Clients We Serve

Our services are customized to meet clients’ unique needs and circumstances. Patomak senior executives work directly with client leadership.

  • Banks and bank holding companies
  • Broker-dealers and trading firms
  • Business development companies
  • Commodity pool operators
  • Commodity trading advisors
  • Digital asset market participants
  • Exchanges
  • Financial market utilities
  • Futures commission merchants
  • Insurance companies
  • Fintechs
  • Institutional investors
  • Mortgage lenders and servicers
  • Private equity funds
  • Payments companies
  • Publicly traded companies
  • Registered investment companies
  • Exchange-traded funds
  • Mutual funds
  • Trade associations
  • Transfer agents
  • Swap dealers
  • Swap execution facilities
  • Venture capital funds

Patomak regularly partners with law firms and other professional services firms to seamlessly position our clients for long-term success.

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