Mark Smith
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
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Top Connecticut Wealth Management Startups
Data sourced from Crunchbase and SemRush.
Apella Capital
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Apella Capital is a financial advisory and wealth management firm serving individuals, families, and businesses.
Victori Capital
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Victori Capital is committed to financial planning, wealth management, investment management and risk management, including book reviews.
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.
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
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.
Moneco Advisors
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Moneco Advisors is dedicated to investment management, retirement planning, tax, insurance, legacy planning and wealth management.
Investmark Advisory Group
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Investmark Advisory Group specializes in investment and risk management, retirement planning, life insurance and tax management services.
LCR Capital Partners
Crunchbase Website Twitter Facebook Linkedin
LCR Capital Partners is a global private investment and advisory services firm.
CoreCommodity Management
Crunchbase Website Twitter Facebook Linkedin
CoreCommodity Management is an investment advisory firm.
Ganim Financial
Crunchbase Website Twitter Facebook Linkedin
Ganim Financial renders accounting, employee benefits, corporate retirement plans, wealth management and business solutions.
Granite Group Advisors
Crunchbase Website Twitter Facebook Linkedin
Granite Group Advisors is an independent wealth management firm that offers investment advisory and management services to clients.
Essex Financial Services
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Essex Financial offers personalized financial advice and customized wealth management solutions.
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.
Buchman Financial Wealth Management
Crunchbase Website Twitter Facebook Linkedin
Buchman Financial Services specializes in providing integrated solutions based on clients’ financial, tax, and family goals.
Machuga Financial Services
Crunchbase Website Twitter Facebook Linkedin
Machuga Financial Services is a financial firm that offers an independent wealth management firm.
Belpointe Asset Management
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Belpointe is a family office making private investments and providing family members a wide range of services.
Biondo Investment Advisors
Crunchbase Website Twitter Facebook Linkedin
Biondo Investment Advisors is a wealth management firm that provides financial services and personalized advice to individuals.
HFM Wealth Management
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HFM Wealth Management offers financial services for banks and credit unions, businesses, individuals, families, endowments and foundations.
Matson Financial Advisors
Crunchbase Website Twitter Facebook Linkedin
Matson Financial Advisors offers financial planning, wealth management, employee benefits, retirement plans, and insurance services.
Johnson Brunetti
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Johnson Brunetti is an independent Retirement and Investment Specialty company with neighborhood offices in Connecticut and Massachusetts.
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.
Financial Marketing Group
Crunchbase Website Twitter Facebook Linkedin
Financial Marketing Group specializes in annuities & retirement plans, investments, long term care insurance & financial planning solutions.
Wealth Preservation Partners
Crunchbase Website Twitter Facebook Linkedin
Wealth Preservation Partners offers complete investment management, insurance solutions, estate, financial and retirement planning services.
Johns Refuse & Recycling
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Johns Refuse is a local waste management company providing professional trash removal in Connecticut.
Old Greenwich Capital Partners
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Old Greenwich Capital Partners is a financial management company that specializes in financial and portfolio management.
New England Guild
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New England Guild specializes in offering a wide range of financial services to business owners and individuals.
Burzenski & Company
Crunchbase Website Twitter Facebook Linkedin
Burzenski & Company provides management consulting, business valuation, wealth management, accounting, taxation and bookkeeping services.
Connecticut Wealth Management
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Connecticut Wealth Management is a registered investment advisor that believes in creating genuine partnerships and building trust.
Heritage Capital Advisors
Crunchbase Website Twitter Facebook Linkedin
Heritage Capital Advisors offers wealth management, retirement planning, estate planning, and insurance services.
CastleKeep
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CastleKeep is an investment management firm that offers lending solutions, bill payment, wealth management, accounting & advisory services.
Nauset Wealth Management
Crunchbase Website Twitter Facebook Linkedin
Nauset is an SEC-registered investment advisor that offers financial planning and investment management to families and individuals.
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.
Sightline Wealth Advisors
Crunchbase Website Twitter Facebook Linkedin
Sightline Wealth Advisors is an investment advisory firm that provides financial planning, and investment management services.
Bourgeon Capital Management
Crunchbase Website Twitter Facebook Linkedin
Bourgeon Capital Management provides investment advisory services.
Bengtson & Smith
Crunchbase Website Twitter Facebook Linkedin
Bengtson & Smith is a CPA firm that renders accounting and taxation services for individuals and businesses.
Procyon Partners
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Procyon Partners offers investment management, financial planning, retirement planning, cash management and compliance support services.
Birinyi Associates
Crunchbase Website Twitter Facebook Linkedin
Birinyi Associates is an equity research and money management firm.
Milestone Asset Management Group
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Milestone Asset Management Group is an asset Management and wealth management 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.
Empower Financial Advisory
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Empower Financial Advisory provides retirement planning, investment planning, taxation, advisory, wealth management and insurance services.
Diastole Wealth Management
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Diastole Wealth Management is an investment advisory and wealth management service firm.
Connecticut Capital Management Group
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Connecticut Capital Management Group is a financial planning and wealth management firm.
Fairfield, Bush & Co.
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Fairfield, Bush & Co. offers wealth management, asset allocation, portfolio management and investment strategy services.
