Compass Point Research & Trading, LLC is a premier independent, full-service investment firm focused exclusively on the financial services sector. With a mission to be the leading boutique investment bank servicing financial institutions, we provide innovative investment ideas, quality execution and a full suite of investment banking services.

We are committed to serving the needs of financial service companies and to the institutions that invest in them.


Our dedicated Research team uses their unique combination of deep industry knowledge, unbiased opinions and forward-thinking ideas to provide clients with timely information and actionable ideas.
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Investment Banking

Our knowledgeable Banking team leverages their extensive transaction experience to provide a comprehensive suite of investment banking and corporate advisory services tailored to meet our clients’ needs.
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Sales & Trading

Our experienced Sales & Trading professionals deliver high-touch execution services to our institutional clients.
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Contact Us

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