


New Canaan Group
Financial Services • Stamford, Connecticut, United States • 21-50 Employees
Company overview
| Headquarters | 1266 East Main Street, 6th Floor, Stamford, Connecticut 06902, US |
| Phone number | +12039372444 |
| Website | |
| NAICS | 52 |
| SIC | 628 |
| Keywords | Succession Planning, Retirement Planning Strategies, Wealth Management, Estate Planning Strategies, Financial Needs Analysis, Investment Policy Statements |
| Founded | 1990 |
| Employees | 21-50 |
| Socials |
Key Contact at New Canaan Group
Bradley Thompson
Director Of Portfolio Strategy
New Canaan Group Email Formats
New Canaan Group uses 2 email formats. The most common is {first initial}.{last name} (e.g., j.doe@newcanaangroup.com), used 64.7% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial}.{last name} | j.doe@newcanaangroup.com | 64.7% |
{first name}.{last name} | john.doe@newcanaangroup.com | 35.3% |
About New Canaan Group
New Canaan Group is a financial services firm dedicated to educators, business professionals, individuals & families. We provide financial strategies and seminars that help people feel empowered and confident in their future. Duly registered representatives offer securities through Equitable Advisors, LLC (NY, NY), member SIPC, a broker-dealer(Equitable Financial Advisors in MI & TN)/Equitable Advisors, LLC, an SEC-registered investment advisor. Duly licensed agents offer annuities and insurance through Equitable Network, LLC; Equitable Network Insurance Agency of California, LLC in CA; Equitable Network Insurance Agency of Utah, LLC in UT; Equitable Network of Puerto Rico, Inc. in PR. EOE M/F/D/V. [Retirement Benefits Group is a specialized division of Equitable Advisors, LLC.] New Canaan Group is not a registered investment advisor and is not owned or operated by Equitable Advisors or Equitable Network.] Equitable Advisors, LLC (NY, NY 212-314-4600), member FINRA, SIPC. Important Information & Disclosures: http://bit.ly/2f98X9d AGE- 8018129.1 (Exp.06/2029)
New Canaan Group revenue & valuation
| Annual revenue | $15,000,000 |
| Revenue per employee | $341,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $48,000,000 |
| Total funding | No funding |
Employees by Management Level
Total employees: 21-50
Seniority
Employees
Employees by Department
New Canaan Group has 7 employees across 3 departments.
Departments
Number of employees
Funding Data
New Canaan Group has never raised funding before.
New Canaan Group Tech Stack
Discover the technologies and tools that power New Canaan Group's digital infrastructure, from frameworks to analytics platforms.
Hosting
WordPress plugins
JavaScript libraries
WordPress themes
Page builders
JavaScript libraries
Font scripts
JavaScript libraries
Programming languages
Blogs
SEO
Frequently asked questions
4.8
40,000 users