The Private Wealth Partners
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The Private Wealth Partners provides wealth management, investment strategy, transition planning, risk management and financial services.
Doherty Financial Services
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Doherty Financial Services offers wealth management, asset allocation, investment consulting, financial and retirement planning services.
Kreitler
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Kreitler provides financial, retirement planning, wealth and investment management and services to its diverse clientele.
Creative Funding Corporation
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Creative Funding Corporation offers investment management, financial planning, budgeting, advice and consulting services.
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.
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.
Charter Research & Investment Group
Crunchbase Website Twitter Facebook Linkedin
Charter Research & Investment Group is an advisory firm that offers an array of money management, financial & retirement strategy services.
Canoga Wealth Management
Crunchbase Website Twitter Facebook Linkedin
Canoga Wealth Management expertise in investments, insurance, taxes and retirement planning services.
Robert Hensley & Associates
Crunchbase Website Twitter Facebook Linkedin
Robert Hensley & Associates provides life insurance, retirement planning, college funding, wealth management and asset management services.
SageBroadview
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SageBroadview offers financial life planning, portfolio management, tax planning and personalized wealth management services.
JGS Wealth Management
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JGS Wealth Management provides financial planning services that cover retirement, taxation, education savings and investment strategies.
Boundless Financial Solutions
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Boundless Financial Solutions offers investment management, retirement strategies, budgeting, asset allocation and tax 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.
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.
Bedard Advisors
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Bedard Advisors is a consulting firm that specializes in wealth management, retirement planning, insurance and investment services.
KLC CPA
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KLC CPA provides tax, accounting, and financial advice services.
Lansdowne Wealth Management
Crunchbase Website Twitter Facebook Linkedin
Lansdowne Wealth Management provides advisory services in financial planning, investment management, retirement and divorce planning.
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.
Toomey Investment Management
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Toomey Investment Management is an asset management firm that specializes in wealth management, insurance and tax preparation services.
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.
Zebra Capital Management
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Zebra Capital Management provides tailored investment strategies along with wealth management and financial advisory services.
Reby Advisors
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Reby Advisors provides investment management, as well as financial, retirement, tax, education, and legacy planning services.
Jackson, Grant Investment Advisers
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Jackson, Grant Investment Advisers offers personal portfolio management, consulting, wealth management and investment management services.
Seneco & Associates
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Seneco & Associates is a financial service provider that offers estate planning, wealth management & business succession planning services.
New England Capital Financial Advisors
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New England Capital Financial Advisors provides employee benefits, retirement planning, budgeting, investments & wealth management services.
Paradigm Financial Partners
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Paradigm Financial Partners offers financial planning, wealth management, wealth insurance, and asset management.
The Dowling Group
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The Dowling Group wealth management, financial planning and risk management services.
Harbor West
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Harbor West is a value-oriented financial planning and wealth management firm.
Kythera Capital Management
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Kythera Capital Management is a provider of investment management and financial advisory services.
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.
Gottfried & Somberg Wealth Management
Crunchbase Website Twitter Facebook Linkedin
Gottfried & Somberg Wealth Management provides financial advisory services to individuals and organizations.
MJP Wealth Advisors
Crunchbase Website Twitter Facebook Linkedin
MJP Wealth Advisors provides wealth management and 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.
Meritage Financial Strategies
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Meritage Financial Strategies offers investment management, wealth transfer, financial, protection and retirement planning services.
Edge Strategy Group
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Edge Strategy Group is an asset and wealth management firm.
TrinityPoint Wealth
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TrinityPoint Wealth is a financial consulting firm that offers retirement plans, investment, asset and wealth management services.
Agemy Financial Strategies
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Agemy Financial Strategies provides retirement strategies, insurance, and investment services.
Ivory Wealth Management
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Ivory Wealth Management specializes in investment, insurance, tax, retirement and financial planning services.
Prospector Partners
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Prospector Partners provides wealth management and investment advisory services.
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.
Wolverine Investments
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Wolverine Investments is a wealth and investment management firm.
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.
Regent Wealth Management
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Regent Wealth Management is a registered wealth management & Investment advisor Company.
Ciampi Tax & Financial Services
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Ciampi Tax & Financial Services renders accounting, financial planning, taxation, consulting, investment and wealth management services.
Ayrshire Capital Management
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Ayrshire Capital Management provides tailored investment strategies & wealth management services for high net-worth individuals & families.
Finn Financial Solutions
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Finn Financial Solutions offers a comprehensive range of insurance and financial products along with business planning services.
RCK Wealth Management
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RCK Wealth Management provides tailored investment strategies, retirement planning, insurance, estate planning and tax management services.
Guidelight Financial
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Guidelight Financial offers financial and wealth management services to businesses, individuals and families.
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.
FBO Strategies
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FBO Strategies specializes in offering estate planning and wealth management services along with various insurance programs.
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.
Harvest Development Group
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Harvest Development Group offers feasible studies, capital campaigns, investment, strategic planning, recruitment, and audit services.
Green Pastures Wealth Management
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Green Pastures Wealth Management provides investment management and retirement income planning solutions.
Valenti Wealth Management
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Valenti Wealth Management believes your financial strategies should be aligned with your unique needs, values, and goals
