Top Investment Firms in Bridgeport
342 Companies
List of the Top Bridgeport Investment Management Firms
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$10,000+$150 - $199 / hr10 - 49Westport, CT
Services provided
20% Funding & Investment50% Business Consulting20% Commercial Financing +1 service10% Financial ConsultingBusiness Consulting company Fidelman & Company was established in 2015. The firm specializes in Business Consulting and Commercial Financing.
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UndisclosedUndisclosed10 - 49Westport, CT
Services provided
25% Funding & Investment50% Financial Advising & Planning25% Commercial FinancingBluff Point Associates is a small Westport, Connecticut-based Financial Advising & Planning company. Their services include Financial Advising & Planning and Commercial Financing.
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UndisclosedUndisclosed10 - 49Stamford, CT
Services provided
15% Funding & Investment70% Financial Advising & Planning15% Financial ConsultingFinancial Advisors Diddel is a Financial Advising & Planning company. They offer Financial Advising & Planning and Funding & Investment and were established in 1985.
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UndisclosedUndisclosed250 - 999Stamford, CT
Services provided
100% Funding & InvestmentViking Global Investors is a Funding & Investment company. Located in New York, New York and Stamford, Connecticut, their midsize team provides Funding & Investment. The company was launched in
Read moreSee All Locations (3)Stamford, CT
600 Washington Boulevard
Stamford, CT 06901251 - 300
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UndisclosedUndisclosed2 - 9Darien, CT
Services provided
50% Funding & Investment50% Financial ConsultingFounded in 2024, Startup Fundraising is a small Funding & Investment and Financial Consulting company. Their services include Funding & Investment and Financial Consulting.
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UndisclosedUndisclosed250 - 999Stamford, CT
Services provided
50% Funding & Investment50% Commercial FinancingGeneral Atlantic is a Commercial Financing and Funding & Investment company. Founded in 1980, the team provides Commercial Financing and Funding & Investment.
Read moreSee All Locations (2)Stamford, CT
677 Washington Blvd. 8th Floor
Stamford, CT 0690150 - 75
(203) 629-8600
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UndisclosedUndisclosed2 - 9Fairfield, CT
Services provided
25% Funding & Investment50% Financial Advising & Planning25% Commercial FinancingPilgrim Capital Partners, LLC is a Fairfield, Connecticut-based Financial Advising & Planning company. Launched in 2007, the team focuses on Financial Advising & Planning and Commercial Financing.
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UndisclosedUndisclosed10 - 49New York, NY
Services provided
45% Funding & Investment35% Financial Consulting15% Financial Advising & Planning +1 service5% Other MarketingSee all 20 projectsleadforce.info is a company specializing in funding and investment services, particularly in capital raising and investor introductions. Feedback indicates a 67% satisfaction rate, with clients praising their attention to detail and personal approach. However, one review noted a significant underdelivery in meeting arrangements, highlighting a need for consistency in deliverables.
2 of 3 Funding & Investment reviews are 5 stars3 new reviews for Funding & Investment in past 6 monthsLess than $10,000 avg. project costRead 3 ReviewsFunding & Investment PROJECT HIGHLIGHT
Capital-Raising Services for Beverage Alcohol Consulting Co
5.0 — leadforce.info provided capital-raising services for a beverage alcohol consulting company. The team conducted targeted investor research and engaged with potential investors. Read moreWas this helpful?
Industry Experience
Leadforce.info has demonstrated strong expertise primarily in the Food & Beverage, Business Services, and Consumer Products industries, receiving positive feedback for their lead generation and capital-raising capabilities. Clients noted their effective communication and timely deliverables across various projects. In sectors like Manufacturing and Healthcare, they have positively impacted investor outreach and brand awareness. However, a review from the Supply Chain industry indicated a significant shortfall in promised deliverables. Overall, Leadforce.info is well-suited for clients in Food & Beverage and Consumer Products.
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Supply Chain, Logistics, and Transport Food & Beverage Business services Retail Beauty & Cosmetics eCommerce Food & Beverages Wellness & Fitness Other Industry Energy & natural resources Consumer Products Healthcare Manufacturing IT ServicesWas this helpful?
