Financial Intellect

The Intersection of Data and Science ℠

Our mission, very simply, is to leverage financial data in innovative, valuable ways that achieve breakthrough results for our clients.

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About You

Our team and company were built on a foundational philosophy and common passion for assisting clients in achieving ambitious business-acceleration goals. That focus on intelligent data construction delivers the information you need based on your view of the world and your needs:

Financial product sponsors use Financial Intellect tools, including business intelligence programs, to identify advisors searching for the best investment solutions for their clients.
Service and technology providers use Financial Intellect data analytics to discover potential partners requiring assistance to grow their businesses.
Marketers and strategists rely on Financial Intellect to perform broad market segmentation for research, distribution, and analysis.

Financial Intellect helps me find qualified leads and gives me the edge I need to close sales.

Head of Marketing $6 Billion AuM Hedge Fund

Our Experience

Bankers Trust Bear Stearns Wells Fargo Merrill Lynch
JP Morgan Jefferies Credit Suisse
RIA Firms
Futures Firms
Broker Dealers


Financial Intellect Database

Leverage the “go-to” research database for investment professionals and service providers. Gain an invaluable competitive edge by providing unique data unavailable anywhere else. Seamless integration with your existing CRM or Salesforce.com. Learn more

Counterparty Integration

Automate connections to custodians, prime brokers and trading floors. We work with Pershing, Morgan Stanley, Fidelity, Schwab, UBS, Merrill Lynch, Jefferies and many others. Learn more

Realtime Integration

Connect your internal systems to 3rd-party providers such as Advent, Salesforce.com, ITG, Bloomberg, Fidessa and more, eliminating dual-entry and allowing for better workflows. Learn more

Regulatory Compliance

Integrate control room, employee trade supervision, political contributions and automated FINRA and SEC filings all in an easy to use system for both employees and supervisors. Learn more

Audit and Litigation Support

Get support if you need to prepare for litigation or an audit. In-depth insightful historical data in an easy to use format while being aware and up-to-date on the legal and business concerns of the financial industry. Learn more

Data Analytics

Unlock insights and trends from your data that might otherwise be overlooked. Identify and eliminate hidden costs and discover which client profile is the best fit for your firm. Learn more

War is ninety percent information. Napoleon Bonaparte

Our Team

Josh Jennings

Josh Jennings


Josh has over 20 years of experience working with database technologies in a variety of capacities including analytics, visualization, performance and data conversions. He has previously held roles at Donaldson, Lufkin & Jenrette, Credit Suisse, Actimize and Jefferies.

Mark Guinness

Mark Guinness


Mark has worked in the technology field for over 20 years covering a variety of startup firms and financial institutions including Merrill Lynch, JP Morgan and Jefferies. He has worked on many projects involving big data and presentation utilizing web applications.

The goal is to turn data into information, and information into insight. Carly Fiorina

Contact Us

Contact us to get started.

We look forward to working with you. Please contact us with questions or to request a demo.

Financial Intellect LLC
244 Fifth Avenue, Suite J242
New York, NY 10001