Best Asset Management Companies in Connecticut, United States
The 102 best Asset Management companies in Connecticut, United States in 2026, ranked by funding and momentum. Funding, investors, founders, valuation, tech stack and live signals. Top: Ellington Financial.
Ranked: Best Asset Management companies in Connecticut
| # | Company | Disclosed funding | Last round | Stage | Founder | Founded | Tech stack | Patents & IP focus | Recent signals |
|---|---|---|---|---|---|---|---|---|---|
| 1 | Ellington Financial Investment in loans and securities | $312M | 79 mo ago | Public | Laurence Penn Vice Chairman | 2007 | WebflowDrupalPHP+22 | — | — |
| 2 | 3D Asset Management Investment management firm | $3M | 131 mo ago | Seed | Sheryl OConnor Co-Founder | 2006 | — | — | — |
| 3 | Conning Investment solutions, software, and research for insurers and institutional investors | $1M | 197 mo ago | Acquired | — | 1912 | Microsoft ASP.NETBootstrapCloudflare+15 | — | 1 award |
| 4 | INDATA SaaS solution for financial institution | $67K | 81 mo ago | Funding Raised | — | 1997 | Cart FunctionalityWordPressMySQL+30 | 2 patents Video content management and streaming system architecture for surveillance and distribution | 4 launchs |
| 5 | Procyon Partners Provider of financial advisory services | — | 14 mo ago | Seed | Tom Gahan Co-Founder & Managing Director | 2017 | — | — | — |
| 6 | Verition Fund Management Provider of investment & fund management services | — | 14 mo ago | Seed | Josh Goldstein Co-Founder | 2008 | Apache HTTP ServerjQuery UIjQuery+3 | — | 1 internship |
| 7 | Principle Wealth Partners Investment advisory firm | — | 16 mo ago | Seed | — | 2017 | Apache HTTP ServerTypekitSlick+4 | — | 1 award |
| 8 | MONECO Advisors Provider of financial advisors services | — | 35 mo ago | Late Stage | Christopher Neubert Founder & Partner | 1980 | — | — | — |
Top 12 Asset Management companies in Connecticut
#1
Public · Greenwich, Connecticut · founded 2007 · 170 employees$312Mraised▾
Investment in loans and securities
- Nov 2019Post IPO$76.4M
- Nov 2018Conventional Debt$235.5M
- Sep 2009Grant (prize money)$60K
#2
Seed · Hartford, Connecticut · founded 2006$3.2Mraised▾
Investment management firm
- Jun 2015Convertible Debt$1.5M
- Apr 2014Seed$687.5K
- Feb 2013Seed$150K
- Jan 2012Seed$500K
#3
Acquired · Hartford, Connecticut · founded 1912 · 389 employees$1.2Mraised▾
Investment solutions, software, and research for insurers and institutional investors. The company delivers customized asset management solutions, leveraging deep investment experience and understanding of unique challenges. They offer expertise in traditional and specialty asset classes, emphasizing fundamental analysis and proprietary research. Award-winning risk management models help develop investment strategies aligned with client risk tolerance. Proprietary insurance industry research and consulting provides additional insight. The company also provides financial risk modeling software systems and services for strategic asset allocation and enterprise risk management. Their tools offer a comprehensive perspective to identify, measure, and manage risk. They publish insightful analysis to help build best-in-class businesses. The company is dedicated to creating a workplace where diverse perspectives are valued.
#4
Funding Raised · Greenwich, Connecticut · founded 1997 · 37 employees$66.6Kraised▾
INDATA is a of software and services for buy-side firms, including trade order management (OMS), compliance, portfolio accounting and front-to-back office. INDATA’s iPM Epic software suite is based on the INDATA iPM – Intelligent Portfolio Management platform, a set of technologies for buy-side firms that allow end users to collaborate in real-time across the enterprise. INDATA provides software and services to a variety of buy-side clients including asset managers, registered investment advisors, banks and wealth management firms, pension funds and hedge funds.
- Sep 2019Grant (prize money)$66.6K
#5
Seed · Shelton, Connecticut · founded 2017 · 32 employees—raised▾
Provider of financial advisory services
- Apr 2025Seed—
#6
Seed · Greenwich, Connecticut · founded 2008 · 178 employees—raised▾
Provider of investment & fund management services
- Apr 2025Seed—
#7
Seed · Madison, Connecticut · founded 2017—raised▾
Investment advisory firm
- Feb 2025Seed—
#8
Late Stage · Fairfield, Connecticut · founded 1980 · 50 employees—raised▾
Provider of financial advisors services
- Jun 2023PE—
#9
Seed · Stamford, Connecticut · founded 2008 · 40 employees—raised▾
An asset management firm
- Mar 2022Seed—
#10
Seed · Glastonbury, Connecticut · founded 2014 · 68 employees—raised▾
Multiple goal-based saving platform for individuals
- Sep 2021Seed—
#11
Funding Raised · Westport, Connecticut · founded 1975 · 1183 employees—raised▾
Hedge fund focused on multiple-strategies
- Sep 2016Unattributed—
#12
Series A · Stamford, Connecticut · founded 2012 · 23 employees—raised▾
Diversified mortgage portfolios management firm
- 2012Series A—
Funding & investor landscape
Notable founders
Market landscape — 10 sub-themes by coverage
Share of Asset Management coverage by sub-theme.
Regulatory-risk over time rising
Funding & growth over time
funding rising · growth rising
Common questions
Rohit lives in the feed. He covers what's moving right now — the funding rounds, launches and shifts breaking across the trade press — and ties them back to where the sector is heading.