Radar · Financial Services in Connecticut
Best Financial Services Companies in Connecticut, United States
The 401 best Financial Services companies in Connecticut, United States in 2026, ranked by funding and momentum. Funding, investors, founders, valuation, tech stack and live signals. Top: Global Jet Capital.
By Riya SenguptaFinancials
401companies tracked
$6Bdisclosed funding
0unicorns
37have raised
Ranked: Best Financial Services companies in Connecticut
| # | Company | Disclosed funding | Last round | Stage | Founder | Founded | Tech stack | Patents & IP focus | Recent signals |
|---|---|---|---|---|---|---|---|---|---|
| 1 | Global Jet Capital Provider of leasing & lending services for aircrafts | $2.5B | 63 mo ago | Seed | Shawn Vick CEO | 2014 | HubSpot CMS HubSalesforceAmazon ALB+23 | — | — |
| 2 | Nassau Financial Group Provider of diversified insurance brokerage services 69Funding top 22%Tech top 27%Product top 32%Talent top 38% All 8 signals ▾Fundingtop 22% Techtop 27% Producttop 32% Talenttop 38% Growthtop 45% Marketbottom 47% Globalbottom 36% Newsbottom 23% Funding: Raised $1.2B across 4 rounds · 4 rounds over 14 yrs (0.3/yr) Tech: 63 technologies across 4/8 capability areas · Cloud: Amazon Cloudfront, Amazon S3 rank vs industry peers · Fliar Intelligence Index 69/100 | $1.2B | 17 mo ago | Series F | Phil Gass Co-Founder & CEO | 1851 | Apple iCloud MailMicrosoft 365Node.js+36 | — | 3 job openings |
| 3 | Huntington National Bank Commercial bank | $555M | 28 mo ago | Public | Stephen Steinour CEO | 1866 | Amazon WebstoreSitecoreApple iCloud Mail+29 | — | — |
| 4 | SLR Equipment Finance Provider of term, commercial equipment, and other financing services | $350M | 27 mo ago | Funding Raised | Thomas Casey Chief Executive Officer | 2010 | — | — | — |
| 5 | Ellington Financial Investment in loans and securities | $312M | 79 mo ago | Public | Laurence Penn Vice Chairman | 2007 | WebflowDrupalPHP+22 | — | — |
| 6 | Zinnia Provider of technology platforms for life insurance and annuity products. | $300M | 20 mo ago | Late Stage | Michele Trogni Chief Executive Officer & Chair | 2005 | WordPressMySQLPHP+22 | — | 1 internship · 1 launch |
| 7 | North Mill Equipment Finance Asset backed loans | $230M | 6 mo ago | Acquired | — | 2012 | WordPressMySQLPHP+26 | — | 1 internship |
| 8 | GeoVera Insurance Earthquake insurance & Windstorm-Hurricane insurance company | $151M | 166 mo ago | Acquired | — | 1997 | WordPressApple iCloud MailMySQL+36 | — | — |
| 9 | Battea Provider of litigation, intelligence & claims management services | $100M | 55 mo ago | Acquired | Jonathan Wade Founder | 2008 | WordPressMySQLPHP+26 | — | — |
| 10 | COCC Provider of core banking, fintech, and cybersecurity solutions for financial institutions | $89M | 48 mo ago | Series D | Richard Leone President & CEO | 1967 | WordPressMySQLPHP+18 | — | 2 job openings · 1 partnership · 1 award |
| 11 | Patriot Bank Commercial bank | $80M | 14 mo ago | Public | Michael Carrazza Chairman | 1994 | Kentico CMSGoogle MapsBootstrap+18 | — | 1 expansion |
| 12 | Libertas Funding Provider of short-term, revenue-based financing to small and medium-sized businesses | $75M | 14 mo ago | Funding Raised | Randy Saluck CEO | 2016 | SanityApple iCloud MailMicrosoft 365+20 | — | — |
| 13 | Bankwell Comprehensive banking solutions for businesses and individuals with community roots | $33M | 129 mo ago | Public | Christopher Gruseke President & Chief Executive Officer | 2002 | WebflowApple iCloud MailBootstrap+13 | — | 1 award |
| 14 | The First Bank of Greenwich Community bank providing personal, business, and digital banking services | $28M | 56 mo ago | Series A | Frank Gaudio CEO & President | 2006 | — | — | 1 launch · 1 partnership |
