Sources: A Resource Directory

Sources: A Resource Directory

The 2017 Guide to Products and Services for the Securities Industry

SIFMA Sources 2016 Compiled by SIFMA, Sources is an easy-to-use buyer's guide of products and services for the securities industry, with a collection of suppliers ready to meet your business needs.

SIFMA is the voice of the nation’s securities industry, representing hundreds of broker-dealers, banks and asset managers. We advocate for effective and efficient capital markets.

The directory listings in SIFMA’s Sources provide a brief description of each company's specialization, along with website, contact person, email, phone number, and other key information about the company. Also included is an informational section of upcoming SIFMA conferences as well as information on the SIFMA Newsletter Suite. 

Download the 2017 Edition of Sources

The 2017 edition of Sources: A Resource Directory is available for download. Click on the Sources image above for the PDF directory. 

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If you are a supplier and would like to participate in Sources 2018, please refer to the Sources Advertising Kit or contact us at

Our Partners

Premium Associate Members / Strategic Partners 

Strategic Partners

Premium Associate Members 

Premium Associate MemberS / Strategic Partners


Broadridge Financial Solutions, Inc.  

One Park Avenue
New York NY 10016

Broadridge is a leading full-service outsourcing provider to the global financial industry, capable of meeting the most demanding requirements for efficient, secure and scalable operational support. Our reach spans the world, and encompasses an extensive array of services - from account opening and securities transaction processing to correspondent clearing to document management and investor communications as well as full operational staff outsourcing. A steadfast source of processing support, we help financial services institutions and public companies increase productivity, streamline operations, enter new markets with new products more quickly, drive down back-office costs and better manage risk. Today's dynamic business environment calls for this kind of reliable and efficient multi-dimensional support. Our wealth of solutions and deep expertise let you focus on differentiating your firm in today's complex and competitive global marketplace.

Hearsay Social

185 Berry Street, Suite 3800
San Francisco, CA 94107

Hearsay Social provides the Predictive Omnichannel Suite for financial professionals across the world’s largest financial institutions, including seven of the top 10 global financial services companies and leading firms such as New York Life, Raymond James, Vanguard and Penn Mutual. Hearsay Social powers more than 130,000 financial relationship managers worldwide, allowing them to engage today’s social, mobile customer through Facebook, LinkedIn, Twitter, Google+, mobile-first websites, personalized email and text messages. Advisors receive unique client insights through multi-channel signals, and the Predictive Content Library makes it easy to share the right content at the right time. Built-in enterprise integration and governance powers compliance and supervision for global firms, seamlessly addressing industry regulations and enforcing policy.


The McGraw-Hill Companies 

(Corporate Headquarters)
1221 Ave. of the Americas
New York, NY 10020-1095
General Phone: (212) 904-2000
or (212) 512-2000

McGraw Hill Financial is a leader in credit ratings, benchmarks and analytics for the global capital and commodity markets. McGraw Hill Financial's businesses are:

  • Standard & Poor's Ratings Services helps investors and market participants manage risk through credit ratings, research and analytics.
  • Financial professionals turn to S&P Capital IQ for high-value content across all asset classes.
  • Investors use the S&P 500, Dow Jones Industrial Average and thousands of other indices produced by S&P Dow Jones Indices across asset classes to measure and monitor global markets.
  • Traders, risk managers, analysts and industry leaders use Platts' price assessments and insights to enable informed decision-making across energy, petrochemical, metals markets and agriculture markets.
  • Companies from more than a dozen industries turn to J.D. Power's quality and customer satisfaction research for actionable consumer insights to help produce better products and services.
  • The news, data and analytics of McGraw Hill Construction create opportunities for the construction industry to prioritize prospects, build relationships and strengthen their market position.

300 Madison Avenue
New York, NY 10017

With offices in 157 countries and more than 208,000 people, we are among the leading professional services networks in the world. We help organisations and individuals create the value they're looking for, by delivering quality in assurance, tax and advisory services.

Strategic PartnerS


Computershare and INVeSHARE

1290 Avenue of the Americas, 9th Floor
New York, NY 10104

Computershare and INVeSHARE deliver commercial and operational transparency to broker-dealers, powerful client information to advisors, and shareholder materials—in electronic and print format—to investors worldwide.

Computershare and INVeSHARE provide an innovative and formidable alternative to the market. Our offering marries the ground-breaking technology of INVeSHARE with the scale of operations, quality control, and expertise of Computershare. Broker-dealers gain a global partner that provides innovative tools, compliant solutions, a customer-centric approach, and an improved cost structure.

200 Seaport Boulevard ZP2
Boston, MA 02110

Fidelity Institutional offers clearing, custody, investment products, brokerage and trading services to a wide range of financial intermediary firms. Nearly 10,000 financial advisory firms rely on Fidelity Institutional's innovative technology and deep expertise to help more than 4 million investors make some of the most complex, important decisions of their lives. Fidelity Institutional's goal is to help clients thrive by supporting the growth of their businesses, enhancing their operational efficiency and delivering insights that help to drive confidence, clarity and results.

Premium Associate MemberS

Interactive Data

Interactive Data

Interactive Data is a trusted leader in financial information. Interactive Data delivers a comprehensive set of products and services designed to meet the needs of the front, middle and back offices at some of the largest and most well-known institutions around the world. These clients trust Interactive Data to help support their investment activities and operational workflow through a broad range of offerings, such as millions of independent evaluations of fixed income securities, a wide range of global reference data and listed markets pricing, ultra-low latency data and trading infrastructure services to facilitate electronic trading, sophisticated analytical tools for investment managers, customized web-based financial information systems, and desktop solutions, including our eSignal Suite of Products. 


Markit is a leading global provider of financial information services. We provide products that enhance transparency, reduce risk and improve operational efficiency. Our customers include banks, hedge funds, asset managers, central banks, regulators, auditors, fund administrators and insurance companies. Founded in 2003, we employ over 4,000 people in 11 countries. Markit shares are listed on Nasdaq under the symbol MRKT. For more information, please see


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