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63 Best Connecticut Based Wealth Management Startups and Companies 2021

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This article showcases our top picks for the best Connecticut based Wealth Management companies. These startups and companies are taking a variety of approaches to innovating the Wealth Management industry, but are all exceptional companies well worth a follow.

We tried to pick companies across the size spectrum from cutting edge startups to established brands.

We selected these startups and companies for exceptional performance in one of these categories:

  • Innovation
    • Innovative ideas
    • Innovative route to market
    • Innovative product
  • Growth
    • Exceptional growth
    • Exceptional growth strategy
  • Management
  • Societal impact

Top Connecticut Wealth Management Startups

Data sourced from Crunchbase and SemRush.

Covr Financial Technologies

Covr Financial Technologies

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Multi-carrier, digital life insurance platform that is white-labeled and distributed through financial institutions

I-Bankers Direct

I-Bankers Direct

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Online Access to Curated Investment Opportunities in Growth-stage Companies

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People’s United Financial

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People’s United Financial is a diversified financial services company that offers commercial and retail banking.

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Private Client Resources

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The Power Behind Great UHNW Advisor/Client Interactions

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Savings Institute Bank & Trust

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The Savings Institute was incorporated as a financial institution by an act of the Connecticut legislature in 1842.

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LCR Capital Partners

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LCR Capital Partners is a global private investment and advisory services firm.

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Apella Capital

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Apella Capital is a financial advisory and wealth management firm serving individuals, families, and businesses.

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Gyl Financial Synergies

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Gyl Financial Synergies emphasis wealth management with investment and financial advisory for individuals, families and companies.

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EverWatch

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EverWatch focuses on in-house investment management.

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Connecticut Wealth Management

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Connecticut Wealth Management is a registered investment advisor that believes in creating genuine partnerships and building trust.

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Victori Capital

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Victori Capital is committed to financial planning, wealth management, investment management and risk management, including book reviews.

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Johns Refuse & Recycling

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Johns Refuse is a local waste management company providing professional trash removal in Connecticut.

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Canoga Wealth Management

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Canoga Wealth Management expertise in investments, insurance, taxes and retirement planning services.

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Connecticut Capital Management Group

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Connecticut Capital Management Group is a financial planning and wealth management firm.

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Milestone Asset Management Group

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Milestone Asset Management Group is an asset Management and wealth management firm.

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Johnson Brunetti

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Johnson Brunetti is an independent Retirement and Investment Specialty company with neighborhood offices in Connecticut and Massachusetts.

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Ganim Financial

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Ganim Financial renders accounting, employee benefits, corporate retirement plans, wealth management and business solutions.

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Moneco Advisors

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Moneco Advisors is dedicated to investment management, retirement planning, tax, insurance, legacy planning and wealth management.

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Adelglass Wealth Management

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Adelglass Wealth Management is a full-service independent fintech firm that specializes in solutions for all of your life cycle events.

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Drum Hill Capital

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Drum Hill Capital specializes in providing a range of financial planning, asset, wealth and investment management advisory services.

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CoreCommodity Management

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CoreCommodity Management is an investment advisory firm.

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Investmark Advisory Group

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Investmark Advisory Group specializes in investment and risk management, retirement planning, life insurance and tax management services.

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Diastole Wealth Management

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Diastole Wealth Management is an investment advisory and wealth management service firm.

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5th Street Advisors

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5th Street Advisors offers wealth, portfolio management, retirement plans and financial advisory services for individuals and businesses.

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Donald L. Perlroth & Company

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Donald L. Perlroth & Company is a CPA firm that offers solutions in accounting, taxation, payroll and business consulting.

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Bengtson & Smith

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Bengtson & Smith is a CPA firm that renders accounting and taxation services for individuals and businesses.

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Five Mile River

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Five Mile River engages in account management, profit share planning and investment advisory services for families, individuals and trusts.

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Beirne Wealth Consulting

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Beirne Wealth Consulting is an investment advisory firm that also suggests retirement plans, and wealth management solutions.

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Northstar Wealth Partners

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Northstar support a diverse and varied clientele, from business owners and executives, to retirees and individual investors.

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Burzenski & Company

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Burzenski & Company provides management consulting, business valuation, wealth management, accounting, taxation and bookkeeping services.

