Company lists
Asset management, accounting services, insurance, banking and lending, startups and more: the companies building financial services in Connecticut, with their founders, funding, team size and business models.
Funding, M&A, contract wins and launches involving 555 financial services companies in Connecticut, last 24 months: 61 M&A deals · 12 Contracts · 9 funding rounds · 8 launches. Newest first; companies and investors link to their Fliar profiles. Latest event in our news feed: May 2026.
NewEdge Wealth LLC acquired a new stake in shares of Crocs, Inc. (NASDAQ:CROX – Free Report) in the fourth quarter, according to the company in its most recent filing with the SEC. The…
Casella Waste Systems Inc. and certain subsidiaries have entered into a Master Lease Agreement with Huntington National Bank for leasing or financing fleet and other equipment from HNB,…
Benchmark, the quoted West End specialist, is expected to announce today that it has accepted a takeover bid of nearly £290m from GE Capital.
Banco Santander is preparing to expand its footprint in the United States through the acquisition of Webster Bank, a move that will result in the Botín family seeing their ownership…
Apella Wealth Adds $625M Calif. Firm, Boosting Asset Total to $10.5B Apella Wealth is acquiring Financial Connections Group, a Calif.-based firm with about $625 million in managed assets.
YHB Investment Advisors Inc. acquired a new stake in shares of Lam Research Corporation (NASDAQ:LRCX – Free Report) during the fourth quarter, according to its most recent 13F filing…
Insurance WTW completes FlowStone Partners acquisition 2 April 2026 Deal expands private equity secondaries capabilities for wealth clients.
Ellington Credit Company (NYSE: EARN) (the “Fund”) today announced the closing of its previously announced underwritten public offering of $50.0 million aggregate principal amount of…
The Huntington National Bank (Huntington), a wholly-owned subsidiary of Huntington Bancshares Inc. (NASDAQ: HBAN ), has selected the SEI Wealth Platform ℠ (SWP) to advance and unify its…
NewEdge Wealth LLC bought a new position in shares of BlackRock Debt Strategies Fund in the third quarter valued at approximately $1,962,000.
In late 2025, Moneco Advisors, a Fairfield, Conn.-based registered investment advisor with about $2 billion in client assets, completed a merger with Lichtenstein Financial and its…
Bankwell announced today that it has adopted the AI powered risk and compliance platform from Kobalt Labs to enhance vendor management and fintech partner oversight across the bank.
Huntington National Bank acquired a new position in shares of Plains GP in the second quarter valued at approximately $31,000.
Santander proposed to acquire Webster Bank for $10.3 billion, offering shareholders $48.75 in cash plus 2.0548 Santander shares for each Webster share.
Uría Menéndez has advised Banco Santander on the acquisition of Webster Financial Corporation, in a transaction valued at €10.3 billion.
Spain's Santander has agreed to acquire US regional lender Webster Financial for $12.2 billion in a transaction that will propel the bank into the top ten retail and commercial banks in…
Belpointe Asset Management LLC acquired a new stake in shares of Rocket Companies, Inc. (NYSE:RKT – Free Report) during the third quarter, according to its most recent filing with the…
Belpointe Asset Management LLC bought a new stake in Schwab U.S. Aggregate Bond ETF during the 3rd quarter, according to the company in its most recent disclosure with the Securities &…
Ellington Financial Inc. (NYSE: EFC) (the “Company”) announced today that it has priced an underwritten public offering of 8,775,000 shares of its common stock for total expected gross…
Lucerne Capital Management, which boasts assets under management of a $417.6 million, has unveiled a new agriculture investment platform with a strategy dedicated to regenerative…
Quadient Impress, its cloud‑based document automation platform, to streamline the creation and delivery of medical correspondence.
Campbell & CO Investment Adviser LLC acquired a new stake in Webster Financial Corporation (NYSE:WBS – Free Report) in the 3rd quarter, according to its most recent disclosure with the…
Azora Capital LP raised its position in shares of Webster Financial by 30.5% in the 2nd quarter. Azora Capital LP now owns 1,886,385 shares of the financial services provider’s stock…
American Century Companies Inc. grew its stake in Webster Financial by 14.5% during the second quarter. American Century Companies Inc. now owns 3,453,778 shares of the financial…
Invesco Ltd. increased its position in shares of Webster Financial by 4.9% in the second quarter. Invesco Ltd. now owns 5,296,071 shares of the financial services provider’s stock worth…
Finally, Pzena Investment Management LLC lifted its holdings in shares of Webster Financial by 1.5% during the 2nd quarter. Pzena Investment Management LLC now owns 1,612,758 shares of…
Norges Bank bought a new position in Webster Financial in the 2nd quarter valued at about $131,780,000.
