Top 40 Financial Services Companies in Westport

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Below is the list of Top 40 Financial Services Companies in Westport ranked based on company size, client reviews, services, and awards.

Financial Services Companies in Westport

1. Crito Capital

Industry: Financial Services

Location: Westport, Connecticut

Website: critocapital.com

Company Founded: 2011

Company Size: 11-50

Company Address: 8 Wright Street, Westport, Connecticut, United States

Crito Capital Contact Details

Name Title LinkedIn Phone Email
Sam Alaoui Securities Principal, Managing Director Investment Banking
Abbas Hashmi Managing Director
Tara Sharif Managing Director
Ileana Boza Agent - Invest For Residency
Requires/Intent
Marketing Services
ESG & Sustainable Finance Consulting
Online Advertising & SEO
and more

2. Rhk Capital

Industry: Financial Services

Location: Westport, Connecticut

Website: rhkcapital.com

Company Founded: 2017

Company Size: 51-200

Company Address: 276 Post Road West, Westport, Connecticut, United States

Rhk Capital Contact Details

Name Title LinkedIn Phone Email
Prakash Mandgi Managing Director
John Kalamarides Vice President-wealth Management
Gary Sacks Vice President
Norma-jean Proscia Operations Administrator
Robert Nyilas Vice President
Amy Clayton Senior Vice President, Investments
Wilder Carnes Senior Financial Advisor
Requires/Intent and 2 more Employees
Financial Forecasting & Modeling
Insurance & Underwriting Services
ERP For Financial Institutions
Financial Auditing & Reporting
Quality Control & Assurance
and more

3. Great Rock Capital Partners, Llc

Industry: Financial Services

Location: Westport, Connecticut

Website: greatrockcapital.com

Company Founded: 2015

Company Size: 11-50

Company Address: 285 Riverside Avenue, Westport, Connecticut, United States

Great Rock Capital Partners, Llc Contact Details

Name Title LinkedIn Phone Email
Jim Hogan Chief Commercial Officer
Stuart Prevo Associate, Underwriting
Jonathan Michaels Senior Associate, Underwriting And Portfolio Management
Requires/Intent
Risk Assessment & Mitigation
Compliance & Regulatory Advisory
API Integration For FinTech
Performance Tracking & KPI Analytics
Online Advertising & SEO
and more

4. Interlock Financial

Industry: Financial Services

Location: Westport, Connecticut

Website: interlockfinancial.com

Company Founded: 2017

Company Size: 1-10

Company Address: 10 Saugatuck Avenue, Westport, Connecticut, United States

Interlock Financial Contact Details

Name Title LinkedIn Phone Email
David Bunin Principal Advisor
Scott Milford Senior Associate
Requires/Intent
Marketing Services
Data Analytics & Business Intelligence
Digital Payment & Subscription Solutions
Insurance & Underwriting Services
Risk Management & Compliance
and more

5. Clapboard Hill Private Wealth

Industry: Financial Services

Location: Westport, Connecticut

Website: clapboardhill.com

Company Founded: 2018

Company Size: 1-10

Company Address: 1265 Post Road East, Westport, Connecticut, United States

Clapboard Hill Private Wealth Contact Details

Name Title LinkedIn Phone Email
Thomas Pacilio Chief Executive Officer And Founding Partner
Daniel Besse Managing Partner
Walter Rich Managing Director
Requires/Intent
Compliance & Regulatory Advisory
ERP For Financial Institutions
Blockchain & Cryptocurrency Solutions
Credit Rating & Analysis
Securities Trading & Brokerage
and more

6. True Green Capital Management Llc

Industry: Financial Services

Location: Westport, Connecticut

Website: truegreencapital.com

Company Founded: 2011

Company Size: 11-50

Company Address: 315 Post Road West, Westport, Connecticut, United States

True Green Capital Management Llc Contact Details

Name Title LinkedIn Phone Email
Maxim Russkikh Associate
Chris Kirkman Managing Director, Head Of Project Finance
Susan Amble Senior Counsel
Kathryn Vengerovskiy Senior Paralegal; Private Equity And Asset Management
Daniel Porcello Chief Financial Officer And Partner
Jan Geyer Salesman
Requires/Intent
Branding & Public Relations
API Integration For FinTech
Automation & Workflow Optimization
and more

