Mark Smith
This article showcases our top picks for the best Connecticut based Advice companies. These startups and companies are taking a variety of approaches to innovating the Advice 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
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Top Connecticut Advice Startups
Data sourced from Crunchbase and SemRush.
Hartford Courant
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Hartford Courant is a provider of new in general though paper, e-newspaper and through website as well.
CMG Partners
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CMG Partners is a marketing consultancy firm that enables organizations to realize their market potential & growth focused.
Contrarian Capital Management
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Contrarian Capital Management is an investment management and consulting firm that offers financial advisory services.
TrueNorth Capital Partners
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TrueNorth Capital Partners is an investment bank that offers capital-raising and financial advisory services on middle market transactions.
Rocaton Investment Advisors
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Rocaton Investment Advisors provides independent advisory and discretionary investment services.
Peppers & Rogers
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A management consulting group recognized as a the world’s foremost authority on customer-based business strategy.
Anchor Peabody
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Anchor Peabody is an advisory firm that specializes in merger and acquisition and financial services for the construction sector.
Odyssey Advisors
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Odyssey Advisors provides cash balance planning, retirement planning, asset allocation, merger, acquisition & strategic management services.
Apella Capital
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Apella Capital is a financial advisory and wealth management firm serving individuals, families, and businesses.
Chatsworth Securities
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Chatsworth Securities offers financial, advice, banking and investment services.
Gyl Financial Synergies
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Gyl Financial Synergies emphasis wealth management with investment and financial advisory for individuals, families and companies.
Hammerstone Markets
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Hammerstone Markets specializes in delivering instant news and analysis for professional traders, portfolio managers & market participants.
BFS
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BFS specializes in investment management with customized solutions and advisory services for clients to help them preserve capital.
Dock Street Capital Management
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Dock Street Capital Management is a financial consultancy that specializes in auction, liquidation, asset acquisition and advisory services.
AIS Capital Management
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AIS Capital Management specializes in portfolio management, individual investors and financial advisors services.
Eagle Point Income Company Inc
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Eagle Point Income Company, through investing primarily in junior debt tranches of CLOs, seeks to achieve investment objectives.
XT Capital Partners
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XT Capital Partners is a brokerage firm that offers financial planning, portfolio management and advisory services.
Colter Lewis Investment Partners
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Colter Lewis Investment Partners is a boutique investment advisory firm.
Coastal Bridge Advisors
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Coastal Bridge Advisors provides wealth management, financial planning, and tax advice services.
LCR Capital Partners
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LCR Capital Partners is a global private investment and advisory services firm.
CoreCommodity Management
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CoreCommodity Management is an investment advisory firm.
Burnham Sterling & Company
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Burnham Sterling & Company specializes in providing financial advisory and capital raising services for aviation industries.
Access Market Intelligence
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Access Market Intelligence provides market insights with regards to benefit advisors, health systems, health plant, and pharmacy issues.
Planetree
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Planetree is a nonprofit organization that offers patient-centered care advocacy, standard-setting and coaching services for staff.
Greenwich Financial Advisors
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Greenwich Financial Advisors specializes in customized financial services including insurance, retirement, investment planning and advisory.
White Mountain Capital
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White Mountain Capital provides portfolio management, financial planning, investment advisory and trading services to clients.
Paritas Capital Management
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Paritas Capital Management offers asset management, investment advisory and financial planning services.
WMGNA
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WMGNA specializes in financial solutions that include tax optimization strategies, investments, planning and advisory services.
RB Milestone Group
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RB Milestone Group is offering investor relations advisory services for healthcare, technology, cleantech, crypto, and fintech industries.
FML
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FML helps individuals and businesses with advisory, consulting, finance, assurance, transaction, tax and accounting services.
Ash Creek Capital Advisors
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Ash Creek Capital Advisors offers business advisory and investment banking services.
Mallory Capital Group
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Mallory Capital Group is an investment bank that focuses on raising capital for private fund institutions.
ALS Finding a Cure
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ALS Finding a Cure is funding research to treat and cure ALS through global research and nationwide advocacy.
