Company lists · Data refreshed September 2026

Top 19 Investment firms based in Westport, United States

RevenueBase identified 35 investment firms headquartered in Westport, United States as of September 2026 and tracks 839 professional contacts across them, including 402 with verified work emails. New York is the largest hub.

This list covers investment firms headquartered in Westport, United States, matched on what each company actually does as described in its own words. Ranked by team size, largest first. Every row shows the company's own description, how directly it supports the match, and when it was last checked. Data refreshed September 4, 2026.

Published by RevenueBase, a B2B data infrastructure company. This list was built with RevenueBase SmartSearch, the natural-language company search RevenueBase customers use to build their own targeted lists and unlock verified emails and direct dials at the companies on them. How these lists are built and judged.

How to read this list HQ checked on every row Match evidence on every row Refreshed Sep 4, 2026 86% judged on-target in blind review
35Companies
839Contacts tracked
402Verified emails
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The 19 largest investment firms based in Westport, United States

Ranked by team size
Top 19 of 35 investment firms based in Westport, United States, ranked by team size, largest first. Data refreshed Sep 4, 2026. Evidence rates how directly each company's own description names investment firms: strong (names it), partial (names part of it), indirect (matched on its full profile rather than the summary shown). Click a count to unlock that company's people.
#CompanyHeadquartersEmployeesContacts
1Westport, CT, United StatesHQ checked Sep 4, 2026201-500340

“A.G.P./Alliance Global Partners is a full-service, national investment firm and SEC registered broker-dealer since 1980.”

Source: company website · checked Sep 4, 2026
2
Coastal Bridge AdvisorsIndirect evidence
Westport, CT, United StatesHQ checked Sep 4, 202611-5055

“Coastal Bridge Advisors is a private wealth management firm designed to help you enjoy the rewards of your hard work, now and in the future.”

Source: company website · checked Sep 4, 2026
3
Summer Street Advisors, LLCIndirect evidence
Westport, CT, United StatesHQ checked Sep 4, 202611-5019

“Throughout volatile market cycles, resilience is everything.”

Source: company website · checked Sep 4, 2026
4
Westbury Group LLCStrong evidence
Westport, CT, United StatesHQ checked Sep 4, 202611-5018

“Westbury Group LLC is a FINRA-registered investment banking broker-dealer located in Westport, Connecticut.”

Source: company website · checked Sep 4, 2026
5Westport, CT, United StatesHQ checked Sep 4, 20261-1013

“Cedar Point Financial Services LLC works to preserve and leverage its clients’ businesses and wealth.”

Source: company website · checked Sep 4, 2026
6
Williams Trading LLCIndirect evidence
Westport, CT, United StatesHQ checked Sep 4, 202611-5012

“Williams Trading was founded in 1997 to create a world-class equities execution platform for an elite group of hedge fund managers.”

Source: company website · checked Sep 4, 2026
7Westport, CT, United StatesHQ checked Sep 4, 202611-509

“RDM Financial Group is an experienced group of financial planners and investment professionals with offices in Westport, CT, Boca Raton, FL and New York City.”

Source: company website · checked Sep 4, 2026
8
Stride Capital GroupIndirect evidence
Westport, CT, United StatesHQ checked Sep 4, 20261-106

“Stride uses a time-tested approach to establish partnerships with a select group of managers and share the created value with our investors.”

Source: company website · checked Sep 4, 2026
9
Isos Capital ManagementStrong evidence
Westport, CT, United StatesHQ checked Sep 4, 202611-505

“Isos Capital Management is an independent investment firm focused on identifying and executing on investment opportunities in the media, entertainment and sports industries.”

Source: company website · checked Sep 4, 2026
10
Litvak & COIndirect evidence
Westport, CT, United StatesHQ checked Sep 4, 20261-103

“With a heritage in international banking and an affinity for independent thinking, we provide discreet wealth management and personalized solutions through Litvak Wealth™ and…”

Source: company website · checked Sep 4, 2026
11
Drum Hill Capital LLCStrong evidence
Westport, CT, United StatesHQ checked Sep 4, 20261-103

“Founded as a multi-family office in 1998, Drum Hill Capital is an investment manager whose global focus, disciplined approach, and unique exposure to private markets lends itself…”

Source: company website · checked Sep 4, 2026
12Westport, CT, United StatesHQ checked Sep 4, 20261-102

“Greenhouse Wealth Management, LLC delivers highly customized and effective wealth management and financial planning strategies to individuals, families and businesses.”

Source: company website · checked Sep 4, 2026
13Westport, CT, United StatesHQ checked Sep 4, 20261-102
Source: company website · checked Sep 4, 2026
14
VlmgroupStrong evidence
Westport, CT, United StatesHQ checked Sep 4, 20261-102

“Ventures Lifestyle Management Group (VLMG) specializes in providing Investment Management & Lifestyle Management to Family Offices, High-Net Worth Individuals, and to exclusive…”

Source: company website · checked Sep 4, 2026
15
Newpointe WealthIndirect evidence
Westport, CT, United StatesHQ checked Sep 4, 20261-101

“We work with executives, individuals and families helping to organize, build and preserve their wealth.”