| 15 | Aquilance Financial administration firm that provides services to individuals and families 37Funding top 32%Talent bottom 49%Global bottom 36% All 3 signals ▾Fundingtop 32% Talentbottom 49% Globalbottom 36% Funding: Raised $16.0M across 1 rounds · 1 rounds over 1 yrs (1.0/yr) Talent: 1 named leader on record · 1 C-suite/founder profile curated rank vs industry peers · Fliar Intelligence Index 37/100 | $16M | 5 mo ago | Early Stage | John Carey CEO | 1987 | — | — | — |
| 16 | Darien Rowayton Bank Digital banking solutions, commercial lending, and fintech sponsor bank | $11M | 11 mo ago | Funding Raised | Jason Hardgrave Chief Executive Officer | 2006 | Froala EditorGSAPNginx+11 | — | 1 job opening · 1 partnership · 1 award |
| 17 | Rivet Tax prep firm that makes tax season less taxing by offering corporate and personal tax services, R&D credits… 45Funding top 41%Talent top 45%Tech bottom 41%Global bottom 33% All 4 signals ▾Fundingtop 41% Talenttop 45% Techbottom 41% Globalbottom 33% Funding: Raised $8.7M across 3 rounds · 3 rounds over 5 yrs (0.6/yr) Talent: 2 named leaders on record rank vs industry peers · Fliar Intelligence Index 45/100 | $9M | 11 mo ago | Series A | Nick Abouzeid Co-Founder & CEO | 2021 | WebflowGSAPPostHog+11 | — | 2 job openings · 3 partnerships |
| 18 | Utica Equipment Finance Diversified NBFI | $6M | 67 mo ago | Funding Raised | Britt Stackhouse Managing Director | 2019 | — | — | — |
| 19 | TigerRisk Partners Provider of reinsurance brokerage and risk advisory services | $4M | 73 mo ago | Acquired | Anna Kokkinos Chief of Staff to Executive Chairman and Founder at TigerRisk Partners | 2008 | — | — | — |
| 20 | 3D Asset Management Investment management firm | $3M | 131 mo ago | Seed | Sheryl OConnor Co-Founder | 2006 | — | — | — |
| 21 | BIS Management Services Provider of insurance brokerage services | $3M | 42 mo ago | Seed | Jeffrey Chesky CEO | — | — | — | — |
| 22 | Suretys Provider of insurance policies that act as auto loan cosigner replacements | $3M | 64 mo ago | Seed | Ed Bolles Co-Founder | 2018 | — | — | — |
| 23 | Conning Investment solutions, software, and research for insurers and institutional investors | $1M | 197 mo ago | Acquired | — | 1912 | Microsoft ASP.NETBootstrapCloudflare+15 | — | 1 award |
| 24 | RCN Capital Direct lender providing real estate investment financing solutions nationwide | $250K | 120 mo ago | Funding Raised | Jeffrey Tesch CEO | 2010 | HubSpot CMS HubZohoSalesforce+24 | — | — |
| 25 | Triant Capital Management Provider of financial services | $160K | 55 mo ago | Deadpooled | Timothy Schrader Co-Founder | 2017 | — | — | — |
Top 12 Financial Services companies in Connecticut
#1
Acquired · Norwalk, Connecticut · founded 2012 · 110 employees$230Mraised▾
Acquired · Norwalk, Connecticut · founded 2012 · 110 employees
Asset backed loans
LinkedIn Pulse recent public activity · Jul 2026
Audience: 4k LinkedIn followers
Funding rounds
- Nov 2025Conventional Debt$30M
- Mar 2021Conventional Debt$25M
- Dec 2020Conventional Debt$125M
- Dec 2020Conventional Debt$50M
Investors
Truist, Deutsche Bank
Tech stack
CloudflareCloudflare Bot ManagementCore-JsDocusignElementorGodaddy
#2
Series F · Hartford, Connecticut · founded 1851 · 494 employees$1.2Braised▾
Series F · Hartford, Connecticut · founded 1851 · 494 employees
Provider of diversified insurance brokerage services
Fliar Intelligence Index™ 69how this company ranks against its industry peers
Funding
top 22%Tech
top 27%Product
top 32%Talent
top 38%Growth
top 45%Market
bottom 47%Funding: Raised $1.2B across 4 rounds · 4 rounds over 14 yrs (0.3/yr) · Last round Series F (Jan 2025)
Tech: 63 technologies across 4/8 capability areas · Cloud: Amazon Cloudfront, Amazon S3 · Security: Cloudflare Bot Management, Hsts
