(1) Research and Development (R&D)

Research and development on the replacement (and/or augmentation) of human investment research analysts, asset managers and traders by (with) AI agents.  

(2) Forming Alliances (inviting prominent organizations/people to join the AGI movement on Wall Street)

Institutions of interest to Intelligenxe for performing, sponsoring and benefiting from the above (R&D): 

INVESTMENT BANKS

COMMERCIAL BANKS

MUTUAL FUNDS

HEDGE FUNDS

PENSION FUNDS

PRIVATE EQUITY FIRMS

VENTURE CAPITAL FIRMS

FAMILY OFFICES

ACCOUNTING FIRMS

FINANCIAL REGULATORS

FEDERAL RESERVE

EXCHANGES

FINANCIAL NEWS/MEDIA COMPANIES

FINANCE INTERNSHIPS (for resplacing Interns with AI agents)

UNIVERSITIES

AI/LLM COMPANIES

AI/TECH COMPANIES

AI/INNOVATION COMPANIES

AI/FINTECH COMPANIES


INVESTMENT BANKS

Largest Full-Service Investment Banks
 JPMorgan Chase
Goldman Sachs
Bank of America Merrill Lynch
Morgan Stanley
Citigroup
Deutsche Bank
Credit Suisse
Barclays Capital
UBS
Wells Fargo
RBC Capital Markets
HSBC
Jefferies Group
BNP Paribas
Nomura Holdings
Mizuho
Lazard
Sumitomo Mitsui
Mitsubishi UFJ
Société Générale

Independent Investment Banks
Allen & Company
BBY Ltd
Blackstone Group
Brown Brothers Harriman
Brown, Shipley & Co.
BTG Pactual
Cain Brothers
Cantor Fitzgerald
Canaccord Financial Inc
Capstone Partners
Centerview Partners
China International Capital Corporation
CITIC Securities
Close Brothers Group
CLSA
Cowen Group
C.W. Downer & Co.
Daewoo Securities
Defoe Fournier & Cie.
Duff & Phelps
Europa Partners
Evercore Partners
FBR Capital Markets
Financo
Foros Group
Gleacher & Co.
Greenhill & Co.
Guggenheim Partners
Guosen Securities
Houlihan Lokey
Imperial Capital
Investec
Investment Technology Group
Janney Montgomery Scott
Keefe, Bruyette & Woods
Ladenburg Thalmann
Lincoln International
M.M.Warburg & CO
Marathon Capital
Mediobanca
Miller Buckfire & Co.
Moelis & Company
Morgan Keegan & Company
N M Rothschild & Sons
Needham and Company
Newedge
Oppenheimer & Co.
Panmure Gordon
Park Lane
Perella Weinberg Partners
Peter J. Solomon Company
Piper Jaffray
Pottinger (Australia)
Raymond James
Robert W. Baird & Company
Sagent Advisors
Sandler O’Neill + Partners
Sanford Bernstein
Stephens Inc.
Stone Key Partners
Thomas Weisel Partners
Vermilion Partners
Wedbush Securities
William Blair & Company
WR Hambrecht + Co

COMMERCIAL BANKS
JPMorgan Chase & Co.
Bank of America Corp.
Citigroup Inc.
Wells Fargo & Co.
U.S. Bancorp
Bank of New York Mellon Corp.
PNC Financial Services Group Inc.
Capital One Financial Corp.
HSBC North American Holdings Inc.
TD Bank U.S. Holding Co.

