Key facts
- Status: Privately Held (no backing).
- ·Watchlist + deal alerts for Essex Financial
- ·The full record, as it builds
Funding rounds
No funding rounds for Essex Financial are on record yet — either the company hasn't raised institutional capital, or the raise hasn't surfaced in our sources.
About Essex Financial
Provider of personalized financial advisory services intended to customize wealth management solutions to fit the individualized needs of each client. The company offers services like comprehensive financial plans, investment management, tax planning, estate planning, corporate retirement plans, insurance suggestions and more, thereby helping clients by providing customized wealth management solutions to fit the individualized needs of each client.
- Sector
- Financial Services
- HQ
- Essex, CT, United States
- Employees
- 47
- Website
- essex.financial/
- Ownership
- Privately Held (no backing)
Essex Financial doesn't have a composite mark yet — a PA Mark is published once enough pricing inputs exist (trade prints, fund marks, round prices). The rest of the record below builds toward it.
Recorded secondary trades
No secondary trades in Essex Financial shares have been recorded yet. When a print lands — third-party, direct report, or platform — it appears here with structure, source, and price.
Institutional fund marks
No SEC-registered fund has reported a fair-value mark on Essex Financial in its N-PORT filings yet. We sweep new filings monthly.