Source: company website · checked Sep 4, 2026
16
National Hall CapitalStrong evidence
Westport, CT, United StatesHQ checked Sep 4, 20261-101

“National Hall Capital LLC is an investment management company based in Westport, CT.”

Source: company website · checked Sep 4, 2026
17Westport, CT, United StatesHQ checked Sep 4, 20261-101

“We offer business owners an alternative transition option.”

Source: company website · checked Sep 4, 2026
18
Cfig Companies, LLCIndirect evidence
Westport, CT, United StatesHQ checked Sep 4, 20261-101

“CFIG Companies, LLC, based in Fairfield County, Connecticut, provides comprehensive personalized wealth management services to individuals, foundations, non-profit groups, small…”

Source: company website · checked Sep 4, 2026
19
Gotham Private CapitalIndirect evidence
Westport, CT, United StatesHQ checked Sep 4, 20261-101

“Gotham Private Capital is a boutique financial firm founded by Bill Douglass that partners with leading biotechnology and technology companies and funds seeking capital-raising…”

Source: company website · checked Sep 4, 2026

Showing 19 of 35 investment firms based in Westport, United States

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Investment firms based in Westport, United States at a glance

As of Sep 4, 2026
1-10Median size (employees)
New YorkLargest hub · 1002 HQs
Contacts with mobile numbers
Sep 4, 2026Data refreshed

Companies by employee count

1-10
20
11-50
11
51-200
2
201-500
2

Email recency for this list is measured across the whole United States list rather than this city, so it is reported there. Company counts and contact totals on this page are exact for Westport, over 35 companies.

How this list was built

Company categories are rarely black and white. RevenueBase reads each company's own description of its business to decide whether it belongs among investment firms, so some rows will be adjacent to the category rather than pure plays. The description and evidence rating on every row are there so you can check each match yourself.

Source
The RevenueBase company graph: 60 million companies and 398.9 million professional contacts resolved from primary sources, queried with RevenueBase SmartSearch, the natural-language company search available to every RevenueBase user.
What qualifies
Companies headquartered in Westport, United States whose own description of what they do matches “investment firms”. Matching reads each company's description, not its industry code or its name.
What we exclude
Companies whose own description does not clearly place them among investment firms, and records with no verified work email. Companies headquartered outside Westport are excluded even when they keep an office there.
Match quality
In blind human judging of this matching method, 86% of matched companies were on target. Expect roughly 1 in 7 rows to be adjacent to the category rather than a pure play. Every row shows the company's own description and an evidence rating so you can judge each match yourself. Read the full methodology: how the lists are built, how the judging worked, and what the figure means.
Ranking
Team size, largest first: companies are ordered by the number of professionals RevenueBase tracks at each one. Employee ranges shown are reported bands, for context.
Verification
Every listed company carries at least one verified work email, 402 across the full list. Contacts re-verify on a rolling cadence, and each contact's own verification date is shown inside RevenueBase.
Refresh
This page's figures were pulled from the company graph on September 4, 2026. Lists refresh periodically as the graph is re-checked.
Corrections
Wrong category, wrong headquarters, or a company that has closed? Use “Report an issue” on any row. Reports go to the RevenueBase Data Team and feed back into the company graph.

Investment firms by metro in the United States

Frequently asked

How many investment firms are there based in Westport, United States?

RevenueBase identified 35 investment firms headquartered in Westport, United States as of September 2026, matched on each company's own description of what it does rather than its industry code.

What is the largest company on this list?

A.G.P. Alliance Global Partners, headquartered in Westport, tops this list with the largest team on record.

Which city has the most investment firms?

New York leads with 1002 headquartered companies, followed by Chicago (301) and Dallas (277).

How do I get contact information for these companies?

A free RevenueBase account lets you run this exact search and work the top results, verified emails and direct dials included. Upgrading unlocks all 402 verified decision-maker contacts tracked across these 35 companies.

How current is this list?

The list refreshes periodically as the company graph is re-checked. This page's figures were pulled on September 4, 2026.

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About this data

RevenueBase is a B2B data infrastructure company. Its company graph covers 60 million companies and 398.9 million professional contacts, with emails verified on a rolling cadence rather than scraped once and left to decay. These company lists are generated directly from that graph with RevenueBase SmartSearch, the same natural-language company search every RevenueBase user has: describe a market in plain words, get the companies that match, and add verified emails and direct dials for the people at them. It is the same data that powers RevenueBase's B2B data products, and a free account includes 500 credits to start. How these lists are built and judged.