This article showcases our top picks for the best Connecticut based Wealth Management companies. These startups and companies are taking a variety of approaches to innovating the Wealth Management industry, but are all exceptional companies well worth a follow.
We tried to pick companies across the size spectrum from cutting edge startups to established brands.
We selected these startups and companies for exceptional performance in one of these categories:
- Innovation
- Innovative ideas
- Innovative route to market
- Innovative product
- Growth
- Exceptional growth
- Exceptional growth strategy
- Management
- Societal impact
Top Connecticut Wealth Management Startups
Data sourced from Crunchbase and SemRush.
Covr Financial Technologies
Crunchbase Website Twitter Facebook Linkedin
Multi-carrier, digital life insurance platform that is white-labeled and distributed through financial institutions
I-Bankers Direct
Crunchbase Website Twitter Facebook Linkedin
Online Access to Curated Investment Opportunities in Growth-stage Companies
People’s United Financial
Crunchbase Website Twitter Facebook Linkedin
People’s United Financial is a diversified financial services company that offers commercial and retail banking.
Private Client Resources
Crunchbase Website Twitter Facebook Linkedin
The Power Behind Great UHNW Advisor/Client Interactions
Savings Institute Bank & Trust
Crunchbase Website Twitter Facebook Linkedin
The Savings Institute was incorporated as a financial institution by an act of the Connecticut legislature in 1842.
LCR Capital Partners
Crunchbase Website Twitter Facebook Linkedin
LCR Capital Partners is a global private investment and advisory services firm.
Apella Capital
Crunchbase Website Twitter Facebook Linkedin
Apella Capital is a financial advisory and wealth management firm serving individuals, families, and businesses.
Gyl Financial Synergies
Crunchbase Website Twitter Facebook Linkedin
Gyl Financial Synergies emphasis wealth management with investment and financial advisory for individuals, families and companies.
EverWatch
Crunchbase Website Twitter Facebook Linkedin
EverWatch focuses on in-house investment management.
Connecticut Wealth Management
Crunchbase Website Twitter Facebook Linkedin
Connecticut Wealth Management is a registered investment advisor that believes in creating genuine partnerships and building trust.
Victori Capital
Crunchbase Website Twitter Facebook Linkedin
Victori Capital is committed to financial planning, wealth management, investment management and risk management, including book reviews.
Johns Refuse & Recycling
Crunchbase Website Twitter Facebook Linkedin
Johns Refuse is a local waste management company providing professional trash removal in Connecticut.
Canoga Wealth Management
Crunchbase Website Twitter Facebook Linkedin
Canoga Wealth Management expertise in investments, insurance, taxes and retirement planning services.
Connecticut Capital Management Group
Crunchbase Website Twitter Facebook Linkedin
Connecticut Capital Management Group is a financial planning and wealth management firm.
Milestone Asset Management Group
Crunchbase Website Twitter Facebook Linkedin
Milestone Asset Management Group is an asset Management and wealth management firm.
Johnson Brunetti
Crunchbase Website Twitter Facebook Linkedin
Johnson Brunetti is an independent Retirement and Investment Specialty company with neighborhood offices in Connecticut and Massachusetts.
Ganim Financial
Crunchbase Website Twitter Facebook Linkedin
Ganim Financial renders accounting, employee benefits, corporate retirement plans, wealth management and business solutions.
Moneco Advisors
Crunchbase Website Twitter Facebook Linkedin
Moneco Advisors is dedicated to investment management, retirement planning, tax, insurance, legacy planning and wealth management.
Adelglass Wealth Management
Crunchbase Website Twitter Facebook Linkedin
Adelglass Wealth Management is a full-service independent fintech firm that specializes in solutions for all of your life cycle events.
Drum Hill Capital
Crunchbase Website Twitter Facebook Linkedin
Drum Hill Capital specializes in providing a range of financial planning, asset, wealth and investment management advisory services.
CoreCommodity Management
Crunchbase Website Twitter Facebook Linkedin
CoreCommodity Management is an investment advisory firm.
Investmark Advisory Group
Crunchbase Website Twitter Facebook Linkedin
Investmark Advisory Group specializes in investment and risk management, retirement planning, life insurance and tax management services.
Diastole Wealth Management
Crunchbase Website Twitter Facebook Linkedin
Diastole Wealth Management is an investment advisory and wealth management service firm.
5th Street Advisors
Crunchbase Website Twitter Facebook Linkedin
5th Street Advisors offers wealth, portfolio management, retirement plans and financial advisory services for individuals and businesses.
Donald L. Perlroth & Company
Crunchbase Website Twitter Facebook Linkedin
Donald L. Perlroth & Company is a CPA firm that offers solutions in accounting, taxation, payroll and business consulting.
Bengtson & Smith
Crunchbase Website Twitter Facebook Linkedin
Bengtson & Smith is a CPA firm that renders accounting and taxation services for individuals and businesses.
Five Mile River
Crunchbase Website Twitter Facebook Linkedin
Five Mile River engages in account management, profit share planning and investment advisory services for families, individuals and trusts.
Beirne Wealth Consulting
Crunchbase Website Twitter Facebook Linkedin
Beirne Wealth Consulting is an investment advisory firm that also suggests retirement plans, and wealth management solutions.
Northstar Wealth Partners
Crunchbase Website Twitter Facebook Linkedin
Northstar support a diverse and varied clientele, from business owners and executives, to retirees and individual investors.
Burzenski & Company
Crunchbase Website Twitter Facebook Linkedin
Burzenski & Company provides management consulting, business valuation, wealth management, accounting, taxation and bookkeeping services.
