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New York Firm Workspaces

Build your New York firm team on FinTechful

Brokerages, offices, agencies, and teams can manage professional listings together. A manager does not need an individual listing to use a Firm Workspace.

A shared home for your New York firm

Keep the firm profile and its professional memberships together while each professional retains a path to manage their own profile.

How it works

Start with the firm, then grow the roster.

  1. 1Create a FinTechful account
  2. 2Submit the firm for verification
  3. 3Add professionals after approval
  4. 4Each professional can later claim and manage their own profile

Firm Workspace is designed for managers who coordinate a professional group. You can use it without creating or owning an individual FinTechful listing.

Learn more in Firm Workspace