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New Financial Services Businesses in Glastonbury, CT

16 financial services businesses recently registered in Glastonbury, Connecticut.

Updated July 28, 2026 · Most recent filing May 20, 2026

16
Total Filings
May 20, 2026
Most Recent

About Financial Services Businesses in Glastonbury

This page lists new financial services businesses registered in Glastonbury, Connecticut. We currently track 16, sourced directly from the Connecticut Division of Corporations and refreshed daily as new financial services companies file.

Recent additions include Activ Retirement, DecisionPoint Financial, and Thrive and Shine Wealth Co.. The most recent financial services filing was on May 20, 2026.

Each entry shows the filing date and, where we can verify it, the owner name and contact details. If you sell to financial services businesses in Glastonbury, this is one of the freshest prospect lists in the market.

All Filings

Activ Retirement

May 20, 2026
Financial ServicesVerifiedGlastonbury, CT

Activ Retirement LLC provides retirement plan administration, pension solutions, and wealth management services from its office at 2389 Main St, Glastonbury, CT. The website describes retirement solutions and wealth for generations, indicating a focus on helping clients secure their financial future through professional retirement planning.

DecisionPoint Financial

May 6, 2026
Financial ServicesVerifiedGlastonbury, CT

DP Financial LLC operates as DecisionPoint Financial, a financial planning and investment management firm based in Glastonbury, Connecticut. The website specifically serves Washington state first responders and their families, offering retirement planning, investment management, and financial education. The site lists Jacob Parent as a principal, matching the LLC filing's authorized person.

Thrive and Shine Wealth Co.

Apr 27, 2026
Financial ServicesVerifiedGlastonbury, CT

Thrive and Shine Wealth Co. is a financial planning and wealth management firm based in Glastonbury, Connecticut, as indicated by the LLC filing address and the website's contact information. The site offers investment planning tools, digital products, and financial services, and is operated by principal Elisabeth Oakes. The business appears to be a small, locally-focused advisory practice serving individual clients.

Smarter Way Wealth

Mar 10, 2026
Financial ServicesVerifiedGlastonbury, CT

Smarter Way Wealth, LLC is a Connecticut-registered investment adviser based in Glastonbury, CT, offering fiduciary financial planning and investment advice for a flat monthly fee. The firm is led by David Van Osdol, whose name appears on both the LLC filing and the company website. The site emphasizes serious planning and better tools, positioning itself as a fee-only adviser.

Skyline Trading Company

Mar 6, 2026
Financial ServicesVerifiedGlastonbury, CT

Skyline Trading Company LLC appears to be a small business registered in Glastonbury, Connecticut, based on the principal address at a residential location. Given the name overlap and trading focus, it is likely the same business operating an online trading service from the Glastonbury address.

Eternal Equity

Feb 16, 2026
Financial ServicesVerifiedGlastonbury, CT

The site's sparse description mentions working with various industries, suggesting a consulting or investment-related service. The Florida area code on the site may indicate remote operations or a secondary location.

D&G Financial Solutions

Sep 24, 2025
Financial ServicesVerifiedGlastonbury, CT

D&G Financial Solutions LLC is a financial services firm based in Glastonbury, Connecticut, offering insurance, tax, and credit assistance. The site also provides a phone number and email for contact, indicating an active operating business.

Aura Capital Group

Sep 23, 2025
Financial ServicesVerifiedGlastonbury, CT

Aura Capital Group is a financial services firm based in Glastonbury, Connecticut, as indicated by the LLC filing address at 2389 Main St, STE 100. The site's structure and content suggest a small, owner-operated advisory or capital management business.

Greenwich Sound Capital

Aug 20, 2025
Financial ServicesVerifiedGlastonbury, CT

Greenwich Sound Capital is a finance firm that guides institutions on programmable finance and digital capital markets, focusing on the architecture-and-governance layer for institutional adoption of digital assets. The company operates from Greenwich, CT, with a principal address in Glastonbury, CT, and maintains a professional website with dedicated contact emails for info and legal inquiries.

Unlock

May 13, 2025
Financial ServicesVerifiedGlastonbury, CT

Unlock Asset Management Inc. operates as Unlock, a company that provides Home Equity Agreements (HEAs) allowing homeowners to access cash from their home equity without monthly payments. The website lists the same officers as the LLC filing—Kevin Nerney, James Riccitelli, and Leith Kaplan—and is headquartered in Tempe, AZ, while the LLC is registered in Glastonbury, CT. The business focuses on financial flexibility through home equity, matching the 'asset management' description in the LLC name.

WeWire

Mar 20, 2025
Financial ServicesVerifiedGlastonbury, CT

WeWire provides global financial services for businesses, including virtual business accounts for sending and receiving money in over 80 countries, compliant stablecoin business payments, supplier payments, and multi-currency invoicing.

Climb CFO

Mar 3, 2025
Financial ServicesVerifiedGlastonbury, CT

Climb CFO is a small business providing fractional CFO services, QuickBooks cleanup, and financial consulting, based in Glastonbury, CT. The website offers a contact form for prospective clients and emphasizes helping businesses with financial clarity and growth. The business is operated by Stockwell Enterprises LLC, as indicated on the filing and site.

VSpark Financial Services

Feb 17, 2025
Financial ServicesVerifiedGlastonbury, CT

VSpark Financial Services is a financial advisory firm based in Glastonbury, Connecticut, offering wealth building, investment protection, estate planning, and entrepreneurial guidance. The website emphasizes services like wills, trusts, and securing a child's financial future, targeting individuals and small business owners. Contact information (phone and email) is consistent across the site, and the domain name directly mirrors the LLC name, confirming the business is actively operating.

Core Funding Source

Jan 24, 2025
Financial ServicesVerifiedGlastonbury, CT

The business is based in Glastonbury, Connecticut, matching the LLC's principal address at 2389 Main St, Suite 100.

Legacy Financial Strategies

Jan 17, 2025
Financial ServicesVerifiedGlastonbury, CT

Legacy Financial Strategies LLC provides professional financial planning, wealth management, and investment advisory services.

Avonhead Electric

Jan 2, 2025
Financial ServicesVerifiedGlastonbury, CT

Avonhead Electric is a specialty private credit provider focused on financing and insurance for electric vehicle infrastructure. The website describes the company as a private credit provider, indicating it offers capital and insurance solutions for EV charging projects. The business operates under the name Avonhead Electric and is registered in Glastonbury, CT, though the website does not list a specific service location.

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