bonds · govtechRead →