Meanwhile, in December, Jefferies Financial Group acquired a 50 per cent stake in Hildene Capital Management, an $18bn credit manager.
On December 4, 2025, Bpifrance Participations SA, a corporation related to BPIFRANCE INVESTMENT, director, acquired 26,140 shares of QUADIENT S.A. at a unit price of 14,9178 euros on…
Hildene had signed a deal to acquire fixed indexed annuities provider, SILAC, which will see Hildene take over SILAC’s outstanding common equity for $550 million in cash, upon regulatory…
Few financial services companies in Connecticut publish revenue, so this list compares what is on record instead: recorded equity funding, team size, revenue model, age and stage. The 50 companies below lead on recorded funding and team size among 369 active companies.
Provider of technology platforms for life insurance and annuity products.
Insurance carriers
AWS
React
Next.js
Node.js
HubSpotEach tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Provider of wholesale multi-currency banknote services for financial institutions
Banks
PHP
MySQL
Cloudflare
WordPress
jQueryEach tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Tax prep firm that makes tax season less taxing by offering corporate and personal tax services, R&D credits, and bookkeeping
Finance & accounting servicesUS$8.73m across 3 disclosed equity rounds
Darker bars = larger rounds
Cloudflare
WebflowjQueryEach tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Community bank providing personal, business, and digital banking services
BanksEach tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Provider of insurance policies that act as auto loan cosigner replacements
Asset finance
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Investment management firm
Asset managementUS$1.67m across 4 disclosed equity rounds
Darker bars = larger roundsPHPMySQLWordPressjQueryEach tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Provider of insurance underwriting services
Insurance underwritersEach tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Provides commercial aircraft leasing and lending services
Asset financeFocus: Automated scheduling and entitlement clearing for financial transaction processing
CPC G06Q40/06, G06Q10/109, H05B6/707AWSPHPCloudflare
BootstrapjQueryEach tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Financial services company
Insurance carriersAWS
Angular
TypeScriptPHP
LaravelEach tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Commercial bank
BanksReact
Vue.jsCloudflarejQueryEach tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Insurance holding firm
Insurance carriersFocus: Flavonoid-based pharmaceutical compositions for therapeutic and health applications
CPC A61K36/82, A61K31/352AWSPHPCloudflarejQueryEach tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Customer experience and digital communication software
Customer success managementVue.jsNode.js
NginxCloudflareEach tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Life insurance brokerage firm
Insurance distributionAWSPHPMySQLNginxCloudflareEach tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Commercial bank
BanksAWSReactNext.jsAngularNode.jsEach tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
ISG Holdings, Inc. operates as a holding company,
Insurance claims processing servicesReactTypeScriptPHPMySQL
GraphQLEach tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Hedge fund focused on multiple-strategies
Hedge fundsFocus: Integrated fan heat exchangers for HVAC and water‑based dust‑collection sanding systems
CPC A47L11/34, B24B7/18AWSPHPMySQLCloudflareEach tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Diversified investment management firm
Asset managementEach tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Banking technology products & services provider
Service providers to banksUS$89.75m across 10 disclosed equity rounds
Darker bars = larger roundsPHPMySQLWordPressjQueryEach tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Provider of retirement plan management, payroll, and benefit solutions
Finance & accounting servicesPHPCloudflareBootstrapjQueryEach tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Provider of reinsurance brokerage and risk advisory services
Insurance distributionEach tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Provider of diversified insurance brokerage services
Insurance carriersUS$430.00m across 3 disclosed equity rounds
Darker bars = larger rounds
AWSReactNext.jsVue.jsNode.jsEach tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Private equity fund investing in multiple sectors
Services for investment industryEach tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Insurance brokerage firm
Insurance distributionEach tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Provider of commercial financing and leasing solutions across various industries
Alternative lendingAWSPHPCloudflareEach tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Commercial bank
BanksPHPMySQLCloudflareWordPressjQueryEach tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Savings Institute Bank & Trust provides financial services like online banking, remote deposit solutions and others.
BanksEach tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Direct lender providing real estate investment financing solutions nationwide
Private debt fundsCloudflareHubSpot
SalesforcejQueryEach tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Luxury Mortgage Corp. is a banking firm providing banking, loans, and mortgage services.
