Six businesses,
one standard of care.

A registered investment adviser providing discretionary and advisory management of client assets. Greenridge Wealth is the relationship core of the platform — fiduciary by mandate, fee-aligned by structure, and built to coordinate with the group's insurance and capital lines without ever compromising independence of advice.

A resident insurance agency placing property & casualty and life & health coverage through appointed carriers. Greenridge Insurance lets the group address risk transfer alongside risk management — useful where wealth and business-owner clients need both an investment plan and the policies that protect it.

Capital advisory, M&A counsel, and private placement services for founders and lower-middle-market companies. Greenridge Capital Advisors operates as a broker-dealer or under the M&A-broker exemption as the mandate requires — bringing institutional process to transactions that are too often run on instinct.

Managed-futures and derivatives trading and advisory through fully registered, regulated channels. Greenridge Derivatives extends the platform into systematic and discretionary strategies — operated under the registrations appropriate to each program, with compliance built in from the first trade.

The platform, software, and intellectual-property holding entity for the group, and its primary employer. Greenridge Technologies builds the tooling the regulated lines run on, holds the IP, and centralizes engineering talent — an operating, unregulated core that lets every other vertical move faster.

The general-partner and investment-management vehicle for the group's private funds. Built to meet the expectations of outside limited partners and investor governance, Greenridge Ventures is structured to scale into co-GP arrangements — electing partnership treatment if and when additional principals join.