7. Coastal Bridge Advisors

Industry: Financial Services

Location: Westport, Connecticut

Website: coastalbridgeadvisors.com

Company Founded: 2008

Company Size: 11-50

Company Address: 54 Wilton Road, Westport, Connecticut, United States

Coastal Bridge Advisors Contact Details

Name Title LinkedIn Phone Email
Henry Habgood Director Of Advisory Services
Steve Morrison Investment Strategy Associate
Planner Uliana Rymar Planning Specialist
Christine Smith Executive Assistant
Christine Pollander Personal Assistant To Founding Partners
Requires/Intent
Blockchain & Cryptocurrency Solutions
IoT-enabled Smart Banking Solutions
Risk Assessment & Mitigation
Insurance & Underwriting Services
Hedge Fund & Private Equity Consulting
and more

8. Amberlake Capital

Industry: Financial Services

Location: Westport, Connecticut

Website: amberlakecapital.com

Company Founded: 2019

Company Size: 11-50

Company Address: 21 Bridge Square, Westport, Connecticut, United States

Amberlake Capital Contact Details

Name Title LinkedIn Phone Email
Kristin Mott Founder And Managing Partner
Requires/Intent
Omnichannel Customer Support
Mobile App Development For Financial Services
and more

9. Balance Point Capital Partners, L.p.

Industry: Financial Services

Location: Westport, Connecticut

Website: balancepointcapital.com

Company Size: 1-10

Company Address: 8 Church Lane, Westport, Connecticut, United States

Balance Point Capital Partners, L.p. Contact Details

Name Title LinkedIn Phone Email
Eric Dale Partner
Melissa Nolan Accounting Manager
Karen Sussman Controller
Requires/Intent
HR & Talent Acquisition
Investment Advisory
Automation & Workflow Optimization
Hedge Fund & Private Equity Consulting
and more

10. Collateral Guaranty

Industry: Financial Services

Location: Westport, Connecticut

Website: collateralgty.com

Company Size: 1-10

Company Address: 125 Main Street, Westport, Connecticut, United States

Collateral Guaranty Contact Details

Name Title LinkedIn Phone Email
Thomas Orofino Managing Partner
Requires/Intent
Hedge Fund & Private Equity Consulting
Tax Planning & Strategy
and more

11. Evans Hagen & Company

Industry: Financial Services

Location: Westport, Connecticut

Website: evanshagen.com

Company Founded: 2007

Company Size: 1-10

Company Address: 611 Riverside Avenue, Westport, Connecticut, United States

Evans Hagen & Company Contact Details

Name Title LinkedIn Phone Email
Justin Wagner Investment Banking Intern
Requires/Intent
Customer Relationship Management (CRM)
Asset Management
Treasury & Cash Flow Management
and more

12. The Hammerstone Group

Industry: Financial Services

Location: Westport, Connecticut

Website: thehammerstone.com

Company Founded: 2000

Company Size: 1-10

Company Address: 500 Post Road East, Westport, Connecticut, United States

The Hammerstone Group Contact Details

Name Title LinkedIn Phone Email
Patrick Burke Director Of Sales And Business Development
Erik Mace Head Of Market Intelligence
Requires/Intent
Online Advertising & SEO
Treasury & Cash Flow Management
Omnichannel Customer Support
Compliance & Regulatory Advisory
and more

13. Edge Strategy Group

Industry: Financial Services

Location: Westport, Connecticut

Website: edgepartner.com

Company Founded: 2015

Company Size: 1-10

Company Address: 49 Riverside Avenue, Westport, Connecticut, United States

Edge Strategy Group Contact Details

Name Title LinkedIn Phone Email
Eric Wiercinski Regional Business Development Manager
Requires/Intent
Sales & Lead Generation Strategy
API Integration For FinTech
Treasury & Cash Flow Management
AI-powered Financial Insights
and more

14. Litvak & Co.

Industry: Financial Services

Location: Westport, Connecticut

Website: litvakandco.com

Company Founded: 2014

Company Size: 1-10

Company Address: 8 Wright Street, Westport, Connecticut, United States

Litvak & Co. Contact Details

Name Title LinkedIn Phone Email
Jeff Boris Chief Investment Officer, Head Of Investments And Research
Requires/Intent
Technology Consulting
Loan Origination & Servicing Platforms
and more

15. Paradigm Financial Partners, Llc

Industry: Financial Services

Location: Westport, Connecticut

Website: pfpartners.com

Company Founded: 2003

Company Size: 11-50

Company Address: 315 Post Road West, Westport, Connecticut, United States

Paradigm Financial Partners, Llc Contact Details

Name Title LinkedIn Phone Email
Traci Saxon Financial Advisor
Nikki Burr Director Of Underwriting
Ao Zhang Intern
Requires/Intent
Performance Tracking & KPI Analytics
Wealth Management
and more

