Mark Smith
This article showcases our top picks for the best Connecticut based Financial Services companies. These startups and companies are taking a variety of approaches to innovating the Financial Services 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
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Top Connecticut Financial Services Startups
Data sourced from Crunchbase and SemRush.
Tower Three Partners
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Tower Three Partners is an operationally-oriented private equity firm that invests in a concentrated portfolio of US-based middle market
Mirador LLC.
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Mirador, LLC is the leading provider of bespoke portfolio performance reporting solutions.
Starboard Capital Partners
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A middle market private equity firm
McLagan
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McLagan is the leading Performance / Reward consulting and benchmarking firm for the financial services industry.
Cornerstone Equity Investors
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Cornerstone’s reputation is based on the integrity and experience of its professionals.
Somerset Capital Group
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Somerset Capital Group is a finance solutions firm provding equipment solutions that reach beyond finance.
Marblegate Asset Management
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Marblegate Asset Management – Marblegate Asset Management is a credit investment firm that invest in middle market companies.
Ion Bank
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Ion Bank is a Connecticut-based personal and business banking corporation.
Infinex Financial Group
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Infinex Financial Group is a Connecticut-based full service broker dealer.
Farmington Bank
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Farmington Bank is a bank that provides accounts, loans, and mortgage services in Connecticut and Massachusetts.
Total Mortgage Services
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Total Mortgage Processing is a Financial Services company located in 7730 Roswell Rd, Atlanta, Georgia, United States.
HEI
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HEI is a hotel investment and management company investing in priority categories & assembling quality hotel portfolios.
Freepoint Commodities
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We are both a merchant of physical commodities and a financer of upper-and mid-stream commodity-producing assets.
Ellington Financial
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Ellington Financial LLC is a specialty finance company that acquires and manages mortgage-related assets,
Rockit Solutions, LLC
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Rockit Solutions is provider of an outsourced data aggregation & reporting solution to family offices, investment advisors, trust companies.
Greenworks Lending
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Greenworks Lending is a cutting edge private finance company that taps into the power of C-PACE to unlock energy savings.
Eagle Point Credit Management
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Eagle Point Credit Company Inc. (the “Company”) is a publicly traded externally managed closed-end management investment company
Ambina Partners
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We work with companies across various stages of development (growth equity, buyout, restructuring), multiple sectors and geographies.
Notable
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Notable is a direct lender dedicated to providing a fast, transparent digital lending experience backed by superior customer support.
Iridian Asset Management
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Iridian Asset Management is an privately owned investment manager.
Alerion Partners
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Leverage the proven successes and unique blend of skills of its investment professionals.
Market Visual
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Stock portolio manager, trade stocks for individual investors and investment clubs
500 Group Inc.
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500 Group Inc is a holding company with subsidiaries with diversified products.
AMG Funds
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AMG Funds is a financial services company that offering investment strategies services.
MC Credit Partners
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MCCP is the manager of direct lending funds which provide debt capital to middle market companies across industries.
M.M. Dillon & Co.
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it believes that growth enterprises including public companies
Contrarian Capital Management
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Contrarian Capital Management is an investment management and consulting firm that offers financial advisory services.
e2Value
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e2Value provider of web-based Insurance-to-Value software and the industry innovator with a patent for our technology.
The Entrepreneur’s Source
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The Entrepreneur’s Source provides education and coaching services to business owners.
Symmetry Partners, LLC
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Symmetry Partners, LLC is an investment advisory firm based in Connecticut.
Smartserv
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SmartServ Online (NASDAQ: SSOL) is the leading Application Services Provider offering complete systems to extend financial.
Farm Credit East
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Farm Credit East specializes in lender and financial services to Northeast agriculture, forest products and fishing industry.
TrueNorth Capital Partners
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TrueNorth Capital Partners is an investment bank that offers capital-raising and financial advisory services on middle market transactions.
ALS | Resolvion
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They are laser-focused on producing the best results with the lowest risk for every assignment.
Oxford Square Capital Corp.
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Oxford Square Capital Corp. is a business development company primarily engaged in providing capital to technology-related companies.
Paloma Partners
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Paloma Partners specializes in hedge fund investment, trading, dynamic capital allocation and risk management services.
Rocaton Investment Advisors
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Rocaton Investment Advisors provides independent advisory and discretionary investment services.
Achieve Financial Credit Union
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Achieve Financial Credit Union provides banking, loans, credit, accounts, mortgage and other financial services.
Nutmeg State Financial Credit Union
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Nutmeg State Financial Credit Union is a commercial lending, banking and mortgage service based in Connecticut.
Pass Perfect
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Pass Perfect is a provider of FINRA licensing exam training to the financial services industry.
Savings Bank of Danbury
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Savings Bank of Danbury provides investment, deposit, credit, mortgage, and retirement services.
Chembulk Tankers
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Chembulk Tankers is a maritime company specializing in asset management services.
Nassau Financial Group
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Nassau Financial Group offers reinsurance, retirement planning, asset management, distribution of life insurance and annuity products.
Sorin Capital Jim Higgins
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Sorin Capital has been registered with the U.S. Securities and Exchange Commission (SEC) as an investment advisor since 2005
Long Path Partners
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Long Path Partners is a venture capital firm that invests in a variety of companies.
USI Consulting Group
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USI Consulting Group is a financial services company that provides investment advisory and employee communication services.
Fifth Street Asset Management
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Fifth Street Asset Management Inc. is an credit-focused assest manangement company that lends to small and medium-sized businesses.
