Top Connecticut Financial Services Startups (23)

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...

Valitana is dedicated to building intuitive, integrated, and customizable platforms for modern investment professionals. Valitana aims to deliver clear, concise, relevant insights and enable our clients to focus on informed security selection, asset allocation, and risk management. Vantage is our a multi-asset class trade and portfolio management platform. With extensive data warehousing capabilities, custom-built workflows, a powerful compliance engine, and numerous...

BestEx Research provides execution algorithms for equities, futures and FX to buy- and sell-side institutions globally. Our rigorous quantitative approach to algorithm design delivers a suite of global, multi-asset algorithmic trading products that dramatically reduce execution costs. Our cloud based algo management system, AMS, is a completely new way to engage with execution, combining execution algorithms with real-time analytics, order...

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...

Buying a home is more costly than ever, yet big lenders continue to get away with inflated rates and ridiculous fees. Tomo Mortgage is putting a stop to it. We’re a mortgage company that uses AI to automate the most annoying and frustrating parts of the home buying process. It’s why we’re a lot faster, less frustrating, and way less...

Mason is building the AI workforce management platform for construction. We help contractors run their entire back office — time tracking, HR, payroll, compliance, and communication — without the manual work that slows teams down. Today, managing labor in construction is fragmented across paper field notes, spreadsheets, text messages, emails, HR platforms, payroll systems, benefits websites, and accounting tools. These workflows...

Payarc provides payment processing solutions and merchant services, enabling businesses to streamline their omnichannel payment processes with secure, seamless, and technology-driven platforms.

Grayscale enables investors to access the digital economy through a family of secure, compliant, and future-forward investment products. Founded in 2013, Grayscale has a proven track record and unrivaled expertise as the world’s largest digital currency asset manager. Investors, advisors, and allocators turn to Grayscale’s private placements, public quotations, and ETFs for exposure to both single asset, diversified, and thematic...

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...

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,...

Who We Are & What We Do: Graham Capital Management, L.P. (“Graham”) is an alternative investment firm focused on innovative quantitative and discretionary investment solutions. The Firm was founded in 1994 by Kenneth G. Tropin and, as of January 1, 2022, has more than $15 billion in assets managed on behalf of global pensions, sovereign wealth funds, endowments and foundations, investment...

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...

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...

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

Province is an industry-leading, internationally recognized consulting firm of senior business leaders specializing in financial advisory, corporate reorganization and trustee-related services. Our team has extensive expertise in accounting, tax, valuation, fraud examination, corporate and leveraged finance, capital solutions, portfolio management, expert testimony, bankruptcy process and trustee & disbursing agent services. We work with enterprises to successfully tackle complex restructurings and...

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.

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...

We are pioneers in the independent investment research business and a premier online financial media company. Our non-consensus research team is committed to delivering the highest caliber investment ideas through rigorous quantitative, bottom-up and macro analysis with an emphasis on timing. Hedgeye TV is online financial media for smart investors where we showcase our analysts'​ leading market and economic insights and...

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...

100% clean energy across America - that’s our vision. Mosaic makes affordable financing options available to qualifying homeowners — and for the pros, the powerful technology needed to grow their business and encourage the wide-spread adoption of clean energy upgrades. With over 10 years of experience in solar financing, we are a trusted leader prioritizing consumer protections and working to...