16. Creative Risk Management, Llc

Industry: Financial Services

Location: Westport, Connecticut

Website: creativeriskmgt.com

Company Founded: 1991

Company Size: 1-10

Creative Risk Management, Llc Contact Details

Name Title LinkedIn Phone Email
Allison Steele Account Manager
Requires/Intent
Hedge Fund & Private Equity Consulting
IoT-enabled Smart Banking Solutions
and more

17. Westport Resources

Industry: Financial Services

Location: Westport, Connecticut

Website: westportresources.com

Company Founded: 1986

Company Size: 11-50

Company Address: 55 Greens Farms Road, Westport, Connecticut, United States

Westport Resources Contact Details

Name Title LinkedIn Phone Email
Cindy Vaccaro Marketing Strategist
Gina Lariccia Client Service Associate At Westport Resources
Mark Tonucci Managing Director And Portfolio Manager
Marsha Piltz Administrator
Judie Lewis Senior Registered Client Associate
Judie Lewis Senior Registered Client Associate
Requires/Intent
ERP For Financial Institutions
Technology Consulting
Omnichannel Customer Support
Data Analytics & Business Intelligence
Banking & Payment Processing
and more

18. Anholt Services (usa), Inc.

Industry: Financial Services

Location: Westport, Connecticut

Website: anholtusa.com

Company Size: 1-10

Company Address: 301 Riverside Avenue, Westport, Connecticut, United States

Anholt Services (usa), Inc. Contact Details

Name Title LinkedIn Phone Email
Yumi Karlshoej Economist
Requires/Intent
Omnichannel Customer Support
Banking & Payment Processing
Wealth Management
and more

19. Gyl Resnick

Industry: Financial Services

Location: Westport, Connecticut

Website: gylresnick.com

Company Founded: 1990

Company Size: 11-50

Company Address: 20 Ketchum Street, Westport, Connecticut, United States

Gyl Resnick Contact Details

Name Title LinkedIn Phone Email
Melissa Ciotoli Senior Wealth Advisor
Requires/Intent
Branding & Public Relations
Business Strategy & Growth Consulting
and more

20. Industrial Renaissance

Industry: Financial Services

Location: Westport, Connecticut

Website: indren.com

Company Founded: 1996

Company Size: 1-10

Company Address: 2140 Sturges Highway, Westport, Connecticut, United States

Industrial Renaissance Contact Details

Name Title LinkedIn Phone Email
Eric Hamburg President, Founder
Requires/Intent
Digital Payment & Subscription Solutions
Risk Management & Compliance
Banking & Payment Processing
Cybersecurity & Data Protection
and more

21. Self-employed

Industry: Financial Services

Location: Westport, Connecticut

Website: vianovusfinancial.com

Company Founded: 2012

Company Size: 51-200

Company Address: 19 Ludlow Road, Westport, Connecticut, United States

Self-employed Contact Details

Name Title LinkedIn Phone Email
Phillip Dolamore President And Vice Chair
Requires/Intent
Branding & Public Relations
Digital Payment & Subscription Solutions
and more

22. Mrm Risk Management

Industry: Financial Services

Location: Westport, Connecticut

Company Size: 11-50

Company Address: 191 Post Road West, Westport, Connecticut, United States

Mrm Risk Management Contact Details

Name Title LinkedIn Phone Email
Monica Neth Administrative Services And Support Specialist
Quanicia Burton Wrap Up Administrator
Requires/Intent
Risk Assessment & Mitigation
Loan Origination & Servicing Platforms
Portfolio Management
Quality Control & Assurance
Document Management & E-signature Solutions
and more

23. Benemark, Inc.

Industry: Financial Services

Location: Westport, Connecticut

Website: benemark.com

Company Founded: 1995

Company Size: 1-10

Company Address: 965 Post Road East, Westport, Connecticut, United States

Benemark, Inc. Contact Details

Name Title LinkedIn Phone Email
Claudia Paluch Director Of Operations
Gregg Padilla Principal | Chief Financial Officer
Requires/Intent
IoT-enabled Smart Banking Solutions
Data Analytics & Business Intelligence
Cloud Computing Solutions
Hedge Fund & Private Equity Consulting
and more

