Contego Capital Group

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Description

Contego Capital is a leading boutique asset management firm that provides a wide array of financial services to a substantial and diversified client base that includes corporations, financial institutions and high net worth individuals and families. We report our activities in the following five business segments: Asset Management Private Equity Insurance Brokerage Mortgage Brokerage Financial Institutions With well over a century of combined experience, Contego Capital is the parent company and new brand identity of a number of well known and established financial services endeavors that have joined the Contego family through merger or acquisition. Collaboration. Stewardship. Trust. Contego Capital.

AI Sector Summary

Contego Capital is a financial services-focused firm that operates and invests across asset management, insurance brokerage, mortgage services, and wealth management, primarily targeting high net worth individuals and financial institutions.

Location

United States

Industry

Investment Management

Investor Type

pe, family office

Target Sectors

generalist

Verticals

Business Services

Specialities

401k Consultation, Benchmarking Diagnostics, Advisory Services, Group Benefits, Mortgage, Buy Side Private Equity, Family Office Services

Financials

Revenue

EBITDA

Employees

6

Founded

2003

Sectors (from search)

financial_services · wealth management, risk management, retirement planning, insurance brokerage, asset management

Classify Status

Done

Prospects

0 people

No prospects linked to this account.

Outreach History

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ID: 4215Airtable: recVf4m17o8iP05ZkCreated: 10/04/2026