Headquartered in New York City, Aegis Capital Corp. provides financial services for individuals, institutions, and corporations. The firm operates offices from New York to Florida, serving clients down the entire East Coast. Since its establishment in 1984, Aegis Capital Corp. has assisted in capital market transactions collectively worth more than $55 billion.
Aegis assists high-net-worth investors at varying stages of their lives and professional careers. The firm’s advisors help clients to build, manage, and eventually transfer their wealth, providing guidance on everything from retirement planning to philanthropic giving. Aegis helps clients take advantage of a wide range of investment vehicles, including mutual funds, bonds, and individual equities, and also offers a full range of insurance services through its independent subsidiary, Aegis General Insurance Agency.
The firm’s service platform for corporate and institutional clients spans investment banking, venture capital, debt market, and general advisory services. Aegis guides companies through IPOs, mergers and acquisitions, real estate financing, and additional corporate concerns, and advises businesses on both the buy and sell side of transactions.