New York Society of Security Analysts
CFA Society New York is a nonprofit professional membership organization serving 10,000+ finance professionals in the New York metro area through networking events, CFA exam prep, content, mentorship, and sponsorship programming, affiliated with CFA Institute.
- Company typePrivate
- Founded1937
- HeadquartersNew York, United States
- Headcount11–50
- GTM typeB2C
- OfferingServices
What New York Society of Security Analysts does
CFA Society New York, formerly the New York Society of Security Analysts, is a private nonprofit professional membership organization founded in 1937 and headquartered at 1540 Broadway in Midtown Manhattan. It serves a network of 10,000+ finance professionals in the New York metropolitan area, including CFA charterholders, CFA candidates, portfolio managers, research analysts, traders, institutional asset managers, and finance students. The organization operates as an affiliated local society of the CFA Institute global network and is governed by its own Board of Directors.
The society's product surface is built around four pillars: (1) a Membership Program providing directory access, mentorship, and member-only privileges; (2) an Events and Programming layer spanning featured conferences, the Asset Owner Series, group meetings, and the 3rd Annual Outsourced CIO Event; (3) a Content Hub comprising the Compound Insights podcast, Video Hub, and The Graham Center research resource; and (4) Professional Development including CFA exam prep via Kaplan Schweser, financial modeling training via Wall Street Prep and the Financial Modeling Institute, mentorship matching, a job board, and event-space rental. Underlying technology is minimal — the platform is community-led, not technology-led, with event ticketing on Cvent and email delivery via informz.net.
The revenue model is diversified across four streams: annual membership dues (subscription), event registration fees with member/non-member/livestream pricing tiers, a Key Alliance Partner sponsorship program (Silver and Bronze tiers including DeepSky AI, MarketAxess, SSCA PLas Advisors, and ETF Global), and course-partnership referral economics with Kaplan Schweser, Wall Street Prep, Cognitir, and Financial Modeling Institute. Go-to-market is community-led, with member referrals, the CFA Institute member directory, and content marketing (newsletter, podcast, video) feeding the top of funnel and member renewal anchoring retention.
New York Society of Security Analysts firmographics
Firmographics- Name
- New York Society of Security Analysts
- Legal name
- CFA Society New York
- Website
- https://nyssa.org
- Company type
- Private
- Founded year
- 1937
- Operating status
- Operating
- Headcount range
- 11–50 employees
- Short description
- CFA Society New York is a nonprofit professional membership organization serving 10,000+ finance professionals in the New York metro area through networking events, CFA exam prep, content, mentorship, and sponsorship programming, affiliated with CFA Institute.
- Ownership category
- akta.pro rank
New York Society of Security Analysts industry classification
Industry- Product category
- Professional Association & Membership Services
- NAICS
- Professional Organizations (81392), Business, Professional, Labor, Political, and Similar Organizations (8139)
- SIC
- Services-Membership Organizations (8600)
- akta.pro industry
- Association & Society Conference Management (Nonprofit, Professional Bodies)Travel & Hospitality/MICE (Meetings, Incentives, Conferences & Exhibitions)/Professional Conference Organizers (PCOs) & Meeting PlannersSponsorship, Exhibitor & Partnership Management ServicesTravel & Hospitality/MICE (Meetings, Incentives, Conferences & Exhibitions)/Professional Conference Organizers (PCOs) & Meeting Planners
Keywords
Where New York Society of Security Analysts is headquartered
LocationHeadquarters
- HQ city
- New York
- HQ country
- United States
- HQ region
- North America
Offices1 record
Markets served
New York Society of Security Analysts business model
Business model- GTM type
- B2C
- Offering type
- Services
- Cost components
- Personnel, Operations, Marketing or Sales, Technology or R&D, Infrastructure
Revenue model
- Membership Dues: Annual membership fees providing access to networking events, professional development resources, job board, mentorship programs, and member directory.
