This article showcases our top picks for the best Connecticut based Asset Management companies. These startups and companies are taking a variety of approaches to innovating the Asset 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 Asset Management Startups
Data sourced from Crunchbase and SemRush.
Lifestyle Financial Strategies
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Lifestyle Financial Planning offers cash flow analysis, income tax evaluation, education planning, and portfolio construction services.
Endeavour Capital Advisors
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Endeavour Capital Advisors is an investment management company.
Strategic Financial Group
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Strategic Financial Group provides retirement planning, estate planning, asset management, 401(k) rollovers, and employee benefits services.
Merryfield Investment Management Inc
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Merryfield Is an Independent, RIA Focused Solely On Building And Preserving Wealth For Individuals, Trusts, Endowments And Foundations.
Quantitative investment insights
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Quantitative investment insights is a provider of investment banking and asset management services.
Devotio Capital Management
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Devotio Capital Management is a real estate investment company that offers acquisition, asset management, and structuring services.
Haven Asset Management
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Haven Asset Management is a financial service company.
McClain Value Management LLC
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McClain Value Management is an independent investment adviser firm pecializing in long-term, concentrated fundamental value investing.
GSB Wealth Management
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GSB Wealth Management provides asset management and wealth management services.
Hogg Holdings
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Hogg Holdings is a real estate firm that focuses on development, asset management, and transaction consulting services.
Equity Research Desk
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Equity Research Desk offers investment research, due diligence, valuations, and benchmarking services for global capital market firms.
Vaylark Financial Services
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Vaylark Financial Services provides college planning, investment management, retirement strategies, estate & tax planning services.
Jan Johnson
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Jan Johnson offers financial transitions planning, asset management, intergenerational wealth transfer, tax preparation & planning services.
First Reserve Sustainable Growth
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First Reserve Sustainable Growth engaged in mergers, capital stock exchanges, asset acquisitions, stock purchases, and reorganization.
CRG
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CRG is an equity firm that specializes in innovative solutions, real estate, auction, funding, business advice & asset management services.
JGB Management
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JGB Management provides asset management, business valuations, portfolio management, and investment management services.
Ventry Harbor Asset Management
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Ventry Harbor Asset Management is a financial firm that provides investment strategies to promote business growth for organizations.
Greene Capital
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Greene Capital is a financial solutions company that provides multi-asset class investment, asset and wealth management services.
Shariah Capital
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Shariah Capital Inc. is a globaly recognized Shariah specialist focused on cross-border investment and advisory opportunities.
Advanced Capital
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Advanced Capital is an independent firm that provides asset management and investment planning for individuals, families and trusts.
Aspetuck Capital Management
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Aspetuck Capital Management is an advisory firm that offers an optimized global macro multi-strategy portfolio to meet investment needs.
The Plain Sight Group
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The Plain Sight is a unique alternative asset management firm that seeks to inject proprietary technology into corporate opportunities.
Ladd Capital Management
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Ladd Capital Management is an investment advisory firm that offers portfolio strategies, risk planning, and asset allocation services.
Wolverine Investments
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Wolverine Investments is a wealth and investment management firm.
Blueprint
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Blueprint offers investment management and financial planning services including estate planning, taxation, insurance, and cash management.
Resnick Investment Advisors
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Resnick Investment Advisors provider of Investment advisory services.
Southport Station Financial Management
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Southport Station Financial Management provides asset allocation, wealth management, retirement, financial, and estate planning services.
Diamant Asset Management
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Diamant Asset Management is a wealth solutions company that offers financial guidance, consultation, risk analysis, and investment services.
Jadwin Asset Management
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Jadwin Asset Management is a professional firm that offers wealth management services for high-net-worth individuals and families.
Essex Asset Advisors
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Essex Asset Advisors engages in rehabilitation, workouts and developing many innovative structured solutions.
Edge Strategy Group
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Edge Strategy Group is an asset and wealth management firm.
SummerHaven
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SummerHaven is a commodity-focused asset management firm.