Drake Capital
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Drake Capital is an investment management company.
Tourmaline Partners
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Tourmaline Partners is an outsourced trading services provider.
PrivacyGuard
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PrivacyGuard is a comprehensive credit reporting, credit monitoring and identity theft protection service
Circa
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Circa re-invented rent using a transformative mix of payment flexibility, arrears planning, credit reporting, and more!
Rational Investing
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Rational Investing is a financial service company that offers investment, stock valuation, fundamental valuation, and ADR services.
Caldwell & Walsh Building Construction, Inc.
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Caldwell & Walsh Building Construction is a construction company that offers design build and financial verification auditing services.
CCS
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CCS is a platform that specializes in offering consulting and assessment services for the life insurance industry.
Optima Group
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Optima Group is a creative services, strategic consulting and market research firm dedicated to the financial industry.
Anchor Peabody
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Anchor Peabody is an advisory firm that specializes in merger and acquisition and financial services for the construction sector.
SKY Harbor Capital Management
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SKY Harbor Capital Management provides a range of investment strategies and solutions along with risk and asset management services.
GenesisSolutions
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GenesisSolutions customers are all large capital-intensive industrial or facility-oriented companies.
Verus Analytics
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Verus is a data analytics company that recovers funds for government agencies and their citizens.
Connex Credit Union
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Connex Credit Union is a non-profit organization that offers online banking and credit card services.
North Mill Equipment Finance
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North Mill Equipment Finance specializing in equipment finance, Portfolio Acquisition, and asset management services.
Hildene
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Hildene is an asset management company that capitalizes on valuable opportunities in the credit market.
Chelsea Groton Bank
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Chelsea Groton Bank is banking corporation based in Connecticut.
Postlane Partners
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Postlane is a diversified, private investment company with a long-term, yet flexible investment mandate.
Brown Simpson Asset Management
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Brown Simpson Asset Management is a Connecticut-based investment banking firm that offers financial advisory services.
Berkley Re Solutions
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Berkley Re Solutions provides insurance and reinsurance services.
Knighthead Funding
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Knighthead Funding, LLC has an exceptional reputation for funding complex and situational real estate transactions.
CrossRegional Management
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CrossRegional Management is an asset management firm focused on origination and funding.
CATIC
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CATIC has provided high-quality professional services to insured lenders, attorneys, home buyers, & members of the real estate community.
Midcap
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Midcap is an independent commercial finance company providing capital to middle market companies.
Equinox Capital
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Equinox Capital provides its services to investment companies.
Oak Investment Partners III
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Oak Investment Partners is a multi-stage venture capital firm its focus is on high growth opportunities in Clean Energy.
Odyssey Advisors
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Odyssey Advisors provides cash balance planning, retirement planning, asset allocation, merger, acquisition & strategic management services.
Apella Capital
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Apella Capital is a financial advisory and wealth management firm serving individuals, families, and businesses.
Euro Pacific Capital
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Euro Pacific Capital is a financial services company offering investment management and advisory services.
Heritage Financial Credit Union
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Heritage Financial Credit Union provides Auto Loans, Retirement Services, Investment Services, Personal Loans & Credit Cards services.
Chatsworth Securities
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Chatsworth Securities offers financial, advice, banking and investment services.
Tweedy, Browne Company
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Tweedy, Browne Company provides services of investment advisory and fund management to customers.
Boston Financial Data Services
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Boston Financial Data Services is a financial services outsourcing firm
Phibro
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Phibro is an international physical commodities trading firm.
CARTA Fund Services
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CARTA specialises in providing Private Equity focused, client driven, customisable reporting and administrative solutions.
Anduril Partners
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Anduril Partners is an investment and advisory firm.
Darien Rowayton Bank
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Darien Rowayton Bank carefully lend your deposits to support the growth of local businesses and to meet the needs of community members.
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VelocityShares® is a leader in developing innovative exchange-traded products for professional investors
Williams Trading
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Williams Trading offers a full firm providing not only state-of-the-art trading solutions, but also private equity and capital management.
Health Plan One, LLC
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Health Plan One, LLC, an online health insurance brokerage company, markets individual, family, and small business.
UBI
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UBI specializes in banking, loan, insurance services, financial counseling and legal service plan.
Small Business Community Capital
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Small Business Community Capital offers customized capital solutions, debt collections, equity capital and investment management services.
Greenwich Investment Management
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Greenwich Investment Management manages portfolios of bonds & common stocks that emphasize high cash flow & precisely focused reinvestment.
City State Bank
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City State Bank is a banking firm and provided full-service financial products
GE Credit Union
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General Electric Credit Union is a full-service financial institution offering: credit cards, mortgages, checking accounts, and more.
Coburn & Meredith , Inc.
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Coburn & Meredith, Inc. is a full-service investment firm offering wealth management and financial planning services.
Hooker & Holcombe, Inc.
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Hooker & Holcombe is a financial services company providing business planning and formulation services.
Brooks Houghton and Company
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Brooks Houghton and Company focuses on debt equity financing, strategic advisory and direct investment funds.
Impala Asset Management
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Impala Asset Management is an investment management firm.
Victori Capital
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Victori Capital is committed to financial planning, wealth management, investment management and risk management, including book reviews.
Datapay Payroll Services
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Datapay Payroll Services is a local payroll service that has been in operation, working with small to medium-sized companies.
Torrington Savings Bank
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Torrington Savings Bank is a bank that specializes in banking, mortgage, trust, and commercial lending services.