Good Hill Partners
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Good Hill Partners is an asset management and investment adviser firm.
Northlight Capital Partners
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Northlight Capital Partners provides debt collection and acquisition services as well as capital solutions to stakeholders.
Bernstein Williams & Co.
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Bernstein Williams & Co. is an investment bank and advisory firm that offers financing solutions, mergers and acquisition services.
Carter Morse Mathias and Company
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CMM is an investment bank, providing strategic advice and execution services.
Biondo Investment Advisors
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Biondo Investment Advisors is a wealth management firm that provides financial services and personalized advice to individuals.
Capossela Cohen
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Capossela Cohen helps to meet individuals and businesses’ financial needs with comprehensive accounting, tax and advisory services.
Pier Capital
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Pier Capital is an investment advisory firm that offers portfolio management services for small cap and SMid cap growth equity portfolios.
Sports Media Advisors
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Sports Media Advisors is a consulting and investment firm that focuses on the digital media industries related to sports.
Drum Hill Capital
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Drum Hill Capital specializes in providing a range of financial planning, asset, wealth and investment management advisory services.
Rock Elm Capital Management
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Rock Elm Capital Management is an investment management firm that provides financing solutions.
Clapboard Hill Private Wealth
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Clapboard Hill Private Wealth specializes in financial advice, investment and wealth management services.
Athena Real Estate
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Athena Real Estate is a commercial real estate developer that provides real estate investment and advisory services.
Old Greenwich Capital Partners
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Old Greenwich Capital Partners is a financial management company that specializes in financial and portfolio management.
Sheptoff, Reuber and Company
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Sheptoff, Reuber and Company provide accounting, audit, taxation, QuickBooks, cash-flow analysis and management consulting services.
Scranton Financial Group
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Scranton Financial Group is a financial firm that offers financial planning and investment advisory services.
Kahan Steiger & Co
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Kahan Steiger & Co is an accounting firm that offers financial management, trust & retirement planning and tax preparation services.
CastleKeep
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CastleKeep is an investment management firm that offers lending solutions, bill payment, wealth management, accounting & advisory services.
Nauset Wealth Management
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Nauset is an SEC-registered investment advisor that offers financial planning and investment management to families and individuals.
Stonebridge Advisors LLC
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Stonebridge is a niche investment management firm that provides specialized expertise in the management of Preferred and Hybrid Securities.
Gilman Hill Asset Management
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Gilman Hill Asset Management is a financial solutions provider that offers investments strategies and advisory services.
Apex Growth Strategies
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Apex Growth Strategies specializes in due deligence, strategic, exit planning and business development services.
Bourgeon Capital Management
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Bourgeon Capital Management provides investment advisory services.
Birinyi Associates
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Birinyi Associates is an equity research and money management firm.
5th Street Advisors
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5th Street Advisors offers wealth, portfolio management, retirement plans and financial advisory services for individuals and businesses.
Greenhaus, Riordan & Co.
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Greenhaus, Riordan & Co. is a full-service public accounting firm.
Red Deer Capital
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Red Deer Capital is a business development firm that specializes in traditional economy business, investment & financial advisory services.
Empower Financial Advisory
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Empower Financial Advisory provides retirement planning, investment planning, taxation, advisory, wealth management and insurance services.
Shadmoor Advisors
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Shadmoor Advisors provides operational due diligence solutions for financial managers that help to identify and mitigate operational risks.
Diastole Wealth Management
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Diastole Wealth Management is an investment advisory and wealth management service firm.
alfano & co
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Alfano & Company specializes in assisting small business owners and high-net-worth individuals in making sound financial decisions.
Connecticut Capital Management Group
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Connecticut Capital Management Group is a financial planning and wealth management firm.
Fairfield, Bush & Co.
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Fairfield, Bush & Co. offers wealth management, asset allocation, portfolio management and investment strategy services.
Stamford Risk Analytics
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Stamford Risk Analytics is a research, advisory and consulting firm.
Fiscal Dynamics
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Fiscal Dynamics offers financial advisory services for individuals and companies.
Creative Funding Corporation
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Creative Funding Corporation offers investment management, financial planning, budgeting, advice and consulting services.