Average Project Cost Breakdown
Read All ReviewsWhat Clients Have Said
Overall, clients commend Leadforce.info for their cost-effectiveness and value for money. Many reviews highlight that the pricing aligns well with client budgets, with one stating it provides 'good value for cost.' Another client noted that their fees were 'more than covered by investment dollars produced.' However, there was one instance where a client expressed dissatisfaction with deliverables, suggesting inconsistency in meeting expectations. Overall, the sentiment is largely positive regarding value and affordability.Was this helpful?
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UndisclosedUndisclosed50 - 249Stamford, CT
Services provided
50% Funding & Investment50% Commercial FinancingCommercial Financing and Funding & Investment company Oak Hill Capital was established in 1986. The agency specializes in Commercial Financing and Funding & Investment.
Read moreSee All Locations (3)Stamford, CT
One Stamford Plaza 263 Tresser Boulevard, 15th Floor
Stamford, CT 069016 - 9
203-328-1600
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UndisclosedUndisclosed250 - 999Greenwich, CT
Services provided
25% Funding & Investment50% Financial Advising & Planning25% Commercial FinancingPlatinum Equity is a Financial Advising & Planning company. Established in 1995, the team provides Financial Advising & Planning and Commercial Financing.
Read moreSee All Locations (5)Greenwich, CT
1 Greenwich Office Park N. Building, Floor 2
Greenwich, CT 06831401 - 500
+1 203.930.2010
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UndisclosedUndisclosed50 - 249Stamford, CT
Services provided
50% Funding & Investment50% Commercial FinancingCommercial Financing and Funding & Investment company Palladium Equity Partners focuses on Commercial Financing and Funding & Investment. They were established in 1997.
Read moreSee All Locations (2)Stamford, CT
1 Station Place Suite 501
Stamford, CT 069022 - 5
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$1,000+Undisclosed2 - 9New York, NY
Services provided
41% Funding & Investment36% Business Consulting23% Commercial FinancingSee all 2 projectsSimion Advisory, a company specializing in Funding and Investment services, is praised for its financial expertise and strategic support. They successfully increased project margins by 18% and reduced payback periods by 12 months. Reviews are overwhelmingly positive, highlighting their proactive communication and tailored approach, with suggestions for more initial brainstorming sessions.
1 of 1 Funding & Investment reviews are 5 stars1 new review for Funding & Investment in past 6 months$10,000 – $49,000 avg. project costRead 1 ReviewFunding & Investment PROJECT HIGHLIGHT
Financial Modeling & Fundraising Support for Drone Company
5.0 — Simion Advisory provided financial modeling and fundraising support for a drone company. The work included conducting market and competitor analysis, designing a financial model, and creating a Read moreWas this helpful?
Industry Experience
Simion Advisory has demonstrated expertise in the GPS, Navigation & GIS sectors, particularly within high-tech drone applications focusing on LiDAR technology. Clients have praised their ability to create tailored financial models and effective fundraising strategies that resulted in improved profit margins and investor engagement. Overall sentiment is highly positive, with notable strengths in project management, communication, and industry-specific insights, making them a strong candidate for companies in agriculture, forestry, and infrastructure.
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GPS, Navigation & GISWas this helpful?
Average Project Cost Breakdown
Read All ReviewsWhat Clients Have Said
Clients have expressed strong satisfaction with the overall cost and value provided by Simion Advisory. One client noted that their 'pricing fit our budget' and highlighted the 'good value for cost' offered. Additionally, the firm delivered measurable outcomes, including an 18% increase in projected gross margins and a reduction in payback period from 36 to 24 months. Overall, the sentiment reflects a positive assessment of the company's pricing relative to the quality of service received.Was this helpful?
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UndisclosedUndisclosed10 - 49Norwalk, CT
Services provided
25% Funding & Investment50% Financial Advising & Planning25% Commercial FinancingGrowth Catalyst Partners is a Financial Advising & Planning company founded in 2015. The team provides Financial Advising & Planning and Commercial Financing.
Read moreSee All Locations (2)Norwalk, CT
95B Rowayton Ave
Norwalk, CT 0685316 - 20
203.810.4820
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UndisclosedUndisclosed50 - 249Jericho, NY
Services provided
50% Funding & Investment50% Commercial FinancingCommercial Financing and Funding & Investment company Resource Capital Funds is in Denver, Colorado and Toronto, Canada. The team offers Commercial Financing and Funding & Investment.
