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Fenwick Logo
Fenwick Growth Score
72
CB Rank
505379
Heat Score
60
Fenwick specializes in retirement planning, insurance, advice, asset management, financial and investment services.
Private New Canaan, Connecticut, United States www.fenwickfirst.com/
Advice
Angel Investment
Financial Services
Insurance
Overview

Fenwick
Growth Score
72
Heat Score
60

Growth Score72
-16 pts
in past quarter
Heat Score 60
0 pts
in past quarter

Company Performance Metrics

Score
Trend
AI Content may contain mistakes and is not legal, financial or investment advice.Learn more.
Growth Score - The measure of growth based on company activity, operational metrics, and investments
Growth Trend - The change in the growth score over the given time period
Heat Score - The measure of the market interest, media activity, and Crunchbase profile activity
Heat Trend - The change in the heat score over the given time period
Learn More >
Recent Milestones
Raised Funding Round
Jan 1, 1970
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About Fenwick

CB Rank
505379
Fenwick specializes in retirement planning, insurance, advice, asset management, financial and investment services.
Private New Canaan, Connecticut, United States www.fenwickfirst.com/
Advice
Angel Investment
Financial Services
Insurance

Details

Operating Status Active
Company Type For Profit
Phone Number +1-203-966-1212
Predictions & Insights

Growth Prediction

See this Growth Prediction
Top Contributing Factors
Key Employee Changes

Products & Services

Alerus Retirement Benefits
A service providing administrative support and management for retirement plans, including daily investment updates and participant account management.
Asset Management
A service that develops and manages diversified investment portfolios to protect assets and generate returns while minimizing risk.

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Financials
Market Intelligence
People
View Profiles & Contacts
News

News and Press

News•Apr 1, 2026
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News•Mar 26, 2026
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News•Dec 2, 2025
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Access a complete feed of recent news and press, from product launches to leadership changes.
Technology
View Tech Report

IT Spend

$123.5KThis year, Fenwick is projected to spend $123.5K on IT, according to Aberdeen.

Active Website Tech Count

12Fenwick is actively using 12 technologies for its website, according to BuiltWith. These include IPhone / Mobile Compatible, Viewport Meta, and  Apple Mobile Web Clips Icon.
Sub-Organizations
Frequently Asked Questions

Where is Fenwick's headquarters? Fenwick is located in New Canaan, Connecticut, United States.Who are Fenwick's competitors? Alternatives and possible competitors to Fenwick may include Mariner Wealth Advisors, CAPTRUST, and  HUB International.
Who We Are
What We Do
Helpful Links
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