Service providers to banksPHPMySQLNginxCloudflareWordPressEach tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
The Family Security Plan with the belief that affordable insurance solutions should be available to everyone.
Insurance distributionPHPMySQLNginxWordPressBootstrapEach tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Bar-related title insurance underwriter
Legal servicesAWSPHPjQueryEach tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Digital banking solutions, commercial lending, and fintech sponsor bank
BanksNginxjQueryEach tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Commercial bank
BanksNginxjQueryEach tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Commercial bank
BanksPHPMySQLCloudflareWordPressBootstrapEach tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Commercial bank
BanksAWSVue.jsPHPMySQLWordPressEach tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Insurance broker
Insurance distributionPHPMySQLCloudflareHubSpotWordPressEach tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Provider of investment & fund management services
Asset management
jQueryEach tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Investment in loans and securities
Asset managementAWSPHPWebflowjQueryEach tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Diversified investment management firm
Asset managementWebflowjQueryEach tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Whittlesey provides assurance, advisory, tax, and technology services to a broad range of businesses and individuals.
Finance & accounting servicesCloudflareHubSpotBootstrapjQueryEach tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Provider of full-service insurance agency services for personal and commercial clients
Insurance distributionAngularTypeScriptCloudflareEach tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Investment advisory firm
Asset managementPHPMySQLCloudflareHubSpotWordPressEach tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Comprehensive banking solutions for businesses and individuals with community roots
BanksCloudflareHubSpotWebflowBootstrapjQueryEach tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
P&C insurance carrier
Insurance carriersPHPMySQLCloudflareHubSpotWordPressEach tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Commercial bank
BanksCloudflareBootstrapjQueryEach tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Diversified asset management firm
Services for investment industryEach tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Home loans provider
Consumer and sme loansAWSVue.jsPHP
Ruby On RailsMySQLEach tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Urban credit union
BanksCloudflareBootstrapjQueryEach tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Provider of asset based equipment finance solutions
Asset financeAWSPHPMySQLHubSpotWordPressEach tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Provider of specialty insurance solutions for healthcare organizations
Insurance underwritersEach tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Provider of wealth management services
Asset managementPHPMySQLCloudflareWordPressjQueryEach tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
No matching company in this list.
This page shows the top 50. Radar has the complete, filterable list with contacts and live company signals.
Open financial services in Connecticut on RadarBrowse top financial services companies in Connecticut across asset management, banking and insurance. Find financial services firms by the products and expertise they provide.
Firms managing assets, investments and wealth for clients.
Investment management firm
Asset managementHedge fund focused on multiple-strategies
Hedge fundsDiversified investment management firm
Asset managementPrivate equity fund investing in multiple sectors
Services for investment industryProvider of investment & fund management services
Asset managementCompanies providing tax, accounting, payroll and financial administration services.
Tax prep firm that makes tax season less taxing by offering corporate and personal tax services, R&D credits, and bookkeeping
Finance & accounting servicesProvider of retirement plan management, payroll, and benefit solutions
Finance & accounting servicesWhittlesey provides assurance, advisory, tax, and technology services to a broad range of businesses and individuals.
Finance & accounting services
Reynolds and Rowella is an accounting firm that offers accounting and consulting
Finance & accounting services
Beers, Hamerman, Cohen & Burger is a consulting firm that offers assurance, litigation support, tax planning and preparation services.
Finance & accounting servicesCompanies providing insurance products, brokerage and risk services.
Provider of technology platforms for life insurance and annuity products.
Insurance carriersProvider of insurance underwriting services
Insurance underwritersFinancial services company
Insurance carriersInsurance holding firm
Insurance carriersLife insurance brokerage firm
Insurance distributionFinancial services firms offering banking, lending and asset finance.
Provider of wholesale multi-currency banknote services for financial institutions
BanksCommunity bank providing personal, business, and digital banking services
BanksProvider of insurance policies that act as auto loan cosigner replacements
Asset financeProvides commercial aircraft leasing and lending services
Asset financeCommercial bank
BanksRecently founded financial services companies in Connecticut.
Provider of wholesale multi-currency banknote services for financial institutions
BanksTax prep firm that makes tax season less taxing by offering corporate and personal tax services, R&D credits, and bookkeeping
Finance & accounting servicesProvider of insurance underwriting services
Insurance underwritersProvider of reinsurance brokerage and risk advisory services
Insurance distributionProvider of commercial financing and leasing solutions across various industries
Alternative lendingFinancial services companies in Connecticut with hiring activity.
Provider of technology platforms for life insurance and annuity products.
