TABB Group
TABB Group is a private financial markets research and advisory firm operating the TabbFORUM platform, delivering research, thought leadership, and in-person forums on capital markets structure, trading, digital assets, and index-linked solutions for senior industry decision-makers.
- Company typePrivate
- Founded2003
- HeadquartersNew York, United States
- Headcount11–50
- GTM typeB2B
- OfferingServices
What TABB Group does
TABB Group, LLC is a privately held financial markets research and strategic advisory firm founded in 2003 by industry pioneer Larry Tabb and currently led by CEO Bruce Morris. The company operates exclusively within capital markets, serving senior business leaders at buy-side firms, sell-side firms, ATS operators, exchanges, and fintech solution providers. Its flagship offering is TabbFORUM, an online information and community platform that publishes industry thought leadership, research, white papers, news, videos, and an event calendar spanning equities, fixed income, derivatives, digital assets, and index-linked solutions. TABB is headquartered in Norwalk, Connecticut, and operates as an LLC with no disclosed parent company or institutional investment.
The product portfolio centers on TabbFORUM as the digital content hub, supplemented by three annual in-person forums: the Women in Digital Assets Forum, the ATSs and Off-Exchange Trading Symposium, and the Index Linked Solutions Forum. The company also produces TABB TV's 'Market Structure Wave' video interview series with industry executives, subscription research reports on topics such as IBOR replacement and AI-driven sell-side equity algorithms, and daily and weekly newsletters. The underlying technology stack is a content management and video hosting platform rather than a proprietary trading or analytics system, and no AI/ML products, APIs, or developer integrations are disclosed.
Revenue is generated through four streams: event sponsorships, event registration fees, subscription research reports, and commercial content marketing and lead generation programs. The go-to-market combines event-driven community engagement with sales-led enterprise outreach, with business inquiries handled directly by the CEO and event registrations processed via Eventbrite. Pricing is not publicly disclosed; content marketing programs are quote-based. TABB operates with a stated 11-50 employee headcount, though only four core team members are visible publicly (CEO Bruce Morris, Editorial Directors Phil Albinus and Michael Scotti, and Creative Director Rachel Jenkins), indicating a lean, content- and event-driven operating model.
TABB Group firmographics
Firmographics- Name
- TABB Group
- Legal name
- TABB Group, LLC.
- Website
- https://tabbgroup.com
- Company type
- Private
- Founded year
- 2003
- Operating status
- Operating
- Headcount range
- 11–50 employees
- Short description
- TABB Group is a private financial markets research and advisory firm operating the TabbFORUM platform, delivering research, thought leadership, and in-person forums on capital markets structure, trading, digital assets, and index-linked solutions for senior industry decision-makers.
- Ownership category
- akta.pro rank
TABB Group industry classification
Industry- Product category
- Capital Markets Research & Advisory
- NAICS
- Management Consulting Services (54161), Other Management Consulting Services (541618), Marketing Research and Public Opinion Polling (541910)
- SIC
- Services-Management Consulting Services (8742)
- akta.pro primary industry
- Survey, Panel & Fieldwork Services (BPAHALAJ)
Keywords
Where TABB Group is headquartered
LocationHeadquarters
- HQ city
- New York
- HQ country
- United States
- HQ region
- North America
Offices1 record
Markets served
TABB Group business model
Business model- GTM type
- B2B
- Offering type
- Services
- Cost components
- Personnel, Operations, Marketing or Sales, Technology or R&D, Others
Revenue model
- Event Sponsorships: Companies sponsor TABB Group events including the Women in Digital Assets Forum, ATS Symposium, and Index Linked Solutions Forum. Sponsors gain platform to showcase expertise, influence market structure discussions, and connect with senior decision-makers.
- Research and Reports: TABB Group publishes research reports available through research.tabbgroup.com, including special reports on market-defining topics. Reports cover areas like structured approaches to IBOR replacement and AI sell-side equity algorithms.
- Content Marketing and Lead Generation: TABB Group offers content marketing, lead generation, and brand awareness programs to help firms advance their goals. These are commercial programs targeting financial services companies.
- Event Registration: TABB Group charges registration fees for events such as the Women in Digital Assets Forum 2026 (June 3, NYC) and ATSs and Off-Exchange Trading Symposium 2026 (April 27, NYC).
