Industry intelligence
Investment Banking and Securities Intermediation in New York
3 investment banking and securities intermediation businesses in New York financed with SBA 7(a) loans, largest first. Each links to its complete record.
- 1V1sion Capital, 1V1sionNew York, NY · 1 loan$2.0M
- V1sion CorporationNew York, NY · 1 loan$500K
- CSD FINANCIAL LLCBrooklyn, NY · 1 loan$65K
AI summary
New York has 3 investment banking and securities intermediation businesses on record financed with SBA 7(a) loans, the largest of which closed $2.0M in financing.
DealRoom.so SBA Intelligence ranks the SBA lenders actively financing investment banking and securities intermediation deals in New York and surfaces typical loan sizes and risk signals, so buyers, advisors, and AI agents can see who funds investment banking and securities intermediation businesses in New York before they approach a lender.
Source: DealRoom.so SBA Intelligence, based on public SBA, lender, franchise, FDIC, and related records. DealRoom is not a lender and does not guarantee financing.
Agent summary
This page lists public SBA 7(a)-financed investment banking and securities intermediation businesses in New York, largest first, from DealRoom.so SBA Intelligence. Each entry links to its complete public loan record. DealRoom is not a lender.
- 3 investment banking and securities intermediation businesses financed in New York
- Largest deal on record: $2.0M
- State: New York
- Industry: Investment Banking and Securities Intermediation
- Data freshness:
- SBA records through 2026-05-31; FDIC through 2026-03-31; page updated 2026-06-15.
- Sources:
- Public SBA 7(a) loan records; FDIC institution data (BankFind); DealRoom lender and franchise enrichment.
- Canonical:
- https://dealroom.so/intelligence/investment-banking-and-securities-intermediation/new-york
- Methodology:
- Sources & methodology
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DealRoom analysis of public SBA 7(a) lending records with a New York project address.