24. Westport Funding Llc

Industry: Financial Services

Location: Westport, Connecticut

Website: westportfunding.net

Company Size: 1-10

Westport Funding Llc Contact Details

Name Title LinkedIn Phone Email
Ben Plewak Director And Account Manager
Requires/Intent
Financial Forecasting & Modeling
Financial Auditing & Reporting
Asset Management
Performance Tracking & KPI Analytics
Technology Consulting
and more

25. Atlantic Residential Mortgage

Industry: Financial Services

Location: Westport, Connecticut

Website: atlanticresidential.net

Company Founded: 1999

Company Size: 1-10

Company Address: 18 Kings Highway, Westport, Connecticut, United States

Atlantic Residential Mortgage Contact Details

Name Title LinkedIn Phone Email
John Mazza Executive Mortgage Banker At Atlantic Residential Mortgage
Sharon Eaton Administrative Assistant
Carissa Costello Executive Assistance
Requires/Intent
Insurance & Underwriting Services
Blockchain & Cryptocurrency Solutions
and more

26. Westport Capital Markets, Llc

Industry: Financial Services

Location: Westport, Connecticut

Website: westportcapitalmarkets.com

Company Founded: 1996

Company Size: 11-50

Company Address: 257 Riverside Avenue, Westport, Connecticut, United States

Westport Capital Markets, Llc Contact Details

Name Title LinkedIn Phone Email
Chris Mcclure President And Chief Executive Officer At Westport Capital Markets, Llc
Al Damato Associate Vice President
Requires/Intent
Cybersecurity & Data Protection
HR & Talent Acquisition
Compliance & Regulatory Advisory
Securities Trading & Brokerage
and more

27. Nauset Wealth Management

Industry: Financial Services

Location: Westport, Connecticut

Website: nausetwealth.com

Company Founded: 2000

Company Size: 1-10

Company Address: 136 Main Street, Westport, Connecticut, United States

Nauset Wealth Management Contact Details

Name Title LinkedIn Phone Email
Michael Lombardo President
Irene Pepitone Operations And Planning Specialist
Requires/Intent
Portfolio Management
Securities Trading & Brokerage
Cloud Computing Solutions
and more

28. Catamount Wealth Management

Industry: Financial Services

Location: Westport, Connecticut

Website: catmg.com

Company Founded: 2003

Company Size: 11-50

Company Address: 943 Post Road East, Westport, Connecticut, United States

Catamount Wealth Management Contact Details

Name Title LinkedIn Phone Email
Andre Loukrezis Intern
Requires/Intent
Loan Origination & Servicing Platforms
Automation & Workflow Optimization
and more

29. Source Capital Group

Industry: Financial Services

Location: Westport, Connecticut

Website: sourcegrp.com

Company Founded: 1992

Company Size: 51-200

Company Address: 276 Post Road West, Westport, Connecticut, United States

Source Capital Group Contact Details

Name Title LinkedIn Phone Email
Mark Jazwin Vice President Investments
Frank Gibney Financial Consultant
Derrick Lyday Investment Banker
Peter Marcus Managing Director
John Gerald Vice President- Institutional Sales
David Harris President
Doug Shea Registered Representative At Source Capital Group
Requires/Intent and 6 more Employees
Fraud Detection & Prevention
HR & Talent Acquisition
and more

30. Leargas Capital, Llc

Industry: Financial Services

Location: Westport, Connecticut

Website: leargascap.com

Company Size: 1-10

Leargas Capital, Llc Contact Details

Name Title LinkedIn Phone Email
Chris Adiletta Junior Investment Analyst
Requires/Intent
Corporate Finance Strategy
Portfolio Management
Wealth Management
Mobile App Development For Financial Services
and more

31. Saugatuck Financial

Industry: Financial Services

Location: Westport, Connecticut

Website: saugatuck-financial.com

Company Founded: 2009

Company Size: 11-50

Company Address: 274 Riverside Avenue, Westport, Connecticut, United States

Saugatuck Financial Contact Details

Name Title LinkedIn Phone Email
Laurie Trepel Executive Assistant
Requires/Intent
HR & Talent Acquisition
Document Management & E-signature Solutions
Asset Management
and more

32. Signal Lake (venture Capital)

Industry: Financial Services

Location: Westport, Connecticut

Website: signallake.com

Company Founded: 1998

Company Size: 11-50

Company Address: 606 Post Road East, Westport, Connecticut, United States

Signal Lake (venture Capital) Contact Details

Name Title LinkedIn Phone Email
Michael Weingarten Managing Director
Requires/Intent
Legal Compliance & Advisory
API Integration For FinTech
Hedge Fund & Private Equity Consulting
and more

