Insights

Strategic Partnership Helix is a wholly-owned subsidiary of Cantor Fitzgerald & Co., positioning it as a gateway to high‑touch fixed income expertise and potential cross‑sell collaboration with Cantor’s client base and capital markets ecosystem.

Integrated Tech Retaining former traders on the development team and client‑driven upgrade requests indicate a strong alignment between product roadmap and market needs, suggesting opportunities for tailored software modules, integration services, and premium support engagements.

Mid‑Market Growth With 11–50 employees and revenue in the mid‑range, Helix targets specialized financial services clients; this presents potential for scalable SaaS or on‑premise deployments for asset management, securities lending, and banking communities seeking deeper automation.

Industry Footprint Existing footprint across dealer, asset management, securities lending, banking, and insurance creates multiple upsell avenues, including risk management, compliance tooling, and data analytics powered by AI capabilities.

Security & Compliance Current tech stack includes security‑oriented tools and enterprise platforms; positioning opportunities to offer enhanced security, regulatory reporting, and Know Your Customer / AML integrations to win more enterprise contracts.

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Helix Financial Systems Tech Stack

Helix Financial Systems uses 8 technology products and services including WordPress, Microsoft 365, OpenAI, and more. Explore Helix Financial Systems's tech stack below.

Helix Financial Systems's Email Address Formats

Helix Financial Systems uses at least 2 email formats:
Helix Financial Systems Email FormatsExamplePercentage
FLast@helixfs.comJDoe@helixfs.com
92%
First.Last@helixfs.comJohn.Doe@helixfs.com
8%

Frequently Asked Questions

What is Helix Financial Systems's phone number?

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You can contact Helix Financial Systems's main corporate office by phone at . For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Helix Financial Systems's official website and social media links?

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Helix Financial Systems's official website is helixfs.com and has social profiles on LinkedIn.

How much revenue does Helix Financial Systems generate?

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As of September 2026, Helix Financial Systems's annual revenue is estimated to be $25M - $50M.

What is Helix Financial Systems's NAICS code?

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Helix Financial Systems's NAICS code is 52 - Finance and Insurance.

How many employees does Helix Financial Systems have currently?

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As of September 2026, Helix Financial Systems has approximately 13 employees across 3 continents, including North America, Asia and Europe. Key team members include Senior Vice President Project Management And Client Services: A. S., Senior Vice President: L. P. and Manager: M. K. Explore Helix Financial Systems's employee directory with LeadIQ.

What industry does Helix Financial Systems belong to?

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Helix Financial Systems operates in the Financial Services industry.

What technology does Helix Financial Systems use?

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Helix Financial Systems's tech stack includes WordPress, Microsoft 365, OpenAI, Google Maps, Really Simple Discovery, Cisco, WP Engine and KnowBe4.

What is Helix Financial Systems's email format?

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Helix Financial Systems's email format typically follows the pattern of FLast@helixfs.com. Find more Helix Financial Systems email formats with LeadIQ.
Helix Financial Systems logo

Helix Financial Systems

Financial ServicesNew York, United States11-50 Employees

Helix Financial Systems is a financial software provider serving the dealer, asset management, securities lending, banking, and insurance communities. The company emphasizes close collaboration between its business users and developers, with client requests guiding upgrades and enhancements to its systems. As a wholly owned subsidiary of Cantor Fitzgerald & Co., Helix leverages access to experienced fixed income professionals to tailor tools for liquidity, risk, and operations within its market. Based in New York City, the firm positions itself in the financial services technology space, supporting a specialized set of financial institutions with flexible software solutions.

Section iconCompany Overview

Phone number
NAICS Code
52 - Finance and Insurance
Employees
11-50

Section iconFunding & Financials

  • $25M - $50M

    Helix Financial Systems's revenue is estimated to be in the range of $25M - $50M

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