Actis-Grande Ronan & Company
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Actis-Grande Ronan & Company specializes in accounting, assurance, consulting, business tax, individual tax and business advisory services.
Charter Research & Investment Group
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Charter Research & Investment Group is an advisory firm that offers an array of money management, financial & retirement strategy services.
Duxford Capital Advisors
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Duxford Capital Advisors provides direct investment, business advisory, asset private equity, due diligence and capital raising services.
SageBroadview
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SageBroadview offers financial life planning, portfolio management, tax planning and personalized wealth management services.
Observer Solutions
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Observer Solutions, a boutique China market research and advisory firm, supports clients across each stage of their China market strategy.
RJA
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RJA is an investment advisors firm that offers a complete range of asset management, hedging strategy and consultation services.
JGS Wealth Management
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JGS Wealth Management provides financial planning services that cover retirement, taxation, education savings and investment strategies.
Forum Capital Markets L.L.C
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Forum Capital Markets L.L.C is an Advice company.
Superconsulting
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SuperConsulting renders solutions for SAP that delivers leading-edge technologies, contract consultants and flexible services.
HTG Investment Advisors
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HTG Investment Advisors is an investment advisory firm that specializes in financial planning and investment management services.
Bedard Advisors
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Bedard Advisors is a consulting firm that specializes in wealth management, retirement planning, insurance and investment services.
KLC CPA
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KLC CPA provides tax, accounting, and financial advice services.
Lansdowne Wealth Management
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Lansdowne Wealth Management provides advisory services in financial planning, investment management, retirement and divorce planning.
Smith Gillis Financial
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Smith Gillis Financial offers retirement panning, medicare advantage, supplements, life and health insurance consulting services.
Nuzzo & Roberts
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Nuzzo & Roberts is a legal firm that renders legal services in the areas of construction, health, legal, insurance, retail & transportation.
Excel Wealth Management
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Excel Wealth Management provides investment strategies, annuities, insurance, financial planning and asset management services.
Technology Square Partners
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Technology Square Partners is offering financial advice for energy, media, telecommunications, internet, healthcare & biotechnology sectors.
Roundtable Financial Group
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Roundtable Financial Group specializes in asset management, capital growth, funds placement, advisory, and direct transaction services.
Infinity Music Therapy Services
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Infinity Music Therapy Services offers music therapy, music courses, and music for wellness services to children and adults.
Rossmore Private Capital
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Rossmore Private Capital is a wealth management firm that offers wealth planning, portfolio management, advisory and trust services.
Zebra Capital Management
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Zebra Capital Management provides tailored investment strategies along with wealth management and financial advisory services.
Jackson, Grant Investment Advisers
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Jackson, Grant Investment Advisers offers personal portfolio management, consulting, wealth management and investment management services.
De Visscher & Co
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De Visscher & Co renders financial consulting and advisory services in the field of direct investments, transaction and wealth management.
Seneco & Associates
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Seneco & Associates is a financial service provider that offers estate planning, wealth management & business succession planning services.
New England Capital Financial Advisors
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New England Capital Financial Advisors provides employee benefits, retirement planning, budgeting, investments & wealth management services.
Kythera Capital Management
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Kythera Capital Management is a provider of investment management and financial advisory services.
CRG
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CRG is an equity firm that specializes in innovative solutions, real estate, auction, funding, business advice & asset management services.
Rothstein & Company
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Rothstein & Company expertise in arranging SEC surprise custody examinations that helps to increase protection for investment advisers.
K7 Investments
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K7 Investments is a private equity firm that invests in real estate, renewable energy infrastructure and transformational private equity.
Gottfried & Somberg Wealth Management
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Gottfried & Somberg Wealth Management provides financial advisory services to individuals and organizations.
Emerson Point Capital
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Emerson Point Capital is an investment firm that focuses on portfolio management, risk management, financial and advisory services.
MJP Wealth Advisors
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MJP Wealth Advisors provides wealth management and investment advisory services.
Edge Strategy Group
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Edge Strategy Group is an asset and wealth management firm.
