Mischler Financial Group
Overview
Established in 1994, Mischler Financial Group is the oldest and largest diversity-certified broker-dealer owned and operated by service-disabled veterans. The firm specializes in a wide range of financial services, including debt and equity capital markets, trading, and portfolio analytics, with a commitment to leaving no client behind. With over 2,700 primary capital market transactions and a strong focus on diversity and inclusion, Mischler Financial Group is recognized for its innovative, tech-enabled trade execution platform. The firm aims to preserve and protect the interests of its clients while upholding its mission of corporate responsibility and community engagement. As a certified Service-Disabled Veterans Business Enterprise (SDVBE), Mischler Financial Group is dedicated to providing exceptional service within the capital markets sector. The firm's mission is to preserve and protect the interests of its clients, ensuring that no client is left behind. The company is recognized for its innovative fintech-enabled Trade Execution Platform, designed to enhance client experiences in the dynamic financial marketplace. Guided by a mission to preserve and protect the interests of those they serve, the firm is widely recognized for its diversity and economic inclusion initiatives in the financial sector.
Investment Focus
- Service-Disabled Veteran-Owned Small Business (SDVOSB)
- Minority Business Enterprise (MBE)
- Diversity and Inclusion Initiatives
- Community Engagement
- Corporate Responsibility
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Unlock full contacts →Frequently asked questions about Mischler Financial Group
What sectors does Mischler Financial Group invest in?
Mischler Financial Group invests in Financial Services, Asset Management, Capital Markets, Public Finance and Securities Underwriting, and is based in Newport Beach, California, United States. Mischler Financial Group is listed as a other in the ConnectSafely investor database.
What stage does Mischler Financial Group invest at?
Mischler Financial Group backs companies at Growth, Late Stage, Pre-IPO, Buyout, Turnaround and Distressed.
Which regions does Mischler Financial Group invest in?
Mischler Financial Group invests across United States.
Who are the partners at Mischler Financial Group?
Team members listed for Mischler Financial Group include Tim Casey (Vice President) and Steve Neri (Sr. Vice President).
How do I contact Mischler Financial Group?
Mischler Financial Group's contact details — including phone and LinkedIn — are listed in the ConnectSafely investor database, along with its website and the LinkedIn profiles of its partners.
Last updated · Source: ConnectSafely investor database