102 indexable Asset Management companies headquartered in Connecticut, United States, ranked by total equity funding and recent funding momentum. Combined disclosed equity funding of $316.4M across 4 funded companies.
| # | Company | Funding | Valuation | Stage | Latest round | Employees | Founded | Momentum |
|---|---|---|---|---|---|---|---|---|
| 1 |
Ellington Financial
Investment in loans and securities |
$312M | — | Public | Post IPO Nov 2019 | 170 | 2007 | — |
| 2 |
3D Asset Management
Investment management firm |
$3.2M | — | Seed | Convertible Debt Jun 2015 | — | 2006 | — |
| 3 |
Conning
Investment solutions, software, and research for insurers and institutional investors |
$1.2M | — | Acquired | Unattributed Dec 2009 | 389 | 1912 | — |
| 4 |
INDATA
SaaS solution for financial institution |
$66.6K | — | Funding Raised | Grant (prize money) Sep 2019 | 37 | 1997 | — |
| 5 |
Procyon Partners
Provider of financial advisory services |
— | — | Seed | Seed Apr 2025 | 32 | 2017 | ↑ Active |
| 6 |
Verition Fund Management
Provider of investment & fund management services |
— | — | Seed | Seed Apr 2025 | 178 | 2008 | ↑ Active |
| 7 |
Principle Wealth Partners
Investment advisory firm |
— | — | Seed | Seed Feb 2025 | — | 2017 | ↑ Active |
| 8 |
MONECO Advisors
Provider of financial advisors services |
— | — | Late Stage | PE Jun 2023 | 50 | 1980 | — |
| 9 |
Hildene Capital Management
An asset management firm |
— | — | Seed | Seed Mar 2022 | 40 | 2008 | — |
| 10 |
Apella
Multiple goal-based saving platform for individuals |
— | — | Seed | Seed Sep 2021 | 68 | 2014 | — |
| 11 |
Bridgewater
Hedge fund focused on multiple-strategies |
— | — | Funding Raised | Unattributed Sep 2016 | 1,183 | 1975 | — |
| 12 |
Shelter Growth
Diversified mortgage portfolios management firm |
— | — | Series A | Series A 2012 | 23 | 2012 | — |
| 13 |
Altrinsic
Diversified investment management firm |
— | — | Series B | Series B Jul 2011 | 27 | 2000 | — |
| 14 |
SKY Harbor Capital Management
Investment management company |
— | — | Seed | Jun 2011 | 23 | 2011 | — |
| 15 |
O'Shaughnessy Asset Management
Investment management firm |
— | — | Acquired | Unattributed Jun 2008 | 47 | 1993 | — |
| 16 |
120 Capital Management
Providing investment management services |
— | — | Unfunded | — | — | 2019 | — |
| 17 |
33 Capital Management
Provider of global macro investment strategies across asset classes |
— | — | Unfunded | — | — | 2023 | — |
| 18 |
3G Sahana Capital
Provider of investment management services |
— | — | Unfunded | — | — | 2020 | — |
| 19 |
4Pines Fund Services
Provider of private equity funds services |
— | — | Unfunded | — | — | 2020 | — |
| 20 |
adams chetwood wealth management
Adams Chetwood Wealth Management offers investment management, insurance analysis, retirement, and financial planning services. |
— | — | Acquired | — | 7 | 2015 | — |
| 21 |
alfano & co
Alfano & Company specializes in assisting small business owners and high-net-worth individuals in making sound financial decisions. |
— | — | — | — | — | 1995 | — |
| 22 |
Asset Management Group
Diversified investment management firm |
— | — | Unfunded | — | — | 1983 | — |
| 23 |
associated capital group
Associated Capital Group is a diversified global financial services company that offers a range of investment capabilities. |
— | — | Public | — | 24 | 1976 | — |
| 24 |
Bard Financial Services
Provider of financial, investment advisory, and retirement planning services |
— | — | Unfunded | — | — | 1989 | — |
| 25 |
Belpointe
Diversified conglomerate operating across multiple industries |
— | — | Unfunded | — | — | 2003 | — |
| 26 |
Belpointe Asset
Provider of investment management and wealth planning services for individuals |
