What departments does New Canaan Group have?

New Canaan Group has employees across 3 departments including Finance, Customer Success, Solutions Engineering.

What is the largest department at New Canaan Group?

The largest department at New Canaan Group is Finance with 3 employees.

Where are New Canaan Group employees located globally?

New Canaan Group has employees across 1 continents and 1 countries including United States Of America.

How has New Canaan Group's team size changed over time?

New Canaan Group's team has grown from approximately 13 to 14 employees based on available data.

New Canaan Group Employee Directory

Financial ServicesConnecticut, United States11-50 Employees

New Canaan Group is a financial services firm based in Stamford, Connecticut, serving educators, business professionals, and individuals and families. It provides financial strategies through seminars and planning resources aimed at helping clients plan for the future. Duly registered representatives offer securities through Equitable Advisors, LLC, and licensed agents may provide annuities and insurance through Equitable Network affiliates, including entities operating in California, Utah, and Puerto Rico.

The company functions within the broader Equitable Advisors and Equitable Network ecosystem but is not itself a registered investment advisor, nor owned or operated by those entities. Retirement Benefits Group is referenced as a specialized division of Equitable Advisors, LLC, which places New Canaan Group within a wider network of financial services offerings. Overall, it appears to be a smaller practice focused on delivering financial guidance to its target client segments through affiliated broker-dealer and insurance channels.

New Canaan Group Global Highlights

North America
18

United States Of America
18

New Canaan Group's Leadership

B. T.
Partner
Mobile Phone
Email
F. D.
Partner
Mobile Phone
Email
J. M.
Managing Partner
Mobile Phone
Email
B. P.
Partner
Mobile Phone
Email
J. M.
Partner
Mobile Phone
Email
C. B.
Financial Advisor
Mobile Phone
Email
J. C. S.
Certified Financial Planner™ Professional
Mobile Phone
Email
E. K.
Financial Advisor
Mobile Phone
Email

New Canaan Group Employee Metrics

100%

50%

0%

2026

2025

Banking
Branding
Accounting
Administrative
Analytics
Other

Contact profiles from New Canaan Group

Name

Title

Contact Info

Location

Last Update

B. B.
Client Success Specialist
Mobile Phone
Email
United StatesConnecticut
Jun 25, 2026
C. B.
Implementation Specialist
Mobile Phone
Email
Jun 08, 2026
H. C.
Associate
Mobile Phone
Email
Oct 21, 2024
S. N.
Wealth Advisor
Mobile Phone
Email
United StatesConnecticut
Apr 21, 2026
J. E.
Communications & Operations Strategist
Mobile Phone
Email
United StatesConnecticut
Jun 28, 2026

Frequently Asked Questions

What is New Canaan Group known for?

New Canaan Group was founded in 1990 operates in the Financial Services industry. The company's main headquarters is located in 1266 East Main Street 6th Floor Stamford, Connecticut 06902 United States. Explore New Canaan Group's company overview page for more information.

What is New Canaan Group's most common email format?

New Canaan Group employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more New Canaan Group email formats with LeadIQ.

How many employees does New Canaan Group have currently?

New Canaan Group has approximately 40 employees as of May 2026. These team members are located across 1 continents, including North America.

Who are New Canaan Group's key employees and leadership?

As of May 2026, New Canaan Group's key employees include:

Partner: B. T.
Partner: F. D.
Managing Partner: J. M.
Partner: B. P.
Partner: J. M.

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New Canaan Group Employee Directory

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