Top Connecticut Financial Services Companies (22)

Wipfli is an advisory firm that delivers holistic solutions to help clients navigate the modern marketplace, optimize performance and drive growth. Our more than 3,000 full-time associates deliver digital, people, strategy, risk, financial and outsourcing solutions to 54,000+ clients. "Wipfli" is the brand name under which Wipfli LLP and Wipfli Advisory LLC and its respective subsidiary entities provide professional services. Wipfli...

Together, we've turn ambition into action. For more than three decades, Citadel has captured undiscovered market opportunities in markets around the world by empowering extraordinary people to pursue their best and boldest ideas. We strive to identify the highest and best uses of capital to generate superior long-term returns for the world’s preeminent public and private institutions.

Voya Financial, Inc. (NYSE: VOYA), provides health, wealth and investment solutions that enable its approximately 14.8 million individual, workplace and institutional clients to achieve their financial wellness goals with confidence. With a vision to be America’s Retirement Company®, Voya’s products, solutions and digital capabilities help create a better financial future for all. Voya is a Fortune 500 company that had...

Founded by Donald Sussman, Paloma Partners Management Company (“PPMC”) is a multi-strategy investment adviser that seeks to generate attractive, long term, risk adjusted returns with low correlation to markets. Since our inception over 40 years ago, we have built a reputation for longevity in hedge fund investing. PPMC allocates capital across all asset classes and geographies and looks to partner...

We are Oxbridge Health™, an early-stage healthcare company designed to challenge the current paradigm of how people access healthcare, how providers are organized and paid, and how employers engage their employees, to finally break the curve that has been crushing corporations and consumers alike for decades. Comprised of seasoned pioneers in the field of healthcare, whose experience spans multiple organizations...

Fidelman & Company helps founders and funds raise capital, prepare for the sale of a business, or acquire a company. We prepare the pitch deck, financial model, valuation analysis, business plan, due diligence documents, and everything else needed for a transaction. The Fundraise as a Service (FaaS) is our answer to the lack of venture banking – a dedicated IR...

When the door to your property ambitions seems closed, ours is always open. Whether it’s a house to make a home, a business step in the right direction or your next big investment, we have the keys to unlock the doors to your property ambitions. Together, opening doors since 1974.

Super-fast, robust, and sensible analytics for options pricing (vanillas and vol derivatives), fitting volatility surfaces, risk, scenarios, and volatility dynamics. There are high barriers to entry and large costs in maintaining a competitive options valuation infrastructure in this day and age. Only the largest and most sophisticated players currently have an edge in implying and managing accurate and robust borrow curves/forwards,...

Luno makes it safe and easy to invest responsibly in crypto. We’re on a mission to spread the word about this once-in-a lifetime opportunity to create more freedom and financial growth across Africa, South East Asia, US and Europe. We’re making crypto inclusive and accessible by being a trusted guide at every step. We’re here for your questions, because for...

Human achievement is at the heart of what we do. We put our belief into action by not only ensuring individuals and businesses are well protected, but by going even further – making an impact in ways that go beyond an insurance policy

New Silver is a fintech company with a mission to improve local communities by providing fast, convenient, and flexible capital to real estate investors. We use data and technology to underwrite and originate investment property loans with more efficiency and predictability. Our pricing engine provides instant online loan approval and a term sheet so that our many happy clients are...

At Walker Advisory, we understand that managing your finances is crucial to the success of your business. As a trusted provider of bookkeeping services and fractional controller services, we offer businesses in Connecticut a comprehensive suite of accounting solutions designed to streamline operations, minimize tax burdens, and improve financial performance. Our team of experienced professionals specializes in providing tailored accounting...

Connecticut Innovations is the leading source of financing and ongoing support for Connecticut’s innovative, growing companies. We proudly serve great Connecticut companies, no matter what stage of growth they’re in. Find out how at www.ctinnovations.com

With its predecessor founded in 1982, Heartwood Partners is a middle-market private equity firm focused on executing a unique higher-equity, cash-yielding strategy. Since inception, we have successfully invested in over 100 platform and add-on companies across several committed funds and various economic environments. We partner with management teams to create a symbiotic ecosystem for their businesses and help them achieve their...

Walker Advisory is a trusted provider of comprehensive financial and accounting solutions, serving businesses and individuals across Connecticut. With expertise in tax preparation, bookkeeping, and outsourced CFO services, the firm offers tailored financial strategies to help clients optimize their financial health and achieve long-term success. Whether businesses need assistance with tax compliance, financial forecasting, or strategic planning, the firm’s licensed...

Our friendly culture supports your career success. We’re an NMP Top Employer-awarded company dedicated to making it faster, better, and easier to get a home loan. Loan Officers, Processors, Closers, Loan Officer Assistants Experience the Planet Home Lending difference: • In-house marketing team creates custom collateral for you. • Make-sense products and the pricing to win deals. • Dedicated underwriters, processors, and closers keep your loans flowing...

In December 2021, Continuity was acquired by Mitratech. Mitratech is a proven global technology partner for corporate legal, risk & compliance, and HR professionals seeking to maximize productivity, control expense, and mitigate risk by deepening operational alignment, increasing visibility, and spurring collaboration across their organization. Continuity is the recognized RegTech leader, providing compliance management solutions that create a competitive advantage for...

Stone Point Capital LLC is a financial services-focused private equity firm based in Greenwich, CT. The firm has raised and managed eight private equity funds – the Trident Funds – with aggregate committed capital of more than $25 billion. Stone Point targets investments in companies in the global financial services industry and related sectors. For more information, please visit www.stonepoint.com.

Whether it's at the counter, over the phone or on the go, Punchey makes it easy and cost-effective for small businesses to get paid and grow. Punchey's powerful customer relationship management tools help businesses leverage transaction data to generate targeted offers, manage online reviews to enhance their reputation and build long-term relationships with customers. Punchey was founded by serial entrepreneur and...

PCR is the leading provider of Private Wealth Aggregation solutions delivering consolidated investment data to world’s wealthiest families and their advisors. With over 600 electronic data sources and technology that automates the collection of non-structured data from statements and documents, we help private banks, trust banks, multi-family offices and other firms to efficiently deliver the consolidated wealth reporting their clients...