— | — | Unfunded | — | 68 | 2007 | — |
| 27 |
Benin Management Corporation
Provider of investment management services |
— | — | Unfunded | — | — | 1973 | — |
| 28 |
BFS
Investment management and financial advisory services |
— | — | Unfunded | — | 43 | 1994 | — |
| 29 |
Biondo
Provider of investment management and financial planning services |
— | — | Unfunded | — | — | 2004 | — |
| 30 |
Blue Door
Provider of investment management services for individuals and family offices |
— | — | Unfunded | — | — | 2018 | — |
| 31 |
Boxwood Means
Provider of asset management services |
— | — | Unfunded | — | — | 2003 | — |
| 32 |
Cardinal
Diversified asset management firm |
— | — | Unfunded | — | 17 | 1995 | — |
| 33 |
CastleKeep Advisors
Provides investment management and advisory services |
— | — | Unfunded | — | — | 2000 | — |
| 34 |
Cat Rock Capital Management
Provider of investment advisory and portfolio management services |
— | — | Unfunded | — | — | 2015 | — |
| 35 |
cfc capital
CFC Capital is an investment management company. |
— | — | Private | — | 26 | 2012 | — |
| 36 |
Charter Research & Investment Group
Provider of investment management services |
— | — | Unfunded | — | — | 2007 | — |
| 37 |
Clear Harbor Asset Management
Offers asset management and wealth planning services |
— | — | Unfunded | — | — | 2009 | — |
| 38 |
Clearbrook
Provider of investment management services |
— | — | Unfunded | — | 24 | 2010 | — |
| 39 |
Coastal Bridge Advisors
Wealth management firm |
— | — | Unfunded | — | 32 | 2008 | — |
| 40 |
CT Realty Trust
REAL ESTATE INVESTORS AND PROPERTY MANAGER |
— | — | Unfunded | — | 17 | 2009 | — |
| 41 |
CT Wealth Mgmt
Provider of wealth management services |
— | — | Unfunded | — | 54 | 2010 | — |
| 42 |
Dexterity Business Advisors
Corporate advisory firm |
— | — | Unfunded | — | — | 2025 | — |
| 43 |
Eagle Point
An investment management firm |
— | — | Unfunded | — | 73 | 2012 | — |
| 44 |
Ellington
Diversified investment management firm |
— | — | Unfunded | — | 165 | 1994 | — |
| 45 |
Endeavour Capital Advisors
Diversified investment management firm |
— | — | Unfunded | — | — | 1994 | — |
| 46 |
Energy Income Partners
Diversified asset management firm |
— | — | Unfunded | — | — | 2003 | — |
| 47 |
Essex Financial
Providet of investment management and financial advisory services |
— | — | Unfunded | — | 53 | 2003 | — |
| 48 |
Euro Pacific Capital
Investment advisory firm |
— | — | Funding Raised | — | 139 | 1980 | — |
| 49 |
Everstrong Capital
Infrastructure investment firm focused on multiple sectors |
— | — | Unfunded | — | — | 2015 | — |
| 50 |
Ghisallo Capital Management
Diversified investment management firm |
— | — | Unfunded | — | — | 2020 | — |
Investment in loans and securities
Investment management firm
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
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
Provider of financial advisory services
Provider of investment & fund management services
Investment advisory firm
Provider of financial advisors services
An asset management firm
Multiple goal-based saving platform for individuals
Hedge fund focused on multiple-strategies
Diversified mortgage portfolios management firm
Affiliated Managers Group
Aquiline Capital Partners
Emigrant Partners
Constellation Wealth Capital
Europa
Leucadia Asset Management
Lightyear Capital
Morningstar
National Australia Bank
National Endowment for the Arts
Rockstone Ventures
Royal Bank of Canada
Rankings are computed by Radar (Fliar BI) from the Radar company master and are updated periodically. Funding and momentum scores use disclosed equity-funding data only. Figures may lag private rounds. Last updated 2026-06-21.
