Soleil Securities provides institutional investors with value-added equities research produced by a growing network of independent analysts and boutiques. We provide trading services through which asset managers direct brokerage business as payment for the research. We share the commissions with our research partners.

By focusing solely on institutional research, without ties to proprietary trading, our experienced research sales professionals and sales traders are able to distribute neutral, conflict-free ideas and insights from a variety of accomplished analysts. We also provide our clients with anonymous and timely execution services through our seasoned sales trading team.

In addition to marketing and distributing their ideas to a broad body of clients, we furnish our research providers with a complete set of partner services, including editing, compliance and publishing support.

Our outsourced approach to research distribution provides substantial benefits to:

Research providers
Investment decision makers
Trading desks

We currently employ approximately 80 individuals, including 40 sales and trading professionals with substantial experience marketing and distributing equity research to major asset managers. We represent 25 analysts who average 16 years of experience and currently publish research on over 300 stocks.

Soleil has received venture capital from its management, Bain Capital, Bessemer Venture Partners as well as several strategic partners in the financial services industry.