Sightline Wealth Advisors
Crunchbase Website Twitter Facebook Linkedin
Sightline Wealth Advisors is an investment advisory firm that provides financial planning, and investment management services.
Heritage Capital Advisors
Crunchbase Website Twitter Facebook Linkedin
Heritage Capital Advisors offers wealth management, retirement planning, estate planning, and insurance services.
HTG Investment Advisors
Crunchbase Website Twitter Facebook Linkedin
HTG Investment Advisors is an investment advisory firm that specializes in financial planning and investment management services.
Cowen Tax Advisory Group
Crunchbase Website Twitter Facebook Linkedin
Cowen Tax Advisory Group is a financial planning firm that offers retirement planning, investment management, legal, and advisory services.
HFM Wealth Management
Crunchbase Website Twitter Facebook Linkedin
HFM Wealth Management offers financial services for banks and credit unions, businesses, individuals, families, endowments and foundations.
Empower Financial Advisory
Crunchbase Website Twitter Facebook Linkedin
Empower Financial Advisory provides retirement planning, investment planning, taxation, advisory, wealth management and insurance services.
Wolverine Investments
Crunchbase Website Twitter Facebook Linkedin
Wolverine Investments is a wealth and investment management firm.
Bourgeon Capital Management
Crunchbase Website Twitter Facebook Linkedin
Bourgeon Capital Management provides investment advisory services.
New Canaan Group
Crunchbase Website Twitter Facebook Linkedin
New Canaan Group is a wealth management firm that offers retirement planning, insurance, financial, risk and consulting services.
Bedard & Company
Crunchbase Website Twitter Facebook Linkedin
Bedard & Company is a CPA firm that provides accounting, tax and wealth management services with a focus on quality, service and ethics.
Harbor West
Crunchbase Website Twitter Facebook Linkedin
Harbor West is a value-oriented financial planning and wealth management firm.
Rossmore Private Capital
Crunchbase Website Twitter Facebook Linkedin
Rossmore Private Capital is a wealth management firm that offers wealth planning, portfolio management, advisory and trust services.
Meritage Financial Strategies
Crunchbase Website Twitter Facebook Linkedin
Meritage Financial Strategies offers investment management, wealth transfer, financial, protection and retirement planning services.
Greene Capital
Crunchbase Website Twitter Facebook Linkedin
Greene Capital is a financial solutions company that provides multi-asset class investment, asset and wealth management services.
Hammond Iles
Crunchbase Website Twitter Facebook Linkedin
Hammond Iles provides financial solutions such as retirement planning, investment and wealth management services.
Palmer & Associates
Crunchbase Website Twitter Facebook Linkedin
Palmer & Associates is a company with a range of insurance coverage options as well as quotations for individuals and businesses.
Paradigm Financial Partners
Crunchbase Website Twitter Facebook Linkedin
Paradigm Financial Partners offers financial planning, wealth management, wealth insurance, and asset management.
Valenti Wealth Management
Crunchbase Website Twitter Facebook Linkedin
Valenti Wealth Management believes your financial strategies should be aligned with your unique needs, values, and goals
Jackson, Grant Investment Advisers
Crunchbase Website Twitter Facebook Linkedin
Jackson, Grant Investment Advisers offers personal portfolio management, consulting, wealth management and investment management services.
William H. Parr and Company
Crunchbase Website Twitter Facebook Linkedin
William H. Parr & Company is an accounting firm that provides services such as tax preparation and planning, audits and IRS Representation.
TJT Capital
Crunchbase Website Twitter Facebook Linkedin
TJT Capital is a financial company that delivers investment strategies and consulting services to enhance business growth for organizations.
Kreitler
Crunchbase Website Twitter Facebook Linkedin
Kreitler provides financial, retirement planning, wealth and investment management and services to its diverse clientele.
Finn Financial Solutions
Crunchbase Website Twitter Facebook Linkedin
Finn Financial Solutions offers a comprehensive range of insurance and financial products along with business planning services.
The Biondo Group
Crunchbase Website Twitter Facebook Linkedin
The Biondo Group is a wealth management firm that provides financial services and personalized advice to individuals and businesses.
Old Greenwich Capital Partners
Crunchbase Website Twitter Facebook Linkedin
Old Greenwich Capital Partners is a financial management company that specializes in financial and portfolio management.
The Private Wealth Partners
Crunchbase Website Twitter Facebook Linkedin
The Private Wealth Partners provides wealth management, investment strategy, transition planning, risk management and financial services.
Fairfield, Bush & Co.
Crunchbase Website Twitter Facebook Linkedin
Fairfield, Bush & Co. offers wealth management, asset allocation, portfolio management and investment strategy services.
Belpointe Asset Management
Crunchbase Website Twitter Facebook Linkedin
Belpointe is a family office making private investments and providing family members a wide range of services.
Greenwich Advisors
Crunchbase Website Twitter Facebook Linkedin
Greenwich Advisors is an asset management firm manage the global investment portfolios of family offices, hedge funds and endowments.
Lewitz Balosie Wollack Raynor & Giroux
Crunchbase Website Twitter Facebook Linkedin
Lewitz Balosie Wollack Raynor & Giroux is a CPA firm that provides taxation, accounting and consulting services.
MJP Wealth Advisors
Crunchbase Website Twitter Facebook Linkedin
MJP Wealth Advisors provides wealth management and investment advisory services.
Nobile Hinchey Private Wealth Management
Crunchbase Website Twitter Facebook Linkedin
Nobile Hinchey Private Wealth Management is an independent financial services firm serving high-net-worth families and business owners.
Regent Wealth Management
Crunchbase Website Twitter Facebook Linkedin
Regent Wealth Management is a registered wealth management & Investment advisor Company.