Read moreSee All Locations (7)Jericho, NY
2 Jericho Plaza, Suite 103
Jericho, NY 1175310 - 15
+1 631 692 0043
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$10,000+$100 - $149 / hr10 - 49Uniondale, NY
Services provided
45% Funding & Investment35% Commercial Financing20% Financial ConsultingAlternative Funding Solutions is a Funding & Investment company launched in 2022. The team focuses on Funding & Investment and Commercial Financing.
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UndisclosedUndisclosed50 - 249Greenwich, CT
Services provided
25% Funding & Investment50% Financial Advising & Planning25% Commercial FinancingMidsize Financial Advising & Planning company Stone Point Capital, is in Greenwich, Connecticut and New York, New York. Their services include Financial Advising & Planning and Commercial Financing.
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UndisclosedUndisclosed50 - 249Greenwich, CT
Services provided
25% Funding & Investment50% Financial Advising & Planning25% Commercial FinancingBased in Greenwich, Connecticut, Brighton Park Capital is a Financial Advising & Planning company. They offer Financial Advising & Planning and Commercial Financing.
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UndisclosedUndisclosed2 - 9Greenwich, CT
Services provided
100% Funding & InvestmentLucerne Capital Management, a Funding & Investment company, is headquartered in Greenwich, Connecticut. Their services include Funding & Investment.
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UndisclosedUndisclosed2 - 9Middlebury, CT
Services provided
50% Funding & Investment50% Commercial FinancingMatthews Commercial Properties is a Commercial Financing and Funding & Investment company. Established in 2001, the team specializes in Commercial Financing and Funding & Investment.
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UndisclosedUndisclosed10 - 49Greenwich, CT
Services provided
25% Funding & Investment50% Financial Advising & Planning25% Commercial FinancingIn Greenwich, Connecticut and Manhattan Beach, California, Alvarez & Marsal Capital is a Financial Advising & Planning company. They offer Financial Advising & Planning and Commercial Financing.
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UndisclosedUndisclosed10 - 49Greenwich, CT
Services provided
25% Funding & Investment50% Financial Advising & Planning25% Commercial FinancingGHK Capital Partners LP is a small Greenwich, Connecticut-based Financial Advising & Planning company. Their services include Financial Advising & Planning and Commercial Financing.
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UndisclosedUndisclosed10 - 49Greenwich, CT
Services provided
25% Funding & Investment50% Financial Advising & Planning25% Commercial FinancingSouthfield Capital, a Financial Advising & Planning company, is located in Greenwich, Connecticut. Their services include Financial Advising & Planning and Commercial Financing.
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UndisclosedUndisclosed10 - 49Greenwich, CT
Services provided
25% Funding & Investment50% Financial Advising & Planning25% Commercial FinancingAstatine Investment Partners is a Financial Advising & Planning company based in Greenwich, Connecticut and London, England. The team focuses on Financial Advising & Planning and Commercial
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UndisclosedUndisclosed2 - 9Greenwich, CT
Services provided
50% Funding & Investment50% Commercial FinancingCommercial Financing and Funding & Investment company Endurance Partners is based in New York, New York and Greenwich, Connecticut. They specialize in Commercial Financing and Funding & Investment.
Read moreSee All Locations (2)Greenwich, CT
33 Benedict Place 1st Floor
Greenwich, CT 068301
310-282-5826
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UndisclosedUndisclosed2 - 9Greenwich, CT
Services provided
50% Funding & Investment50% Commercial FinancingEndurance Partners is a small Commercial Financing and Funding & Investment company founded in 2016. Their team focuses on Commercial Financing and Funding & Investment.
Read moreSee All Locations (2)Greenwich, CT
33 Benedict Place 1st Floor
Greenwich, CT 068301
310-282-5826
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UndisclosedUndisclosed10 - 49Greenwich, CT
Services provided
25% Funding & Investment50% Financial Advising & Planning25% Commercial FinancingUnion Capital Associates, LP is a small Financial Advising & Planning company based in Greenwich, Connecticut. Their services include Financial Advising & Planning and Commercial Financing.