MUTUAL FUNDS
The Vanguard Group
Fidelity Investments
American Funds (Capital Group)
JPMorgan Chase
T. Rowe Price
BlackRock
Franklin Templeton Investments
PIMCO
Dimensional Fund Advisors

HEDGE FUNDS
(Hedge Fund – Key Principal)
Bridgewater Associates – Ray Dalio, Bob Prince
AQR Capital Management – Cliff Asness
Millennium Management – Israel Englander
Citadel Advisors – Ken Griffin
Harris Associates – Victor Morgenstern
Bluecrest Capital Management (closed)- Michael Platt
Berkshire Hathaway – Warren Buffet
First Eagle Investment Management – John Arnhold
Pine River Capital Management – Brian Taylor
D-E Shaw & Company – DE Shaw
Black River Asset Management – Gary Jarrett
Kohlberg Kravis Roberts & Company – George Roberts
Renaissance Technologies – James Simons
OZ Management – Daniel Och
Marathon Asset Management – Bruce Richards, Louis Hanover
Moore Capital Management – Louis Bacon
Adage Capital Partners GP – Phil Gross, Robert Atchinson
Viking Global Investors – Andreas Halvorsen, David Ott
Discovery Capital Management – Rob Citron
Royce & Associates – Chuck Royce
Southeastern Asset Management – Mason Hawkins
Lone Pine Capital – Stephen Mandel
Two Sigma Investments – John Overdeck, David Siegel
Highbridge Capital Management – Glenn Russell Dubin
Icahn Carl – Carl Icahn
Paulson & Co – John Paulson
Yacktman Asset Management – Donald Yacktman
Lansdowne Partners UK – Paul Ruddock, Steve Heinz
Angelo Gordon & Company – John M. Angelo, Michael L. Gordon
Element Capital Management – Jeffrey Talpins
Baupost Group –  Seth Klarman
Institutional Capital – Jerrold Keith Senser
Mariner Investment Group – William Michaelcheck
Soros Fund Management – George Soros
First Pacific Advisors – Robert Rodriguez, Steven Romick
Bluemountain Capital Management – Andrew Feldstein, Stephen Siderow
Partners – Noam Gottesman
Davidson Kempner Capital Management – Thomas Kempner, Marvin Davidson
Pzena Investment Management – Richard Pzena
Eagle Capital Management – Boykin Curry
Appaloosa Management – David Tepper
Magellan Asset Management – Hamish Douglass
Farallon Capital Management – Thomas Steyer
Highfields Capital Management – Jonathon Jacobson
Platinum Investment Management – Kerr Neilson
Goldentree Asset Management – Steven Tananbaum
Tudor Investment Corp – Paul Tudor Jones
Tiger Global Management – Chase Coleman, Feroz Dewan
King Street Capital Management – Brian Higgins, Francis Biondi
Centerbridge Partners – Jeffrey Aronson, Mark Gallogly

PENSION FUNDS
California Public Employees’ Retirement System (CalPERS)
California State Teachers’ Retirement System (CalSTRS)
Civil Service Retirement System
Fire and Police Pension Association of Colorado (FPPA)
Illinois Municipal Retirement Fund
Kansas City Public School Retirement System (KCPSRS)
Kansas Public Employees Retirement System (KPERS)
Minnesota Public Employees’ Retirement Association (MNPERA)
Minnesota Teachers’ Retirement Association (MNTRA)
New York State Teachers’ Retirement System (NYSTRS)
Railroad Retirement Board
Retirement Systems of Alabama (RSA)
Social Security Trust Fund
Teacher Retirement System of Texas (TRS of Texas)
Thrift Savings Plan (TSP)

PRIVATE EQUITY FIRMS
TPG Capital
Goldman Sachs Capital Partners
The Carlyle Group
Kohlberg Kravis Roberts
The Blackstone Group
Apollo Management
Bain Capital
CVC Capital Partners
First Reserve Corporation
Hellman & Friedman
Apax Partners
General Atlantic
Warburg Pincus
Cerberus Capital Management
Advent International
Permira
Oaktree Capital Management
Terra Firma Capital Partners
Providence Equity Partners
Clayton, Dubilier & Rice

VENTURE CAPITAL FIRMS

U.S.
Kleiner Perkins Caufield & Byers
New Enterprise Associates
Andreessen Horowitz
First Round Capital
Google Ventures
Khosla Ventures
Atlas Venture
Sequoia Capital
True Ventures
SV Angel
Intel Capital Corporation
Canaan Partners
Bessemer Venture Partners
General Catalyst Partners
Accel Partners & Co
Ben Franklin Technology Partners of Southeastern PA
DreamIt Ventures
Draper Fisher Jurvetson
Foundation Capital
Innovation Works
Polaris Partners
500 Startups
Lerer Ventures
Advanced Technology Ventures
Redpoint Ventures

