Yorkville Advisors

Mountainside, United States Founded: 2001 • Age: 25 yrs
Offers flexible capital to micro-cap and small-cap firms for growth.

About Yorkville Advisors

Yorkville Advisors is a Financial Services company based in Mountainside (United States) founded in 2001. It offers flexible capital to micro-cap and small-cap firms for growth. It operates on a B2B model. Yorkville Advisors offers products and services including Capital Solutions. Its focus areas include Finance, Capital Solutions, Micro-Cap Services and Growth Financing. Its competitors include Fidelity Investments, Morgan Stanley and Northwestern Mutual; 1 of its 3 listed competitors has raised funding.

Company details

Yorkville Advisors, founded in 2001, delivers flexible capital solutions to micro-cap and small-cap companies to support their growth opportunities. Operating from Mountainside, NJ, they focus on providing financial resources for business expansion. Their activities include funding strategies tailored to early-stage enterprises, helping clients accelerate development through targeted investments.

  • Headquarters Mountainside, United States
  • Sectors
    Financial Services
  • Phone
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  • Website yorkvilleadvisors.com
  • Social LinkedIn

Products & Services of Yorkville Advisors

Yorkville Advisors offers a comprehensive portfolio of products and services, including Capital Solutions.

Capital Solutions
Financial Services

Provides funding for micro-cap and small-cap company growth

People of Yorkville Advisors

21 people are tracked at Yorkville Advisors (12 in leadership, 9 in team).

NameRoleGroup
Sharon Martin
Managing Director, Investor RelationsLeadership
Joseph Simone
Managing DirectorLeadership
Matthew Beckman
PartnerLeadership
Mark Angelo
President & PartnerLeadership
Tim Bowman
Chief Financial OfficerLeadership
Thomas Morgan
VP, InvestmentsLeadership
Walter Arnold
Managing DirectorLeadership
Rob Munro
COO, CFO & CCOLeadership
Michael Rosselli
Partner & Investment Committee ChairLeadership
Scott Cubeta
Head TraderLeadership
Shmulik Yannay
Vice President Of InvestmentLeadership
Justin McDonie
Managing Director, InvestmentsLeadership
Gary McIlroy
Senior TraderTeam
Ryan Daiss
Senior AnalystTeam
Patricia Hurley
Executive AssistantTeam
David Gonzalez
General CounselTeam
David Fine
Senior Legal CounselTeam
Matthew Angelo
AnalystTeam
Owen Colwell
Investment AnalystTeam
Sam R.
Hedge Fund AnalystTeam

1 more people are available in the full profile.

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Competitors of Yorkville Advisors

Yorkville Advisors has 3 listed competitors in our database, 1 of them funded. They include Fidelity Investments, Morgan Stanley and Northwestern Mutual.

Company NameDomainFoundedHQ LocationTotal fundingEmployeesDescription
fidelity.com1946Boston, United States$517.99M24,000
Provider of brokerage accounts, retirement planning, wealth management, and trading platforms
morganstanley.com1935New York, United States49
Wealth management, investment advisory, and financial services are provided.
northwesternmutual.com1857Milwaukee, United States6,661
Northwestern Mutual is engaged in financial planning and insurance services.
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Detailed competitors of Yorkville Advisors

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  • Operating metrics
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Top companies in Development & Public Finance

2 companies that operate in the same segment as Yorkville Advisors (Development & Public Finance) in United States, ranked by their profile score on The Company Check.

CompanyDescriptionFoundedLocationTotal fundingRevenueEmployees
Provider of financial products and technical assistance services to world banks
1944United StatesUSD 450 MUSD 169.32 K
Fintech investments focused on financial inclusion and global economic growth.
2015Washington, District Of Columbia, United States
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Frequently Asked Questions about Yorkville Advisors

Yorkville Advisors was founded in 2001.

Yorkville Advisors is headquartered in Mountainside, United States. It is registered at Mountainside, New Jersey, United States.

Yorkville Advisors, founded in 2001, delivers flexible capital solutions to micro-cap and small-cap companies to support their growth opportunities. Operating from Mountainside, NJ, they focus on providing financial resources for business expansion. Their activities include funding strategies tailored to early-stage enterprises, helping clients accelerate development through targeted investments.

Yorkville Advisors's top competitors include Fidelity Investments, Northwestern Mutual and Morgan Stanley.

Yorkville Advisors offers Capital Solutions.

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