Top 30 Financial Services Companies in Darien

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Below is the list of Top 30 Financial Services Companies in Darien ranked based on company size, client reviews, services, and awards.

Financial Services Companies in Darien

1. Portfolio Advisors, Llc

Industry: Financial Services

Location: Darien, Connecticut

Website: portad.com

Company Founded: 1994

Company Size: 51-200

Company Address: 9 Old Kings Highway, Darien, Connecticut, United States

Portfolio Advisors, Llc Contact Details

Name Title LinkedIn Phone Email
Brian Murphy Managing Director
Ryan Payne Private Equity Intern
Michael Song Vice President
Nathan Ondricek Private Equity Senior Associate
Michael Jenson Senior Vice President
Robert Tupper Consultant
Kenneth Wisdom Managing Director
Requires/Intent and 10 more Employees
Loan Origination & Servicing Platforms
API Integration For FinTech
HR & Talent Acquisition
Asset Management
Mergers & Acquisitions Advisory
and more

2. Greenworks Lending

Industry: Financial Services

Location: Darien, Connecticut

Website: greenworkslending.com

Company Founded: 2015

Company Size: 11-50

Company Address: 28 Thorndal Circle, Darien, Connecticut, United States

Greenworks Lending Contact Details

Name Title LinkedIn Phone Email
Jessica Bailey Chief Executive Officer
Michael Doty Director Energy Efficiency Lending
Rebecca Disbrow Vice President Of Underwriting
Michael Billingsley Director, Business Development Mid-atlantic Region
Elliott Cole Senior Business Development Associate
Alicia Helgans Contractor And Disbursement Administrator
Requires/Intent
Mergers & Acquisitions Advisory
Corporate Finance Strategy
Wealth Management
and more

3. Fallline Securities

Industry: Financial Services

Location: Darien, Connecticut

Website: falllinesec.com

Company Founded: 2015

Company Size: 11-50

Company Address: 19 Old Kings Highway, Darien, Connecticut, United States

Fallline Securities Contact Details

Name Title LinkedIn Phone Email
John Straus Managing Partner
Peter Ruhlin Managing Partner And Chief Financial Officer
Requires/Intent
Quality Control & Assurance
Risk Management & Compliance
and more

4. Darien Rowayton Bank

Industry: Financial Services

Location: Darien, Connecticut

Website: drbankonline.com

Company Size: 51-200

Company Address: 1001 Post Road, Darien, Connecticut, United States

Darien Rowayton Bank Contact Details

Name Title LinkedIn Phone Email
Sigmund Morriar Assistant Vice President And Director, Enterprise Risk
John Cutting Group Head Commercial Real Estate Finance
Trell Davis Deposit Operations Specialist
Phillip Spera Business Analyst
Sandra De Nicolo Operations Analyst
Sandra Brown Operations Analyst
Gabrielle Daves Credit Administration Officer - Assistant Vice President
Requires/Intent and 4 more Employees
Hedge Fund & Private Equity Consulting
Sales & Lead Generation Strategy
Data Analytics & Business Intelligence
Securities Trading & Brokerage
and more

5. Dr Bank

Industry: Financial Services

Location: Darien, Connecticut

Website: drbank.com

Company Size: 51-200

Company Address: 1001 Post Road, Darien, Connecticut, United States

Dr Bank Contact Details

Name Title LinkedIn Phone Email
Johnny Barbalaco Evp, Chief Banking Officer
Robert Kettenmann President
Requires/Intent
Sales & Lead Generation Strategy
IoT-enabled Smart Banking Solutions
and more

6. Crt Capital Group

Industry: Financial Services

Location: Darien, Connecticut

Website: crtllc.com

Company Founded: 1990

Company Size: 201-500

Company Address: P/o Box 2900, Darien, Connecticut, United States

Crt Capital Group Contact Details

Name Title LinkedIn Phone Email
Bob Eick Principal
Kayvan Rahbar Equity Research Associate
Michael Trimbach Temporary Project Manager
Carel Merwe Vice President Sales
Lina Payne Marketing Manager
Requires/Intent
Online Advertising & SEO
Portfolio Management
Sales & Lead Generation Strategy
Cloud Computing Solutions
and more

