Financial advisors and lenders · Connecticut

Financial advisors and lenders in Greenwich, CT

252 financial advisors in Greenwich with phone numbers, 50 with email addresses. Search the list, unlock the ones you want and start calling today.

Get the Greenwich list freeSee a sample
252
businesses
100%
have a phone number
20%
have an email address (50)
—
average Google rating
Sample

A sample of financial advisors and lenders in Greenwich

Twelve of the 252 financial advisors on the list. Phone numbers and emails unlock in the app — 1 credit per business, both together.

BusinessCategoryRatingWebsitePhoneEmail
Moshe Niv at Guaranteed Rate AffinityFinancial Service; Legal Service—Yes(203) •••-••••Available
Design Glass & Mirrors, llcFinancial Service; Legal Service—Yes(203) •••-••••Available
Greenwich Independent InsuranceFinancial Service; Legal Service; Office—Yes(203) •••-••••Available
Hudson Varick ManagementFinancial Service; Legal Service—Yes(203) •••-••••Available
Ingram ToddFinancial Planner—Yes(203) •••-••••Available
Glade Brook Capital PartnersFinancial Planner—Yes(203) •••-••••Available
Wexford CapitalFinancial Planner—Yes(203) •••-••••Available
Chapin Asset ManagementFinancial Planner—Yes(203) •••-••••Available
Alpine MeridianFinancial Planner—Yes(203) •••-••••Available
Dock Street Asset ManagementFinancial Planner—Yes(203) •••-••••Available
Pilot Music Business ServicesFinancial Service; Legal Service—Yes(203) •••-••••Available
LEITH CONGREGATIONFinancial Service; Legal Service—Yes(475) •••-••••Available

Showing 12 of 252. Data refreshed October 2026.

The market

What Greenwich's financial advisors look like

0% of rated financial advisors here hold 4.5★ or better — there is room for businesses that push for reviews.
0 carry a perfect 5.0★ rating; 252 have no rating yet — prime prospects for review and reputation services.
39 (15%) have no website listed — a ready-made list for web design and SEO offers.
15% link a Facebook or Instagram page from their listing.

Most common listings

  • Financial Planner133
  • Financial Service; Legal Service50
  • Financial Service; Legal Service; Business Service40
  • Loans Agency12
  • Financial Service4
  • Financial Service; Legal Service; Office3

Area codes

  • (203)241
  • (917)2
  • (475)2
  • (800)2
  • (413)1
  • (617)1
Playbook

How to sell to financial advisors in Greenwich

Financial planners, wealth managers, mortgage brokers and lenders. They sell on trust and referrals, and buy compliant marketing and client tools.

Who sells to financial advisors

  • Compliant marketing and SEO agencies
  • CRM and financial-planning software
  • Lead vendors
  • Compliance and archiving tools
  • Professional liability insurance

What keeps owners up at night

  • Steady new-client flow
  • Compliance around marketing
  • Rate-driven swings (mortgage)
  • Client communication at scale
When to reach themMid-morning on weekdays.
The angle that worksNew households and referrals, delivered within compliance rules.
Reaching out in the USB2B cold email is governed by CAN-SPAM: honest headers and subject lines, a physical address and an opt-out you honor. Phone outreach has its own rules, especially for cell phones. Read our CAN-SPAM guide and cold-calling rules before you start.
FAQ

Questions about Greenwich financial advisors leads

How many financial advisors and lenders in Greenwich, CT are in the database?
252 financial advisors and lenders in Greenwich, CT, as of October 2026. 252 of them have a phone number and 50 have an email address.
How much does it cost to get these leads?
Every account starts with 25 free credits. Unlocking a contact (phone and email together) costs 1 credit. The Starter plan is $39/month for 2,500 credits — about 1.6¢ a contact — so the whole Greenwich list of 252 costs less than one month of Starter. See pricing.
Can I export the list to a dialer or CRM?
Yes. Unlocked contacts export to CSV, Excel or JSON with phone, email, website, address, category and rating, ready for any dialer or CRM.
Where does the data come from?
From public business listings — the same information financial advisors publish so customers can find them — cleaned, de-duplicated by phone number and refreshed regularly. Businesses can ask to be removed at any time.

Financial advisors and lenders in other cities

Stamford, CTHartford, CTNew Haven, CTWest Hartford, CTWestport, CTAll financial advisors and lenders →

Other businesses in Greenwich

RestaurantsSalons and spasReal estate officesEverything in Greenwich →

Start calling Greenwich financial advisors today

25 free credits, no card. Search "financial advisors in Greenwich" and unlock your first 25 contacts.

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