Insurance carriersProvider of wholesale multi-currency banknote services for financial institutions
BanksTax prep firm that makes tax season less taxing by offering corporate and personal tax services, R&D credits, and bookkeeping
Finance & accounting servicesFinancial services company
Insurance carriersCommercial bank
BanksPublicly listed financial services companies in Connecticut.
Provides commercial aircraft leasing and lending services
Asset financeFinancial services company
Insurance carriersCommercial bank
BanksInsurance holding firm
Insurance carriersCustomer experience and digital communication software
Customer success managementThe most-installed Android apps published by financial services companies headquartered in Connecticut — 4.7M installs between them. 25 companies on this page publish at least one app; each company (legal entity) appears once, with its most-installed app.
The figures on this page come from Fliar’s company, funding, hiring and news data. Use it through the Investor Intelligence API and company data exports, or explore every company, founder and investor in Radar.
2,207 recorded equity rounds have gone to 48,810 financial services companies in the United States — how much, at which stage, into which sub-sectors, from whom, and how Connecticut compares. Debt, IPO and grant rounds are excluded.
US$1.25bn
US$2.66bn
877 rounds in the United States
last 24 months
Bars show US$ raised; the number under each year is equity rounds. 2026 is year to date. The peak year was 2022, with US$5.95bn across 212 rounds.
Equity rounds over the last five years, 555 financial services companies in Connecticut among 48,810 in the United States.
Each deal appears in the events strip at the top of the page.
Go deeper in the financial services landscape reports:
Financial Services Industry Landscape of the United StatesThe financials above are one chapter. The full financial services landscape of Connecticut maps the whole industry — every segment, the capital behind it, the talent market and where the next opportunities are.
7 financial services companies in Connecticut have recorded equity funding, US$336.30m in total. Totals and round dates describe the historical record; they are not current valuations.
Largest recorded equity totals, with the latest recorded round.
Insurance carriersProvider of technology platforms for life insurance and annuity products.
Founders
Details not available
BanksProvider of wholesale multi-currency banknote services for financial institutions
Founders
Details not available
Finance & accounting servicesTax prep firm that makes tax season less taxing by offering corporate and personal tax services, R&D credits, and bookkeeping
BanksCommunity bank providing personal, business, and digital banking services
Asset financeProvider of insurance policies that act as auto loan cosigner replacements
Asset managementInvestment management firm
Insurance underwritersProvider of insurance underwriting services
AWSReactNext.jsNode.jsHubSpotEach tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
PHPMySQLCloudflareWordPressjQueryEach tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
US$8.73m across 3 disclosed equity rounds
Darker bars = larger roundsCloudflareWebflowjQueryEach tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
US$1.67m across 4 disclosed equity rounds
Darker bars = larger roundsPHPMySQLWordPressjQueryEach tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Meet the people behind financial services companies in Connecticut. 108 of 369 companies list founders or leaders; where a public LinkedIn profile matches exactly, the expanded profile shows the photo, headline, location and education.
Companies whose recorded headcount rose the most between the two most recent team-size snapshots. A larger team is a signal of momentum, not of profitability.
Finance & accounting servicesProvider of retirement plan management, payroll, and benefit solutions
Founders
Details not available
Asset financeProvides commercial aircraft leasing and lending services
Insurance carriersInsurance holding firm
BanksDigital banking solutions, commercial lending, and fintech sponsor bank
Founders
Details not available
Private debt fundsDirect lender providing real estate investment financing solutions nationwide
Asset managementAn investment management firm
Founders
Details not available
Private equity fundsPrivate equity fund focused on cannabis sector
BanksCommercial bank
Services for investment industryHome - Accordia Group LLC
Founders
Details not available
Alternative lendingProvider of short-term, revenue-based financing to small and medium-sized businesses
It outsourcing services for insuranceProvider of open-source policy administration software for the insurance industry
Founders
Details not available
Investment techMultiple goal-based saving platform for individuals
PHPCloudflareBootstrapjQueryEach tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Focus: Automated scheduling and entitlement clearing for financial transaction processing
CPC G06Q40/06, G06Q10/109, H05B6/707AWSPHPCloudflareBootstrapjQueryEach tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Focus: Flavonoid-based pharmaceutical compositions for therapeutic and health applications
CPC A61K36/82, A61K31/352AWSPHPCloudflarejQueryEach tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
NginxjQueryEach tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
CloudflareHubSpotSalesforcejQueryEach tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Focus: Patents concentrated in health & consumer products
CPC A61N1/0573, A61N1/056, A61N1/371Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
PHPMySQLCloudflare
SentryWordPressEach tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
AWSReactNext.jsNode.jsCloudflareEach tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
CloudflareHubSpotSalesforcejQueryEach tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Financial services companies in Connecticut with at least one woman on the founding team. Expand a profile to meet the founders; teams can include both women and men.