- Event Registration Fees: Revenue from ticketed events including conferences, seminars, group meetings, and workshops. Pricing varies by event type with member and non-member rates.
- Sponsorship Revenue: Key Alliance Partner program with Silver and Bronze tier sponsors including DeepSky AI, MarketAxess Holdings Inc., SSCA PLas Advisors, and ETF Global.
- Course Partnership Referral: Revenue from partnerships with CFA program prep providers (Kaplan Schweser, Wall Street Prep, Cognitir, Financial Modeling Institute) through member discounts and course referrals.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Subscription | Annual | Professional Membership |
| Other | Pay-as-you-go | Midyear Market Outlook Event |
| Other | Pay-as-you-go | Outsourced CIO Event |
| Other | Pay-as-you-go | Financial & Valuation Modeling Workshop |
| Other | Pay-as-you-go | Value Investing Group Meeting |
Go-to-market motion1 record
Distribution channels4 records
Marketing channels7 records
New York Society of Security Analysts product offering
Product offeringCore offering
The organization is a professional membership society for finance professionals offering annual membership with access to a 10,000+ member network, exclusive live events (conferences, seminars, the Asset Owner Series, Outsourced CIO events), on-demand content (Compound Insights podcast, Video Hub), CFA exam preparation resources, financial modeling training, mentorship matching, and a member job board. It also rents its Midtown Manhattan event space and operates The Graham Center research hub.
Product overview
CFA Society New York operates as a professional membership organization offering a unified platform of services for finance professionals. The core offering centers on membership access to a network of 10,000+ finance professionals, complemented by events programming (conferences, seminars, group meetings), content delivery (podcast, video hub, photo gallery), and professional development tools (CFA exam prep, financial modeling training, mentorship, and job board). Additional offerings include event space rental and The Graham Center research hub. The organization functions as a society rather than a technology product company.
Differentiator
Problem solved
Functional benefit
Products and services
- Membership Program
Quantifiable outcome
- Access to 10,000+ finance professionals in New York metro area
Companies that use New York Society of Security Analysts
Customer profileNamed customers1 record
Segments3 records
Ideal customer profiles3 records
New York Society of Security Analysts technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
New York Society of Security Analysts partnerships and signals
Strategic signalPartnerships
Nine partnerships are on record, tiered core and minor.
- DeepSky AIcoreSilver partner in the Key Alliance Program. DeepSky AI provides technology services to the finance community through this partnership.
- MarketAxess Holdings Inc.coreSilver partner providing electronic trading platform expertise and market connectivity to society members.
- SSCA PLas AdvisorscoreSilver partner offering investment advisory services and support to society programming.
- ETF GlobalminorBronze partner providing ETF research and data resources to society members.
- Kaplan SchwesercoreCFA program exam preparation partner offering member discounts on study materials and courses.
- Wall Street PrepcoreFinancial modeling and valuation course partner offering 20% member discount on workshops.
- CognitirminorTechnology and data analytics training partner offering member discounts on professional courses.
- Financial Modeling InstituteminorCertification body for financial modeling professionals; society provides exam prep and credentialing pathway.
- CFA InstitutecoreGlobal parent organization providing CFA charter, research challenge, professional development programs, and global society network including the Global Passport Program for worldwide member access.
Scale indicators1 record
Recent moves6 records
Expansion highlights5 records
New York Society of Security Analysts competitors and assessment
Company assessmentBroad incumbents
- SIFMA (Securities Industry and Financial Markets Association): Industry trade association for broker-dealers, banks, and asset managers. Operates a similar member-driven advocacy/events model at an institutional level rather than individual-member level; comparable for events and thought leadership even if membership type differs.
- CFA Institute: Global parent organization of the CFA charter and the worldwide society network. Operates the Global Passport Program that CFA Society New York participates in; comparable as the umbrella credentialing and professional development body that NYSSA is affiliated with.
- Investment Company Institute (ICI): Trade association for regulated investment funds, providing industry research, conferences, and advocacy. Comparable to CFA Society New York as a finance-focused membership and conference organization, though serving institutions rather than individual investment professionals.
