TAG Financial Institutions Group
Investment, Funds and Trusts • 
Manhattan, New York, United States • 21-50 Employees
Company overview
| Headquarters | 275 Madison Ave, 30th Floor, New York, NY 10016, US |
| Phone number | +12129937430 |
| Website | |
| SIC | 621 |
| Keywords | Investment Banking, Banking, Capital Raising, Business Services, Insurance, Alternative Investments, Financial Technology, Strategic Advisory, Specialty Finance |
| Founded | 2012 |
| Employees | 21-50 |
| Socials |
Key Contacts at TAG Financial Institutions Group
Ari Brandes
Managing Director, Head Of Deal Structuring And Execution
Brad Curtis
Managing Director
Katherine C. Derrenberger Wyatt
Director
Rachel Wender
Managing Director
Kieran Pinney
Partner, Co-Founder
TAG Financial Institutions Group Email Formats
TAG Financial Institutions Group uses 2 email formats. The most common is {first initial}{last name} (e.g., jdoe@tagfingroup.com), used 66.7% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial}{last name} | jdoe@tagfingroup.com | 66.7% |
{first name}{last name} | johndoe@tagfingroup.com | 33.3% |
About TAG Financial Institutions Group
TAG Financial Institutions Group (“TFIG”) is a specialized investment banking firm with a focus and passion in providing investment banking services to middle market companies in the financial services sector. TFIG is dedicated to meeting the needs of dynamic, mid-sized businesses by providing attentive service, creative ideas, skilled execution and extraordinary value creation. Our seasoned professionals possess a focused expertise, qualifications and experience that allow us to take a comprehensive approach in addressing and accomplishing each client’s specific needs. Our commitment to every client is based on understanding their key objectives and delivering an unmatched level of knowledge and commitment to each individual situation. As entrepreneurs in the investment banking world we share a similar mindset with our clients which helps us understand the obstacles they face and uncover opportunities to help them grow and build their businesses. Certain Principals of TAG Financial Institutions Group, LLC are registered representatives of TAG Capital Partners, LLC Member FINRA, SIPC. TAG Financial Institutions Group, LLC and TAG Capital Partners, LLC are separate affiliated entities. Securities and Investment Banking Services are offered through TAG Capital Partners, LLC. TAG Capital Partners, LLC is not a chartered bank or trust company, or depository institution. It is not authorized to accept deposits or trust accounts and is not licensed or regulated by any state or federal banking authority. Alternative investments are speculative, involve a high degree of risk and are not suitable for all investors. Complete loss of principal is possible. Private placements are unregistered securities, considered illiquid and long-term investments. Distributions are not guaranteed.
TAG Financial Institutions Group revenue & valuation
| Annual revenue | $1,796,655 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Investment, Funds and Trusts industry and current estimated revenues | $5,800,000 |
| Total funding | No funding |
Employees by Management Level
Total employees: 21-50
Seniority
Employees
Employees by Department
TAG Financial Institutions Group has 12 employees across 5 departments.
Departments
Number of employees
Funding Data
TAG Financial Institutions Group has never raised funding before.
TAG Financial Institutions Group Tech Stack
Discover the technologies and tools that power TAG Financial Institutions Group's digital infrastructure, from frameworks to analytics platforms.
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Frequently asked questions
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