Asset managementInvestment management firm
Traditional conglomeratesDiversified conglomerate operating across multiple industries
Services for investment industryProvider of investment solutions
Asset managementDiversified asset management firm
Private debt fundsProvider of capital solutions via specialty finance and corporate loans
Investment banksCorporate advisory firm
Finance & accounting servicesProvider of tax consulting services
US$1.67m across 4 disclosed equity rounds
Darker bars = larger roundsPHPMySQLWordPressjQueryEach tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
PHPMySQLNginxWordPressjQueryEach tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Focus: Scalable blockchain infrastructure: transaction processing, sharding, load balancing, and hashing optimization.
CPC G06Q20/367, H04L9/0637, H04L9/3239Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Financial services companies in Connecticut founded in the last four years, newest first.
Investment banksCorporate advisory firm
Alternative lendingDigital mortgage platform
Asset managementProvider of investment services
Asset managementProvider of investment management and financial services
Founders
Details not available
Private equity fundsProvider of global macro investment strategies across asset classes
BanksCommercial bank
Asset managementProvider of investment management services
Founders
Details not available
BanksThe company offers diverse financial services for individuals and businesses
Founders
Details not available
BanksProvider of personal and business banking, loans, and credit card services
Founders
Details not available
Asset managementAlternative investment manager providing curated U.S. municipal bond-focused investment products
Founders
Details not available
Asset managementProvider of investment management services
Founders
Details not available
BanksProvider of wholesale multi-currency banknote services for financial institutions
Founders
Details not available
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
PHPMySQLCloudflareWordPressjQueryEach tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Companies with the most distinct news events in the last 24 months across the business press Fliar tracks.
Insurance carriersInsurance holding firm
Insurance carriersFinancial services company
Customer success managementCustomer experience and digital communication software
Asset managementInvestment in loans and securities
Founders
Details not available
BanksComprehensive banking solutions for businesses and individuals with community roots
Founders
Details not available
BanksCommercial bank
Asset managementAssociated Capital Group is a diversified global financial services company that offers a range of investment capabilities.
Founders
Details not available
Asset managementProvider of wealth management services
Asset managementDiversified investment management firm
Insurance carriersP&C insurance carrier
Insurance carriersProvider of technology platforms for life insurance and annuity products.
Founders
Details not available
Asset managementHudson Structured Capital Management
Founders
Details not available
Focus: Flavonoid-based pharmaceutical compositions for therapeutic and health applications
CPC A61K36/82, A61K31/352AWSPHPCloudflarejQueryEach tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
AWSAngularTypeScriptPHPLaravelEach tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Vue.jsNode.jsNginxCloudflareEach tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
AWSPHPWebflowjQueryEach tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
CloudflareHubSpotWebflowBootstrapjQueryEach tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
AWSReactPHPLaravelEach tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
PHPMySQLCloudflareWordPressjQueryEach tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
WebflowjQueryEach tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
PHPMySQLCloudflareHubSpotWordPressEach tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
AWSReactNext.jsNode.jsHubSpotEach tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
The most common specialisations among financial services companies in Connecticut. Open a company to see what it sells, who runs it and how far it has come.
96 financial services companies in Connecticut work in asset management. Shown: the best-documented.
Asset managementInvestment management firm
Customer success managementCustomer experience and digital communication software
Hedge fundsHedge fund focused on multiple-strategies
Asset managementDiversified investment management firm
Asset managementProvider of investment & fund management services
Asset managementInvestment in loans and securities
Founders
Details not available
Asset managementDiversified investment management firm
Asset managementInvestment advisory firm
Services for investment industryDiversified asset management firm
Founders
Details not available
Asset managementProvider of wealth management services
Services for investment industryInvestment management firm
Asset managementAn investment management firm
Founders
Details not available
US$1.67m across 4 disclosed equity rounds
Darker bars = larger roundsPHPMySQLWordPressjQueryEach tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Vue.jsNode.jsNginxCloudflareEach tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Focus: Integrated fan heat exchangers for HVAC and water‑based dust‑collection sanding systems
CPC A47L11/34, B24B7/18AWSPHPMySQLCloudflareEach tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
jQueryEach tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
AWSPHPWebflowjQueryEach tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
WebflowjQueryEach tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
PHPMySQLCloudflareHubSpotWordPressEach tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
PHPMySQLCloudflareWordPressjQueryEach tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
AWSPHPMySQLCloudflareWordPressEach tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Focus: Patents concentrated in health & consumer products
CPC A61N1/0573, A61N1/056, A61N1/371Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
68 financial services companies in Connecticut work in finance & accounting services. Shown: the best-documented.
