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.
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
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LCR Capital Partners is a global private investment and advisory services firm.
CoreCommodity Management
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CoreCommodity Management is an investment advisory firm.
Ganim Financial
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Ganim Financial renders accounting, employee benefits, corporate retirement plans, wealth management and business solutions.
Granite Group Advisors
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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
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Greenwich Advisors is an asset management firm manage the global investment portfolios of family offices, hedge funds and endowments.
Buchman Financial Wealth Management
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Buchman Financial Services specializes in providing integrated solutions based on clients’ financial, tax, and family goals.
Machuga Financial Services
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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
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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
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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
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Drum Hill Capital specializes in providing a range of financial planning, asset, wealth and investment management advisory services.
Financial Marketing Group
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Financial Marketing Group specializes in annuities & retirement plans, investments, long term care insurance & financial planning solutions.
Wealth Preservation Partners
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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
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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
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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
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Nauset is an SEC-registered investment advisor that offers financial planning and investment management to families and individuals.
Northstar Wealth Partners
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Northstar support a diverse and varied clientele, from business owners and executives, to retirees and individual investors.
Sightline Wealth Advisors
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Sightline Wealth Advisors is an investment advisory firm that provides financial planning, and investment management services.
Bourgeon Capital Management
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Bourgeon Capital Management provides investment advisory services.
Bengtson & Smith
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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
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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
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TJT Capital is a financial company that delivers investment strategies and consulting services to enhance business growth for organizations.
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.
Charter Research & Investment Group
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Charter Research & Investment Group is an advisory firm that offers an array of money management, financial & retirement strategy services.
Canoga Wealth Management
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Canoga Wealth Management expertise in investments, insurance, taxes and retirement planning services.
Robert Hensley & Associates
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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
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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
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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
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Beirne Wealth Consulting is an investment advisory firm that also suggests retirement plans, and wealth management solutions.
Gottfried & Somberg Wealth Management
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Gottfried & Somberg Wealth Management provides financial advisory services to individuals and organizations.
MJP Wealth Advisors
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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