7. North Star Wealth Investors, Llc

Industry: Financial Services

Location: Darien, Connecticut

Website: nsinvestors.com

Company Founded: 2009

Company Size: 1-10

Company Address: 30 Old Kings Highway, Darien, Connecticut, United States

North Star Wealth Investors, Llc Contact Details

Name Title LinkedIn Phone Email
Falgun Jariwala Managing Director
Elizabeth Hensley Investment Intern
Requires/Intent
Blockchain & Cryptocurrency Solutions
Performance Tracking & KPI Analytics
Customer Relationship Management (CRM)
Online Advertising & SEO
Hedge Fund & Private Equity Consulting
and more

8. Investorcom

Industry: Financial Services

Location: Darien, Connecticut

Website: investor-com.com

Company Founded: 2000

Company Size: 1-10

Company Address: 19 Old Kings Highway, Darien, Connecticut, United States

Investorcom Contact Details

Name Title LinkedIn Phone Email
John Grau President And Chief Executive Officer
Requires/Intent
Hedge Fund & Private Equity Consulting
Treasury & Cash Flow Management
Risk Management & Compliance
Financial Auditing & Reporting
Branding & Public Relations
and more

9. Hhg & Company, Llc

Industry: Financial Services

Location: Darien, Connecticut

Website: hhg.net

Company Founded: 1986

Company Size: 11-50

Company Address: 23 Old King South Highway, Darien, Connecticut, United States

Hhg & Company, Llc Contact Details

Name Title LinkedIn Phone Email
Barbara Gerstel Benefits Advisory Director
Janet Fitzpatrick Director Of Operations
Sydney Moerler Intern
Requires/Intent
HR & Talent Acquisition
Banking & Payment Processing
IoT-enabled Smart Banking Solutions
ERP For Financial Institutions
and more

10. Chain Asset Management Solutions

Industry: Financial Services

Location: Darien, Connecticut

Website: chainams.com

Company Founded: 2019

Company Size: 11-50

Chain Asset Management Solutions Contact Details

Name Title LinkedIn Phone Email
Peter Carpenter Senior Vice President, Global Equipment Finance
Requires/Intent
Online Advertising & SEO
Fraud Detection & Prevention
Customer Relationship Management (CRM)
ESG & Sustainable Finance Consulting
Cybersecurity & Data Protection
and more

11. Spree Capital Advisers

Industry: Financial Services

Location: Darien, Connecticut

Website: spreecap.com

Company Founded: 2018

Company Size: 1-10

Company Address: 30 Old Kings Highway, Darien, Connecticut, United States

Spree Capital Advisers Contact Details

Name Title LinkedIn Phone Email
Thatcher Martin Managing Partner
Requires/Intent
Cloud Computing Solutions
Business Strategy & Growth Consulting
Marketing Services
and more

12. Boardroom Alpha

Industry: Financial Services

Location: Darien, Connecticut

Website: boardroomalpha.com

Company Founded: 2018

Company Size: 11-50

Company Address: 9 Old Kings Highway, Darien, Connecticut, United States

Boardroom Alpha Contact Details

Name Title LinkedIn Phone Email
David Drapkin Director Of Product Strategy
Requires/Intent
Credit Rating & Analysis
Automation & Workflow Optimization
and more

13. Private Capital Advisors Inc

Industry: Financial Services

Location: Darien, Connecticut

Website: privatecapitaladv.com

Company Founded: 1996

Company Size: 11-50

Private Capital Advisors Inc Contact Details

Name Title LinkedIn Phone Email
Jessica Cepeda Administrative Operations
Jessica Noriega Office Assistant
Requires/Intent
Customer Relationship Management (CRM)
Financial Planning & Retirement Solutions
Corporate Finance Strategy
Blockchain & Cryptocurrency Solutions
Business Strategy & Growth Consulting
and more

14. Ardara Capital Lp

Industry: Financial Services

Location: Darien, Connecticut

Company Founded: 2011

Company Size: 1-10

Company Address: 246 Brookside Road, Darien, Connecticut, United States

Ardara Capital Lp Contact Details

Name Title LinkedIn Phone Email
Riley Mullin Equity Research Analyst
Requires/Intent
Mortgage & Loan Processing
Financial Forecasting & Modeling
Hedge Fund & Private Equity Consulting
Debt Collection & Recovery
and more

