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New Financial Services Businesses in Stamford, CT

26 financial services businesses recently registered in Stamford, Connecticut.

Updated July 28, 2026 · Most recent filing Jun 29, 2026

26
Total Filings
Jun 29, 2026
Most Recent

About Financial Services Businesses in Stamford

This page lists new financial services businesses registered in Stamford, Connecticut. We currently track 26, sourced directly from the Connecticut Division of Corporations and refreshed daily as new financial services companies file.

Recent additions include OrcaCap, Stackwell, and HRC Group. The most recent financial services filing was on Jun 29, 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 Stamford, this is one of the freshest prospect lists in the market.

All Filings

OrcaCap

Jun 29, 2026
Financial ServicesVerifiedStamford, CT

OrcaCap provides revenue-based funding for ISOs, offering fast approvals and same-day funding for deals ranging from $100K to $10M. The business operates from Stamford, CT, as indicated by the LLC filing address. The website emphasizes quick turnaround and flexible terms, targeting independent sales organizations.

Stackwell

Jun 25, 2026
Financial ServicesVerifiedStamford, CT

Stackwell is an investment platform that provides personalized tools, financial education, and community support to help investors build wealth. The website emphasizes making investing accessible and simple, with a focus on empowering all investors. The business is based in Boston, MA, as indicated by the site address on Summer Street.

HRC Group

Jun 23, 2026
Financial ServicesVerifiedStamford, CT

The site describes value-added solutions and marketing services, suggesting a focus on financial advisory and asset management. The business is likely a small, owner-operated entity, given the single principal and the personalized nature of the candidate site.

Finsight

Jun 18, 2026
Financial ServicesVerifiedStamford, CT

FINSIGHT SOLUTIONS LLC appears to be a small financial services or consulting business based in Stamford, Connecticut, as indicated by the filing address at 282 Selleck St #1. However, the candidate is a larger platform with a New York address, so the LLC may be a local affiliate or a separate small consultancy using a similar name.

Tradematrix

Apr 28, 2026
Financial ServicesVerifiedStamford, CT

Tradematrix operates a global trading and opportunity platform, offering services related to cryptocurrency markets and multiple income streams, as indicated by its website title and content. The business is based in Stamford, CT, at 100 Research Dr., Ste 10, matching the LLC filing's principal address.

JC Capital Advisors Group

Apr 3, 2026
Financial ServicesVerifiedStamford, CT

JC Capital Advisors Group LLC is an investment management firm based in Stamford, Connecticut, operating from 60 Long Ridge Road. The firm's website states its goal is to help clients achieve their financial goals, and it describes itself as providing 'investment management for every stage of life.' The site lists James Cook as a contact and includes a phone number with a 203 area code, matching the Stamford location.

AIMM Financial Services

Mar 21, 2026
Financial ServicesVerifiedStamford, CT

AIMM Financial LLC appears to be a financial services firm based in Stamford, Connecticut, offering mutual fund performance checks, KYC verification, and online investment options, as indicated by the candidate website's services and the filing's principal address. The site also includes a referral program and blog, suggesting an active client-facing operation.

DMS Equities

Feb 13, 2026
Financial ServicesVerifiedStamford, CT

DMS Equities LLC, led by Daniel Shimunov, provides fast cash funding solutions for businesses and individuals, offering funding in as little as 24 hours. Its website emphasizes competitive rates and flexible terms, positioning it as a small-shop financial services firm.

Lake Avenue Capital

Feb 12, 2026
Financial ServicesVerifiedStamford, CT

Lake Avenue Capital, based in Greenwich, CT, provides liquidity solutions for complex and illiquid assets, specializing in bankruptcy claims, debt solutions, and claims monetization. The business is led by Shane Kinahan, who is also the principal of the LLC. The company's website emphasizes purchasing future securities settlement claims and handling Level 3 assets and structured solutions.

Lake Avenue Capital

Feb 10, 2026
Financial ServicesVerifiedStamford, CT

Lake Avenue Capital, led by Shane Kinahan, provides liquidity solutions for complex and illiquid assets, specializing in bankruptcy claims and debt solutions. The firm is based in Greenwich, CT, with a principal address at 2025 Lake Avenue, and operates under the LLC name Lake Avenue Partners XVIII LLC, registered in Stamford, CT. The website details a team including Shane Kinahan, Eric Keppeler, and Andrea Edgar, and offers services like claims monetization.

Lake Avenue Capital

Feb 10, 2026
Financial ServicesVerifiedStamford, CT

Lake Avenue Credit LLC operates as Lake Avenue Capital, a firm based in Greenwich, CT that provides liquidity solutions for complex and illiquid assets, specializing in purchasing bankruptcy claims and debt solutions.

Notable

Feb 5, 2026
Financial ServicesVerifiedStamford, CT

Notable Finance, Inc. is a financial technology company operating as Notable, offering home sellers a pay-at-close service to defer listing expenses. The business is headquartered in Stamford, Connecticut, as indicated by its filing address at 6 Landmark Square and its contact page listing an address in Stamford. The company provides an online platform for home sellers to get market-ready without upfront costs, with customer support and compliance contacts available.