Canada
ARC Financial
Argo Global Capital
Axia Capital Corp
BCE Capital
Bus Dev Bank of Canada   
BMO Equity Partners
Brightspark
Borealis              
CAI Capital Management Co.    
CCFL Mezzanine Partners
Canadian Medical Discoveries Fund
CastleHill Ventures
Celtic House Venture Partners
Covington Funds
Crocus Investment Fund
Dancap Private Equity Inc.
EdgeStone Capital Venture Partners
ENSIS Growth Fund
Envoy Capital Management
FCC Ventures
GTI Capital
Golden Opportunities Fund Inc.
Greenstone Venture Partners
GrowthWorks Capital Ltd.
HDL Capital Corporation
J.L. Albright Venture Partners
Jefferson Partners
MM Venture Partners
McLean Watson Capital Inc.
Mercator Investments Limited
Mosaic Venture Partners
OPG Ventures Inc.
Primaxis Technology Ventures Inc.
Smart Seed Fund
SpringBank TechVentures Funds            
Tamarack Group Ltd.
Tech Capital Partners Inc.
Telus Ventures
Vancity Capital Corporation
VenGrowth Capital Partners Inc.            
Venture Coaches
Ventures West Management Inc.
Yaletown Venture Partners

FAMILY OFFICES
1888 Management – David & Charles Koch 
AME Cloud Ventures – Jerry Yang 
Cascade Investments – Bill Gates 
Hillspire – Eric Schmidt  
Soros Fund Management – George Soros  
Willett Advisors – Michael R. Bloomberg  
Equity Group Investments – Sam Zell  
Bayshore Global Management – Sergey Brin  
Duquesne Family Office – Stanley Druckenmiller  
Chan Zuckerberg Initiative – Priscilla Chan & Mark Zuckerberg
Cohen Private Ventures – Steven Cohen  
Mousse Partners – Wertheimer Family 
Pritzker Group, Tao Capital Partners, Blue Haven Initiative – Pritzker Family  
Madrone Capital Partners, Zoma Capital, Walton Enterprises – The Walton Family  
Rosewood Management Corp., Palette Investment Company – The Hunt Family  
Ziff Brothers Investments, Ziff Capital Partners – The Ziff Family 

ACCOUNTING FIRMS
Deloitte
PwC
Ernst & Young
KPMG
Grant Thornton
BDO
RSM Tenon
Smith & Williamson
Baker Tilly
Moore Stephens

FINANCIAL REGULATORS
Federal Reserve Board (FRB – the “Fed” whose actions are determined by the FOMC)
Federal Deposit Insurance Corporation (FDIC)
Office of the Comptroller of the Currency (OCC)
Office of Thrift Supervision (OTS – dissolved in 2011)
Commodity Futures Trading Commission (CFTC)
Financial Industry Regulatory Authority (FINRA, which derived from NASD)
State Bank Regulators (works in conjunction with the Fed and the FDIC)
State Insurance Regulators
State Securities Regulators (augment FINRA and SEC regulations)
Securities and Exchange Commission (acts independently of the US government, its regulatory coverage includes exchanges)

FEDERAL RESERVE

Members of the Board of Governors
Source:  Board of Governors of the Fed – Federal Reserve Banks

Federal Open Market Committee (FOMC chair + Board of Governors members + Reserve Bank Presidents)

Federal Reserve Banks – Presidents
Source:  Board of Governors of the Fed – Federal Reserve Banks
Boston
New York
Philadelphia
Cleveland
Richmond
Atlanta
Chicago
St. Louis
Minneapolis
Kansas City
Dallas
San Francisco

Federal Advisory Council
Source:  Board of Governors of the Fed – Federal Advisory Council