15. Paritas Capital Management, Llc

Industry: Financial Services

Location: Darien, Connecticut

Company Founded: 2015

Company Size: 1-10

Company Address: 10 Corbin Drive, Darien, Connecticut, United States

Paritas Capital Management, Llc Contact Details

Name Title LinkedIn Phone Email
Douglas Hedley Portfolio Manager, Co-ceo
Requires/Intent
Financial Auditing & Reporting
Sales & Lead Generation Strategy
Wealth Management
and more

16. Lynn Morgan Design

Industry: Financial Services

Location: Darien, Connecticut

Company Size: 1-10

Company Address: 118 Goodwives River Road, Darien, Connecticut, United States

Lynn Morgan Design Contact Details

Name Title LinkedIn Phone Email
Lynn Morgan Principle
Requires/Intent
Automation & Workflow Optimization
Financial Auditing & Reporting
Financial Planning & Retirement Solutions
ESG & Sustainable Finance Consulting
Investment Advisory
and more

17. Mallory Capital Group, Llc

Industry: Financial Services

Location: Darien, Connecticut

Website: mallorycapital.com

Company Size: 11-50

Company Address: 19 Old Kings Highway, Darien, Connecticut, United States

Mallory Capital Group, Llc Contact Details

Name Title LinkedIn Phone Email
Scott Saiers Managing Director
Requires/Intent
Corporate Finance Strategy
Employee Training & Workforce Development
Mobile App Development For Financial Services
Marketing Services
and more

18. Sound Fund Advisors Llc

Industry: Financial Services

Location: Darien, Connecticut

Website: soundfundadvisors.com

Company Founded: 2011

Company Size: 1-10

Company Address: 30 Old Kings Highway, Darien, Connecticut, United States

Sound Fund Advisors Llc Contact Details

Name Title LinkedIn Phone Email
Rachel Donovan Research And Administrative Services
Requires/Intent
Financial Forecasting & Modeling
Portfolio Management
Risk Assessment & Mitigation
Financial Auditing & Reporting
Customer Relationship Management (CRM)
and more

19. Rogerscasey

Industry: Financial Services

Location: Darien, Connecticut

Website: rogerscasey.com

Company Size: 11-50

Company Address: 1 Parklands Drive, Darien, Connecticut, United States

Rogerscasey Contact Details

Name Title LinkedIn Phone Email
Michele Boucher Research Coordinator
Lisa Florentine Director
Alan Kosan Managing Director
Michele Gorman Client Support Representative
Stinceon Dennen Xxx
Requires/Intent
Mergers & Acquisitions Advisory
Fraud Detection & Prevention
Legal Compliance & Advisory
Debt Collection & Recovery
and more

20. Sinclair & Company, Llc

Industry: Financial Services

Location: Darien, Connecticut

Website: sinclaircompany.com

Company Founded: 2005

Company Size: 11-50

Company Address: 30 Old Kings Highway, Darien, Connecticut, United States

Sinclair & Company, Llc Contact Details

Name Title LinkedIn Phone Email
Timothy Dewey Professional
Mike Lobato Security At Sinclair And Company, Llc
Requires/Intent
Automation & Workflow Optimization
Customer Relationship Management (CRM)
IoT-enabled Smart Banking Solutions
Financial Planning & Retirement Solutions
API Integration For FinTech
and more

21. Integrity Research Associates

Industry: Financial Services

Location: Darien, Connecticut

Website: integrity-research.com

Company Founded: 2003

Company Size: 1-10

Company Address: 25 Old Kings Highway, Darien, Connecticut, United States

Integrity Research Associates Contact Details

Name Title LinkedIn Phone Email
Tom Hutchinson Principal
Jeff Chapman Senior Loan Officer And Team Leader
Dee Lawarren Assistant
Requires/Intent
Risk Management & Compliance
Document Management & E-signature Solutions
Cloud Computing Solutions
and more

22. Proyash Capital Mangement

Industry: Financial Services

Location: Darien, Connecticut

Website: proyashcapital.com

Company Founded: 2017

Company Size: 1-10

Company Address: 137 Hollow Tree Ridge Road, Darien, Connecticut, United States

Proyash Capital Mangement Contact Details

Name Title LinkedIn Phone Email
Neeraj Sharma Marketing Director
Requires/Intent
Blockchain & Cryptocurrency Solutions
Credit Rating & Analysis
Legal Compliance & Advisory
ERP For Financial Institutions
and more
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Darien Financial Services Companies Contacts