33. Ladd Financial

Industry: Financial Services

Location: Westport, Connecticut

Website: laddfinancial.com

Company Size: 11-50

Company Address: 5 Sylvan Road South, Westport, Connecticut, United States

Ladd Financial Contact Details

Name Title LinkedIn Phone Email
April Hubbard Bookkeeper
Sean Bowler Senior Loan Officer
Requires/Intent
Branding & Public Relations
Investment Advisory
Insurance & Underwriting Services
and more

34. Westport Transit District

Industry: Financial Services

Location: Westport, Connecticut

Company Size: 1-10

Company Address: 300 Sherwood Island Road, Westport, Connecticut, United States

Westport Transit District Contact Details

Name Title LinkedIn Phone Email
Jennifer Johnson Transit Director
Requires/Intent
Insurance & Underwriting Services
Securities Trading & Brokerage
ERP For Financial Institutions
and more

35. Netherby Advisors, Llc

Industry: Financial Services

Location: Westport, Connecticut

Website: netherby.com

Company Founded: 2007

Company Size: 1-10

Company Address: 943 Post Road East, Westport, Connecticut, United States

Netherby Advisors, Llc Contact Details

Name Title LinkedIn Phone Email
Rasamy Lovan Operations Manager
Requires/Intent
Digital Payment & Subscription Solutions
Legal Compliance & Advisory
Quality Control & Assurance
Portfolio Management
and more
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Westport Financial Services Companies Contacts

No. Name Company Job Title LinkedIn Phone Email
1 Sam Alaoui Crito Capital Securities Principal, Managing Director Investment Banking
2 Abbas Hashmi Crito Capital Managing Director
3 Tara Sharif Crito Capital Managing Director
4 Ileana Boza Crito Capital Agent - Invest For Residency
5 Prakash Mandgi Rhk Capital Managing Director
6 John Kalamarides Rhk Capital Vice President-wealth Management
7 Gary Sacks Rhk Capital Vice President
8 Norma-jean Proscia Rhk Capital Operations Administrator
9 Robert Nyilas Rhk Capital Vice President
10 Amy Clayton Rhk Capital Senior Vice President, Investments
11 Wilder Carnes Rhk Capital Senior Financial Advisor
12 Jim Hogan Great Rock Capital Partners, Llc Chief Commercial Officer
13 Stuart Prevo Great Rock Capital Partners, Llc Associate, Underwriting
14 Jonathan Michaels Great Rock Capital Partners, Llc Senior Associate, Underwriting And Portfolio Management
15 David Bunin Interlock Financial Principal Advisor
16 Scott Milford Interlock Financial Senior Associate
17 Thomas Pacilio Clapboard Hill Private Wealth Chief Executive Officer And Founding Partner
18 Daniel Besse Clapboard Hill Private Wealth Managing Partner
19 Walter Rich Clapboard Hill Private Wealth Managing Director
20 Maxim Russkikh True Green Capital Management Llc Associate
21 Chris Kirkman True Green Capital Management Llc Managing Director, Head Of Project Finance
22 Susan Amble True Green Capital Management Llc Senior Counsel
23 Kathryn Vengerovskiy True Green Capital Management Llc Senior Paralegal; Private Equity And Asset Management
24 Daniel Porcello True Green Capital Management Llc Chief Financial Officer And Partner
25 Jan Geyer True Green Capital Management Llc Salesman
26 Henry Habgood Coastal Bridge Advisors Director Of Advisory Services
27 Steve Morrison Coastal Bridge Advisors Investment Strategy Associate
28 Planner Uliana Rymar Coastal Bridge Advisors Planning Specialist
29 Christine Smith Coastal Bridge Advisors Executive Assistant
30 Christine Pollander Coastal Bridge Advisors Personal Assistant To Founding Partners
31 Kristin Mott Amberlake Capital Founder And Managing Partner
32 Eric Dale Balance Point Capital Partners, L.p. Partner
33 Melissa Nolan Balance Point Capital Partners, L.p. Accounting Manager
34 Karen Sussman Balance Point Capital Partners, L.p. Controller
35 Thomas Orofino Collateral Guaranty Managing Partner
36 Justin Wagner Evans Hagen & Company Investment Banking Intern
37 Patrick Burke The Hammerstone Group Director Of Sales And Business Development
38 Erik Mace The Hammerstone Group Head Of Market Intelligence
39 Eric Wiercinski Edge Strategy Group Regional Business Development Manager
40 Jeff Boris Litvak & Co. Chief Investment Officer, Head Of Investments And Research

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