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