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Scout the DayOneLead fox fishing in front of a Connecticut state outlineEvery new Connecticut business filing, every day
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  2. Connecticut
  3. Stamford
  4. Wealth Management

New Wealth Management Businesses in Stamford, CT

2 wealth management businesses recently registered in Stamford, Connecticut.

Updated August 20, 2026 · Most recent business filing Jan 5, 2026

2
Total Filings
Jan 5, 2026
Most Recent
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About Wealth Management Businesses in Stamford

This page lists new wealth management businesses registered in Stamford, Connecticut. We currently track 2, sourced directly from the Connecticut Division of Corporations and refreshed daily as new wealth management companies file.

Recent additions include Steward Partners and Lobnek Wealth Management. The most recent wealth management business filing was on Jan 5, 2026.

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

Use recent wealth management registrations in Stamford as a timing signal, then qualify each company by formation date, website, and verified contact availability.

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All Filings

Steward Partners

Jan 5, 2026
Wealth ManagementVerifiedStamford, CT

The LLC is Steward Partners Global Advisory, LLC, operating as Steward Partners, a wealth management firm headquartered at 400 Atlantic Street in Stamford, CT. The firm's website offers comprehensive financial solutions for advisors and clients. Contact information matches the filing address.

Lobnek Wealth Management

Mar 7, 2025
Wealth ManagementVerifiedStamford, CT

Lobnek Wealth Management is an independent Swiss wealth management firm advising international families, entrepreneurs, and institutions on global investments, treasury management, and complex cross-border matters. The firm operates from its principal address at 1 Broad Street, Stamford, CT, and also maintains a presence in Switzerland, as indicated by officer Marc Moret's location.

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