Best Financial Services Companies in Greenwich, United States
The 54 best Financial Services companies in Greenwich, United States in 2026, ranked by funding and momentum. Funding, investors, founders, valuation, tech stack and live signals. Top: Ellington Financial.
Ranked: Best Financial Services companies in Greenwich
| # | Company | Disclosed funding | Last round | Stage | Founder | Founded | Tech stack | Patents & IP focus | Recent signals |
|---|---|---|---|---|---|---|---|---|---|
| 1 | Ellington Financial Investment in loans and securities | $312M | 80 mo ago | Public | Laurence Penn Vice Chairman | 2007 | WebflowDrupalPHP+22 | — | — |
| 2 | Zinnia Provider of technology platforms for life insurance and annuity products. | $300M | 21 mo ago | Late Stage | Michele Trogni Chief Executive Officer & Chair | 2005 | WordPressMySQLPHP+22 | — | 1 internship · 1 launch |
| 3 | Libertas Funding Provider of short-term, revenue-based financing to small and medium-sized businesses | $75M | 15 mo ago | Funding Raised | Randy Saluck CEO | 2016 | SanityApple iCloud MailMicrosoft 365+20 | — | — |
| 4 | The First Bank of Greenwich Community bank providing personal, business, and digital banking services | $28M | 57 mo ago | Series A | Frank Gaudio CEO & President | 2006 | — | — | 1 launch · 1 partnership |
| 5 | INDATA SaaS solution for financial institution | $67K | 82 mo ago | Funding Raised | — | 1997 | Cart FunctionalityWordPressMySQL+30 | 2 patents Video content management and streaming system architecture for surveillance and distribution | 4 launchs |
| 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 | Altrinsic Diversified investment management firm | — | 180 mo ago | Series B | John Hock Founder | 2000 | — | 2 patents Device‑agnostic imaging algorithms for flexible hardware platforms | 1 internship |
| 8 | SKY Harbor Capital Management Investment management company | — | 181 mo ago | Seed | Hannah H. Strasser Co-Founder & MD | 2011 | — | — | — |
Top 9 Financial Services companies in Greenwich
#1
Funding Raised · Greenwich, Connecticut · founded 2016 · 84 employees$75Mraised▾
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.
- Apr 2025Conventional Debt$75M
- Sep 2021Conventional Debt—
#2
Late Stage · Greenwich, Connecticut · founded 2005 · 1500 employees$300Mraised▾
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.
- Oct 2024PE$300M
#3
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
#4
Series A · Greenwich, Connecticut · founded 2006 · 58 employees$28Mraised▾
Community bank providing personal, business, and digital banking services. The bank offers a comprehensive suite of financial solutions tailored to individuals and small to mid-sized businesses. Personal banking includes checking, savings, CDs, retirement accounts, and credit cards. Business banking provides checking, savings, credit cards, cash management, and lending options like commercial, residential, and consumer loans. Digital banking services encompass mobile, online, and remote deposit capabilities, including Zelle for money transfers. The bank emphasizes community involvement through initiatives like charitable checking, B2B networking, and financial literacy programs. They focus on building relationships and delivering exceptional service with a hometown ethic.
- Oct 2021Conventional Debt$13M
- Jul 2019Conventional Debt$5M
- Dec 2018Series A$5M
- Mar 2017Conventional Debt$5M
#5
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
#6
Seed · Greenwich, Connecticut · founded 2008 · 178 employees—raised▾
Provider of investment & fund management services
- Apr 2025Seed—
#7
Series B · Greenwich, Connecticut · founded 2000 · 27 employees—raised▾
Diversified investment management firm
- Jul 2011Series B—
#8
Seed · Greenwich, Connecticut · founded 2011 · 23 employees—raised▾
Operator of an independent boutique investment firm intended to offer a range of high yield strategies and solutions with distinct risk and return characteristics. The company focuses on a broad high yield market and short duration high yield strategies for global institutional investors and private wealth advisors.
#9
Public · Greenwich, Connecticut · founded 1977 · 2932 employees—raised▾
Provider of online brokerage services and trading platforms. It offers access to various asset classes, including stocks, options, futures, currencies, bonds, and funds, through a unified platform. The company provides tools for portfolio analysis, research, and sophisticated order types. It also offers educational resources for traders of all levels. Clients can manage accounts, execute trades, and access market data across multiple devices. The platform emphasizes technology and security features.
Funding & investor landscape
Notable founders
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
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.