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Sightline Wealth Advisors

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Sightline Wealth Advisors is an investment advisory firm that provides financial planning, and investment management services.

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Heritage Capital Advisors

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Heritage Capital Advisors offers wealth management, retirement planning, estate planning, and insurance services.

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HTG Investment Advisors

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HTG Investment Advisors is an investment advisory firm that specializes in financial planning and investment management services.

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Cowen Tax Advisory Group

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Cowen Tax Advisory Group is a financial planning firm that offers retirement planning, investment management, legal, and advisory services.

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HFM Wealth Management

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HFM Wealth Management offers financial services for banks and credit unions, businesses, individuals, families, endowments and foundations.

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Empower Financial Advisory

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Empower Financial Advisory provides retirement planning, investment planning, taxation, advisory, wealth management and insurance services.

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Wolverine Investments

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Wolverine Investments is a wealth and investment management firm.

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Bourgeon Capital Management

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Bourgeon Capital Management provides investment advisory services.

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New Canaan Group

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New Canaan Group is a wealth management firm that offers retirement planning, insurance, financial, risk and consulting services.

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Bedard & Company

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Bedard & Company is a CPA firm that provides accounting, tax and wealth management services with a focus on quality, service and ethics.

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Harbor West

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Harbor West is a value-oriented financial planning and wealth management firm.

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Rossmore Private Capital

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Rossmore Private Capital is a wealth management firm that offers wealth planning, portfolio management, advisory and trust services.

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Meritage Financial Strategies

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Meritage Financial Strategies offers investment management, wealth transfer, financial, protection and retirement planning services.

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Greene Capital

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Greene Capital is a financial solutions company that provides multi-asset class investment, asset and wealth management services.

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Hammond Iles

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Hammond Iles provides financial solutions such as retirement planning, investment and wealth management services.

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Palmer & Associates

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Palmer & Associates is a company with a range of insurance coverage options as well as quotations for individuals and businesses.

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Paradigm Financial Partners

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Paradigm Financial Partners offers financial planning, wealth management, wealth insurance, and asset management.

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Valenti Wealth Management

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Valenti Wealth Management believes your financial strategies should be aligned with your unique needs, values, and goals

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Jackson, Grant Investment Advisers

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Jackson, Grant Investment Advisers offers personal portfolio management, consulting, wealth management and investment management services.

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William H. Parr and Company

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William H. Parr & Company is an accounting firm that provides services such as tax preparation and planning, audits and IRS Representation.

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TJT Capital

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TJT Capital is a financial company that delivers investment strategies and consulting services to enhance business growth for organizations.

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Kreitler

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Kreitler provides financial, retirement planning, wealth and investment management and services to its diverse clientele.

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Finn Financial Solutions

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Finn Financial Solutions offers a comprehensive range of insurance and financial products along with business planning services.

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The Biondo Group

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The Biondo Group is a wealth management firm that provides financial services and personalized advice to individuals and businesses.

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Old Greenwich Capital Partners

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Old Greenwich Capital Partners is a financial management company that specializes in financial and portfolio management.

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The Private Wealth Partners

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The Private Wealth Partners provides wealth management, investment strategy, transition planning, risk management and financial services.

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Fairfield, Bush & Co.

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Fairfield, Bush & Co. offers wealth management, asset allocation, portfolio management and investment strategy services.

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Belpointe Asset Management

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Belpointe is a family office making private investments and providing family members a wide range of services.

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Greenwich Advisors

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Greenwich Advisors is an asset management firm manage the global investment portfolios of family offices, hedge funds and endowments.

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Lewitz Balosie Wollack Raynor & Giroux

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Lewitz Balosie Wollack Raynor & Giroux is a CPA firm that provides taxation, accounting and consulting services.

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MJP Wealth Advisors

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MJP Wealth Advisors provides wealth management and investment advisory services.

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Nobile Hinchey Private Wealth Management

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Nobile Hinchey Private Wealth Management is an independent financial services firm serving high-net-worth families and business owners.

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Regent Wealth Management

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Regent Wealth Management is a registered wealth management & Investment advisor Company.

Written by Tenner Smith

Tenner Smith - I have experience in financial intelligence and automated intelligence. In industry I have worked on artificial intelligence and machine learning. Tenner Smith is a reporter at DF media.

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