Greenwich Harbor Equity Partners

About GHEP

Greenwich Harbor Equity Partners (GHEP) helps financial services entrepreneurs build high-performance companies.  We focus exclusively on early stage and middle market companies in financial services and related sectors where we have distinctive expertise and we partner with exceptional management teams who share similar values and a strong performance culture.  Permanent committed capital and a focus on fundamental value creation ensures the interests of GHEP and partner portfolio firms are well-aligned for shared success and long-term value creation.

Our Focus Sectors

Financial Advisory

Wealth management, financial planning,  tax services, retirement, institutional advisory, proprietary research  

Asset Management

Retail and institutional equity, fixed-income & alternatives funds/ETFs, separate accounts, funds of funds 

Risk Management

Insurance distribution (Life and P&C), reinsurance,  life settlements, business risk management solutions

WealthTech & InsureTech

Advisory tools, data & analytics, portfolio management, marketing & client engagement, middle/back office automation, compliance

Our Approach

GHEP employs a focused approach to investing in and building businesses in sectors where we have substantial domain expertise and where our resources or capabilities can help partner management teams accelerate profitable growth and realize sustainable value creation for clients, founders and management teams, employees, and partners. 

We rely significantly on industry-aligned advisory boards and operating partners who are deeply experienced managers with relationships and experience in the specific business sectors in which we operate.

Our objective post-investment is to support management teams to accelerate growth and build scale for sustainable, long-term value creation.  Our portfolio companies :


* Direct and syndicate investments

For additional information, please contact

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