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New Financial Services Businesses in Westport, CT

6 financial services businesses recently registered in Westport, Connecticut.

Updated July 28, 2026 · Most recent filing Apr 1, 2026

6
Total Filings
Apr 1, 2026
Most Recent

About Financial Services Businesses in Westport

This page lists new financial services businesses registered in Westport, 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 Pezzi Wealth Management, Uncorrelated Alts, and Softpins. The most recent financial services filing was on Apr 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 Westport, this is one of the freshest prospect lists in the market.

All Filings

Pezzi Wealth Management

Apr 1, 2026
Financial ServicesVerifiedWestport, CT

Pezzi Private Capital LLC operates as Pezzi Wealth Management, a financial advisory firm based in Westport, Connecticut, specializing in portfolio management for personal investing. The website emphasizes a faith-based approach, referencing Christian scripture, and provides contact and client login features.

Uncorrelated Alts

Jun 20, 2025
Financial ServicesVerifiedWestport, CT

Alpha Alts LLC appears to be an alternative investments firm operated by Brad Lamensdorf from Westport, Connecticut. The candidate website Uncorrelated Alts, located at 55 Post Road in Westport, matches the filing's geographic area and industry focus, suggesting the business provides alternative investment services or consulting. The filing's principal address at 6 Old Hill Road is in the same town, reinforcing the connection.

Softpins

Apr 1, 2025
Financial ServicesVerifiedWestport, CT

Softpins is a fractional CFO practice for small businesses, based in Westport, CT. The website offers analytics, KPI design, and custom tooling to help businesses gain financial clarity. The business is operated by Luis Matute Franka, as listed in the LLC filing.

Cedar Point Wealth

Feb 20, 2025
Financial ServicesVerifiedWestport, CT

Cedar Point Wealth Management LLC operates as a financial advisory firm based in Westport, CT, specializing in retirement planning for individuals and families. The firm's contact email and phone number are provided on the site, confirming it is an active, small-shop advisory practice.

ThreeG Capital

Feb 3, 2025
Financial ServicesVerifiedWestport, CT

Three Globe Capital LLC, operating as ThreeG Capital, provides management assistance, strategic partnerships, private equity, venture capital, and consulting services for businesses, as stated on their website. The business is based in Westport, Connecticut, matching the filing's principal address.

AKM Advisors

Jan 20, 2025
Financial ServicesVerifiedWestport, CT

AKM Advisors is an accounting and financial advisory firm based in New York, NY, serving clients with tax, trust, and other accounting needs. The website lists Benjamin Mann as a principal, matching the LLC filing's officer. The firm emphasizes hands-on, experienced service for local and partner clients.

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