New Financial Services Businesses in Westport, CT

TaraPaige Group is a financial and accounting management firm specializing in hospitality businesses including restaurants, hotels, and real estate assets. The site mentions offering strategic planning and accounting services for hospitality and diverse industries. Contact details include a New York phone number and email, and the principal is Tara Berman.

JB Advisory Group is a client advisory and accounting services firm, offering financial information and management guidance. The company's website lists a Lafayette, CO address, while the LLC filing shows a Westport, CT principal address.

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.

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 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 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.

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 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.