Go-to-market motion3 records
Distribution channels4 records
Marketing channels7 records
TABB Group product offering
Product offeringCore offering
TABB Group is a capital markets research and strategic advisory firm that delivers industry intelligence and networking services through its TabbFORUM online community platform, paid research reports, daily and weekly newsletters, the TABB TV video series, and three annual in-person forums (Women in Digital Assets Forum, ATSs and Off-Exchange Trading Symposium, Index Linked Solutions Forum). Its offerings target senior decision-makers at buy-side, sell-side, exchange, ATS, and fintech firms with research, events, and content marketing/lead generation programs.
Product overview
TABB Group operates as a unified information platform for capital markets, centered around TabbFORUM as its core product. TabbFORUM is a premier online information and community platform delivering industry thought leadership, research, white papers, news, videos, and press releases. The company complements its digital content with live events including the Women in Digital Assets Forum, the ATSs and Off-Exchange Trading Symposium, and the Index Linked Solutions Forum. Additional offerings include TABB TV (The Wave video series), daily and weekly newsletters, and special market-defining reports.
Differentiator
Problem solved
Functional benefit
Products and services
- TabbFORUM The capital markets' premier online information and community platform featuring industry thought leadership, research, white papers, news, videos, press releases, and an extensive calendar of events across equities, fixed income, derivatives, digital assets, and index linked solutions, serving senior professionals across buy-side, sell-side, ATSs, exchanges, and fintechs.
- TABB TV "Market Structure Wave" Video Series Video interview series ("The Wave") featuring market structure discussions with senior capital markets leaders, covering topics such as tokenization, retail and institutional trading, ATS platforms, and market integrity, published on TabbFORUM.
- Women in Digital Assets Forum (WIDAF) Annual forum focused on women's leadership in digital assets, tokenization, stablecoins, AI-augmented portfolio management, and the future of finance, bringing together senior practitioners from across the capital markets ecosystem.
- ATSs and Off-Exchange Trading Symposium Annual half-day symposium examining ATS innovations, regulatory developments, and the impact of new regulations on the alternative trading system landscape, hosted at the Metropolitan Club in New York City.
- Index Linked Solutions Forum Annual conference on structured notes, buffered ETFs, RILAs, and FIAs, connecting professionals in index design, product development, wealth management, asset management, and risk management.
- TABB Research Reports and Special Reports Paid research reports and special reports on market-defining topics (e.g., IBOR replacement, AI sell-side equity algorithms, outsourced trading, market structure), available through research.tabbgroup.com alongside trusted daily and weekly newsletters.
Quantifiable outcome
- Over two decades of operation in capital markets intelligence
Companies that use TABB Group
Customer profileSegments3 records
Ideal customer profiles2 records
TABB Group technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
TABB Group partnerships and signals
Strategic signalPartnerships
One partnership is on record.
- Grant Thorntonevent sponsorGrant Thornton is listed as a sponsor for the Women in Digital Assets Forum 2026, indicating a marketing partnership for this specific event.
Scale indicators3 records
Recent moves6 records
Expansion highlights6 records
TABB Group competitors and assessment
Company assessmentMarket position
Competitive moat4 records
Key highlights7 records
Customer concentration
TABB Group social profiles
Digital presenceTABB Group financial estimates
Financial estimateRevenue estimate
Valuation estimate
TABB Group leadership team
Management profileNumber of profiles
Profiles3 records
TABB Group funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
TABB Group M&A and investment
M&A and investmentM&A1 record
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about TABB Group
What does TABB Group do?
TABB Group is a capital markets research and strategic advisory firm that delivers industry intelligence and networking services through its TabbFORUM online community platform, paid research reports, daily and weekly newsletters, the TABB TV video series, and three annual in-person forums (Women in Digital Assets Forum, ATSs and Off-Exchange Trading Symposium, Index Linked Solutions Forum). Its offerings target senior decision-makers at buy-side, sell-side, exchange, ATS, and fintech firms with research, events, and content marketing/lead generation programs.
Is TABB Group a public or private company?
TABB Group is a private company. It is classified as founder individual operated bootstrapped and is currently operating.
When was TABB Group founded?
TABB Group was founded in 2003. It employs 11 to 50 people.
Where is TABB Group based?
TABB Group is headquartered in New York, United States, in the North America region.
How does TABB Group make money?
Four revenue lines are on record. Event Sponsorships are the primary driver. The others are research and Reports, content Marketing and Lead Generation and event Registration.
Does TABB Group have an API?
No public API is recorded for TABB Group.
What industry is TABB Group in?
TABB Group's product category is Capital Markets Research & Advisory. Its primary akta.pro industry code is BPAHALAJ, Survey, Panel & Fieldwork Services. Its NAICS code is 54161 and its SIC code is 8742.