Product: 1 published app (300 installs) · Company stage: Series F
Audience (LinkedIn): 8k LinkedIn followers
Hiring (LinkedIn): 3 hiring posts in 12 mo (public) · momentum +3 · hiring: Senior Analyst - Investment Accounting, Customer Service Representative
Funding rounds
- Jan 2025Series F$200M
- Feb 2024Conventional Debt$250M
- Sep 2023Series E$130M
- Jan 2021Series D$100M
Founders & team
Investors
Fortress, Wilton Re, Stone Point Capital, RBC Capital Markets, Golden Gate Capital, Golub Capital
Tech stack
ActivecampaignAmazon CloudfrontAmazon S3Amazon SesAmazon Web ServicesAos
#3
Early Stage · Trumbull, Connecticut · founded 1987$16Mraised▾
Early Stage · Trumbull, Connecticut · founded 1987
Financial administration firm that provides services to individuals and families. It offers a diverse range of services, including personal bookkeeping and bill pay, consolidated accounting across multi-entity family structures and complex investment partnerships, consolidated investment performance reporting, ILIT administration, tax planning, compliance, and insurance reviews.
Fliar Intelligence Index™ 37how this company ranks against its industry peers
Funding
top 32%Talent
bottom 49%Global
bottom 36%Funding: Raised $16.0M across 1 rounds · 1 rounds over 1 yrs (1.0/yr) · Last round Unattributed (Jan 2026)
Talent: 1 named leader on record · 1 C-suite/founder profile curated
Global: Single-market focus (United States)
Audience (LinkedIn): 1k LinkedIn followers
Funding rounds
- Jan 2026Unattributed$16M
Founders & team
Investors
Ten Coves Capital
#4
Public · Stamford, Connecticut · founded 1994 · 130 employees$79.8Mraised▾
Public · Stamford, Connecticut · founded 1994 · 130 employees
Commercial bank
LinkedIn Pulse recent public activity · Jul 2026
Audience: 3k LinkedIn followers
Activity: 1 expansions announced in 12 mo
Funding rounds
- Mar 2025Post IPO$57.8M
- Jun 2018Conventional Debt$10M
- Jan 2017Conventional Debt$12M
Founders & team
Investors
Fidia Holding, Spring Mountain Capital
Tech stack
AdrollAdroll Cmp SystemBootstrapCloudflareCloudflare Bot ManagementCloudflare Browser Insights
#5
Late Stage · Greenwich, Connecticut · founded 2005 · 1500 employees$300Mraised▾
Late Stage · Greenwich, Connecticut · founded 2005 · 1500 employees
Provider of technology platforms for life insurance and annuity products. It builds platforms supporting the life and annuities industry lifecycle. The platforms enable carriers to design and launch new products, distribute them through multiple channels, and service policies. The company's solutions connect distributors with individuals seeking life and annuity products. It also transforms legacy processes and systems to deliver digital experiences, integrating with existing administration platforms to streamline operations for advisors, policyholders, and carriers.
LinkedIn Pulse recent public activity · Jul 2026
Audience: 215k LinkedIn followers — 12.9% of this cohort's audience
Activity: 1 product launches announced in 12 mo
Funding rounds
- Oct 2024PE$300M
Founders & team
Investors
Vista Equity Partners, KKR
Tech stack
Amazon CloudfrontAmazon SesAmazon Web ServicesGoogle AnalyticsHeadless UiHsts
#6
Funding Raised · Greenwich, Connecticut · founded 2016 · 84 employees$75Mraised▾
Funding Raised · Greenwich, Connecticut · founded 2016 · 84 employees
Provider of short-term, revenue-based financing to small and medium-sized businesses. It offers capital to close funding gaps for businesses on a growth trajectory. The company’s underwriting platform uses technology to streamline customer service. It collaborates with businesses and their financial partners to offer financing solutions.