Charles Bailey & Associates
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Charles Bailey & Associates provides financial planning, investment, taxation, retirement planning, insurance and asset management services.
Energy Income Partners
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Energy Income Partners provide professional asset management services.
Castle Point
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Castle Point Capital is a de novo asset management company investing in public equities within the financial services sector.
Strategies For Retirement
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Strategies For Retirement offers financial planning, retirement planning, and financial services.
Fairport Asset Management Corp.
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Fairport Asset Management provides investors with financial planning and investment advice, particularly regarding their retirement.
Premier Commercial
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Premier Commercial offers brokerage, acquisitions, property development, property lease, asset management and property management services.
Emerson Ward Creative
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Emerson Ward providing knowledgeable, professional branding, collateral, and consulting services to asset managers of all shapes and sizes.
BH Asset Management
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BH Asset Management is an investment management firm that offers asset protection, financial, estate and retirement planning services.
Lyric Services
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Lyric is an alternative asset management, and consulting firm.
Schaffer Consulting
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Schaffer Consulting is a leader in management consulting company for the development and practice of organizational and cultural.
Bright Asset Management
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Bright Asset Management provides comprehensive financial planning and investment management services for individuals, families, and more.
Sureview Capital LLC
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Sureview Capital is a registered investment advisor managing equity funds and primarily provides its services to pooled investment vehicles.
Zenplex
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ZDAM helps you to easily and efficiently store, exchange, and access data and assets to improve organizational performance.
Lapides Asset Management
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Lapides Asset Management is a financial service provider company.
Whitehaven Asset Management
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Whitehaven Asset Management specializes in investment strategies and asset management services.
Investment Capital Partners
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Investment Capital Partners is a commercial real estate firm that specializes in construction, asset and property management services.
TaxServ
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TaxServ is a financial solutions firm that asset administration, asset custodial, offers receivables collection and management services.
Macrolens
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Macrolens is a financial advisory firm that offers portfolio analysis, hedge funds, asset management, and macro investments services.
Boundless Financial Solutions
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Boundless Financial Solutions offers investment management, retirement strategies, budgeting, asset allocation and tax planning services.
O’Shaughnessy Funds
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O’Shaughnessy Funds expertise in mutual fund, financial, invest and asset management services.
Coleman Financial Advisory Group
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Coleman Financial Advisory Group offers asset management, retirement planning and income strategies services.
Roundtable Financial Group
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Roundtable Financial Group specializes in asset management, capital growth, funds placement, advisory, and direct transaction services.
Northern Storage and Transport
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Northern Storage & Transport is a licensed and bonded freight shipping and trucking company running freight hauling business.
MSF Investment Advisory
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MSF Investment Advisory provides financial consulting, insurance, portfolio management, investment advisory and asset management services.
Readco
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Readco provides asset management, real estate development, refinancing, property analysis, leasing and property management services.
Financial Strategies Investment Advisor Services
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Financial Strategies Investment Advisor Services is an investment advisory firm that delivers insurance, consultation and asset management.
ERG Asset Management
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ERG Asset Management provides portfolio management, cash management, monetization plans, expense management & portfolio reporting services.
TLP Ventures
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TLP Ventures is an investment holding company with investments in technology, home improvement, automotive and investment businesses.
Prosperity
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Prosperity provides retirement planning, cash flow analysis, insurance, asset management, consulting, college and estate planning services.
The Common Fund For Nonprofit Organizations
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The Common Fund For Nonprofit Organizations is a nonprofit asset management firm dealing with investment & asset management services.
Dalzell Capital Partners
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Dalzell Capital Partners is a real estate investment company that focuses on acquiring commercial properties and urban centers.
Northlight Capital Partners
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Northlight Capital Partners provides debt collection and acquisition services as well as capital solutions to stakeholders.
Diddel & Diddel
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Diddel & Diddel renders strategy, advice, financial planning, asset management, insurance, tax and legal services.
