Top 20 Financial Services Companies in New Canaan

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Below is the list of Top 20 Financial Services Companies in New Canaan ranked based on company size, client reviews, services, and awards.

Financial Services Companies in New Canaan

1. Crossbay Capital Partners

Industry: Financial Services

Location: New Canaan, Connecticut

Website: crossbaycapital.com

Company Founded: 2005

Company Size: 1-10

Company Address: 78 Pine Street, New Canaan, Connecticut, United States

Crossbay Capital Partners Contact Details

Name Title LinkedIn Phone Email
Robert Betack Head Of Product Management And Sales
Michael Korevec Institutional Sales
Evan Velleca Analyst
Requires/Intent
Banking & Payment Processing
Cloud Computing Solutions
Accounting Services
Financial Auditing & Reporting
and more

2. Stadium Capital Management

Industry: Financial Services

Location: New Canaan, Connecticut

Website: stadiumcapital.com

Company Size: 11-50

Company Address: 199 Elm Street, New Canaan, Connecticut, United States

Stadium Capital Management Contact Details

Name Title LinkedIn Phone Email
Edric Wung Investment Analyst
Eileen Silva Chief Financial Officer And Coo; Stadium Capital Management
Dominic Demarco Managing Partner
John Welborn Partner
Amy Sheffield Controller And Deputy Of Compliance
Requires/Intent
Cloud Computing Solutions
Mergers & Acquisitions Advisory
Accounting Services
Compliance & Regulatory Advisory
ESG & Sustainable Finance Consulting
and more

3. Gilman Hill Asset Management

Industry: Financial Services

Location: New Canaan, Connecticut

Website: gilmanhill.com

Company Founded: 1999

Company Size: 1-10

Company Address: 199 Elm Street, New Canaan, Connecticut, United States

Gilman Hill Asset Management Contact Details

Name Title LinkedIn Phone Email
Jenny Van Leeuwen Harrington Ceo, Portfolio Manager
Michelle Gardner Analyst
John Harrington Chief Operating Officer, Chief Compliance Officer
Requires/Intent
IoT-enabled Smart Banking Solutions
Customer Relationship Management (CRM)
and more

4. Valley Ridge Investment Partners

Industry: Financial Services

Location: New Canaan, Connecticut

Website: valleyridgeip.com

Company Founded: 2018

Company Size: 1-10

Valley Ridge Investment Partners Contact Details

Name Title LinkedIn Phone Email
Mark Tedford Managing Director
Requires/Intent
Marketing Services
Credit Rating & Analysis
Blockchain & Cryptocurrency Solutions
Document Management & E-signature Solutions
Corporate Finance Strategy
and more

5. Roundtable Financial Group

Industry: Financial Services

Location: New Canaan, Connecticut

Website: roundtablefg.com

Company Founded: 2009

Company Size: 1-10

Company Address: 23a Charter Oak Drive, New Canaan, Connecticut, United States

Roundtable Financial Group Contact Details

Name Title LinkedIn Phone Email
Matthew Hoffman Partner
Requires/Intent
Loan Origination & Servicing Platforms
Financial Forecasting & Modeling
and more

6. Htg Investment Advisors Inc.

Industry: Financial Services

Location: New Canaan, Connecticut

Website: htgadvisors.com

Company Founded: 1993

Company Size: 11-50

Company Address: 50 Locust Avenue, New Canaan, Connecticut, United States

Htg Investment Advisors Inc. Contact Details

Name Title LinkedIn Phone Email
Allison Donaldson Advisor
Amy Sheinberg Senior Client Services Manager
Requires/Intent
Technology Consulting
Financial Planning & Retirement Solutions
Mergers & Acquisitions Advisory
and more

7. New Canaan Funding Llc

Industry: Financial Services

Location: New Canaan, Connecticut

Website: newcanaanfunding.com

Company Founded: 1995

Company Size: 1-10

Company Address: 21 Locust Avenue, New Canaan, Connecticut, United States

New Canaan Funding Llc Contact Details

Name Title LinkedIn Phone Email
Earl Mix Managing Member
Requires/Intent
Financial Forecasting & Modeling
Risk Assessment & Mitigation
Treasury & Cash Flow Management
Cloud Computing Solutions
Document Management & E-signature Solutions
and more

8. Crescendo Capital Partners, Llc

Industry: Financial Services

Location: New Canaan, Connecticut

Company Founded: 2012

Company Size: 11-50

Company Address: P/o Box 1584, New Canaan, Connecticut, United States

Crescendo Capital Partners, Llc Contact Details

Name Title LinkedIn Phone Email
Eric Proulx Marketing Assistant
Requires/Intent
Quality Control & Assurance
Sales & Lead Generation Strategy
and more