LinkedIn Pulse recent public activity · Jul 2026
Audience: 3k LinkedIn followers
Funding rounds
- Apr 2025Conventional Debt$75M
- Sep 2021Conventional Debt—
Founders & team
Investors
WebBank, Patriot Financial Partners
Tech stack
Amazon SesAmazon Web ServicesApple Icloud MailCloudflareCloudflare Bot ManagementCookieyes
#7
Series A · Woodbury, Connecticut · founded 2021$8.7Mraised▾
Series A · Woodbury, Connecticut · founded 2021
Rivet is a tax prep firm focused on making the tax season less burdensome for individuals and corporations. Their services include corporate tax, personal taxes, R&D credits, and bookkeeping.
Fliar Intelligence Index™ 45how this company ranks against its industry peers
Funding
top 41%Talent
top 45%Tech
bottom 41%Global
bottom 33%Funding: Raised $8.7M across 3 rounds · 3 rounds over 5 yrs (0.6/yr) · Last round Series A (Jul 2025)
Talent: 2 named leaders on record
Tech: 14 technologies across 3/8 capability areas · Cloud: Cloudflare · Security: Cloudflare Bot Management, Hsts
Audience (LinkedIn): 3k LinkedIn followers
Hiring (LinkedIn): 2 hiring posts in 12 mo (public) · momentum +2 · hiring: SDR, AE
Activity (LinkedIn): 3 partnerships (incl. Campfire) announced in 12 mo
Funding rounds
- Jul 2025Series A$5.1M
- Oct 2022Seed$2.5M
- Oct 2021Seed$1.1M
Founders & team
Investors
XYZ Venture Capital, Susa Ventures, Haystack
Tech stack
CalendlyCloudflareCloudflare Bot ManagementGoogle WorkspaceGsapHsts
#8
Funding Raised · Stamford, Connecticut · founded 2006 · 193 employees$11Mraised▾
Funding Raised · Stamford, Connecticut · founded 2006 · 193 employees
Digital banking solutions, commercial lending, and fintech sponsor bank, offers a comprehensive suite of financial products and services designed to manage money and foster wealth growth. With user-friendly digital banking platforms and dedicated customer support, banking is streamlined and accessible. The institution specializes in business banking, commercial lending, and innovative fintech solutions, including Small Business Administration loans. It provides attorney banking services, catering to the unique needs of legal professionals. The bank focuses on building trust and delivering personalized service. The bank is committed to supporting businesses and individuals in achieving their financial goals through tailored solutions and expert guidance.
LinkedIn Pulse recent public activity · Jul 2026
Audience: 2k LinkedIn followers
Hiring: 1 hiring post in 12 mo (public) · hiring: AVP, Enterprise & Third-Party Risk Manager, Payment Operations Generalist
Activity: 1 partnerships · 1 awards (incl. VIVA Finance) announced in 12 mo
Funding rounds
- Jun 2025Conventional Debt$11M
Founders & team
Investors
Patriot Financial Partners
Tech stack
GodaddyGoogle AnalyticsGsapJqueryNginxOpen Graph
#9
Public · Shelton, Connecticut · founded 1866 · 2276 employees$555.2Mraised▾
Public · Shelton, Connecticut · founded 1866 · 2276 employees
In 2022, the company recorded annual revenues of $7.95B and a net profit of $2.23B.