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UndisclosedUndisclosed10 - 49Greenwich, CT
Services provided
25% Funding & Investment50% Financial Advising & Planning25% Commercial FinancingPerformance Equity Management is a Greenwich, Connecticut-based Financial Advising & Planning company. The team focuses on Financial Advising & Planning and Commercial Financing.
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UndisclosedUndisclosed50 - 249Greenwich, CT
Services provided
35% Funding & Investment35% Commercial Financing30% Financial Advising & PlanningMonomoy Capital Partners is a Commercial Financing company established in 2005. The midsize team provides Commercial Financing and Funding & Investment.
Read moreSee All Locations (2)Greenwich, CT
1 Greenwich Office Park Building 1S, 2nd Floor
Greenwich, CT 068312 - 5
(212) 699-4000
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UndisclosedUndisclosed10 - 49New York, NY
Services provided
20% Funding & Investment35% Business Consulting30% Financial Consulting +1 service15% Fractional CFO ServicesSee all 3 projectsPro Business Plans is a firm specializing in funding and investment services, offering comprehensive business plans, market analysis, and financial modeling. According to reviews, 100% of clients praise their ability to integrate technical and regulatory insights into investor-friendly presentations, with particular commendation for their financial models and timely communication, leading to successful meetings with major venture capital firms.
1 of 1 Funding & Investment reviews are 5 stars1 new review for Funding & Investment in past 6 months$10,000 – $49,000 avg. project costRead 1 ReviewFunding & Investment PROJECT HIGHLIGHT
Business Plan Development for Healthcare Company
5.0 — Pro Business Plans created a detailed business plan for a healthcare company. The team conducted market research and analysis and created a five-year financial projection. Read moreWas this helpful?
Industry Experience
Pro Business Plans has demonstrated expertise primarily in the IT Services and Healthcare industries. Clients praise their ability to create comprehensive business plans, conduct in-depth market analysis, and develop realistic financial models, particularly in the context of healthcare technology. The overall sentiment is positive, highlighting their effective communication, timely delivery, and understanding of both regulatory requirements and investor expectations. This makes them a strong fit for companies seeking support in business planning and financial modeling within these sectors.
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IT ServicesWas this helpful?
Average Project Cost Breakdown
Read All ReviewsWhat Clients Have Said
Clients have expressed that Pro Business Plans offers good value for their cost, with one client specifically noting that the pricing fit their budget while delivering quality outputs. The company’s ability to produce detailed business plans and financial models has been praised, particularly for their realistic approach and timely delivery. Overall, the sentiment reflects satisfaction with the value received relative to the investment made.Was this helpful?
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UndisclosedUndisclosed2 - 9Stamford, CT
Services provided
25% Funding & Investment50% Financial Advising & Planning25% Commercial FinancingFinancial Advising & Planning company Education Growth Partners provides Financial Advising & Planning and Commercial Financing. They are based in Stamford, Connecticut.
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UndisclosedUndisclosed10 - 49New City, NY
Services provided
50% Funding & Investment50% Commercial FinancingRand Commercial, a small Commercial Financing and Funding & Investment company, is based in New City, New York. Their services include Commercial Financing and Funding & Investment.
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UndisclosedUndisclosed2 - 9New Canaan, CT
Services provided
25% Funding & Investment50% Financial Advising & Planning25% Commercial FinancingWarwick Capital Group is a small New Canaan, Connecticut-based Financial Advising & Planning company. The team offers Financial Advising & Planning and Commercial Financing.
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UndisclosedUndisclosed2 - 9Stamford, CT
Services provided
25% Funding & Investment50% Financial Advising & Planning25% Commercial FinancingEstablished in 2004, Drum Capital Management is a Financial Advising & Planning company. Their team specializes in Financial Advising & Planning and Commercial Financing.
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UndisclosedUndisclosed2 - 9Stamford, CT
Services provided
25% Funding & Investment50% Financial Advising & Planning25% Commercial FinancingBased in Stamford, Connecticut, Brookside Equity Partners LLC is a small Financial Advising & Planning company. The team offers Financial Advising & Planning and Commercial Financing.