9. J.m. Lummis & Company, Inc.

Industry: Financial Services

Location: New Canaan, Connecticut

Website: jmlummis.com

Company Size: 11-50

Company Address: 50 Locust Avenue, New Canaan, Connecticut, United States

J.m. Lummis & Company, Inc. Contact Details

Name Title LinkedIn Phone Email
Paulina Mandujano Brokers Assistant
Requires/Intent
Banking & Payment Processing
Cloud Computing Solutions
and more

10. Nextpoint Solutions, Llc

Industry: Financial Services

Location: New Canaan, Connecticut

Website: nextpointsolutions.com

Company Size: 1-10

Company Address: 3 Forest Street, New Canaan, Connecticut, United States

Nextpoint Solutions, Llc Contact Details

Name Title LinkedIn Phone Email
Kimmi Mroz Life Insurance Executive Administrator
Requires/Intent
Legal Compliance & Advisory
Sales & Lead Generation Strategy
Tax Planning & Strategy
and more

11. Langdon Capital, Llc

Industry: Financial Services

Location: New Canaan, Connecticut

Website: langdoncapital.com

Company Founded: 2009

Company Size: 1-10

Langdon Capital, Llc Contact Details

Name Title LinkedIn Phone Email
Perry Langdon Real Estate Developer
Requires/Intent
ESG & Sustainable Finance Consulting
Portfolio Management
Business Strategy & Growth Consulting
and more

12. Gci Financial

Industry: Financial Services

Location: New Canaan, Connecticut

Website: gcitrading.com

Company Founded: 2002

Company Size: 11-50

Gci Financial Contact Details

Name Title LinkedIn Phone Email
Jessica Edofiagbor Fx Trader
Requires/Intent
Mergers & Acquisitions Advisory
Marketing Services
Mortgage & Loan Processing
Financial Planning & Retirement Solutions
Loan Origination & Servicing Platforms
and more

13. Ram Management Group, Ltd.

Industry: Financial Services

Location: New Canaan, Connecticut

Website: ramfutures.com

Company Founded: 1993

Company Size: 1-10

Company Address: 16 Forest Street, New Canaan, Connecticut, United States

Ram Management Group, Ltd. Contact Details

Name Title LinkedIn Phone Email
Jeff Earle Principal
Requires/Intent
IoT-enabled Smart Banking Solutions
Wealth Management
and more
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New Canaan Financial Services Companies Contacts

No. Name Company Job Title LinkedIn Phone Email
1 Robert Betack Crossbay Capital Partners Head Of Product Management And Sales
2 Michael Korevec Crossbay Capital Partners Institutional Sales
3 Evan Velleca Crossbay Capital Partners Analyst
4 Edric Wung Stadium Capital Management Investment Analyst
5 Eileen Silva Stadium Capital Management Chief Financial Officer And Coo; Stadium Capital Management
6 Dominic Demarco Stadium Capital Management Managing Partner
7 John Welborn Stadium Capital Management Partner
8 Amy Sheffield Stadium Capital Management Controller And Deputy Of Compliance
9 Jenny Van Leeuwen Harrington Gilman Hill Asset Management Ceo, Portfolio Manager
10 Michelle Gardner Gilman Hill Asset Management Analyst
11 John Harrington Gilman Hill Asset Management Chief Operating Officer, Chief Compliance Officer
12 Mark Tedford Valley Ridge Investment Partners Managing Director
13 Matthew Hoffman Roundtable Financial Group Partner
14 Allison Donaldson Htg Investment Advisors Inc. Advisor
15 Amy Sheinberg Htg Investment Advisors Inc. Senior Client Services Manager
16 Earl Mix New Canaan Funding Llc Managing Member
17 Eric Proulx Crescendo Capital Partners, Llc Marketing Assistant
18 Paulina Mandujano J.m. Lummis & Company, Inc. Brokers Assistant
19 Kimmi Mroz Nextpoint Solutions, Llc Life Insurance Executive Administrator
20 Perry Langdon Langdon Capital, Llc Real Estate Developer
21 Jessica Edofiagbor Gci Financial Fx Trader
22 Jeff Earle Ram Management Group, Ltd. Principal

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 Darien 10208
12 Financial services Companies in West Hartford 8352
13 Financial services Companies in Fairfield 4640
14 Financial services Companies in Windsor 3248
15 Financial services Companies in Middletown 1856
16 Financial services Companies in Wallingford 1856
17 Financial services Companies in Wilton 2784
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