NORTH AMERICAN  

Outreach To Investment Professionals

Your Brand. Your Message. Our Audience.

Work with us

What We Offer

Hybrid Financial is a financial technology company specializing in connecting issuers to Financial Advisors and Institutions. Using our proprietary technology and data-driven approach, Hybrid offers comprehensive coverage of both the U.S. and Canadian markets.  

 

Asset Management

Leverage Hybrid’s data, technology, and team to target the advisor networks of your choice – Wirehouses, Independent Broker Dealers (BD) and Registered Investment Advisors (RIA’s), IIROC, or MFDA.

Public Companies

Strategic outreach to North American Institutions & Financial Advisors to grow your following. Leverage data and technology to ensure that you reach the right investment professionals for your company.  

Hybrid Financial by the Numbers

Internal Database
K+
Brokers, Institutions,
Funds, and Family Offices
Public Companies
+
Represented
Asset Managers
+
represented

Last Year’s Performance

Contact Us
‏‏‎ Million ‏‏+
Live Calls
‏‏‎ ‎Million +
Emails Sent
‏‏‎ ‎Million +
Data Points Collected

Know Your Audience

Hybrid’s proprietary database is updated in real-time with information ranging from, but not limited to, call availability, marketing intelligence, historic buying patterns, and investment criteria. These metrics guide your Hybrid team in real-time by connecting them with the best contacts for your campaign.

Financial Advisors

US – 225000+ Wirehouse, BD’s, RIA’s         
Canada – 12500 IIROC 

Buy Side Institutions & Fund Managers 

30,000 across North America

Explore Job Opportunities With Us

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Leadership Team

Steve Marshall

CEO

Elliot Milian

Managing Partner

about us

Careers

Sales Professional

Hybrid Financial is seeking an Inside Sales Representative to join our rapidly growing sales team

Digital Marketing Specialist

We are seeking a Digital Marketing Coordinator to launch, support, and optimize our organization’s digital marketing programs.

Data Analyst

Do you believe the future of business is data driven? Are you equal parts curious and persistent, driving towards a result? If this sounds like you, we want to meet you.

More

Interested in learning more and receiving our corporate material? 

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