New Financial Services Businesses in Norwalk, CT

6 financial services businesses recently registered in Norwalk, Connecticut.

Updated November 12, 2026 · Most recent business filing Oct 1, 2026

6
Total Filings
Oct 1, 2026
Most Recent
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About Financial Services Businesses in Norwalk

This page lists new financial services businesses registered in Norwalk, Connecticut. We currently track 6, sourced directly from the Connecticut Division of Corporations and refreshed daily as new financial services companies file.

Recent additions include Bespoke Financial Group, Summit Legacy Insurance, and Sound Capital. The most recent financial services business filing was on Oct 1, 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 Norwalk, this is one of the freshest prospect lists in the market.

All Filings

Bespoke Financial Group

Oct 1, 2026
Financial ServicesVerifiedNorwalk, CT · Fairfield Co.

Bespoke Financial Group provides financing services, with a specific focus on funding for the cannabis industry, as indicated on its website. The business is based in Norwalk, Connecticut according to the LLC filing, though the website's contact information points to a Houston, Texas area code.

Summit Legacy Insurance

Sep 26, 2026
Financial ServicesVerifiedNorwalk, CT · Fairfield Co.

Summit Legacy LLC appears to be an estate planning and retirement services firm, based on the candidate website's description of providing 'cutting edge strategies for estate planning and retirement plans since 1947' under the name Summit Legacy Insurance. The filing lists a principal address in Norwalk, CT, while the website shows a Marietta, GA office, suggesting possible multi-state operations or a recent relocation. The business is likely a small, process-driven firm focused on financial planning for individuals.

Sound Capital

Jul 6, 2026
Financial ServicesVerifiedNorwalk, CT · Fairfield Co.

Sound Capital Partners LLC, operating as Sound Capital, provides construction loans for home builders. The business focuses on fast approvals, no start limits, and lower upfront cash requirements, targeting builders who want to scale quickly. The filing lists a principal address in Norwalk, CT, while the website shows a Bellevue, WA office, suggesting multi-state operations.

Stonehaven

Jun 22, 2026
Financial ServicesVerifiedNorwalk, CT · Fairfield Co.

Stonehaven, LLC is a FinTech platform based in Norwalk, CT, that helps investment bankers, placement agents, companies, and investors raise capital, conduct secondaries, execute M&A, and invest. The site lists Ti Lai as an officer and the firm's address as 600 Fifth Avenue, New York, NY, with phone numbers in multiple area codes. The affiliate partners page specifically references Norwalk, CT, matching the filing's principal address.

Mesa Investment Consulting

May 14, 2025
Financial ServicesVerifiedNorwalk, CT · Fairfield Co.

Mesa Investment Consulting LLC appears to be an investment consulting firm based in Greenwich, Connecticut, as indicated by its website listing on VisualVisitor. The business shares a similar name and geographic proximity with the filed LLC, suggesting it may be the same entity operating under a slightly different legal name. The filing's principal address in Norwalk, CT, and the candidate's address in Greenwich, CT, are both in Fairfield County, supporting a likely connection.

Valorax

Apr 30, 2025
Financial ServicesVerifiedNorwalk, CT · Fairfield Co.

Valorax is a financial services firm offering institutional-grade wealth solutions, trader development, and capital growth programs. The business is registered in Norwalk, Connecticut, and appears to be a small-shop operation focused on financial education and asset management.

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6 New Financial Services LLCs in Norwalk, CT | DayOneLead