Funding rounds
- Feb 2024Conventional Debt$45M
- Nov 2018Post IPO$10.2M
- Feb 2018Post IPO$500M
Founders & team
Investors
NuWave Investment Management
Tech stack
AceAdobe AnalyticsAdobe Audience ManagerAdobe Experience Platform Identity ServiceAdobe TargetAkamai
#10
Funding Raised · Wilton, Connecticut · founded 2010$350Mraised▾
Funding Raised · Wilton, Connecticut · founded 2010
Provider of term, commercial equipment, and other financing services
Funding rounds
- Mar 2024Conventional Debt$350M
Founders & team
Investors
Truist, Bank of America
#11
Seed · Danbury, Connecticut · founded 2014 · 53 employees$2.5Braised▾
Seed · Danbury, Connecticut · founded 2014 · 53 employees
Provider of leasing & lending services for aircrafts
LinkedIn Pulse recent public activity · Jul 2026
Audience: 10k LinkedIn followers
Funding rounds
- Mar 2021Conventional Debt$663M
- Oct 2020Conventional Debt—
- Jun 2019Conventional Debt$517M
- Jun 2018Conventional Debt$674M
Founders & team
Investors
The Carlyle Group, AE Industrial Partners, Deutsche Bank, Citi, Morgan Stanley, Bank of America
Tech stack
Adobe Audience ManagerAdobe Experience Platform LaunchAmazon AlbAmazon Web ServicesCloudflareCloudflare Bot Management
#12
Series D · Southington, Connecticut · founded 1967 · 769 employees$88.9Mraised▾
Series D · Southington, Connecticut · founded 1967 · 769 employees
Provider of core banking, fintech, and cybersecurity solutions for financial institutions. It offers a suite of products including core banking systems, cash management tools, digital banking platforms, and a comprehensive cybersecurity and risk management program. These solutions are designed to streamline operations, enhance customer experience, and fortify security for community banks and credit unions. The company also provides network services and managed infrastructure support. Its services encompass various aspects of financial technology, from lending origination to data analytics.
LinkedIn Pulse recent public activity · Jul 2026
Audience: 15k LinkedIn followers
Hiring: 2 hiring posts in 12 mo (public) · momentum +2 · hiring: Facilities Coordinator, AI Governance Program Manager
Activity: 1 partnerships · 1 awards (incl. Rebolt Financial TechnologiesTM) announced in 12 mo
Funding rounds
- Jun 2022Series D$11.5M
- Jun 2021Series D$17.2M
- Jun 2020Series C$7.7M
- May 2020Series C$7.5M
Founders & team
Tech stack
ComplianzDiviGoogle AnalyticsGoogle Font ApiGoogle Tag ManagerHsts
Funding & investor landscape
$6Btotal disclosed funding
26companies funded
60disclosed rounds
0rounds last 90 days
Most active investors
Notable founders
Phil Gass
Co-Founder & CEO · Nassau Financial Group
Kostas Cheliotis
Co-Founder · Nassau Financial Group
John Carey
CEO · Aquilance
Michael Carrazza
Chairman · Patriot Bank
Michele Trogni
Chief Executive Officer & Chair · Zinnia
Randy Saluck
CEO · Libertas Funding
Nicholas Reed
Managing Director · Libertas Funding
Nick Abouzeid
Co-Founder & CEO · Rivet
Kyle Christenson
Cofounder & Head of Tax · Rivet
Jason Hardgrave
Chief Executive Officer · Darien Rowayton Bank
Stephen Steinour
CEO · Huntington National Bank
Thomas Casey
Chief Executive Officer · SLR Equipment Finance
Prism market signals · United States · country-scoped Prism corpus, 18,693,399 docs
Market landscape — 10 sub-themes by coverage
Share of Financial Services coverage by sub-theme.
Regulatory-risk over time rising
Funding & growth over time
funding rising · growth rising
Common questions
How many Financial Services companies are there in Connecticut, United States?
Radar tracks 401 indexable Financial Services companies headquartered in Connecticut, United States that meet our profile-completeness bar.
What is the total funding raised by Financial Services companies in Connecticut, United States?
The Financial Services companies in Connecticut, United States on this list have raised a combined $6B in disclosed equity funding across 26 funded companies.
Which is the highest-funded Financial Services company in Connecticut, United States?
Global Jet Capital is the highest-funded Financial Services company in Connecticut, United States, with $2.5B in disclosed equity funding.
How many Financial Services companies in Connecticut, United States are funded?
26 of the 401 Financial Services companies in Connecticut, United States on this list have disclosed at least one equity funding round.
How many Financial Services unicorns are there in Connecticut, United States?
None of the Financial Services companies in Connecticut, United States on this list currently has a disclosed valuation of $1B or more.
Who are the top investors in Connecticut, United States Financial Services companies?
The most active investors in Connecticut, United States Financial Services companies on this list include Aquiline Capital Partners, Stone Point Capital, Affiliated Managers Group, Bank of America, Cohesive Capital.
Riya SenguptaFinancials
Riya reads income statements for fun. She covers the real money in a sector — revenue, growth, who actually earns — and never met a vague claim she didn't want a number for.