BayCrest

Feb 2, 2026
Financial ServicesVerifiedStamford, CT

Bay Crest Partners LLC is a financial services firm based at 40 Wall Street in New York, NY, with an additional address in Stamford, CT. The firm uses technology, quantitative analysis, and fundamental research to serve asset managers, pensions, insurance companies, and single-family offices.

Kane Asset Management

Jan 13, 2026
Financial ServicesVerifiedStamford, CT

Kane Asset Management, LLC is a fee-only investment management firm based in Stamford, Connecticut, as confirmed by the website and filing address at 26 Woods End Rd. The business describes itself as a registered investment advisory firm offering fee-only investment management services.

Secure Future Finances

Dec 15, 2025
Financial ServicesVerifiedStamford, CT

Secure Future Finances LLC appears to be a financial advisory firm focused on wealth building and smarter financial decisions, as indicated by the website's tagline about building wealth that outlasts generations. The website lists a physical address in Kimball, Minnesota, while the LLC filing shows a principal address in Stamford, Connecticut, suggesting the business may operate from Minnesota with a registered agent or secondary location in Connecticut. The site's contact information includes a Minnesota area code phone number and a professional email domain matching the business name.

Holdings Channel

Nov 24, 2025
Financial ServicesVerifiedStamford, CT

Silver Financial Holdings LLC appears to be a financial services entity, likely involved in tracking or managing institutional investment filings, as suggested by the candidate site Holdings Channel which lists Steven as an officer and focuses on 13F filings. The business is registered in Stamford, CT, but the candidate site operates from Jericho, NY, indicating possible remote or multi-location operations. The site's description of tracking latest 13F filings and institutional portfolios aligns with the financial holdings nature of the LLC name.

Pathway Catalyst

Nov 19, 2025
Financial ServicesVerifiedStamford, CT

Pathway Catalyst LLC is a funding catalyst business based in Stamford, CT, offering SBA loans and equipment financing. The business appears to be a small, owner-operated firm focused on providing funding options to clients.

Cedar Financial

Oct 30, 2025
Financial ServicesVerifiedStamford, CT

Cedar Financial Services is a debt recovery and financial optimization firm with over 30 years of experience, using AI and omnichannel strategies. The business appears to operate nationally in the financial services sector.

Baypointe Partners

Oct 9, 2025
Financial ServicesVerifiedStamford, CT

Baypointe Partners LLC is a registered investment adviser based in Stamford, CT, managing $271 million in assets with 4 employees (CRD #331273). The business provides investment advisory services, as indicated by its registration and the Radient analytics platform listing.

Agentas

Sep 4, 2025
Financial ServicesVerifiedStamford, CT

Agentas, LLC operates a debt-raising platform that matches businesses with private credit funds, as described on its website. The site is built by TerraNova Capital Partners and lists a contact address in New York, NY, while the LLC's principal address is in Stamford, CT. The officer surname Plerpa appears on both the filing and the site, confirming the connection.

Rational Investing

Aug 28, 2025
Financial ServicesVerifiedStamford, CT

Rational Investing LLC is a financial services firm based in Stamford, CT, offering investment simulations, presentations, and tutorials. The firm has filed H-1B visa petitions, indicating it employs specialized staff.

Dayah Capital

May 6, 2025
Financial ServicesVerifiedStamford, CT

Dayah Capital is a financial services firm based in Stamford, Connecticut, as indicated by the LLC filing address at 600 Summer Street, Suite 500. The site's minimal design and copyright notice imply a recently established or boutique firm focused on direct client engagement.

Arcadia Lending Group

Mar 7, 2025
Financial ServicesVerifiedStamford, CT

Arcadia Lending Group is a small business lender based in Stamford, Connecticut, offering term loans up to $250,000 and lines of credit up to $100,000. The website claims to be America's largest online small business lender, with same-day funding available. The LLC filing lists Alex McGee and Gramoz Bici as principals at the Stamford address, and the site references a principal named Alex.

High Ridge Futures

Feb 24, 2025
Financial ServicesVerifiedStamford, CT

This business appears to be a futures trading firm based in Stamford, Connecticut, operating in the same building complex as High Ridge Futures, a multi-branch commodity brokerage. The LLC's principal address is at 100 Tresser Blvd, while High Ridge Futures lists its Stamford office at 1010 Washington Blvd, just one block away. The business likely provides futures trading services, given the industry alignment and geographic proximity.

Taurus Partners

Feb 20, 2025
Financial ServicesVerifiedStamford, CT

Taurus Partners is a financial services firm based in Stamford, CT, offering capital solutions, portfolio management, and trading & execution services. The website emphasizes focused capital and measurable results for complex markets, indicating a boutique investment or advisory firm. The principal address at 961 Long Ridge Rd matches the LLC filing, and the site's professional tone suggests an operating business rather than a shell.

DreamFi

Feb 18, 2025
Financial ServicesVerifiedStamford, CT

DreamFi is a membership service based in Stamford, CT that provides financial tools and benefits to help members manage their finances. Co-founded by attorney Ben Crump, the company's mission is to make financial freedom and prosperity accessible to everyone. The website lists a customer support phone number and email, and the business has raised $4.8 million according to a news article.

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