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  3. Pittsford
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New Wealth Management Businesses in Pittsford, NY

1 wealth management businesses recently registered in Pittsford, New York.

Updated August 19, 2026 · Most recent business filing Oct 23, 2025

1
Total Filings
Oct 23, 2025
Most Recent
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About Wealth Management Businesses in Pittsford

This page lists new wealth management businesses registered in Pittsford, New York. We currently track 1, sourced directly from the New York Division of Corporations and refreshed daily as new wealth management companies file.

Recent additions include Converge Wealth Partners. The most recent wealth management business filing was on Oct 23, 2025.

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 Pittsford, this is one of the freshest prospect lists in the market.

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

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All Filings

Converge Wealth Partners

Oct 23, 2025
Wealth ManagementVerifiedPittsford, NY

Converge Wealth Partners is a financial advisory firm located in Pittsford, NY, specializing in retirement planning and wealth management. The website emphasizes helping clients find the right retirement path and offers personalized planning services. The site provides contact information and a clear value proposition focused on fiduciary advice.

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