EXCHANGES
NYSE MKT LLC (formerly NYSE AMEX and the American Stock Exchange)
Bats BZX Exchange, Inc. (formerly BATS Exchange, Inc.)
Bats BYX Exchange, Inc. (formerly BATS Y-Exchange, Inc.)
BOX Options Exchange LLC
NASDAQ BX, Inc. (formerly NASDAQ OMX BX, Inc.; Boston Stock Exchange)
C2 Options Exchange, Incorporated
Chicago Board Options Exchange, Incorporated
Chicago Stock Exchange, Inc.
Bats EDGA Exchange, Inc. (formerly EDGA Exchange, Inc.)
Bats EDGX Exchange, Inc. (formerly EDGX Exchange, Inc.)
International Securities Exchange, LLC
ISE Gemini
ISE Mercury
Miami International Securities Exchange
The Nasdaq Stock Market LLC
National Stock Exchange, Inc.
New York Stock Exchange LLC
NYSE Arca, Inc.
NASDAQ PHLX LLC (formerly NASDAQ OMX PHLX, LLC; Philadelphia Stock Exchange)
Board of Trade of the City of Chicago, Inc.
CBOE Futures Exchange, LLC
Chicago Mercantile Exchange
One Chicago, LLC
The Island Futures Exchange, LLC (formerly registered)
NQLX LLC (formerly registered)

FINANCIAL NEWS/MEDIA COMPANIES

Top Financial News Sites
>news sites
MarketWatch News Viewer
Bloomberg Portal
Reuters
Forbes 
The Wall Street Journal
The Financial Times
CNBC
>news aggregating sites
Google Finance
Yahoo Finance
Seeking Alpha
>sites having dedicated finance news sections
CNN Money, USA Today, US News, etc.

Business Newspapers with top circulation
Nihon Keizai Shimbun, Japan
Financial Times, United Kingdom
The Wall Street Journal, United States
The Economic Times, India
Il Sole 24 Ore, Italy
Mint, India
Business Standard, India
Handelsblatt, Germany
The Australian Financial Review, Australia

FINANCE INTERNSHIPS

Top Investment Bank Internships
Houlihan Lokey Internship
Evercore Advisory Summer Analyst and Summer Associate Program
Centerview Partners Summer Analyst — NYC
Perella Weinberg Partners Advisory Summer Internship Program
William Blair Investment Banking Summer Analyst Internship
RBC Capital Markets Summer Analyst/Associate Program
UBS Summer Internship Program
Goldman Sachs Global Summer Internship
J.P. Morgan Corporate, Asset Management and Corporate & Investment Bank Programs
Nomura Investment Banking Summer Internship Program

Top Banking and Finance Internships
Evercore Partners
Northwestern Mutual
Houlihan Lokey
PwC
Capital One
Deloitte
KPMG
Perella Weinberg Partners
Liberty Mutual
PNC Bank

Top financial internships
AT&T Financial and Leadership Development Program
Blackstone Group
Credit Suisse
Deutsche Bank
Goldman Sachs
J.P. Morgan’s Investment Bank
Lazard
Morgan Stanley
Northwestern Mutual Financial Network
UBS Investment Bank

UNIVERSITIES

Top (Graduate) Business Schools
Harvard University
Stanford University
University of Chicago (Booth)
University of Pennsylvania (Wharton)
Massachusetts Institute of Technology (Sloan)
Northwestern University (Kellogg)
University of California—Berkeley (Haas)
Dartmouth College (Tuck)
Yale University
Columbia University
University of Virginia (Darden)
Duke University (Fuqua)
University of Michigan—Ann Arbor (Ross)
Cornell University (Johnson)
University of California—Los Angeles (Anderson)
University of North Carolina—Chapel Hill (Kenan-Flagler)
University of Texas—Austin (McCombs)
Carnegie Mellon University (Tepper)
Emory University (Goizueta)
New York University (Stern)
Washington University in St. Louis (Olin)
Georgetown University (McDonough)
Indiana University (Kelley)
Vanderbilt University (Owen)
Rice University (Jones)

