WallachBeth Capital Email Format
Financial ServicesNew Jersey, United States51-200 Employees
WallachBeth Capital operates in financial services, delivering institutional execution services and unconflicted guidance to clients. The firm emphasizes a structured approach to developing and implementing sophisticated trading strategies, combining deep product knowledge with extensive market insight and a consultative mindset. It conducts business on a fully disclosed, agency-only basis, prioritizing transparency and integrity in client interactions. Based in Jersey City, New Jersey, the firm serves institutional clients and operates with a midsize team. In 2017, WallachBeth Capital announced a partnership with Genesis Global Inc. to enhance their software development through microservices. In 2018, the firm named Dave Mortimer as Managing Director of the investment banking division to strengthen its corporate finance and advisory capabilities in the Financial Services and FinTech sectors.