Sightline Wealth Advisors
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Sightline Wealth Advisors is an investment advisory firm that provides financial planning, and investment management services.
Excel Wealth Management
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Excel Wealth Management provides investment strategies, annuities, insurance, financial planning and asset management services.
Machuga Financial Services
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Machuga Financial Services is a financial firm that offers an independent wealth management firm.
Doherty Financial Services
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Doherty Financial Services offers wealth management, asset allocation, investment consulting, financial and retirement planning services.
Paradigm Financial Partners
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Paradigm Financial Partners offers financial planning, wealth management, wealth insurance, and asset management.
LoanCore Capital
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LoanCore Capital renders asset management, bridge equity, subordinated debts, restructuring senior loans and risk management services.
Shelving Rock
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Shelving Rock is a purchaser and a full service specialty asset management firm.
Milestone Asset Management Group
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Milestone Asset Management Group is an asset Management and wealth management firm.
HTG Investment Advisors
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HTG Investment Advisors is an investment advisory firm that specializes in financial planning and investment management services.
Quadratic Capital Management
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Quadratic Capital Management is an asset management firm that offers portfolio management, financial planning, advisory & analysis services.
The Asset Protection Group LLC
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The Asset Protection Group LLC designs & implements asset protection programs that include nursing homes to life insurance.
Toomey Investment Management
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Toomey Investment Management is an asset management firm that specializes in wealth management, insurance and tax preparation services.
Parallel Capital
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Parallel capital provides asset management, debt and equity placement, transaction structuring, due diligence and asset evaluation services.
Computil
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Computil is a company which specializes in Utility billing system, GIS mapping services, and Computer/Network services.
20/20 Software
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20/20 Software offers an integrated Digital Asset Management system for administration, publishing, and website (or media portals) display.
Long View Growth Partners
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Long View Growth Partners is involved in investment, strategy, and capital raising to help companies achieve long-term objectives.
Gilman Hill Asset Management
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Gilman Hill Asset Management is a financial solutions provider that offers investments strategies and advisory services.
PTS Asset Management
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PTS Asset Management offers investment solutions, risk management & advisory services to individuals, businesses & non-profit organizations.
Small Business Community Capital
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Small Business Community Capital offers customized capital solutions, debt collections, equity capital and investment management services.
Peak 8 Asset Management
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Peak 8 Asset Management is an asset management firm that focuses on alternative fixed income investments.
Penwood Real Estate Investment Management
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Penwood Real Estate Investment Management involves in managing value-added real estate investments for the institutional marketplace.
Newfleet Asset Management
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Newfleet Asset Management is a long-tenured team of fixed income specialists that employ a multi-sector approach to investing.
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.
Scranton Financial Group
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Scranton Financial Group is a financial firm that offers financial planning and investment advisory services.
Dichotomy Capital
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Dichotomy Capital is an investment firm that specializes in renewable revolution power markets utilizing deep fundamental research.
Collins Enterprises
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Collins has generated value and benefit to underutilized characteristics through strategic redevelopment and repositioning.
BLP Enterprises
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BLP Enterprises is an investment firm that governs and supports assets including real estate properties and various businesses.
ProEast Asset
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ProEast Asset Management offers a holistic approach to financial planning.
Exelauno Capital Management
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Exelauno Capital Management offers investment advice, portfolio management, and other financial services.
Global Machine Brokers
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GMB is a high-quality industrial asset management company with manufacturing engineers on staff, who understand your needs.
Forstone Capital
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Forstone Capital is a real estate company that offers construction, acquisitions, commercial leasing, asset & property management services.
Chain Asset Management Solutions
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Chain Asset Management Solutions delivers full lifecycle financing solutions and remarketing services of core manufacturing assets.
AIS Capital Management
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AIS Capital Management specializes in portfolio management, individual investors and financial advisors services.
Everstrong Capital
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Everstrong Capital is an infrastructure asset management service provider company.
Twin Haven
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Twin Haven is an investment firm that focuses on investments in small and middle-market companies and superior investment returns.
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