Insights

Targeted Market Niche Connecticut Capital Management Group specializes in life cycle financial planning and investment management for individuals and families, presenting opportunities to tailor premium financial solutions and advisory services that align with client life stages and personal goals.

Personalized Approach The company's emphasis on a human-centric, empathetic approach indicates a potential for upselling personalized financial planning tools and premium client engagement platforms that enhance relationship building and client retention.

Technology Stack Utilization of tools like eMoney and RightCapital suggests openness to innovative financial planning technology partnerships, automation solutions, and cybersecurity services, which could streamline operations or improve client experience.

Growth Potential With revenue in the range of one to ten million dollars and a small team, there is significant scope for expansion into broader markets or service lines, creating opportunities for sales of scalable solutions or strategic growth consulting.

Competitive Positioning Operating within a landscape of large industry players with extensive resources, Connecticut Capital Management can benefit from targeted marketing collaborations, brand differentiation strategies, and niche service enhancements to strengthen its market position.

Connecticut Capital Management Group, LLC Tech Stack

Connecticut Capital Management Group, LLC uses 8 technology products and services including eMoney, RightCapital, Cloudflare, and more. Explore Connecticut Capital Management Group, LLC's tech stack below.

eMoney

Accounting

RightCapital

Accounting And Finance

Cloudflare

Content Management System

oEmbed

Dev Tools

Modernizr

Javascript Libraries

Swiffy Slider

Javascript Libraries

Google Maps

Maps

Cloudflare Bot Management

Security

Connecticut Capital Management Group, LLC Email Formats	Example	Percentage
FLast@connecticutcapital.com	JDoe@connecticutcapital.com	50%
FLast@connecticutcapital.com	JDoe@connecticutcapital.com	50%

Connecticut Capital Management Group, LLC Email Formats

Example

Percentage

FLast@connecticutcapital.com

JDoe@connecticutcapital.com

50%

FLast@connecticutcapital.com

JDoe@connecticutcapital.com

50%

Frequently Asked Questions

Where is Connecticut Capital Management Group, LLC's headquarters located?

Connecticut Capital Management Group, LLC's main headquarters is located at 2 Schooner Ln, Unit 1-12 Milford, Connecticut 06460, US. The company has employees across 1 continents, including North America.

What is Connecticut Capital Management Group, LLC's phone number?

You can contact Connecticut Capital Management Group, LLC's main corporate office by phone at

+1-203-877-****

. For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Connecticut Capital Management Group, LLC's official website and social media links?

Connecticut Capital Management Group, LLC's official website is connecticutcapital.com and has social profiles on LinkedIn.

What is Connecticut Capital Management Group, LLC's SIC code NAICS code?

Connecticut Capital Management Group, LLC's SIC code is 6411 - Insurance Agents, Brokers, and Service NAICS code is 52 - Finance and Insurance.

How many employees does Connecticut Capital Management Group, LLC have currently?

As of December 2025, Connecticut Capital Management Group, LLC has approximately 7 employees across 1 continents, including North America. Key team members include Partner: S. B. C.Registered Investment Advisor: J. M.Wealth Management Intern: K. F.. Explore Connecticut Capital Management Group, LLC's employee directory with LeadIQ.

What industry does Connecticut Capital Management Group, LLC belong to?

Connecticut Capital Management Group, LLC operates in the Financial Services industry.

What technology does Connecticut Capital Management Group, LLC use?

Connecticut Capital Management Group, LLC's tech stack includes eMoneyRightCapitalCloudflareoEmbedModernizrSwiffy SliderGoogle MapsCloudflare Bot Management.

What is Connecticut Capital Management Group, LLC's email format?

Connecticut Capital Management Group, LLC's email format typically follows the pattern of FLast@connecticutcapital.com. Find more Connecticut Capital Management Group, LLC email formats with LeadIQ.

When was Connecticut Capital Management Group, LLC founded?

Connecticut Capital Management Group, LLC was founded in 1998.

Connecticut Capital Management Group, LLC

Financial ServicesUnited States2-10 Employees

At Connecticut Capital Management Group, we provide life cycle financial planning and investment management that aligns your wealth with what matters most. We partner with individuals and families through every stage of life, offering clarity, confidence, and purpose in every financial decision.

Our approach is deeply human. We believe that financial planning isn’t just about numbers—it’s about people. That’s why we lead with empathy, build lasting relationships, and walk alongside our clients through life’s highs and lows. We’re here when life happens.

Guided by unwavering core value, we are People-First, Empowering, Relentlessly Curious, Excellent Always, and Integrity-Drive. We bring care, precision, and purpose to everything we do. Whether helping clients plan for retirement, navigate change, or build generational wealth, we provide more than advice—we provide partnership.

Insights

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