Finance & accounting servicesTax prep firm that makes tax season less taxing by offering corporate and personal tax services, R&D credits, and bookkeeping
Finance & accounting servicesProvider of retirement plan management, payroll, and benefit solutions
Founders
Details not available
Finance & accounting servicesWhittlesey provides assurance, advisory, tax, and technology services to a broad range of businesses and individuals.
Founders
Details not available
Finance & accounting servicesReynolds and Rowella is an accounting firm that offers accounting and consulting
Founders
Details not available
Finance & accounting servicesMaestroFS is a financial services firm.
Founders
Details not available
Finance & accounting servicesBeers, Hamerman, Cohen & Burger is a consulting firm that offers assurance, litigation support, tax planning and preparation services.
Founders
Details not available
Finance & accounting servicesNYCTaxguys is an accounting firm providing bookkeeping and budgeting services.
Founders
Details not available
Finance & accounting servicesSimione, Macca & Larrow provides accounting, audits, financial statements, business advisory, retirement, and tax planning services.
Founders
Details not available
Finance & accounting servicesNicola Yester & Co., P.C. is a Hartford practice offering a full range of services, providing quality accounting, tax, management services.
Founders
Details not available
Finance & accounting servicesCapossela Cohen helps to meet individuals and businesses' financial needs with comprehensive accounting, tax and advisory services.
Founders
Details not available
Finance & accounting servicesAdams Samartino specializes in tax preparation, accounting, financial, tax, retirement, estate and business succession planning services.
Founders
Details not available
Finance & accounting servicesGitlin Campise Pascoe & Blum LLC is a financial & consulting services company that deals with financial services.
Founders
Details not available
US$8.73m across 3 disclosed equity rounds
Darker bars = larger roundsCloudflareWebflowjQueryEach tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
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48 financial services companies in Connecticut work in services for investment industry. Shown: the best-documented.
Services for investment industryPrivate equity fund investing in multiple sectors
Services for investment industryDiversified asset management firm
Founders
Details not available
Services for investment industryInvestment management firm
Services for investment industryHome - Accordia Group LLC
Founders
Details not available
Services for investment industryCTComp has provided tailored IT solutions.
Founders
Details not available
Services for investment industryMulti-strategy focused hedge fund
Services for investment industryPerformance Improvement Partners is a technology consulting firm that builds for the private equity industry.
Founders
Details not available
Services for investment industryProvider of investment advisory and financial services
Services for investment industryRothschild Financial is a consulting company that provides document designing, public policy research, and financial analysis services.
Founders
Details not available
Services for investment industryCapital Institute reimagines economic and financial systems to promote a transformation to a more just and regenerative world.
Founders
Details not available
Services for investment industryMulti-strategy focused hedge fund
Founders
Details not available
Services for investment industryDiversified investment management firm
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
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33 financial services companies in Connecticut work in insurance distribution. Shown: the best-documented.
Insurance distributionLife insurance brokerage firm
Insurance distributionProvider of reinsurance brokerage and risk advisory services
Founders
Details not available
Insurance distributionInsurance brokerage firm
Founders
Details not available
Insurance distributionThe Family Security Plan with the belief that affordable insurance solutions should be available to everyone.
Founders
Details not available
Insurance distributionInsurance broker
Insurance distributionProvider of full-service insurance agency services for personal and commercial clients
Founders
Details not available
Insurance distributionSummit Risk Advisors is a full-service, independent insurance agency that offers insurance products.
Founders
Details not available
Insurance distributionGlobex International Group is an insurance company that offers consulting, risk management, and financial services.
Founders
Details not available
Insurance distributionProvider of digital debt collection solutions
Founders
Details not available
Insurance distributionProvider of personal and commercial insurance solutions
Founders
Details not available
Insurance distributionDiversified insurance broker firm
Insurance distributionThe Health Consultants Group is providing high quality consulting-level services to employers of all sizes.
Founders
Details not available
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Focus: Aggregating and organizing field data from multiple devices into unified digital records
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Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
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