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UndisclosedUndisclosed10 - 49Great Neck, NY
Services provided
50% Funding & Investment50% Commercial FinancingCommercial Financing and Funding & Investment company Gorjian Acquisitions was founded in 2015. The small team specializes in Commercial Financing and Funding & Investment.
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UndisclosedUndisclosed10 - 49New York, NY
Services provided
15% Funding & Investment25% Accounting25% Finance & Accounting Outsourcing (FAO) +2 services25% Financial Advising & Planning10% Commercial FinancingEstablished in 2007, Finsmart Accounting is a small New York, New York-based Finance & Accounting Outsourcing (FAO) company. Their team offers Finance & Accounting Outsourcing (FAO) and Accounting.
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UndisclosedUndisclosed2 - 9Greenwich, CT
Services provided
25% Funding & Investment50% Financial Advising & Planning25% Commercial FinancingGeneration Partners is a Financial Advising & Planning company. They were founded in 1995 and provide Financial Advising & Planning and Commercial Financing.
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UndisclosedUndisclosed2 - 9West Hartford, CT
Services provided
50% Funding & Investment50% Commercial FinancingNewSilver is a Commercial Financing and Funding & Investment company. The West Hartford, Connecticut-based company offers Commercial Financing and Funding & Investment.
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UndisclosedUndisclosed10 - 49New York, NY
Services provided
50% Funding & Investment50% Commercial FinancingBravo Capital, a Commercial Financing and Funding & Investment company, is headquartered in New York, New York. Their services include Commercial Financing and Funding & Investment.
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UndisclosedUndisclosed10 - 49Montvale, NJ
Services provided
50% Funding & Investment50% Commercial FinancingMadison Trust Company is a Commercial Financing and Funding & Investment company. Established in 2009, their team provides Commercial Financing and Funding & Investment.
Read moreSee All Locations (2)Montvale, NJ
One Paragon Drive • Suite 275
Montvale, NJ 0764531 - 40
(845) 947-1212
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UndisclosedUndisclosed2 - 9Greenwich, CT
Services provided
25% Funding & Investment50% Financial Advising & Planning25% Commercial FinancingPillsman Partners is a Greenwich, Connecticut-based Financial Advising & Planning company. Their services include Financial Advising & Planning and Commercial Financing.
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UndisclosedUndisclosed2 - 9Greenwich, CT
Services provided
25% Funding & Investment50% Financial Advising & Planning25% Commercial FinancingNewCastle Partners LLC is a small Financial Advising & Planning company. Founded in 1985, the team offers Financial Advising & Planning and Commercial Financing.
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UndisclosedUndisclosed10 - 49New York, NY
Services provided
35% Funding & Investment35% Financial Consulting30% Financial Advising & PlanningEstablished in 1980, Alliance Global Partners is a small Funding & Investment company. Their team offers Funding & Investment and Financial Consulting.
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UndisclosedUndisclosed1,000 - 9,999New York, NY
Services provided
50% Funding & Investment50% Commercial FinancingBlackstone, a large Commercial Financing and Funding & Investment company, is in New York, New York and Dublin, Ireland. The team offers Commercial Financing and Funding & Investment.
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UndisclosedUndisclosed1,000 - 9,999New York, NY
Services provided
50% Funding & Investment50% Commercial FinancingCommercial Financing and Funding & Investment company Apollo Global Management LLC was established in 1990. The agency provides Commercial Financing and Funding & Investment, and is large.
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UndisclosedUndisclosed2 - 9Cheshire, CT
Services provided
30% Funding & Investment30% Financial Advising & Planning30% Financial Consulting +1 service10% BlockchainHeadquartered in Cheshire, Connecticut, Confident Financial Solutions, LLC is a small Financial Advising & Planning company. The team focuses on Financial Advising & Planning and Funding &
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UndisclosedUndisclosed250 - 999New York, NY
Services provided
50% Funding & Investment50% Commercial FinancingCommercial Financing and Funding & Investment company Oaktree Capital Management specializes in Commercial Financing and Funding & Investment. They were established in 1995.
