Top 10 Financial Services Companies in Wilton

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Below is the list of Top 10 Financial Services Companies in Wilton ranked based on company size, client reviews, services, and awards.

Financial Services Companies in Wilton

1. Connolly, Llc

Industry: Financial Services

Location: Wilton, Connecticut

Company Founded: 1979

Company Size: 1-10

Company Address: 50 Danbury Road, Wilton, Connecticut, United States

Connolly, Llc Contact Details

Name Title LinkedIn Phone Email
Jimmy Rickert Senior Solution Design Manager
Sonata Trachtenberg Benefits Team Lead
Eswar Penmatsa Director Of Software Development
Sandy Becker Vice President - Client Engagement
Charles Dietrich Senior Business Analyst And Project Manager
Steven Ferré Vice President, Client Engagement
Triveni Kolla Business Intelligence Analyst
Requires/Intent and 27 more Employees
Sales & Lead Generation Strategy
Document Management & E-signature Solutions
Banking & Payment Processing
and more

2. Private Client Resources

Industry: Financial Services

Location: Wilton, Connecticut

Website: pcrinsight.com

Company Founded: 2000

Company Size: 51-200

Company Address: 187 Danbury Road, Wilton, Connecticut, United States

Private Client Resources Contact Details

Name Title LinkedIn Phone Email
Brian Shapiro Chief Strategy Officer
Scott Darling Senior Implementation Consultant
John Imor Data Service Analyst
Joseph Hexamer Chef Houseman Butler Valet House Manager
Adam Carta Chief Operating Officer
David Rey Director
Javier Soto Senior Technical Analyst
Requires/Intent and 34 more Employees
Risk Management & Compliance
Technology Consulting
Omnichannel Customer Support
Mobile App Development For Financial Services
and more

3. Stonebridge Advisors Llc

Industry: Financial Services

Location: Wilton, Connecticut

Website: stonebridgeft.com

Company Founded: 2004

Company Size: 11-50

Company Address: 10 Westport Road, Wilton, Connecticut, United States

Stonebridge Advisors Llc Contact Details

Name Title LinkedIn Phone Email
Brent Mcguire Associate Client Relationship Manager
David Sloper Financial Planner
John Paulsen Head Of Research
Robert Symonds Financial Planner At Stonebridge Advisors, Inc
Jonathan Shaham Financial Planning Associate
Tucker Hite Partner
Jeff Vinca Trader
Requires/Intent and 7 more Employees
API Integration For FinTech
HR & Talent Acquisition
Portfolio Management
and more

4. Prime Financial Services

Industry: Financial Services

Location: Wilton, Connecticut

Website: pfinancialservices.com

Company Founded: 1956

Company Size: 11-50

Company Address: 64 Danbury Road, Wilton, Connecticut, United States

Prime Financial Services Contact Details

Name Title LinkedIn Phone Email
Lawrence Bernstein Managing Partner
Amanda Manske Certified Financial Planner
Delaney Provow Executive Assistant
Tammy Seal Property Manager
Greg Wenzler Certified Financial Planner
Darby Burke Business Operations
Laura Michna Registered Sales Assistant
Requires/Intent and 2 more Employees
Legal Compliance & Advisory
Mergers & Acquisitions Advisory
API Integration For FinTech
Omnichannel Customer Support
and more

5. Vensource Capital Llc

Industry: Financial Services

Location: Wilton, Connecticut

Website: vensourcecapital.com

Company Founded: 2015

Company Size: 1-10

Vensource Capital Llc Contact Details

Name Title LinkedIn Phone Email
George Parker Co-ceo, Co-founder
Requires/Intent
Tax Planning & Strategy
Digital Payment & Subscription Solutions
Business Strategy & Growth Consulting
Credit Rating & Analysis
Financial Forecasting & Modeling
and more

6. Round Rock Advisors Llc

Industry: Financial Services

Location: Wilton, Connecticut

Website: roundrockadvisors.com

Company Size: 1-10

Company Address: 187 Danbury Road, Wilton, Connecticut, United States

Round Rock Advisors Llc Contact Details

Name Title LinkedIn Phone Email
Matthew Chamberlin Private Wealth Advisor
Requires/Intent
Loan Origination & Servicing Platforms
Data Analytics & Business Intelligence
Investment Advisory
and more
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Wilton Financial Services Companies Contacts

No. Name Company Job Title LinkedIn Phone Email
1 Jimmy Rickert Connolly, Llc Senior Solution Design Manager
2 Sonata Trachtenberg Connolly, Llc Benefits Team Lead
3 Eswar Penmatsa Connolly, Llc Director Of Software Development
4 Sandy Becker Connolly, Llc Vice President - Client Engagement
5 Charles Dietrich Connolly, Llc Senior Business Analyst And Project Manager
6 Steven Ferré Connolly, Llc Vice President, Client Engagement
7 Triveni Kolla Connolly, Llc Business Intelligence Analyst
8 Brian Shapiro Private Client Resources Chief Strategy Officer
9 Scott Darling Private Client Resources Senior Implementation Consultant
10 John Imor Private Client Resources Data Service Analyst
11 Joseph Hexamer Private Client Resources Chef Houseman Butler Valet House Manager
12 Adam Carta Private Client Resources Chief Operating Officer
13 David Rey Private Client Resources Director
14 Javier Soto Private Client Resources Senior Technical Analyst
15 Brent Mcguire Stonebridge Advisors Llc Associate Client Relationship Manager
16 David Sloper Stonebridge Advisors Llc Financial Planner
17 John Paulsen Stonebridge Advisors Llc Head Of Research
18 Robert Symonds Stonebridge Advisors Llc Financial Planner At Stonebridge Advisors, Inc
19 Jonathan Shaham Stonebridge Advisors Llc Financial Planning Associate
20 Tucker Hite Stonebridge Advisors Llc Partner
21 Jeff Vinca Stonebridge Advisors Llc Trader
22 Lawrence Bernstein Prime Financial Services Managing Partner
23 Amanda Manske Prime Financial Services Certified Financial Planner
24 Delaney Provow Prime Financial Services Executive Assistant
25 Tammy Seal Prime Financial Services Property Manager
26 Greg Wenzler Prime Financial Services Certified Financial Planner
27 Darby Burke Prime Financial Services Business Operations
28 Laura Michna Prime Financial Services Registered Sales Assistant
29 George Parker Vensource Capital Llc Co-ceo, Co-founder
30 Matthew Chamberlin Round Rock Advisors Llc Private Wealth Advisor

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 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