DFP Partners Email Format

Financial ServicesNew York, United States51-200 Employees

DFP Partners is a financial services firm based in New York, providing accounting and compliance support to broker-dealers, registered investment advisers, and other financial services entities. The company emphasizes helping clients manage regulatory burdens and focuses on allowing them to concentrate on core activities by handling compliance consulting, registration services, accounting and tax support, and outsourced principal roles such as FinOp, CCO, CFO, and POO. In addition, DFP Partners offers independent anti-money laundering testing, cybersecurity procedures and training, as well as branch inspection programs and membership application management. The firm positions itself as a knowledgeable ally with a long-standing commitment to serving clients’ best interests, supported by a team aimed at addressing the regulatory complexities faced by entrepreneurial financial services firms. Located in New York, the company describes itself as serving a client base that values practical, actionable compliance and financial operations support.

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