No. Name Company Job Title LinkedIn Phone Email
1 Brian Murphy Portfolio Advisors, Llc Managing Director
2 Ryan Payne Portfolio Advisors, Llc Private Equity Intern
3 Michael Song Portfolio Advisors, Llc Vice President
4 Nathan Ondricek Portfolio Advisors, Llc Private Equity Senior Associate
5 Michael Jenson Portfolio Advisors, Llc Senior Vice President
6 Robert Tupper Portfolio Advisors, Llc Consultant
7 Kenneth Wisdom Portfolio Advisors, Llc Managing Director
8 Jessica Bailey Greenworks Lending Chief Executive Officer
9 Michael Doty Greenworks Lending Director Energy Efficiency Lending
10 Rebecca Disbrow Greenworks Lending Vice President Of Underwriting
11 Michael Billingsley Greenworks Lending Director, Business Development Mid-atlantic Region
12 Elliott Cole Greenworks Lending Senior Business Development Associate
13 Alicia Helgans Greenworks Lending Contractor And Disbursement Administrator
14 John Straus Fallline Securities Managing Partner
15 Peter Ruhlin Fallline Securities Managing Partner And Chief Financial Officer
16 Sigmund Morriar Darien Rowayton Bank Assistant Vice President And Director, Enterprise Risk
17 John Cutting Darien Rowayton Bank Group Head Commercial Real Estate Finance
18 Trell Davis Darien Rowayton Bank Deposit Operations Specialist
19 Phillip Spera Darien Rowayton Bank Business Analyst
20 Sandra De Nicolo Darien Rowayton Bank Operations Analyst
21 Sandra Brown Darien Rowayton Bank Operations Analyst
22 Gabrielle Daves Darien Rowayton Bank Credit Administration Officer - Assistant Vice President
23 Johnny Barbalaco Dr Bank Evp, Chief Banking Officer
24 Robert Kettenmann Dr Bank President
25 Bob Eick Crt Capital Group Principal
26 Kayvan Rahbar Crt Capital Group Equity Research Associate
27 Michael Trimbach Crt Capital Group Temporary Project Manager
28 Carel Merwe Crt Capital Group Vice President Sales
29 Lina Payne Crt Capital Group Marketing Manager
30 Falgun Jariwala North Star Wealth Investors, Llc Managing Director
31 Elizabeth Hensley North Star Wealth Investors, Llc Investment Intern
32 John Grau Investorcom President And Chief Executive Officer
33 Barbara Gerstel Hhg & Company, Llc Benefits Advisory Director
34 Janet Fitzpatrick Hhg & Company, Llc Director Of Operations
35 Sydney Moerler Hhg & Company, Llc Intern
36 Peter Carpenter Chain Asset Management Solutions Senior Vice President, Global Equipment Finance
37 Thatcher Martin Spree Capital Advisers Managing Partner
38 David Drapkin Boardroom Alpha Director Of Product Strategy
39 Jessica Cepeda Private Capital Advisors Inc Administrative Operations
40 Jessica Noriega Private Capital Advisors Inc Office Assistant

Financial Services companies in different cities of Connecticut

No. Industry Number of Contacts Download
1 Financial services Companies in Stamford 36192
2 Financial services Companies in Greenwich 27840
3 Financial services Companies in Hartford 11136
4 Financial services Companies in Norwalk 10208
5 Financial services Companies in New Haven 5104
6 Financial services Companies in Westport 16240
7 Financial services Companies in Farmington 6496
8 Financial services Companies in Glastonbury 7888
9 Financial services Companies in Shelton 6960
10 Financial services Companies in Danbury 5104
11 Financial services Companies in West Hartford 8352
12 Financial services Companies in Fairfield 4640
13 Financial services Companies in Windsor 3248
14 Financial services Companies in Middletown 1856
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16 Financial services Companies in Wilton 2784
17 Financial services Companies in New Canaan 6032
18 Financial services Companies in Milford 3248
19 Financial services Companies in Bridgeport 1856
20 Financial services Companies in East Hartford 1856
21 Financial services Companies in Guilford 2784
22 Financial services Companies in Manchester 1856
23 Financial services Companies in Rocky Hill 3712
24 Financial services Companies in Waterbury 1392
25 Financial services Companies in Avon 5104
26 Financial services Companies in Hamden 2320
27 Financial services Companies in Newington 928