Direct peers
- GARP (Global Association of Risk Professionals): Membership-based professional association serving finance professionals (risk-focused), offering certifications, continuing education, networking events, and conferences. Directly comparable business model: dues + events + credentialing for finance practitioners.
- CAIA Association: Professional membership body for alternative investment specialists, offering the CAIA credential, conferences, and networking. Same dues-plus-events-plus-credentialing model as CFA Society New York, targeting an adjacent finance persona.
- Financial Planning Association (FPA): Membership society for financial planners offering credentials, conferences, and local chapters. Closely comparable dues-plus-events-plus-credentialing business model serving an adjacent finance persona (CFP professionals).
- PRMIA (Professional Risk Managers' International Association): International professional association for risk practitioners offering the PRM credential, chapters, conferences, and networking. Closely mirrors CFA Society New York's structure of dues-funded programming, events, and credential-adjacent services.
- CFA Society Boston: Sister CFA Society chapter serving finance professionals in Boston. Operates the same member-driven events, sponsorship program, and CFA Institute partnership model as CFA Society New York in a parallel metro market.
- CFA Society Chicago: Another local CFA Institute-affiliated society in a major US finance hub, running analogous membership dues, conferences, seminars, and sponsor programs. Comparable on chapter-level operating model and target persona.
- CFA Society Los Angeles: West-coast sibling CFA Society chapter providing the same scope of programming—membership, networking, career resources, and thought-leadership events—for finance professionals in LA. Directly parallels CFA Society New York's offering in a different geography.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat4 records
Key risks6 records
Key highlights7 records
Customer concentration
New York Society of Security Analysts social profiles
Digital presenceNew York Society of Security Analysts financial estimates
Financial estimateRevenue estimate
Valuation estimate
New York Society of Security Analysts leadership team
Management profileNumber of profiles
Profiles2 records
New York Society of Security Analysts funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
New York Society of Security Analysts M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about New York Society of Security Analysts
What does New York Society of Security Analysts do?
The organization is a professional membership society for finance professionals offering annual membership with access to a 10,000+ member network, exclusive live events (conferences, seminars, the Asset Owner Series, Outsourced CIO events), on-demand content (Compound Insights podcast, Video Hub), CFA exam preparation resources, financial modeling training, mentorship matching, and a member job board. It also rents its Midtown Manhattan event space and operates The Graham Center research hub.
Is New York Society of Security Analysts a public or private company?
New York Society of Security Analysts is a private company. It is classified as nonprofit foundation owned and is currently operating.
When was New York Society of Security Analysts founded?
New York Society of Security Analysts was founded in 1937. It employs 11 to 50 people.
Where is New York Society of Security Analysts based?
New York Society of Security Analysts is headquartered in New York, United States, in the North America region.
How does New York Society of Security Analysts make money?
Four revenue lines are on record. Membership Dues are the primary driver. The others are event Registration Fees, sponsorship Revenue and course Partnership Referral.
Who are New York Society of Security Analysts's main competitors?
Broad incumbents on record are SIFMA (Securities Industry and Financial Markets Association), CFA Institute and Investment Company Institute (ICI). Direct peers are GARP (Global Association of Risk Professionals), CAIA Association, Financial Planning Association (FPA), PRMIA (Professional Risk Managers' International Association), CFA Society Boston, CFA Society Chicago and CFA Society Los Angeles.
Does New York Society of Security Analysts have an API?
No public API is recorded for New York Society of Security Analysts.
What industry is New York Society of Security Analysts in?
New York Society of Security Analysts's product category is Professional Association & Membership Services. Its primary akta.pro industry code is THAHACAA, Association & Society Conference Management (Nonprofit, Professional Bodies), with a secondary code of THAHACAK, Sponsorship, Exhibitor & Partnership Management Services. Its NAICS code is 81392 and its SIC code is 8600.