Top Undergraduate Business Schools
Villanova
Notre Dame (Mendoza)
Boston College (Carroll)
Indiana (Kelley)
UVA (McIntire)          
Texas at Austin (McCombs)
North Carolina(Kenan-Flagler)           
Michigan – Ann Arbor (Ross)
NYU (Stern)
Bentley        
Cornell (Dyson)        
William & Mary (Mason)
Wake Forest
Ohio State (Fisher)
Emory (Goizueta)
Pennsylvania (Wharton)      
Georgetown (McDonough)
Brigham Young (Marriott)
Penn State (Smeal)
Michigan State (Broad)

Top Business Schools in Canada
Queen’s School of Business
Schulich School of Business – York University
Rotman School of Management – University of Toronto
Richard Ivey School of Business – University of Western Ontario
HEC Montreal
Haskayne School of Business – University of Calgary
Desautels Faculty of Management – McGill University
Telfer School of Management – University of Ottawa
Sauder School of Business – University of British Columbia
Laurier School of Business & Economics

AI/LLM COMPANIES

Open AI
Google
Meta
Anthropic
Microsoft
Cohere
Vectara
WhyLabs
Databricks
MosaicML

AI/TECH COMPANIES

Nvidia Corp
Microsoft Corp
Meta Platforms Inc
Astera Labs Inc
Broadcom Inc
Oracle Corp
Taiwan Semiconductor Manufacturing
Amazon Com Inc
Reddit Inc
Cadence Design Systems Inc
Servicenow Inc
Tesla Inc
Coherent Corp
Snowflake Inc
Alphabet Inc
SAP ADR
Vertiv Holdings
Datadog Inc
Mongodb Inc
Asia Vital Components Ltd
Hitachi Ltd
Pure Storage Inc
Cloudflare Inc
Samsara Inc
Blk Csh Fnd Treasury Sl Agency
Cyber Ark Software Ltd
Arista Networks Inc
Thomson Reuters Corp
Constellation Energy Corp
Micron Technology Inc
Arm Holdings ADR
Atlassian Corp
Applovin Corp
Asml Holding ADR

AI/INNOVATION COMPANIES

Tesla Inc
Coinbase Global Inc
Roku Inc
Roblox Corp
Palantir Technologies Inc
Robinhood Markets Inc
Crispr Therapeutics Ag
Block Inc
Shopify Inc
Uipath Inc
Meta Platforms Inc
Draftkings Inc
Pagerduty Inc
Twist Bioscience Corp
Tempus Ai Inc
Trade Desk Inc
Intellia Therapeutics Inc
Beam Therapeutics Inc
Recursion Pharmaceuticals
Veracyte Inc
10x Genomics Inc
Amazon.Com Inc
Archer Aviation Inc
Teradyne Inc
Sofi Technologies Inc
Natera Inc
Pinterest Inc
Advanced Micro Devices
Illumina Inc
Pacific Biosciences of Calif
Cerus Corp
Prime Medicine Inc
Unity Software Inc

AI/FINTECH COMPANIES

Coinbase Global Inc
Shopify Inc
Block Inc
Ark Bitcoin Etf Holdco (Arkf)
Toast Inc
Sofi Technologies Inc
Robinhood Markets Inc
Draftkings Inc
Palantir Technologies Inc
Mercadolibre Inc
Roblox Corp
Roku Inc
Adyen Nv
Meta Platforms Inc
Uipath Inc
Pinterest Inc
Global-E Online Ltd
Sea Ltd ADR
Reddit Inc
Discovery Ltd
Spotify Technology Sa
Nu Holdings Ltd/Cayman Isl
Bill Holdings Inc
Intuit Inc
Paypal Holdings Inc
Crowdstrike Holdings Inc
Nvidia Corp
Ly Corp
Jsc Kaspi.Kz ADR
Avidxchange Holdings Inc
Zillow Group Inc
Intercontinental Exchange Inc
3iq Ether Staking ETF
Ibotta Inc
Amazon.Com Inc


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