Read moreSee All Locations (2)New York, NY
1301 Avenue of the Americas 34th Floor
New York, NY 100191001 - 2000
+1.212.284.1900
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UndisclosedUndisclosed1,000 - 9,999New York, NY
Services provided
50% Funding & Investment50% Commercial FinancingFounded in 1992, Cerberus Capital Management is a Commercial Financing and Funding & Investment company. The team provides Commercial Financing and Funding & Investment.
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UndisclosedUndisclosed50 - 249New York, NY
Services provided
50% Funding & Investment50% Commercial FinancingZMC is a Commercial Financing and Funding & Investment company launched in 2001. Located in New York, New York, the team focuses on Commercial Financing and Funding & Investment.
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UndisclosedUndisclosed50 - 249New York, NY
Services provided
50% Funding & Investment50% Commercial FinancingIn New York, New York, J.F. Lehman & Company is a Commercial Financing and Funding & Investment company. They specialize in Commercial Financing and Funding & Investment.
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List of the Top Bridgeport Investment Management Firms
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$10,000+$150 - $199 / hr10 - 49Westport, CT
Ability to deliver
5.3/40.00/20 Reviews0/10 Clients & Experience5.3/10 Market PresenceService focus
20% Funding & Investment80% Other -
UndisclosedUndisclosed10 - 49Westport, CT
Ability to deliver
0/40.00/20 Reviews0/10 Clients & Experience0/10 Market PresenceService focus
25% Funding & Investment75% Other -
UndisclosedUndisclosed10 - 49Stamford, CT
Ability to deliver
5.3/40.00/20 Reviews0/10 Clients & Experience5.3/10 Market PresenceService focus
15% Funding & Investment85% Other -
UndisclosedUndisclosed250 - 999Stamford, CT
Ability to deliver
0/40.00/20 Reviews0/10 Clients & Experience0/10 Market PresenceService focus
100% Funding & Investment -
UndisclosedUndisclosed2 - 9Darien, CT
Ability to deliver
5.7/40.00/20 Reviews0/10 Clients & Experience5.7/10 Market PresenceService focus
50% Funding & Investment50% Other -
UndisclosedUndisclosed250 - 999Stamford, CT
Ability to deliver
0/40.00/20 Reviews0/10 Clients & Experience0/10 Market PresenceService focus
50% Funding & Investment50% Other -
UndisclosedUndisclosed2 - 9Fairfield, CT
Ability to deliver
0/40.00/20 Reviews0/10 Clients & Experience0/10 Market PresenceService focus
25% Funding & Investment75% Other -
UndisclosedUndisclosed10 - 49New York, NY
Ability to deliver
27.3/40.016.2/20 Reviews6.5/10 Clients & Experience4.6/10 Market PresenceService focus
45% Funding & Investment55% Other -
UndisclosedUndisclosed50 - 249Stamford, CT
Ability to deliver
0/40.00/20 Reviews0/10 Clients & Experience0/10 Market PresenceService focus
50% Funding & Investment50% Other -
UndisclosedUndisclosed250 - 999Greenwich, CT
Ability to deliver
0/40.00/20 Reviews0/10 Clients & Experience0/10 Market PresenceService focus
25% Funding & Investment75% Other -
UndisclosedUndisclosed50 - 249Stamford, CT
Ability to deliver
0/40.00/20 Reviews0/10 Clients & Experience0/10 Market PresenceService focus
50% Funding & Investment50% Other -
$1,000+Undisclosed2 - 9New York, NY
Ability to deliver
22/40.016.6/20 Reviews1.4/10 Clients & Experience4/10 Market PresenceService focus
41% Funding & Investment59% Other -
UndisclosedUndisclosed10 - 49Norwalk, CT
Ability to deliver
0/40.00/20 Reviews0/10 Clients & Experience0/10 Market PresenceService focus
25% Funding & Investment75% Other -
UndisclosedUndisclosed50 - 249Jericho, NY
Ability to deliver
0/40.00/20 Reviews0/10 Clients & Experience0/10 Market PresenceService focus
50% Funding & Investment50% Other -
$10,000+$100 - $149 / hr10 - 49Uniondale, NY
Ability to deliver
4/40.00/20 Reviews0/10 Clients & Experience4/10 Market PresenceService focus
45% Funding & Investment55% Other
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