PhiloSmith & Co.

Financial ServicesConnecticut, United States11-50 Employees

Philo Smith & Co. is a mid-sized independent financial services firm based in Stamford, Connecticut, with origins dating to 1962. It concentrates on the insurance sector and other financial services companies, delivering services across mergers and acquisitions advisory, asset management for institutions and high-net-worth individuals, and sector-focused research. The firm highlights its specialized knowledge and long-standing relationships within these sectors as a key strength.

In its advisory practice, the firm counsels insurers, underwriters, agents, brokers, and related financial services firms on mergers, acquisitions, affiliations, and strategic planning. Its asset management activity serves institutional and high-net-worth clients through a disciplined approach informed by its insurance and financial services expertise. Its research team analyzes core insurance topics as well as other financial services players worldwide.

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