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Hybrid Financial Ltd.

Hybrid Financial provides retail-focused origination and distribution services through-out North America to the investment management industry. Hybrid’s sales and marketing platform allows Financial Manufacturers to more effectively and efficiently distribute securities through North American broker/dealers’ retail networks. Post-transaction Hybrid also offers investment managers investor relations and client servicing services. With offices in both Toronto and Montreal, Hybrid offers comprehensive coverage of both the U.S. and Canadian markets. We provide distribution services in the United States through our affiliate Patrick Capital -Member FINRA / SIPC Hybrid is independently owned and operated so there are no conflicts of interest.

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Financial Services 88 Employees Found Toronto, Canada Founded 2011 61281 Similar Companies
88 Employees Found
93% Email Coverage
$10.0M Est Revenue
1 Office HQ
61281 Similar Companies
Jun '26 Last Verified

Hybrid Financial Ltd. – Company Information

Financial Services
Founded 2011
222 Bay St, Toronto, Ontario, M5K 1B7, CA
6479314015
Distribution Strategy Sales Investor Relations Marketing Technology Hedge Funds Business Development ETF's IPO's Client Servicing Closed End Funds Flow Through Open End Funds Structured Product INVESTOR RELATIONS ‎strategy‎ CLIENT SERVICING hedge Funds Closed end funds salés ipo's flow through MARKETINg technology structured product Etf's distribution Business DEvelopment

Frequently asked questions about Hybrid Financial Ltd.

What is Hybrid Financial Ltd. email format?

The widely used Hybrid Financial Ltd. email format is {first_initial}{last} (e.g. jsmith@hybridfinancial.com) with 75% adoption across the company.

What is Hybrid Financial Ltd. customer service number?

To contact Hybrid Financial Ltd. customer service number call here 6479314015. To contact Hybrid Financial Ltd. customer service number in your country click here to find.

Who is the CEO of Hybrid Financial Ltd.?

Steve Marshall is the CEO of Hybrid Financial Ltd..

Who are the decision makers in Hybrid Financial Ltd.?

The decision makers in Hybrid Financial Ltd. are Elliot Milian, Alexandre Cote, Anita Bell, etc. Click to Find Hybrid Financial Ltd. decision makers emails.

What services does Hybrid Financial provide to the investment management industry?

Hybrid Financial specializes in retail-focused origination and distribution services throughout North America. Our offerings include strategic sales and marketing solutions that help Financial Manufacturers effectively distribute their products. We focus on various investment vehicles, including hedge funds, ETFs, closed-end funds, and structured products, ensuring that our clients can reach their target investors efficiently.

How does Hybrid Financial support hedge funds and private equity firms?

Hybrid Financial offers tailored distribution strategies for hedge funds and private equity firms, focusing on enhancing investor relations and client servicing. Our team leverages a comprehensive sales and marketing platform to connect these firms with retail investors, ensuring that they can effectively communicate their value propositions and investment strategies.

What is the role of technology in Hybrid Financial's services?

Technology plays a crucial role in Hybrid Financial's operations. We utilize advanced marketing and distribution technologies to streamline processes, enhance data analytics, and improve client engagement. This allows us to provide our clients with actionable insights and efficient solutions that drive their business development efforts and optimize their distribution strategies.

Can Hybrid Financial assist with IPOs and new fund launches?

Yes, Hybrid Financial has extensive experience in supporting IPOs and new fund launches. Our team works closely with clients to develop effective marketing strategies, establish investor relations, and ensure a successful distribution of their offerings. We leverage our industry connections and market knowledge to help clients navigate the complexities of launching new investment products.

What industries does Hybrid Financial serve?

Hybrid Financial primarily serves the investment management industry, focusing on a wide range of sectors including hedge funds, private equity, ETFs, and structured products. Our expertise in distribution, sales, and marketing allows us to cater to various financial manufacturers and investment firms, helping them achieve their business objectives in a competitive marketplace.

How does Hybrid Financial ensure effective client servicing?

At Hybrid Financial, we prioritize client servicing by providing dedicated support and customized solutions tailored to each client's needs. Our team is committed to fostering strong relationships with our clients, ensuring open communication, and delivering timely updates on market trends and investor feedback. This approach helps us to better align our services with our clients' goals and enhance their overall experience.

What is Hybrid Financial Ltd. Contact number?

You can contact Hybrid Financial Ltd. at 6479314015. For faster support, we recommend reaching out via email or the contact form on their website.